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Portfolio (Quarterly) Guide ↗

Sentry LLC

· CIK 0002004474
13F Portfolio $314M AUM 118 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 5 Added 60 Reduced 10 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 19,886.0 $13.0M 4.13% +219.0 +1.1% $653.20 +17.2%
2 AAPL APPLE INC Technology 18,097.0 $4.6M 1.46% +300.0 +1.7% $253.79 +28.1%
3 GOOG ALPHABET INC 8,562.0 $2.5M 0.78% +790.0 +10.2% $286.86
4 AMZN AMAZON COM INC Consumer Cyclical 2,763.0 $575K 0.18% +184.0 +7.1% $208.27 +22.4%
5 Q QNITY ELECTRONICS INC Technology 3,147.0 $363K 0.12% +399.0 +14.5% $115.38 +0.1%

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
Industrials 58.9%
Healthcare 11.6%
Technology 10.6%
Consumer Defensive 5.2%
Energy 4.1%
Financial Services 3.8%
Consumer Cyclical 3.7%
Utilities 1.1%
Basic Materials 0.6%
Communication Services 0.4%