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Portfolio (Quarterly) Guide ↗

GenTrust, LLC

· CIK 0001697110
13F Portfolio $2.3B AUM 282 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 51 New 100 Added 75 Reduced 50 Exited
Page 3 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 OKLO OKLO INC Utilities 11,117.0 $551K 0.02% -376.0 -3.3% $49.59 +32.8%
42 VGSH VANGUARD SCOTTSDALE FDS 8,294.0 $486K 0.02% -482.0 -5.5% $58.54 -0.5%
43 AZO AUTOZONE INC Consumer Cyclical 141.0 $476K 0.02% -7.0 -4.7% $3377.78 +0.9%
44 VCSH VANGUARD SCOTTSDALE FDS 5,982.0 $474K 0.02% -1K -14.5% $79.26 -0.5%
45 SANDISK CORP 681.0 $433K 0.02% -439.0 -39.2% $635.34
46 MA MASTERCARD INCORPORATED Financial Services 804.0 $402K 0.02% -134.0 -14.3% $499.95 -0.3%
47 VRSN VERISIGN INC Technology 1,601.0 $398K 0.02% -570.0 -26.3% $248.36 +24.8%
48 INTC INTEL CORP Technology 8,394.0 $370K 0.02% -2K -21.1% $44.13 +171.6%
49 ZM ZOOM COMMUNICATIONS INC Technology 4,599.0 $370K 0.02% -3K -37.8% $80.39 +31.4%
50 ESGE ISHARES INC 8,128.0 $370K 0.02% -15K -65.3% $45.47 +15.5%
51 ITM VANECK ETF TRUST 7,692.0 $357K 0.01% -10K -56.8% $46.43 +0.1%
52 MEDP MEDPACE HLDGS INC Healthcare 733.0 $352K 0.01% -123.0 -14.4% $480.19 -9.9%
53 LRCX LAM RESEARCH CORP Technology 1,513.0 $324K 0.01% -305.0 -16.8% $213.97 +42.7%
54 WM WASTE MGMT INC DEL Industrials 1,316.0 $302K 0.01% -76.0 -5.5% $229.76 -5.2%
55 BAC BANK AMERICA CORP Financial Services 6,061.0 $295K 0.01% -6K -50.5% $48.75 +6.3%
56 ANET ARISTA NETWORKS INC Technology 2,344.0 $288K 0.01% -1K -31.2% $122.78 +25.5%
57 NTRA NATERA INC Healthcare 1,425.0 $285K 0.01% -294.0 -17.1% $199.99 +1.6%
58 LVS LAS VEGAS SANDS CORP Consumer Cyclical 5,199.0 $280K 0.01% -824.0 -13.7% $53.88 -8.3%
59 LTPZ PIMCO ETF TR 5,333.0 $272K 0.01% -5K -47.5% $51.03 -0.5%
60 APH AMPHENOL CORP Technology 2,128.0 $269K 0.01% -169.0 -7.4% $126.58 +4.3%
Page 3 of 4  ·  75 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 57.1%
Technology 19.8%
Consumer Cyclical 9.4%
Communication Services 4.8%
Energy 2.8%
Industrials 1.8%
Healthcare 1.7%
Consumer Defensive 0.9%
Basic Materials 0.9%
Utilities 0.7%