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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 7 of 26  ·  514 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DASH DOORDASH INC Communication Services 966.0 $219K 0.14% NEW $226.71 -28.4%
122 SNPS SYNOPSYS INC Technology 464.0 $218K 0.14% NEW $469.83 +5.2%
123 TT TRANE TECHNOLOGIES PLC Industrials 561.0 $218K 0.14% NEW $388.59 +18.0%
124 ECL ECOLAB INC Basic Materials 822.0 $216K 0.14% NEW $262.77 -5.8%
125 CDNS CADENCE DESIGN SYSTEMS INC Technology 681.0 $213K 0.14% NEW $312.78 +9.9%
126 AMT AMERICAN TOWER CORP Real Estate 1,209.0 $212K 0.14% NEW $175.35 -0.6%
127 MMM 3M COMPANY Industrials 1,324.0 $212K 0.14% NEW $160.12 -5.3%
128 GD GENERAL DYNAMICS CORP Industrials 624.0 $210K 0.14% NEW $336.54 +0.6%
129 BK BANK OF NEW YORK MELLON CORP Financial Services 1,786.0 $207K 0.14% NEW $115.90 +17.6%
130 HWM HOWMET AEROSPACE INC Industrials 1,002.0 $205K 0.14% NEW $204.59 +26.3%
131 USB US BANCORP Financial Services 3,820.0 $204K 0.13% NEW $53.40 +0.3%
132 REGN REGENERON PHARMACEUTICALS Healthcare 262.0 $202K 0.13% NEW $770.99 -18.6%
133 PNC PNC FINANCIAL SERVICES GROUP Financial Services 969.0 $202K 0.13% NEW $208.46 +2.8%
134 JCI JOHNSON CONTROLS INTERNATIONAL Industrials 1,675.0 $201K 0.13% NEW $120.00 +15.8%
135 WM WASTE MANAGEMENT INC Industrials 912.0 $200K 0.13% NEW $219.30 +1.0%
136 GM GENERAL MOTORS CO Consumer Cyclical 2,430.0 $198K 0.13% NEW $81.48 -8.9%
137 MCO MOODY'S CORP Financial Services 382.0 $195K 0.13% NEW $510.47 -13.9%
138 ELV ELEVANCE HEALTH INC Healthcare 555.0 $195K 0.13% NEW $351.35 +11.7%
139 ORLY O'REILLY AUTOMOTIVE INC Consumer Cyclical 2,139.0 $195K 0.13% NEW $91.16 -1.0%
140 EQIX EQUINIX INC Real Estate 250.0 $192K 0.13% NEW $768.00 +37.8%
Page 7 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%