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Portfolio (Quarterly) Guide ↗

ENTRUST FINANCIAL LLC

· CIK 0002109860
13F Portfolio $143M AUM 457 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 33 New 75 Added 109 Reduced 19 Exited
Page 11 of 22  ·  433 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 203.0 $24K 0.02% -28.0 -12.1% $117.06 -6.1%
202 MSCI MSCI INC Financial Services 44.0 $24K 0.02% +9.0 +25.7% $539.02 +9.2%
203 GDDY GODADDY INC Technology 284.0 $23K 0.02% $82.67 +9.4%
204 WRB BERKLEY W R CORP Financial Services 352.0 $23K 0.02% $66.28 +1.9%
205 EXC EXELON CORP Utilities 473.0 $23K 0.02% $49.05 -5.8%
206 AVGO BROADCOM INC Technology 75.0 $23K 0.02% +24.0 +47.1% $307.97 +34.5%
207 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 23.0 $23K 0.02% -13.0 -36.1% $1000.13 +2.8%
208 AMGN AMGEN INC Healthcare 65.0 $23K 0.02% NEW $351.86 -3.6%
209 STZ CONSTELLATION BRANDS INC Consumer Defensive 152.0 $23K 0.02% +34.0 +28.8% $150.00 -0.3%
210 MBBA BLACKROCK ETF TRUST II 453.0 $23K 0.02% NEW $49.75 -0.9%
211 WSM WILLIAMS SONOMA INC Consumer Cyclical 124.0 $23K 0.02% $181.70 +5.9%
212 TDY TELEDYNE TECHNOLOGIES INC Technology 37.0 $22K 0.02% $605.03 +2.5%
213 IJR ISHARES TR 179.0 $22K 0.02% $124.25 +10.6%
214 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 489.0 $22K 0.01% -15.0 -3.0% $44.84 +7.0%
215 EPAM EPAM SYS INC Technology 160.0 $22K 0.01% +61.0 +61.6% $135.40 -24.2%
216 IVV ISHARES TR 33.0 $22K 0.01% $653.21 +14.7%
217 USB US BANCORP Financial Services 414.0 $22K 0.01% -19.0 -4.4% $52.01 +5.4%
218 WSO WATSCO INC Industrials 59.0 $21K 0.01% -1.0 -1.7% $363.80 +3.1%
219 IYR ISHARES TR 225.0 $21K 0.01% $94.56 +8.6%
220 GS GOLDMAN SACHS GROUP INC Financial Services 25.0 $21K 0.01% -14.0 -35.9% $846.00 +17.8%
Page 11 of 22  ·  433 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
Technology 31.5%
Financial Services 25.5%
Industrials 9.1%
Utilities 7.5%
Healthcare 7.5%
Communication Services 5.7%
Consumer Cyclical 4.0%
Energy 3.9%
Consumer Defensive 2.7%
Basic Materials 1.5%