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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 18 of 23  ·  445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 AMP AMERIPRISE FINL INC Financial Services 15.0 $7K 0.00% $458.80 +21.9%
342 JBT MAREL CORPORATION 46.0 $7K 0.00% $145.00
343 WDFC WD 40 CO Basic Materials 27.0 $7K 0.00% $243.67 -10.9%
344 OC OWENS CORNING NEW Industrials 41.0 $7K 0.00% $158.98 -10.0%
345 AWI ARMSTRONG WORLD INDS INC NEW Industrials 40.0 $6K 0.00% $160.43 +9.1%
346 NKE NIKE INC Consumer Cyclical 155.0 $6K 0.00% +30.0 +24.0% $41.05 -3.5%
347 BOH BANK HAWAII CORP Financial Services 78.0 $6K 0.00% $81.50 -5.2%
348 HLI HOULIHAN LOKEY INC Financial Services 46.0 $6K 0.00% $134.13 -0.8%
349 MDLZ MONDELEZ INTL INC Consumer Defensive 106.0 $6K 0.00% $57.99 +7.5%
350 RPM RPM INTL INC Basic Materials 55.0 $6K 0.00% $111.16 -4.1%
351 DEO DIAGEO PLC Consumer Defensive 74.0 $6K 0.00% $80.39 +15.7%
352 COHR COHERENT CORP Technology 15.0 $6K 0.00% $394.53 -29.2%
353 PINS PINTEREST INC Communication Services 270.0 $6K 0.00% $21.03 +10.3%
354 SON SONOCO PRODS CO Consumer Cyclical 100.0 $6K 0.00% $56.35 +0.2%
355 OMC OMNICOM GROUP INC Communication Services 77.0 $6K 0.00% $72.83 +21.2%
356 LSTR LANDSTAR SYS INC Industrials 27.0 $6K 0.00% $206.81 -13.0%
357 LMT LOCKHEED MARTIN CORP Industrials 10.0 $5K 0.00% $509.50 +10.7%
358 NOC NORTHROP GRUMMAN CORP Industrials 10.0 $5K 0.00% $509.40 +7.1%
359 AGCO AGCO CORP Industrials 42.0 $5K 0.00% $119.71 -5.3%
360 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 20.0 $5K 0.00% $250.00 -5.8%
Page 18 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%