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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 18 of 26  ·  514 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CMS CMS ENERGY CORP Utilities 761.0 $53K 0.04% NEW $69.65 -1.5%
342 DLTR DOLLAR TREE INC Consumer Defensive 427.0 $53K 0.04% NEW $124.12 +5.9%
343 LEN LENNAR CORP Consumer Cyclical 512.0 $53K 0.04% NEW $103.52 -18.0%
344 NTAP NETAPP INC Technology 499.0 $53K 0.04% NEW $106.21 +76.1%
345 SBAC SBA COMMUNICATIONS CORP Real Estate 275.0 $53K 0.04% NEW $192.73 -0.4%
346 TDY TELEDYNE TECHNOLOGIES INC Technology 104.0 $53K 0.04% NEW $509.62 +18.9%
347 VIKING HOLDINGS LTD 744.0 $53K 0.04% NEW $71.24
348 WRB BERKLEY (WR) CORPORATION Financial Services 745.0 $52K 0.03% NEW $69.80 -0.5%
349 CHRW C H ROBINSON WORLDWIDE INC Industrials 323.0 $52K 0.03% NEW $160.99 -8.8%
350 HPQ HP INC Technology 2,329.0 $52K 0.03% NEW $22.33 +45.0%
351 HUBB HUBBELL INC - CL B Industrials 116.0 $52K 0.03% NEW $448.28 +2.1%
352 BRO BROWN & BROWN INC Financial Services 636.0 $51K 0.03% NEW $80.19 -9.3%
353 HAL HALLIBURTON CO Energy 1,799.0 $51K 0.03% NEW $28.35 +33.0%
354 NVR NVR INC Consumer Cyclical 7.0 $51K 0.03% NEW $7285.71 -12.8%
355 PPG PPG INDUSTRIES INC Basic Materials 497.0 $51K 0.03% NEW $102.62 +8.1%
356 PHM PULTEGROUP INC Consumer Cyclical 431.0 $51K 0.03% NEW $118.33 +5.4%
357 EIX EDISON INTERNATIONAL Utilities 831.0 $50K 0.03% NEW $60.17 -6.2%
358 LYV LIVE NATION INC Communication Services 350.0 $50K 0.03% NEW $142.86 +25.1%
359 LEIDOS HOLDINGS INC 277.0 $50K 0.03% NEW $180.51
360 LULU LULULEMON ATHLETICA INC Consumer Cyclical 237.0 $49K 0.03% NEW $206.75 -42.4%
Page 18 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 36.8%
Financial Services 12.0%
Consumer Cyclical 10.9%
Healthcare 9.9%
Communication Services 8.6%
Industrials 7.8%
Consumer Defensive 5.0%
Energy 3.0%
Utilities 2.6%
Real Estate 1.9%