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Portfolio (Quarterly) Guide ↗

GenTrust, LLC

· CIK 0001697110
13F Portfolio $2.3B AUM 281 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 281 New
Page 13 of 15  ·  281 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 XLI SELECT SECTOR SPDR TR 1,576.0 $244K 0.01% NEW $155.12 +10.5%
242 RBLX ROBLOX CORP Technology 3,015.0 $244K 0.01% NEW $81.03 -46.0%
243 EFAX SPDR INDEX SHS FDS 4,837.0 $244K 0.01% NEW $50.47 +3.7%
244 PANW PALO ALTO NETWORKS INC Technology 1,324.0 $244K 0.01% NEW $184.20 +29.3%
245 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 6,563.0 $243K 0.01% NEW $37.00 -11.8%
246 CFG CITIZENS FINL GROUP INC Financial Services 4,120.0 $241K 0.01% NEW $58.41 +4.2%
247 CONFLUENT INC 7,912.0 $239K 0.01% NEW $30.24
248 RTX RTX CORPORATION Industrials 1,304.0 $239K 0.01% NEW $183.40 -4.2%
249 APOS APOLLO GLOBAL MGMT INC Financial Services 1,636.0 $237K 0.01% NEW $144.76 -82.1%
250 STE STERIS PLC Healthcare 930.0 $236K 0.01% NEW $253.52 -14.8%
251 INCY INCYTE CORP Healthcare 2,369.0 $234K 0.01% NEW $98.77 -1.2%
252 TXT TEXTRON INC Industrials 2,652.0 $231K 0.01% NEW $87.19 +5.0%
253 LHX L3HARRIS TECHNOLOGIES INC Industrials 786.0 $231K 0.01% NEW $293.57 +4.8%
254 MOAT VANECK ETF TRUST 2,200.0 $228K 0.01% NEW $103.56 -4.1%
255 ROP ROPER TECHNOLOGIES INC Industrials 510.0 $227K 0.01% NEW $445.13 -28.6%
256 EPP ISHARES INC 4,490.0 $227K 0.01% NEW $50.47 +9.0%
257 CHWY CHEWY INC Consumer Cyclical 6,819.0 $225K 0.01% NEW $33.05 -35.6%
258 HII HUNTINGTON INGALLS INDS INC Industrials 659.0 $224K 0.01% NEW $340.07 -0.9%
259 VOOV VANGUARD ADMIRAL FDS INC 1,090.0 $223K 0.01% NEW $204.85 +5.4%
260 MDT MEDTRONIC PLC Healthcare 2,307.0 $223K 0.01% NEW $96.77 -20.5%
Page 13 of 15  ·  281 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
Financial Services 56.1%
Technology 22.1%
Consumer Cyclical 9.4%
Communication Services 5.2%
Energy 2.3%
Healthcare 1.7%
Industrials 1.1%
Consumer Defensive 0.8%
Basic Materials 0.6%
Utilities 0.4%