Sentry LLC

data from 30/09/2025

Capitalization

$ 401.740 M -19.93 %

Average holding period

9 ans

Performance

$ 70.406 M 16.28 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Sentry LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 FDX FEDEX CORP 51.13% 205.428 M $ 871161 2023/03/31 11.580 M $ 3.74 %
2025/09/30 MSFT MICROSOFT CORP 3.61% 14.522 M $ 28036 2023/03/31 592.496 K $ 4.13 %
2025/09/30 IVV ISHARES TR 3.23% 12.983 M $ 19398 2023/03/31 942.638 K $ 7.80 %
2025/09/30 CTAS CINTAS CORP 3.04% 12.218 M $ 59526 2023/03/31 -1.053 M $ -7.90 %
2025/09/30 CAT CATERPILLAR INC 2.36% 9.461 M $ 19828 2023/03/31 1.763 M $ 22.91 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING IN 2.06% 8.275 M $ 28195 2023/03/31 -420.105 K $ -4.83 %
2025/09/30 HD HOME DEPOT INC 2.03% 8.175 M $ 20176 2023/03/31 777.784 K $ 10.51 %
2025/09/30 JNJ JOHNSON & JOHNSON 1.79% 7.210 M $ 38884 2023/03/31 1.296 M $ 21.39 %
2025/09/30 WMT WALMART INC 1.79% 7.204 M $ 69899 2023/03/31 370.650 K $ 5.40 %
2025/09/30 XOM EXXON MOBIL CORP 1.35% 5.439 M $ 48242 2023/03/31 240.540 K $ 4.59 %
2025/09/30 AAPL APPLE INC 1.16% 4.672 M $ 18347 2023/03/31 1.261 M $ 24.11 %
2025/09/30 EFX EQUIFAX INC 1.11% 4.442 M $ 17315 2023/03/31 -49.174 K $ -1.10 %
2025/09/30 VTI VANGUARD INDEX FDS 1.10% 4.434 M $ 13512 2023/03/31 327.530 K $ 7.98 %
2025/09/30 MRK MERCK & CO INC 1.03% 4.126 M $ 49155 2023/03/31 237.064 K $ 6.03 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 1.02% 4.098 M $ 14522 2023/03/31 -183.267 K $ -4.28 %
2025/09/30 AMGN AMGEN INC 1.01% 4.074 M $ 14437 2023/03/31 44.287 K $ 1.07 %
2025/09/30 LLY ELI LILLY & CO 0.95% 3.824 M $ 5012 2023/03/31 -82.732 K $ -2.12 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.82% 3.276 M $ 6516 2023/03/31 119.570 K $ 3.49 %
2025/09/30 RTX RTX CORPORATION 0.73% 2.928 M $ 17498 2023/03/31 372.882 K $ 14.59 %
2025/09/30 INTC INTEL CORP 0.70% 2.803 M $ 83551 2023/03/31 931.593 K $ 49.78 %
2025/09/30 GE GE AEROSPACE 0.59% 2.382 M $ 7919 2023/03/31 359.122 K $ 16.87 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.54% 2.151 M $ 3229 2023/03/31 164.273 K $ 7.82 %
2025/09/30 NVDA NVIDIA CORPORATION 0.53% 2.128 M $ 11404 2024/03/31 326.040 K $ 18.10 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.48% 1.924 M $ 6101 2023/03/31 155.697 K $ 8.80 %
2025/09/30 BR BROADRIDGE FINL SOLUTIONS IN 0.47% 1.893 M $ 7948 2023/03/31 -38.627 K $ -2.00 %
2025/09/30 GOOG ALPHABET INC 0.47% 1.893 M $ 7772 2023/03/31 626.667 K $ 37.30 %
2025/09/30 ABBV ABBVIE INC 0.47% 1.891 M $ 8169 2023/03/31 375.120 K $ 24.74 %
2025/09/30 CSCO CISCO SYS INC 0.42% 1.687 M $ 24654 2023/03/31 -24.435 K $ -1.38 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.38% 1.525 M $ 4591 2023/03/31 60.509 K $ 4.13 %
2025/09/30 WFC WELLS FARGO CO NEW 0.38% 1.514 M $ 18063 2023/03/31 67.106 K $ 4.62 %
2025/09/30 ORCL ORACLE CORP 0.35% 1.410 M $ 5012 2023/06/30 311.797 K $ 28.64 %
