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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 2 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GE GE AEROSPACE Industrials 7,919.0 $2.4M 0.67% NEW $308.03 +19.8%
22 GOOG ALPHABET INC Communication Services 7,772.0 $2.4M 0.67% NEW $313.80 +6.7%
23 NVDA NVIDIA CORPORATION Technology 11,404.0 $2.1M 0.58% NEW $186.50 +3.2%
24 SPY SPDR S&P 500 ETF TR Financial Services 3,114.0 $2.1M 0.58% NEW $681.92 +7.0%
25 JPM JPMORGAN CHASE & CO. Financial Services 6,101.0 $2.0M 0.54% NEW $322.21 +2.1%
26 CSCO CISCO SYS INC Technology 24,654.0 $1.9M 0.52% NEW $77.03 +47.7%
27 ABBV ABBVIE INC Healthcare 8,169.0 $1.9M 0.51% NEW $228.49 +10.1%
28 BR BROADRIDGE FINL SOLUTIONS IN Technology 7,948.0 $1.8M 0.49% NEW $223.17 -38.2%
29 AXP AMERICAN EXPRESS CO Financial Services 4,591.0 $1.7M 0.47% NEW $369.95 -8.0%
30 WFC WELLS FARGO CO NEW Financial Services 15,972.0 $1.5M 0.41% NEW $93.20 -10.0%
31 MMM 3M CO Industrials 9,002.0 $1.4M 0.40% NEW $160.10 +2.4%
32 MDT MEDTRONIC PLC Healthcare 13,604.0 $1.3M 0.36% NEW $96.06 -15.7%
33 GEV GE VERNOVA INC Utilities 1,977.0 $1.3M 0.35% NEW $653.57 +59.9%
34 PG PROCTER AND GAMBLE CO Consumer Defensive 8,765.0 $1.3M 0.34% NEW $143.31 +3.9%
35 COST COSTCO WHSL CORP NEW Consumer Defensive 1,388.0 $1.2M 0.33% NEW $862.34 +10.5%
36 LOW LOWES COS INC Consumer Cyclical 4,937.0 $1.2M 0.33% NEW $241.16 -7.8%
37 RSP INVESCO EXCHANGE TRADED FD T 6,098.0 $1.2M 0.32% NEW $191.56 +10.9%
38 GOOGL ALPHABET INC Communication Services 3,719.0 $1.2M 0.32% NEW $313.00 +7.8%
39 CB CHUBB LIMITED Financial Services 3,701.0 $1.2M 0.32% NEW $312.12 +9.4%
40 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 3,125.0 $1.1M 0.30% NEW $350.51 +12.7%
Page 2 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%