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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 TSLA TESLA INC Consumer Cyclical 757.0 $281K 0.09% NEW $371.75 +2.1%
2 DOW DOW HLDGS INC Basic Materials 5,251.0 $219K 0.07% NEW $41.65 -30.3%
3 VLO VALERO ENERGY CORP Energy 846.0 $209K 0.07% NEW $247.08 +3.2%
4 GENI GENIUS SPORTS LIMITED Communication Services 11,946.0 $53K 0.02% NEW $4.43 +39.9%

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 58.4%
Healthcare 11.5%
Technology 10.5%
Consumer Defensive 5.1%
Energy 4.0%
Financial Services 3.7%
Consumer Cyclical 3.7%
Communication Services 1.3%
Utilities 1.0%
Basic Materials 0.6%