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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 17 of 23  ·  445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CRWD CROWDSTRIKE HLDGS INC Technology 12.0 $9K 0.01% $190.79 +14.5%
322 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 119.0 $9K 0.01% $76.88 -5.8%
323 ROAD CONSTRUCTION PARTNERS INC Industrials 77.0 $9K 0.01% $118.78 -7.3%
324 VICI VICI PPTYS INC Real Estate 340.0 $9K 0.01% $26.55 -2.6%
325 UAL UNITED AIRLS HLDGS INC Industrials 65.0 $9K 0.01% $136.00 -18.7%
326 GIS GENERAL MILLS INC Consumer Defensive 250.0 $9K 0.01% $34.80 +19.4%
327 VFH VANGUARD WORLD FD 65.0 $9K 0.01% -10.0 -13.3% $131.60 +7.9%
328 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 104.0 $8K 0.01% $79.55 +40.9%
329 GEV GE VERNOVA INC Utilities 7.0 $8K 0.01% $1175.00 -22.4%
330 LEIDOS HOLDINGS INC 79.0 $8K 0.01% $102.97
331 TMO THERMO FISHER SCIENTIFIC INC Healthcare 16.0 $8K 0.01% $501.38 +24.1%
332 PRU PRUDENTIAL FINL INC Financial Services 73.0 $8K 0.01% NEW $107.93 +11.0%
333 CMI CUMMINS INC Industrials 11.0 $8K 0.01% $713.27 -20.8%
334 SOLV SOLVENTUM CORP Healthcare 101.0 $8K 0.01% -132.0 -56.6% $77.16 +18.1%
335 GPC GENUINE PARTS CO Consumer Cyclical 66.0 $8K 0.01% +11.0 +20.0% $117.98 +16.5%
336 WDAY WORKDAY INC Technology 62.0 $8K 0.01% $122.44 +67.2%
337 MO ALTRIA GROUP INC Consumer Defensive 99.0 $7K 0.01% $71.96 -4.6%
338 PRI PRIMERICA INC Financial Services 25.0 $7K 0.01% $284.20 +2.2%
339 VGK VANGUARD INTL EQUITY INDEX F 80.0 $7K 0.01% -25.0 -23.8% $88.55 +3.9%
340 KVUE KENVUE INC Consumer Defensive 361.0 $7K 0.00% $19.11 +0.3%
Page 17 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%