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Portfolio (Quarterly) Guide ↗

ENTRUST FINANCIAL LLC

· CIK 0002109860
13F Portfolio $154M AUM 445 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 34 New 58 Added 74 Reduced 22 Exited
Page 13 of 23  ·  445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 427.0 $20K 0.01% $47.81 -11.6%
242 ALLE ALLEGION PLC Industrials 144.0 $20K 0.01% $140.49 +12.1%
243 HXL HEXCEL CORP NEW Industrials 200.0 $20K 0.01% $100.06 -5.2%
244 WBD WARNER BROS DISCOVERY INC Communication Services 734.0 $20K 0.01% $26.66 +7.9%
245 OXY OCCIDENTAL PETE CORP Energy 400.0 $19K 0.01% $48.57 +21.7%
246 SAIA SAIA INC Industrials 45.0 $19K 0.01% $421.18 -16.4%
247 PCG PG&E CORP Utilities 1,113.0 $19K 0.01% +101.0 +10.0% $16.82 -1.3%
248 DVN DEVON ENERGY CORP NEW Energy 450.0 $19K 0.01% NEW $41.32 +14.6%
249 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 34.0 $18K 0.01% -14.0 -29.2% $541.85 -4.9%
250 FCX FREEPORT MCMORAN INC Basic Materials 289.0 $18K 0.01% -9.0 -3.0% $62.89 +21.6%
251 REGN REGENERON PHARMACEUTICALS Healthcare 29.0 $18K 0.01% -9.0 -23.7% $623.55 +27.4%
252 AMT AMERICAN TOWER CORP Real Estate 109.0 $18K 0.01% -8.0 -6.8% $163.58 +7.7%
253 LII LENNOX INTL INC Industrials 31.0 $18K 0.01% $572.97 -31.3%
254 PYPL PAYPAL HLDGS INC Financial Services 411.0 $18K 0.01% $43.18 +24.3%
255 MDT MEDTRONIC PLC Healthcare 223.0 $17K 0.01% $78.23 +16.6%
256 AEE AMEREN CORP Utilities 154.0 $17K 0.01% $113.05 -6.1%
257 JCI JOHNSON CONTROLS INTERNATION Industrials 117.0 $17K 0.01% $146.11 -4.5%
258 CPRT COPART INC Industrials 602.0 $17K 0.01% $28.19 +17.0%
259 CSX CSX CORP Industrials 353.0 $17K 0.01% -4.0 -1.1% $47.53 +7.9%
260 GD GENERAL DYNAMICS CORP Industrials 47.0 $17K 0.01% $354.26 +7.1%
Page 13 of 23  ·  445 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 35.6%
Financial Services 24.7%
Industrials 9.5%
Healthcare 7.5%
Utilities 6.7%
Consumer Cyclical 4.3%
Communication Services 3.8%
Energy 2.8%
Consumer Defensive 2.4%
Basic Materials 1.4%