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Portfolio (Quarterly) Guide ↗

GENTRY PRIVATE WEALTH, LLC

· CIK 0002022634
13F Portfolio $166M AUM 98 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 35 Added 39 Reduced 7 Exited
Page 3 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RDVY FIRST TR EXCHANGE TRADED FD 8,722.0 $596K 0.36% +352.0 +4.2% $68.28 +10.2%
42 CSCO CISCO SYS INC Technology 7,627.0 $592K 0.36% -1K -14.2% $77.59 +55.2%
43 T AT&T INC Communication Services 19,231.0 $558K 0.34% -1K -6.6% $28.99 -12.9%
44 DHT DHT HOLDINGS INC Energy 30,442.0 $556K 0.34% -4K -11.3% $18.27 -4.9%
45 WMB WILLIAMS COS INC Energy 7,524.0 $548K 0.33% -1K -12.7% $72.78 +7.8%
46 JIRE J P MORGAN EXCHANGE TRADED F 7,188.0 $544K 0.33% -323.0 -4.3% $75.74 +6.6%
47 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 5,764.0 $519K 0.31% -718.0 -11.1% $90.11 +15.2%
48 VLO VALERO ENERGY CORP Energy 2,063.0 $510K 0.31% -275.0 -11.8% $247.08 -0.0%
49 EVRG EVERGY INC Utilities 6,098.0 $500K 0.30% $81.92 +2.5%
50 OKE ONEOK INC NEW Energy 5,481.0 $495K 0.30% -200.0 -3.5% $90.39 +4.0%
51 FIRST TR EXCHANGE TRADED FD 21,321.0 $489K 0.29% +573.0 +2.8% $22.95
52 MCD MCDONALDS CORP Consumer Cyclical 1,570.0 $488K 0.29% -128.0 -7.5% $310.79 -9.2%
53 AVLV AMERICAN CENTY ETF TR 6,014.0 $485K 0.29% -651.0 -9.8% $80.61 +10.8%
54 MRK MERCK & CO INC Healthcare 3,892.0 $468K 0.28% -433.0 -10.0% $120.29 +1.8%
55 LMT LOCKHEED MARTIN CORP Industrials 751.0 $454K 0.27% -88.0 -10.5% $604.39 -11.8%
56 FXH FIRST TR EXCHANGE-TRADED FD 4,103.0 $450K 0.27% -280.0 -6.4% $109.77 +4.6%
57 PEP PEPSICO INC Consumer Defensive 2,831.0 $440K 0.27% +172.0 +6.5% $155.29 -3.0%
58 CVX CHEVRON CORPORATION Energy 2,081.0 $431K 0.26% -252.0 -10.8% $206.90 -7.5%
59 ABBV ABBVIE INC Healthcare 1,979.0 $430K 0.26% -203.0 -9.3% $217.49 -0.8%
60 OHI OMEGA HEALTHCARE INVS INC Real Estate 9,517.0 $417K 0.25% -620.0 -6.1% $43.82 +9.3%
Page 3 of 5  ·  91 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 26.2%
Technology 15.1%
Energy 11.0%
Consumer Cyclical 10.0%
Communication Services 9.5%
Consumer Defensive 7.9%
Healthcare 7.1%
Utilities 6.0%
Real Estate 4.1%
Industrials 3.2%