13F

Investor

Sentry LLC

CIK 0002004474 · filed 2026-01-16 · SEC filing

13F book

$365.3M

Positions

124

Largest name

45.2%

Fedex Corp · FDX

Est. mark

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
Fedex CorpFDX571.8K$165.2M45.2%Held
Ishares Tr19.7K$13.5M3.7%Held
Microsoft CorpMSFT27.5K$13.3M3.6%Held
Caterpillar IncCAT19.8K$11.3M3.1%Held
Cintas CorpCTAS59.3K$11.2M3.1%Held
Johnson & JohnsonJNJ38.8K$8.03M2.2%Held
Walmart Inc.WMT69.2K$7.71M2.1%Held
Automatic Data Processing In27.9K$7.18M2.0%Held
Home Depot, Inc.HD20.2K$6.94M1.9%Held
Exxon Mobil Corp46.9K$5.64M1.5%Held
Eli Lilly & CoLLY5.01K$5.39M1.5%Held
Merck & Co., Inc.MRK49.2K$5.17M1.4%Held
Apple Inc.AAPL17.8K$4.84M1.3%Held
Amgen IncAMGN14.4K$4.73M1.3%Held
Vanguard Index Fds13.5K$4.53M1.2%Held
International Business Machs14.5K$4.3M1.2%Held
Equifax IncEFX17.3K$3.76M1.0%Held
Berkshire Hathaway Inc Del6.51K$3.27M0.9%Held
RTX CorpRTX17.5K$3.2M0.9%Held
Intel CorpINTC83.6K$3.08M0.8%Held
Ge Aerospace7.92K$2.44M0.7%Held
Alphabet Inc7.77K$2.44M0.7%Held
Nvidia CorpNVDA11.4K$2.13M0.6%Held
Spdr S&P 500 Etf Tr3.11K$2.12M0.6%Held
Jpmorgan Chase & Co.6.1K$1.97M0.5%Held
Cisco Sys Inc24.7K$1.9M0.5%Held
AbbVie Inc.ABBV8.17K$1.87M0.5%Held
Broadridge Finl Solutions In7.95K$1.77M0.5%Held
American Express CoAXP4.59K$1.7M0.5%Held
Wells Fargo Co New16K$1.49M0.4%Held
3M COMMM9K$1.44M0.4%Held
Medtronic PlcMDT13.6K$1.31M0.4%Held
GE Vernova Inc.GEV1.98K$1.29M0.4%Held
Procter And Gamble CoPG8.77K$1.26M0.3%Held
Costco Whsl Corp New1.39K$1.2M0.3%Held
Lowes Cos Inc4.94K$1.19M0.3%Held
Invesco Exchange Traded Fd T6.1K$1.17M0.3%Held
Alphabet Inc3.72K$1.16M0.3%Held
Chubb Limited3.7K$1.16M0.3%Held
Elevance Health Inc Formerly3.13K$1.1M0.3%Held
Ww Grainger Inc1.05K$1.06M0.3%Held
Moodys Corp2.04K$1.04M0.3%Held
Pepsico IncPEP6.93K$994.2K0.3%Held
Oracle Corp5.01K$976.9K0.3%Held
Bristol-Myers Squibb Co18.1K$974.6K0.3%Held
Nucor CorpNUE5.95K$970.5K0.3%Held
Applied Matls Inc3.74K$961.7K0.3%Held
Texas Instrs Inc5.2K$902.7K0.2%Held
Broadcom Inc.AVGO2.61K$902.3K0.2%Held
Autozone IncAZO253$858K0.2%Held
Ishares Tr3.44K$847.6K0.2%Held
Abbott LabsABT6.72K$842.5K0.2%Held
Deere & CoDE1.76K$819.5K0.2%Held
Vanguard Intl Equity Index F10.9K$799.6K0.2%Held
Philip Morris Intl Inc4.59K$736.4K0.2%Held
Pfizer IncPFE29.4K$731.9K0.2%Held
General Dynamics CorpGD2.17K$731.6K0.2%Held
Ishares Tr7.41K$711.8K0.2%Held
Slb Limited/NvSLB18.5K$709.2K0.2%Held
Dollar Gen Corp New5.34K$709K0.2%Held
ConocophillipsCOP6.98K$653.8K0.2%Held
First Horizon Corporation27.1K$647.4K0.2%Held
