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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 14 of 23  ·  445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 AMAT APPLIED MATLS INC Technology 23.0 $17K 0.01% -54.0 -70.1% $723.00 -36.1%
262 B BARRICK MNG CORP Basic Materials 452.0 $17K 0.01% +110.0 +32.2% $36.73 +24.3%
263 SCHD SCHWAB STRATEGIC TR 522.0 $17K 0.01% NEW $31.72 +10.0%
264 TTAN SERVICETITAN INC Technology 233.0 $16K 0.01% $70.71 +41.2%
265 AXS AXIS CAP HLDGS LTD Financial Services 150.0 $16K 0.01% $107.44 -7.4%
266 EPAM EPAM SYS INC Technology 203.0 $16K 0.01% +43.0 +26.9% $79.35 +44.7%
267 BLDR BUILDERS FIRSTSOURCE INC Industrials 180.0 $16K 0.01% $89.48 -24.3%
268 AIG AMERICAN INTL GROUP INC Financial Services 216.0 $16K 0.01% -3.0 -1.4% $74.53 +3.2%
269 COOPER COS INC 224.0 $16K 0.01% $71.71
270 THO THOR INDS INC Consumer Cyclical 211.0 $16K 0.01% $75.16 +2.5%
271 VDE VANGUARD WORLD FD 103.0 $15K 0.01% $150.14 +17.6%
272 DUPONT DE NEMOURS INC 111.0 $15K 0.01% NEW $135.65
273 GGME INVESCO EXCHANGE TRADED FD T 250.0 $15K 0.01% $60.21 +6.9%
274 WELLS FARGO & CO 13.0 $15K 0.01% $1157.00
275 ROL ROLLINS INC Consumer Cyclical 358.0 $15K 0.01% $41.74 -12.8%
276 JKHY HENRY JACK & ASSOC INC Technology 108.0 $15K 0.01% $137.74 +23.2%
277 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 55.0 $14K 0.01% $263.27 +35.4%
278 MPC MARATHON PETE CORP Energy 56.0 $14K 0.01% $255.68 +44.3%
279 TECHNIPFMC PLC 207.0 $14K 0.01% -21.0 -9.2% $66.30
280 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 650.0 $14K 0.01% NEW $21.11 -21.1%
Page 14 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%