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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 15 of 26  ·  514 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 SANDISK CORP 331.0 $79K 0.05% NEW $238.67
282 HUM HUMANA INC Healthcare 303.0 $78K 0.05% NEW $257.43 +18.5%
283 NRG NRG ENERGY INC Utilities 489.0 $78K 0.05% NEW $159.51 -19.9%
284 XYL XYLEM INC Industrials 560.0 $76K 0.05% NEW $135.71 -20.3%
285 EQT EQT CORP Energy 1,401.0 $75K 0.05% NEW $53.53 +5.0%
286 CCL CARNIVAL CORP Consumer Cyclical 2,436.0 $74K 0.05% NEW $30.38 -18.0%
287 IBKR INTERACTIVE BROKERS GROUP INC Financial Services 1,153.0 $74K 0.05% NEW $64.18 +35.6%
288 GRMN GARMIN LTD Technology 364.0 $74K 0.05% NEW $203.30 +11.0%
289 CSGP COSTAR GROUP INC Real Estate 1,082.0 $73K 0.05% NEW $67.47 -51.6%
290 FANG DIAMONDBACK ENERGY INC Energy 488.0 $73K 0.05% NEW $149.59 +36.1%
291 EXPE EXPEDIA GROUP INC Consumer Cyclical 258.0 $73K 0.05% NEW $282.95 -23.0%
292 MTD METTLER-TOLEDO INTERNATIONAL I Healthcare 52.0 $72K 0.05% NEW $1384.62 -25.5%
293 WTW WILLIS TOWERS WATSON PLC Financial Services 218.0 $72K 0.05% NEW $330.28 -24.8%
294 EME EMCOR GROUP INC Industrials 116.0 $71K 0.05% NEW $612.07 +49.2%
295 FITB FIFTH THIRD BANCORP Financial Services 1,508.0 $71K 0.05% NEW $47.08 +0.6%
296 HPE HEWLETT PACKARD ENTERPRISE CO Technology 2,961.0 $71K 0.05% NEW $23.98 +38.0%
297 EXR EXTRA SPACE STORAGE INC Real Estate 537.0 $70K 0.05% NEW $130.35 +5.0%
298 AEE AMEREN CORP Utilities 689.0 $69K 0.04% NEW $100.15 +7.2%
299 DTE DTE ENERGY COMPANY Utilities 532.0 $69K 0.04% NEW $129.70 +7.8%
300 VRSK VERISK ANALYTICS INC Industrials 308.0 $69K 0.04% NEW $224.03 -27.4%
Page 15 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%