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Sentry LLC

SEC CIK
0002004474
Latest filing
Aug 14, 2026

Holdings in Q1 2023

Holdings as of Mar 31, 2023, filed Mar 7, 2024. Long positions only.

Institution overview
Positions
116
No filing for Q4 2022
Portfolio value
$426.8M
No filing for Q4 2022
Filed
Mar 7, 2024
SEC

Sentry LLC did not file a 13F for Q4 2022, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Sentry LLC in Q1 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
FDXFedEx CorpStock1,213,286$277.2M65.0%––History
MSFTMicrosoft CorpStock30,156$8.69M2.0%––History
iShares Core S&P 500 ETF464287200ETF18,935$7.78M1.8%–––
XOMExxonMobil Holdings CorpCOM69,934$7.67M1.8%––History
CTASCintas CorpStock15,051$6.96M1.6%––History
JNJJohnson & JohnsonStock40,980$6.35M1.5%––History
ADPAutomatic Data Processing IncStock28,116$6.26M1.5%––History
HDHome Depot, Inc.Stock20,459$6.04M1.4%––History
AAPLApple Inc.Stock35,816$5.91M1.4%––History
MRKMerck & Co., Inc.Stock54,809$5.83M1.4%––History
CATCaterpillar IncStock23,483$5.37M1.3%––History
AMGNAmgen IncStock15,087$3.65M0.9%––History
WMTWalmart Inc.Stock24,381$3.59M0.8%––History
EFXEquifax IncCOM17,315$3.51M0.8%––History
INTCIntel CorpStock84,941$2.78M0.7%––History
Vanguard Morningstar Total Stock Market ETF922908769ETF13,373$2.73M0.6%–––
BRK.BBerkshire Hathaway IncStock6,892$2.13M0.5%––History
IBMInternational Business Machines CorpStock15,082$1.98M0.5%––History
LLYEli Lilly & CoStock5,005$1.72M0.4%––History
RTXRTX CorpStock17,172$1.68M0.4%––History
RNSTRenasant CorpCOM53,874$1.65M0.4%––History
PGProcter & Gamble CoStock11,036$1.64M0.4%––History
ELVElevance Health, Inc.Stock3,304$1.52M0.4%––History
PYPLPayPal Holdings, Inc.Stock19,461$1.48M0.3%––History
SPYSPDR S&P 500 ETF TrustETF3,594$1.47M0.3%––History
PEPPepsiCo IncStock7,541$1.37M0.3%––History
CSCOCisco Systems, Inc.Stock25,754$1.35M0.3%––History
PFEPfizer IncStock32,413$1.32M0.3%––History
BMYBristol Myers Squibb CoStock18,315$1.27M0.3%––History
ABBVAbbVie Inc.Stock7,646$1.22M0.3%––History
GEGeneral Electric CoStock12,561$1.20M0.3%––History
MMM3M CoStock11,202$1.18M0.3%––History
BRBroadridge Financial Solutions, Inc.Stock7,948$1.16M0.3%––History
CVXChevron CorpStock7,028$1.15M0.3%––History
DGDollar General CorpCOM5,395$1.14M0.3%––History
MDTMedtronic plcStock13,644$1.10M0.3%––History
GOOGAlphabet Inc.Stock10,249$1.07M0.2%––History
LOWLowes Companies IncStock4,937$987.3K0.2%––History
SLBSLB LimitedStock19,824$973.4K0.2%––History
TXNTexas Instruments IncStock5,003$930.6K0.2%––History
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT6,408$926.7K0.2%–––
NUENucor CorpCOM5,950$919.1K0.2%––History
NKENIKE, Inc.Stock7,200$883.0K0.2%––History
FHNFirst Horizon CorpCOM47,894$851.6K0.2%––History
COPConocoPhillipsStock8,552$848.4K0.2%––History