2025/09/30 MMM 3M CO 0.35% 1.404 M $ 9048 2023/03/31 27.483 K $ 1.93 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.34% 1.365 M $ 8883 2023/03/31 -59.597 K $ -3.56 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.33% 1.322 M $ 1428 2023/03/31 -91.834 K $ -6.50 %
2025/09/30 MDT MEDTRONIC PLC 0.32% 1.296 M $ 13604 2023/03/31 109.784 K $ 9.26 %
2025/09/30 LOW LOWES COS INC 0.31% 1.241 M $ 4937 2023/03/31 145.345 K $ 13.27 %
2025/09/30 GEV GE VERNOVA INC 0.30% 1.216 M $ 1977 2024/06/30 176.988 K $ 16.21 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 0.29% 1.157 M $ 6098 2023/03/31 48.540 K $ 4.38 %
2025/09/30 AZO AUTOZONE INC 0.27% 1.085 M $ 253 2023/03/31 146.236 K $ 15.57 %
2025/09/30 CB CHUBB LIMITED 0.26% 1.045 M $ 3701 2023/03/31 -27.646 K $ -2.58 %
2025/09/30 ELV ELEVANCE HEALTH INC FORMERLY 0.25% 1.010 M $ 3125 2023/03/31 -208.646 K $ -16.93 %
2025/09/30 GWW GRAINGER W W INC 0.25% 1.001 M $ 1050 2023/03/31 -91.643 K $ -8.39 %
2025/09/30 PEP PEPSICO INC 0.25% 997.967 K $ 7106 2023/03/31 59.690 K $ 6.36 %
2025/09/30 MCO MOODYS CORP 0.24% 972.972 K $ 2042 2023/03/31 -51.274 K $ -5.01 %
2025/09/30 TXN TEXAS INSTRS INC 0.24% 955.947 K $ 5203 2023/03/31 -124.299 K $ -11.51 %
2025/09/30 ABT ABBOTT LABS 0.22% 900.613 K $ 6724 2023/03/31 -13.918 K $ -1.52 %
2025/09/30 GOOGL ALPHABET INC 0.22% 879.779 K $ 3619 2023/03/31 355.681 K $ 37.94 %
2025/09/30 AVGO BROADCOM INC 0.21% 860.075 K $ 2607 2024/03/31 141.455 K $ 19.68 %
2025/09/30 IWM ISHARES TR 0.21% 832.959 K $ 3443 2023/03/31 90.077 K $ 12.13 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.20% 814.867 K $ 18068 2023/03/31 -21.500 K $ -2.57 %
2025/09/30 NUE NUCOR CORP 0.20% 805.808 K $ 5950 2023/03/31 35.045 K $ 4.55 %
2025/09/30 DE DEERE & CO 0.20% 804.747 K $ 1760 2023/03/31 -90.164 K $ -10.08 %
2025/09/30 VEU VANGUARD INTL EQUITY INDEX F 0.19% 775.792 K $ 10870 2023/03/31 45.110 K $ 6.17 %
2025/09/30 AMAT APPLIED MATLS INC 0.19% 766.137 K $ 3742 2023/03/31 81.089 K $ 11.84 %
2025/09/30 PFE PFIZER INC 0.19% 748.934 K $ 29393 2023/03/31 38.307 K $ 5.12 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.19% 744.660 K $ 4591 2023/03/31 -117.407 K $ -10.94 %
2025/09/30 GD GENERAL DYNAMICS CORP 0.18% 740.993 K $ 2173 2023/03/31 107.215 K $ 16.92 %
2025/09/30 EFA ISHARES TR 0.17% 692.058 K $ 7412 2023/06/30 27.211 K $ 4.45 %
2025/09/30 SO SOUTHERN CO 0.17% 671.839 K $ 7089 2023/03/31 20.829 K $ 3.20 %
2025/09/30 COP CONOCOPHILLIPS 0.16% 660.617 K $ 6984 2023/03/31 33.872 K $ 5.40 %
2025/09/30 ALL ALLSTATE CORP 0.16% 658.798 K $ 3069 2023/03/31 40.940 K $ 6.63 %
2025/09/30 FIS FIDELITY NATL INFORMATION SV 0.16% 641.794 K $ 9733 2023/03/31 -150.569 K $ -19.00 %
2025/09/30 SLB SCHLUMBERGER LTD 0.16% 635.123 K $ 18479 2023/03/31 10.761 K $ 1.69 %
2025/09/30 EMR EMERSON ELEC CO 0.15% 620.219 K $ 4728 2023/03/31 -10.165 K $ -1.61 %
2025/09/30 FHN FIRST HORIZON CORPORATION 0.15% 612.482 K $ 27089 2023/03/31 38.195 K $ 6.65 %
2025/09/30 EBAY EBAY INC. 0.15% 606.818 K $ 6672 2023/03/31 164.190 K $ 22.15 %
