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Portfolio (Quarterly) Guide ↗

ENTRUST FINANCIAL LLC

· CIK 0002109860
13F Portfolio $143M AUM 457 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 33 New 75 Added 109 Reduced 19 Exited
Page 6 of 22  ·  433 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IJH ISHARES TR 1,220.0 $82K 0.06% $67.53 +8.0%
102 MMM 3M CO Industrials 541.0 $79K 0.06% $145.23 +4.4%
103 FLEX FLEXTRONICS INTL LTD Technology 1,200.0 $79K 0.06% $65.46 +100.2%
104 IDU ISHARES TR 669.0 $78K 0.05% $116.03 -2.1%
105 LHX L3HARRIS TECHNOLOGIES INC Industrials 221.0 $76K 0.05% $344.95 -11.2%
106 BAC BANK AMERICA CORP Financial Services 1,549.0 $76K 0.05% -93.0 -5.7% $48.76 +5.6%
107 DIS DISNEY WALT CO Communication Services 742.0 $72K 0.05% +16.0 +2.2% $96.38 +7.5%
108 META META PLATFORMS INC Communication Services 124.0 $71K 0.05% +51.0 +69.9% $572.14 +6.2%
109 DE DEERE & CO Industrials 126.0 $71K 0.05% -23.0 -15.4% $562.67 -5.6%
110 CAH CARDINAL HEALTH INC Healthcare 335.0 $71K 0.05% $211.31 -5.1%
111 EMR EMERSON ELEC CO Industrials 535.0 $70K 0.05% $131.03 +3.0%
112 EPD ENTERPRISE PRODS PARTNERS L Energy 1,851.0 $70K 0.05% $37.84 +4.3%
113 MCK MCKESSON CORP Healthcare 79.0 $68K 0.05% $866.15 -11.5%
114 IRM IRON MTN INC DEL Real Estate 643.0 $66K 0.05% +6.0 +0.9% $102.22 +24.6%
115 LOW LOWES COS INC Consumer Cyclical 271.0 $64K 0.04% +4.0 +1.5% $236.22 -8.0%
116 NVS NOVARTIS AG Healthcare 418.0 $64K 0.04% +333.0 +391.8% $152.75 -0.6%
117 GE GE AEROSPACE Industrials 224.0 $64K 0.04% $283.77 +6.3%
118 ACGL ARCH CAP GROUP LTD Financial Services 647.0 $62K 0.04% -11.0 -1.7% $95.99 +0.1%
119 HON HONEYWELL INTL INC Industrials 272.0 $61K 0.04% $226.03 -1.0%
120 MRK MERCK & CO INC Healthcare 502.0 $60K 0.04% +152.0 +43.4% $120.19 -3.6%
Page 6 of 22  ·  433 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 31.5%
Financial Services 25.5%
Industrials 9.1%
Utilities 7.5%
Healthcare 7.5%
Communication Services 5.7%
Consumer Cyclical 4.0%
Energy 3.9%
Consumer Defensive 2.7%
Basic Materials 1.5%