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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
Page 5 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CWCO CONSOLIDATED WATER CO INC Utilities 11,660.0 $386K 0.12% $33.12 -11.0%
82 PYPL PAYPAL HLDGS INC Financial Services 8,456.0 $382K 0.12% -110.0 -1.3% $45.23 -2.1%
83 NKE NIKE INC Consumer Cyclical 7,200.0 $380K 0.12% $52.82 -22.9%
84 IJR ISHARES TR 2,980.0 $370K 0.12% -624.0 -17.3% $124.31 +18.6%
85 Q QNITY ELECTRONICS INC Technology 3,147.0 $363K 0.12% +399.0 +14.5% $115.38 +37.1%
86 MDLZ MONDELEZ INTL INC Consumer Defensive 6,020.0 $347K 0.11% -660.0 -9.9% $57.64 +5.5%
87 SHEL SHELL PLC Energy 3,642.0 $339K 0.11% $93.00 -17.7%
88 BAC BANK AMERICA CORP Financial Services 6,900.0 $336K 0.11% -331.0 -4.6% $48.75 +18.7%
89 TGT TARGET CORP Consumer Defensive 2,720.0 $330K 0.10% $121.20 +15.8%
90 SBUX STARBUCKS CORP Consumer Cyclical 3,597.0 $322K 0.10% $89.59 +16.8%
91 EEM ISHARES TR 5,563.0 $316K 0.10% $56.79 +18.3%
92 DGX QUEST DIAGNOSTICS INC Healthcare 1,600.0 $314K 0.10% $195.98 +7.1%
93 PSX PHILLIPS 66 Energy 1,710.0 $312K 0.10% $182.18 -5.8%
94 IJH ISHARES TR 4,575.0 $309K 0.10% $67.53 +12.8%
95 CWI SPDR INDEX SHS FDS 8,250.0 $302K 0.10% $36.59 +9.6%
96 EWJ ISHARES INC 3,456.0 $292K 0.09% $84.44 +9.9%
97 AFL AFLAC INC Financial Services 2,630.0 $289K 0.09% $109.71 +9.5%
98 ORCL ORACLE CORP Technology 1,942.0 $286K 0.09% -3K -61.2% $147.11 +1.1%
99 TSLA TESLA INC Consumer Cyclical 757.0 $281K 0.09% NEW $371.75 +2.1%
100 MO ALTRIA GROUP INC Consumer Defensive 4,119.0 $272K 0.09% -1K -20.3% $65.99 +11.8%
Page 5 of 6  ·  118 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 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%