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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 20 of 22  ·  433 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 COHR COHERENT CORP Technology 15.0 $4K 0.00% $238.27 +58.6%
382 DAL DELTA AIR LINES INC Industrials 53.0 $4K 0.00% $66.49 +13.8%
383 RLI RLI CORP Financial Services 60.0 $3K 0.00% $57.05 -7.7%
384 CHE CHEMED CORP NEW Healthcare 9.0 $3K 0.00% -14.0 -60.9% $377.78 +16.9%
385 RACE FERRARI N V Consumer Cyclical 10.0 $3K 0.00% -80.0 -88.9% $338.50 +1.0%
386 VSNT VERSANT MEDIA GROUP INC Industrials 90.0 $3K 0.00% NEW $37.02 +13.1%
387 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 40.0 $3K 0.00% $76.17 +10.9%
388 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 89.0 $3K 0.00% $33.65 +5.2%
389 MOOG INC 10.0 $3K 0.00% $292.70
390 DB DEUTSCHE BK AG Financial Services 95.0 $3K 0.00% $29.79 +10.4%
391 ROK ROCKWELL AUTOMATION INC Industrials 7.0 $3K 0.00% $359.00 +21.5%
392 MCD MCDONALDS CORP Consumer Cyclical 8.0 $2K 0.00% -95.0 -92.2% $310.88 -8.6%
393 IAC IAC INC Technology 61.0 $2K 0.00% $40.03 +2.8%
394 KO COCA COLA CO Consumer Defensive 30.0 $2K 0.00% $76.07 +6.7%
395 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 145.0 $2K 0.00% -15.0 -9.4% $15.06 -8.8%
396 DRS LEONARDO DRS INC Industrials 49.0 $2K 0.00% $44.53 +0.0%
397 OCCIDENTAL PETE CORP 50.0 $2K 0.00% $42.90
398 DOV DOVER CORP Industrials 10.0 $2K 0.00% $208.50 -0.4%
399 WM WASTE MGMT INC DEL Industrials 9.0 $2K 0.00% $229.89 -4.5%
400 BOTZ GLOBAL X FDS 60.0 $2K 0.00% -20.0 -25.0% $33.23 +19.3%
Page 20 of 22  ·  433 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%