StockDriftsStockDriftsTop 1 Sentry Investment Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD EXTENDED MKT INDEX FU | 100% | 244.6K | $168.0M | +0.27%(+656) | $612.13(+16.16%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +25.35% | +96.96% | +14.77% | +99.11% |
| Top 20 Holdings Unweighted | +25.88% | +99.45% | +15.41% | +104.78% |
Sentry Investment Management LLC reports $167.96M in US-listed equity holdings across 1 position in its most recent 13F filing. Its largest disclosed position is VOO (100.0%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +96.96% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sentry Investment Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 89014). View Sentry Investment Management LLC’s 13F filings on SEC