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Portfolio (Quarterly) Guide ↗

SENTRY INVESTMENT MANAGEMENT LLC

· CIK 0000089014
13F Portfolio $152M AUM Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 514 New
Page 14 of 26  ·  514 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ROL ROLLINS INC Consumer Cyclical 1,465.0 $88K 0.06% NEW $60.07 -11.1%
262 BLOCK INC 1,359.0 $88K 0.06% NEW $64.75
263 KDP KEURIG DR PEPPER INC Consumer Defensive 3,098.0 $87K 0.06% NEW $28.08 +3.0%
264 WEC WEC ENERGY GROUP INC Utilities 824.0 $87K 0.06% NEW $105.58 +3.4%
265 PAYX PAYCHEX INC Industrials 770.0 $86K 0.06% NEW $111.69 -18.0%
266 RMD RESMED INC Healthcare 357.0 $86K 0.06% NEW $240.90 -16.2%
267 NUE NUCOR CORP Basic Materials 520.0 $85K 0.06% NEW $163.46 +38.9%
268 WAB WABTEC CORP/DE Industrials 396.0 $85K 0.06% NEW $214.65 +22.9%
269 CPRT COPART INC Industrials 2,117.0 $83K 0.06% NEW $39.21 -17.6%
270 GDDY GODADDY INC Technology 666.0 $83K 0.06% NEW $124.62 -30.0%
271 FIS FIDELITY NATL INFORMATION SVS Technology 1,234.0 $82K 0.05% NEW $66.45 -37.1%
272 KVUE KENVUE INC Consumer Defensive 4,744.0 $82K 0.05% NEW $17.28 -1.0%
273 MLM MARTIN MARIETTA MATERIALS INC Basic Materials 132.0 $82K 0.05% NEW $621.21 -10.1%
274 SYY SYSCO CORP Consumer Defensive 1,115.0 $82K 0.05% NEW $73.54 -1.3%
275 ACGL ARCH CAPITAL GROUP LTD Financial Services 860.0 $82K 0.05% NEW $95.35 +0.5%
276 KMB KIMBERLY-CLARK CORP Consumer Defensive 793.0 $80K 0.05% NEW $100.88 -4.9%
277 DGX QUEST DIAGNOSTICS INC Healthcare 462.0 $80K 0.05% NEW $173.16 +7.8%
278 ED CONSOLIDATED EDISON INC Utilities 799.0 $79K 0.05% NEW $98.87 +6.6%
279 KEYS KEYSIGHT TECHNOLOGIES INC Technology 389.0 $79K 0.05% NEW $203.08 +71.9%
280 MCHP MICROCHIP TECHNOLOGY INC Technology 1,241.0 $79K 0.05% NEW $63.66 +47.4%
Page 14 of 26  ·  514 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 35.7%
Financial Services 11.9%
Communication Services 11.0%
Consumer Cyclical 10.6%
Healthcare 9.6%
Industrials 7.5%
Consumer Defensive 4.8%
Energy 2.9%
Utilities 2.5%
Real Estate 1.9%