2025/09/30 CVX CHEVRON CORP NEW 0.15% 598.954 K $ 3857 2023/03/31 67.820 K $ 8.45 %
2025/09/30 PYPL PAYPAL HLDGS INC 0.15% 592.542 K $ 8836 2023/03/31 -89.813 K $ -9.77 %
2025/09/30 AMZN AMAZON COM INC 0.14% 566.271 K $ 2579 2023/03/31 464.000 $ 0.08 %
2025/09/30 DG DOLLAR GEN CORP NEW 0.14% 551.889 K $ 5340 2023/03/31 -59.782 K $ -9.64 %
2025/09/30 IWB ISHARES TR 0.13% 529.404 K $ 1449 2023/03/31 38.787 K $ 7.63 %
2025/09/30 HWM HOWMET AEROSPACE INC 0.13% 508.432 K $ 2591 2024/06/30 26.169 K $ 5.43 %
2025/09/30 NKE NIKE INC 0.13% 502.056 K $ 7200 2023/03/31 -9.432 K $ -1.84 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.12% 468.044 K $ 965 2023/03/31 76.775 K $ 19.62 %
2025/09/30 PH PARKER-HANNIFIN CORP 0.11% 454.890 K $ 600 2023/03/31 35.807 K $ 8.54 %
2025/09/30 BP BP PLC 0.11% 445.223 K $ 12920 2023/03/31 58.527 K $ 15.14 %
2025/09/30 IJR ISHARES TR 0.11% 428.263 K $ 3604 2023/06/30 34.382 K $ 8.73 %
2025/09/30 MDLZ MONDELEZ INTL INC 0.10% 417.300 K $ 6680 2023/03/31 -42.140 K $ -7.37 %
2025/09/30 DD DUPONT DE NEMOURS INC 0.10% 413.415 K $ 5307 2023/03/31 53.188 K $ 13.57 %
2025/09/30 CWCO CONSOLIDATED WATER CO INC 0.10% 411.365 K $ 11660 2023/03/31 61.331 K $ 17.52 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.10% 400.781 K $ 1435 2025/03/31 75.768 K $ 23.31 %
2025/09/30 DIS DISNEY WALT CO 0.10% 397.200 K $ 3469 2023/03/31 -36.794 K $ -7.67 %
2025/09/30 KMI KINDER MORGAN INC DEL 0.10% 395.094 K $ 13956 2023/03/31 -15.212 K $ -3.71 %
2025/09/30 NVS NOVARTIS AG 0.10% 386.002 K $ 3010 2023/03/31 21.762 K $ 5.97 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.09% 375.420 K $ 2058 2025/06/30 94.873 K $ 33.82 %
2025/09/30 BAC BANK AMERICA CORP 0.09% 373.047 K $ 7231 2023/03/31 30.876 K $ 9.02 %
2025/09/30 KO COCA COLA CO 0.09% 370.545 K $ 5587 2023/03/31 -24.745 K $ -6.26 %
2025/09/30 CTVA CORTEVA INC 0.09% 367.028 K $ 5427 2023/03/31 -40.247 K $ -9.26 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.09% 358.500 K $ 8157 2023/03/31 5.546 K $ 1.57 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.09% 353.026 K $ 2182 2025/03/31 43.399 K $ 14.02 %
2025/09/30 A AGILENT TECHNOLOGIES INC 0.09% 352.449 K $ 2746 2023/03/31 28.393 K $ 8.76 %
2025/09/30 META META PLATFORMS INC 0.09% 348.830 K $ 475 2024/03/31 -1.762 K $ -0.50 %
2025/09/30 MO ALTRIA GROUP INC 0.09% 341.332 K $ 5167 2023/03/31 59.343 K $ 12.67 %
2025/09/30 IBIT ISHARES BITCOIN TRUST ETF 0.08% 340.275 K $ 5235 2025/03/31 19.840 K $ 6.19 %
2025/09/30 GBTC GRAYSCALE BITCOIN TRUST ETF 0.08% 328.289 K $ 3657 2025/03/31 18.065 K $ 5.82 %
2025/09/30 GSK GSK PLC 0.08% 322.319 K $ 7468 2023/03/31 35.547 K $ 12.40 %
2025/09/30 MCHI ISHARES TR 0.08% 315.882 K $ 4797 2025/03/31 51.567 K $ 19.51 %
2025/09/30 VTWO VANGUARD SCOTTSDALE FDS 0.08% 313.024 K $ 3200 2023/03/31 33.919 K $ 12.15 %
2025/09/30 DGX QUEST DIAGNOSTICS INC 0.08% 304.928 K $ 1600 2023/03/31 17.520 K $ 6.10 %
2025/09/30 SBUX STARBUCKS CORP 0.08% 304.306 K $ 3597 2023/03/31 -25.286 K $ -7.67 %