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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 15 of 23  ·  445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 TSN TYSON FOODS INC Consumer Defensive 239.0 $14K 0.01% $57.25 -3.2%
282 GLOBUS MED INC 171.0 $14K 0.01% NEW $79.01
283 IT GARTNER INC Technology 104.0 $13K 0.01% $129.62 +53.0%
284 PBE INVESCO EXCHANGE TRADED FD T 150.0 $13K 0.01% $89.65 +7.4%
285 OTIS OTIS WORLDWIDE CORP Industrials 187.0 $13K 0.01% $71.60 +0.2%
286 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 114.0 $13K 0.01% $114.41 -15.8%
287 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 183.0 $13K 0.01% $70.89 +5.5%
288 TGT TARGET CORP Consumer Defensive 99.0 $13K 0.01% $130.72 +24.8%
289 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 148.0 $13K 0.01% $87.22 +3.9%
290 JEPI J P MORGAN EXCHANGE TRADED F 225.0 $13K 0.01% NEW $56.48 +2.3%
291 CCI CROWN CASTLE INC Real Estate 166.0 $13K 0.01% -13.0 -7.3% $75.81 +0.4%
292 POOL POOL CORP Industrials 58.0 $12K 0.01% $214.91 -12.5%
293 DOC HEALTHPEAK PROPERTIES INC Real Estate 574.0 $12K 0.01% -66.0 -10.3% $21.40 -2.1%
294 DOX AMDOCS LTD Technology 242.0 $12K 0.01% $50.54 +24.5%
295 OLED UNIVERSAL DISPLAY CORP Technology 138.0 $12K 0.01% $86.59 -4.2%
296 THC TENET HEALTHCARE CORP Healthcare 63.0 $12K 0.01% -1.0 -1.6% $187.10 +42.6%
297 MKL MARKEL GROUP INC Financial Services 6.0 $12K 0.01% $1953.17 -6.9%
298 TECK TECK RESOURCES LTD Basic Materials 197.0 $12K 0.01% $59.46 +16.6%
299 EXPO EXPONENT INC Industrials 198.0 $12K 0.01% +69.0 +53.5% $58.76 +21.7%
300 GPN GLOBAL PMTS INC Industrials 159.0 $12K 0.01% NEW $72.57 +26.5%
Page 15 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%