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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 7 of 15  ·  281 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 XLV SELECT SECTOR SPDR TR 5,786.0 $896K 0.04% NEW $154.80 -5.9%
122 MRK MERCK & CO INC Healthcare 8,230.0 $873K 0.04% NEW $106.11 +5.0%
123 ITM VANECK ETF TRUST 17,787.0 $839K 0.04% NEW $47.16 -1.6%
124 SAIC SCIENCE APPLICATIONS INTL CO Technology 8,312.0 $837K 0.04% NEW $100.66 -7.7%
125 LLY ELI LILLY & CO Healthcare 777.0 $835K 0.04% NEW $1074.68 -6.3%
126 OKLO OKLO INC Utilities 11,493.0 $825K 0.04% NEW $71.76 -13.3%
127 HRB BLOCK H & R INC Consumer Cyclical 18,222.0 $802K 0.04% NEW $44.02 -15.4%
128 OXY OCCIDENTAL PETE CORP Energy 19,070.0 $789K 0.03% NEW $41.36 +44.1%
129 CB CHUBB LIMITED Financial Services 2,500.0 $783K 0.03% NEW $313.09 +5.5%
130 MSFT PUT MICROSOFT CORP Technology 32,100.0 $782K 0.03% NEW $24.35 +1632.6%
131 BMY BRISTOL-MYERS SQUIBB CO Healthcare 14,420.0 $778K 0.03% NEW $53.94 +6.2%
132 KMPR KEMPER CORP Financial Services 19,069.0 $773K 0.03% NEW $40.54 -26.8%
133 PEP PEPSICO INC Consumer Defensive 5,299.0 $768K 0.03% NEW $144.94 +2.9%
134 DAYFORCE INC 10,979.0 $759K 0.03% NEW $69.16
135 CNC CENTENE CORP DEL Healthcare 18,391.0 $757K 0.03% NEW $41.15 +41.5%
136 VTIP VANGUARD MALVERN FDS 14,538.0 $719K 0.03% NEW $49.46 +1.8%
137 PCG PG&E CORP Utilities 44,601.0 $719K 0.03% NEW $16.12 +0.1%
138 VCIT VANGUARD SCOTTSDALE FDS 8,395.0 $703K 0.03% NEW $83.75 -2.2%
139 QUAL ISHARES TR 3,400.0 $675K 0.03% NEW $198.62 +6.2%
140 BAC BANK AMERICA CORP Financial Services 12,232.0 $673K 0.03% NEW $55.00 -9.5%
Page 7 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%