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Portfolio (Quarterly) Guide ↗

Sentry LLC

· CIK 0002004474
13F Portfolio $365M AUM 124 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 124 New
Page 6 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AFL AFLAC INC Financial Services 2,630.0 $290K 0.08% NEW $110.27 +9.0%
102 MCHI ISHARES TR 4,797.0 $288K 0.08% NEW $60.07 -16.0%
103 LNC LINCOLN NATL CORP IND Financial Services 6,300.0 $281K 0.08% NEW $44.53 -17.5%
104 EWJ ISHARES INC 3,456.0 $279K 0.08% NEW $80.74 +14.9%
105 DGX QUEST DIAGNOSTICS INC Healthcare 1,600.0 $278K 0.08% NEW $173.53 +20.9%
106 VB VANGUARD INDEX FDS 1,048.0 $270K 0.07% NEW $257.95 +16.1%
107 SHEL SHELL PLC Energy 3,642.0 $268K 0.07% NEW $73.48 +4.2%
108 CVS CVS HEALTH CORP Healthcare 3,364.0 $267K 0.07% NEW $79.36 +31.5%
109 TGT TARGET CORP Consumer Defensive 2,720.0 $266K 0.07% NEW $97.75 +43.6%
110 HPE HEWLETT PACKARD ENTERPRISE C Technology 11,024.0 $265K 0.07% NEW $24.02 +82.0%
111 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 3,657.0 $250K 0.07% NEW $68.36 -32.3%
112 VO VANGUARD INDEX FDS 850.0 $247K 0.07% NEW $290.22 -72.4%
113 HPQ HP INC Technology 11,024.0 $246K 0.07% NEW $22.28 +2.7%
114 PKW INVESCO EXCHANGE TRADED FD T 1,825.0 $245K 0.07% NEW $134.32 +5.3%
115 MAA MID-AMER APT CMNTYS INC Real Estate 1,760.0 $244K 0.07% NEW $138.91 +1.3%
116 ONON ON HLDG AG Consumer Cyclical 5,000.0 $232K 0.06% NEW $46.48 -20.2%
117 CARR CARRIER GLOBAL CORPORATION Industrials 4,310.0 $228K 0.06% NEW $52.84 +39.3%
118 FAF FIRST AMERN FINL CORP Financial Services 3,680.0 $226K 0.06% NEW $61.44 +9.1%
119 Q QNITY ELECTRONICS INC Technology 2,748.0 $224K 0.06% NEW $81.65 +93.8%
120 DD DUPONT DE NEMOURS INC Basic Materials 5,502.0 $221K 0.06% NEW $40.20 +241.3%
Page 6 of 7  ·  124 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
Industrials 62.4%
Technology 11.3%
Healthcare 9.8%
Consumer Defensive 4.1%
Financial Services 3.8%
Consumer Cyclical 3.3%
Energy 2.6%
Communication Services 1.4%
Utilities 0.8%
Basic Materials 0.5%