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Portfolio (Quarterly) Guide ↗

ENTRUST FINANCIAL LLC

· CIK 0002109860
13F Portfolio $143M AUM 457 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 33 New 75 Added 109 Reduced 19 Exited
Page 5 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WMT WALMART INC Consumer Defensive 102.0 $13K 0.01% -143.0 -58.4% $123.75 +5.7%
82 THC TENET HEALTHCARE CORP Healthcare 64.0 $12K 0.01% -12.0 -15.8% $188.72 -0.7%
83 POOL POOL CORP Industrials 58.0 $12K 0.01% -2.0 -3.3% $202.34 -10.1%
84 BSY BENTLEY SYS INC Technology 315.0 $11K 0.01% -163.0 -34.1% $35.12 -5.1%
85 TECK TECK RESOURCES LTD Basic Materials 197.0 $10K 0.01% -19.0 -8.8% $51.75 +18.3%
86 MET METLIFE INC Financial Services 139.0 $10K 0.01% -8.0 -5.4% $70.73 +19.2%
87 CNC CENTENE CORP DEL Healthcare 296.0 $10K 0.01% -11.0 -3.6% $32.74 +76.4%
88 UNILEVER PLC 157.0 $9K 0.01% -18.0 -10.3% $56.97
89 SBUX STARBUCKS CORP Consumer Cyclical 99.0 $9K 0.01% -210.0 -68.0% $90.02 +18.3%
90 RBC RBC BEARINGS INC Industrials 16.0 $9K 0.01% -1.0 -5.9% $543.12 +5.1%
91 BCE BCE INC Communication Services 274.0 $7K 0.01% -157.0 -36.4% $25.24 -3.4%
92 NKE NIKE INC Consumer Cyclical 125.0 $7K 0.01% -823.0 -86.8% $52.82 -16.0%
93 AWI ARMSTRONG WORLD INDS INC NEW Industrials 40.0 $7K 0.01% -8.0 -16.7% $164.80 -4.6%
94 MO ALTRIA GROUP INC Consumer Defensive 99.0 $7K 0.01% -13.0 -11.6% $66.00 +11.7%
95 GEV GE VERNOVA INC Utilities 7.0 $6K 0.00% -48.0 -87.3% $873.00 +19.6%
96 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 104.0 $6K 0.00% -18.0 -14.8% $54.75 +10.6%
97 TDC TERADATA CORP DEL Technology 209.0 $5K 0.00% -7.0 -3.2% $25.63 +29.1%
98 BDX BECTON DICKINSON & CO Healthcare 28.0 $4K 0.00% -5.0 -15.2% $157.25 -7.0%
99 UNF UNIFIRST CORP MASS Industrials 17.0 $4K 0.00% -7.0 -29.2% $251.65 +5.0%
100 CHE CHEMED CORP NEW Healthcare 9.0 $3K 0.00% -14.0 -60.9% $377.78 +16.9%
Page 5 of 6  ·  109 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 31.5%
Financial Services 25.5%
Industrials 9.1%
Utilities 7.5%
Healthcare 7.5%
Communication Services 5.7%
Consumer Cyclical 4.0%
Energy 3.9%
Consumer Defensive 2.7%
Basic Materials 1.5%