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Portfolio (Quarterly) Guide ↗

GENTRY PRIVATE WEALTH, LLC

· CIK 0002022634
13F Portfolio $194M AUM 115 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 18 New 36 Added 33 Reduced 1 Exited
Page 2 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSFT MICROSOFT CORP Technology 3,990.0 $1.5M 0.77% +141.0 +3.7% $372.99 +36.0%
22 TER TERADYNE INC Technology 2,853.0 $1.4M 0.71% NEW $483.84 -27.7%
23 VGK VANGUARD INTL EQUITY INDEX F 13,617.0 $1.2M 0.62% -31K -69.6% $88.54 +3.5%
24 NVDA NVIDIA CORPORATION Technology 5,698.0 $1.1M 0.59% +81.0 +1.4% $200.09 +10.2%
25 FBT FIRST TR EXCHANGE-TRADED FD 4,483.0 $1.1M 0.57% $247.89 +7.8%
26 TSLA TESLA INC Consumer Cyclical 2,590.0 $1.1M 0.56% +16.0 +0.6% $420.60 -12.5%
27 GS GOLDMAN SACHS GROUP INC Financial Services 1,007.0 $1.0M 0.52% $1011.37 +1.4%
28 WMT WALMART INC Consumer Defensive 8,848.0 $1.0M 0.52% +134.0 +1.5% $113.26 -7.4%
29 LLY ELI LILLY & CO Healthcare 813.0 $975K 0.50% +102.0 +14.3% $1199.43 -3.5%
30 JNJ JOHNSON & JOHNSON Healthcare 3,782.0 $961K 0.49% +442.0 +13.2% $253.97 +4.7%
31 GE GE AEROSPACE Industrials 2,530.0 $946K 0.49% +343.0 +15.7% $373.73 -10.2%
32 V VISA INC Financial Services 2,696.0 $925K 0.48% +177.0 +7.0% $343.09 +10.6%
33 JPM JPMORGAN CHASE & CO Financial Services 2,693.0 $882K 0.45% +367.0 +15.8% $327.33 +8.8%
34 BAC BANK OF AMER CORP Financial Services 15,298.0 $872K 0.45% +2K +12.9% $56.98 +8.7%
35 FTCB FIRST TR EXCHANGE-TRADED FD 41,264.0 $861K 0.44% +2K +4.1% $20.86 -1.8%
36 CSCO CISCO SYS INC Technology 7,217.0 $848K 0.44% -410.0 -5.4% $117.46 -5.9%
37 NEE NEXTERA ENERGY INC Utilities 9,217.0 $809K 0.42% +1K +12.8% $87.77 -6.2%
38 DVY ISHARES TR 5,115.0 $799K 0.41% $156.30 +4.0%
39 META META PLATFORMS INC Communication Services 1,419.0 $799K 0.41% +183.0 +14.8% $563.29 +1.6%
40 BKR BAKER HUGHES COMPANY Energy 13,945.0 $774K 0.40% $55.50 +14.5%
Page 2 of 6  ·  108 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
Financial Services 26.3%
Technology 21.2%
Consumer Cyclical 9.4%
Energy 8.3%
Communication Services 8.0%
Healthcare 7.4%
Consumer Defensive 6.5%
Utilities 5.4%
Real Estate 4.3%
Industrials 3.3%