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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 7 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PSX PHILLIPS 66 Energy 1,710.0 $221K 0.06% NEW $129.04 +33.0%
122 DUK DUKE ENERGY CORP NEW Utilities 1,832.0 $215K 0.06% NEW $117.23 +9.5%
123 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 2,603.0 $213K 0.06% NEW $82.02 -19.8%
124 OTIS OTIS WORLDWIDE CORP Industrials 2,341.0 $205K 0.06% NEW $87.36 -16.2%
Page 7 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%