Fidelity Natl Information Sv9.73K$646.9K0.2%Held
Allstate Corp3.07K$639K0.2%Held
Emerson Elec Co4.73K$627.5K0.2%Held
Southern Co7.09K$618.5K0.2%Held
Amazon Com IncAMZN2.58K$595.3K0.2%Held
Chevron Corp NewCVX3.86K$587.8K0.2%Held
Ebay IncEBAY6.42K$559.4K0.2%Held
Thermo Fisher Scientific Inc.TMO965$559.2K0.2%Held
Ishares Tr1.45K$541.4K0.1%Held
Howmet Aerospace Inc.HWM2.59K$531.2K0.1%Held
Parker-Hannifin CorpPH600$527.4K0.1%Held
Paypal Hldgs Inc8.57K$500.1K0.1%Held
Advanced Micro Devices IncAMD2.18K$467.3K0.1%Held
NIKE, Inc.NKE7.2K$458.7K0.1%Held
Bp Plc12.9K$448.7K0.1%Held
Ishares Tr3.6K$433.1K0.1%Held
Novartis Ag3.01K$415K0.1%Held
Consolidated Water Co. Ltd.CWCO11.7K$411.5K0.1%Held
Bank America Corp7.23K$397.7K0.1%Held
Disney Walt Co3.47K$394.7K0.1%Held
Coca Cola CoKO5.59K$390.7K0.1%Held
Meta Platforms, Inc.META575$379.6K0.1%Held
Taiwan Semiconductor Mfg Ltd1.24K$375.3K0.1%Held
Agilent Technologies, Inc.A2.75K$373.6K0.1%Held
Corteva, Inc.CTVA5.53K$370.5K0.1%Held
Gsk Plc7.47K$366.2K0.1%Held
Palantir Technologies Inc.PLTR2.06K$365.8K0.1%Held
Kinder Morgan Inc Del13.2K$361.7K0.1%Held
Mondelez Intl Inc6.68K$359.6K0.1%Held
Verizon Communications IncVZ8.16K$332.2K0.1%Held
Vanguard Scottsdale Fds3.2K$318.5K0.1%Held
Corning Inc3.54K$309.9K0.1%Held
Ishares Tr5.56K$304.4K0.1%Held
Starbucks CorpSBUX3.6K$302.9K0.1%Held
Ishares Tr4.58K$301.9K0.1%Held
Altria Group, Inc.MO5.17K$297.9K0.1%Held
Spdr Index Shs Fds8.25K$296.3K0.1%Held
Danaher Corporation1.28K$294.2K0.1%Held
Aflac IncAFL2.63K$290K0.1%Held
Ishares Tr4.8K$288.2K0.1%Held
Lincoln Natl Corp Ind6.3K$280.5K0.1%Held
Ishares Inc3.46K$279K0.1%Held
Quest Diagnostics IncDGX1.6K$277.6K0.1%Held
Vanguard Index Fds1.05K$270.3K0.1%Held
Shell Plc3.64K$267.6K0.1%Held
Cvs Health CorpCVS3.36K$267K0.1%Held
Target CorpTGT2.72K$265.9K0.1%Held
Hewlett Packard Enterprise C11K$264.8K0.1%Held
Grayscale Bitcoin Trust EtfGBTC3.66K$250K0.1%Held
Vanguard Index Fds850$246.7K0.1%Held
Hp IncHPQ11K$245.6K0.1%Held
Invesco Exchange Traded Fd T1.82K$245.1K0.1%Held
Mid-Amer Apt Cmntys Inc1.76K$244.5K0.1%Held
On Hldg Ag5K$232.4K0.1%Held
CARRIER GLOBAL CorpCARR4.31K$227.7K0.1%Held
First Amern Finl Corp3.68K$226.1K0.1%Held
Qnity Electronics, Inc.Q2.75K$224.4K0.1%Held
DuPont de Nemours, Inc.DD5.5K$221.2K0.1%Held
Phillips 66PSX1.71K$220.7K0.1%Held
Duke Energy Corp New1.83K$214.8K0.1%Held
Ge Healthcare Technologies I2.6K$213.5K0.1%Held
Otis Worldwide CorpOTIS2.34K$204.5K0.1%Held

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.