GWWW.W. Grainger, Inc.Stock1,200$826.6K0.2%––History
JPMJPMorgan Chase & CoStock6,327$824.5K0.2%––History
AXPAmerican Express CoStock4,591$757.3K0.2%––History
WFCWells Fargo & CompanyStock19,684$735.8K0.2%––History
CBChubb LtdStock3,701$718.7K0.2%––History
DEDeere & CoStock1,735$716.2K0.2%––History
COSTCostco Wholesale CorpStock1,428$709.5K0.2%––History
iShares Russell 2000 ETF464287655ETF3,969$708.1K0.2%–––
ABTAbbott LaboratoriesStock6,864$695.0K0.2%––History
EBAYeBay IncCOM15,087$669.4K0.2%––History
BHILBenson Hill, Inc.COMMON STOCK566,889$651.9K0.2%––History
MDLZMondelez International, Inc.Stock9,130$636.5K0.1%––History
MCOMoodys CorpStock2,042$624.9K0.1%––History
AZOAutoZone IncCOM253$621.9K0.1%––History
DISWalt Disney CoStock5,914$592.2K0.1%––History
PMPhilip Morris International Inc.Stock6,061$589.4K0.1%––History
Vanguard Ftse All-World Ex-US Index Fund922042775ETF10,870$581.2K0.1%–––
TMOThermo Fisher Scientific Inc.Stock965$556.2K0.1%––History
FISFidelity National Information Services, Inc.Stock9,733$528.8K0.1%––History
SOSouthern CoStock7,091$493.4K0.1%––History
BPBP PLCADR12,920$490.2K0.1%––History
JWNNordstrom IncStock29,900$486.5K0.1%––History
GDGeneral Dynamics CorpStock2,119$483.6K0.1%––History
CVSCVS Health CorpStock6,384$474.4K0.1%––History
SHELShell plcADR8,169$470.0K0.1%––History
TGTTarget CorpStock2,820$467.1K0.1%––History
DOVDOVER CorpCOM3,035$461.1K0.1%––History
AMATApplied Materials IncStock3,742$459.6K0.1%––History
DDDuPont de Nemours, Inc.COM6,018$431.9K0.1%––History
BABoeing CoStock1,986$421.9K0.1%––History
GOOGLAlphabet Inc.Stock3,979$412.7K0.1%––History
EMREmerson Electric CoStock4,728$412.0K0.1%––History
BIIBBiogen Inc.COM1,473$409.5K0.1%––History
MOAltria Group, Inc.Stock9,037$403.2K0.1%––History
MROMarathon Oil CorpCOM16,636$398.6K0.1%––History
AAgilent Technologies, Inc.COM2,746$379.9K0.1%––History
KOCoca Cola CoStock6,118$379.5K0.1%––History
LBTYALiberty Global Ltd.SHS CL A19,140$373.2K0.1%––History
UNHUnitedHealth Group IncStock785$371.0K0.1%––History
SBUXStarbucks CorpStock3,552$369.9K0.1%––History
CTVACorteva, Inc.Stock6,018$362.9K0.1%––History
GEHCGE HealthCare Technologies Inc.Stock4,183$343.1K0.1%––History
ALLAllstate CorpStock3,063$339.4K0.1%––History
RBLXRoblox CorpStock7,479$336.4K0.1%––History
iShares Tr464287622RUS 1000 ETF1,487$334.8K0.1%–––
DOWDow Inc.Stock6,018$329.9K0.1%––History
iShares Inc46434G822MSCI JAPAN ETF5,540$325.1K0.1%–––
DHRDanaher CorpStock1,285$323.9K0.1%––History
HPQHP IncStock11,024$323.6K0.1%––History
VZVerizon Communications IncStock8,181$318.2K0.1%––History
NVSNovartis AGADR3,045$280.1K0.1%––History
MAAMid America Apartment Communities Inc.COM1,760$265.8K0.1%––History
GSKGSK plcADR7,468$265.7K0.1%––History
KMIKinder Morgan, Inc.Stock13,956$244.4K0.1%––History
KMBKimberly Clark CorpStock1,729$232.1K0.1%––History