Fund HoldingsSentry LLC

Total Portfolio Value
$542.84M
Total Bought
$16.95M
Total Sold
$8.05M
Net Transaction
+$8.90M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
FEDEX CORP(FDX)1,212,7481,219,405+6,657351,382365,62667.35%+14,245
APPLE INC(AAPL)030,410+30,41006,4051.18%+6,405
MICROSOFT CORP(MSFT)30,74930,921+17212,93713,8202.55%+883
ELI LILLY & CO(LLY)5,0055,004-13,8944,5310.83%+637
WALMART INC(WMT)74,67774,678+14,4935,0560.93%+563
AMGEN INC(AMGN)014,812+14,81204,6280.85%+4,628
GE VERNOVA INC(GEV)02,118+2,11803630.07%+363
ISHARES TR17,84117,795-469,3799,7381.79%+358
ALPHABET INC(GOOG)9,1498,720-4291,3931,5990.29%+206
SPOTIFY TECHNOLOGY S A(SPOT)0647+64702030.04%+203
BIOGEN INC(BIIB)0873+87302020.04%+202
HOWMET AEROSPACE INC(HWM)02,591+2,59102010.04%+201
CINTAS CORP(CTAS)15,05115,051010,34010,5401.94%+199
COSTCO WHSL CORP NEW(COST)1,4281,42801,0461,2140.22%+168
ALPHABET INC(GOOG)3,8793,840-395856990.13%+114
APPLIED MATLS INC3,7423,74207728830.16%+111
TEXAS INSTRS INC(TXN)5,2035,20309061,0120.19%+106
VANGUARD INDEX FDS13,84513,802-433,5983,6920.68%+94
SPDR S&P 500 ETF TR(SPY)3,5943,59401,8801,9560.36%+76
ELEVANCE HEALTH INC(ELV)3,2093,179-301,6641,7230.32%+59
PHILIP MORRIS INTL INC(PM)05,891+5,89105970.11%+597
MOODYS CORP(MCO)2,0422,04208038600.16%+57
HP INC(HPQ)011,024+11,02403860.07%+386
RTX CORPORATION(RTX)18,05418,05401,7611,8120.33%+52
QUALCOMM INC(QCOM)1,6721,67202833330.06%+50
BROADCOM INC(AVGO)17817802362860.05%+50
SOUTHERN CO(SO)7,1097,114+55105520.10%+42
HEWLETT PACKARD ENTERPRISE C(HPE)11,02411,02401952330.04%+38
ORACLE CORP(ORCL)2,0872,08702622950.05%+33
NOVARTIS AG(NVS)03,045+3,04503240.06%+324
SHELL PLC(SHEL)5,7605,76003864160.08%+30
NORDSTROM INC29,90029,90006066340.12%+28
AMAZON COM INC(AMZN)2,7192,680-394905180.10%+27
CARRIER GLOBAL CORPORATION(CARR)04,660+4,66002940.05%+294
DUPONT DE NEMOURS INC(DD)06,018+6,01804840.09%+484
KINDER MORGAN INC DEL(KMI)13,95613,95602562770.05%+21
WELLS FARGO CO NEW(WFC)18,78418,690-941,0891,1100.20%+21
MARATHON OIL CORP15,59616,116+5204424620.09%+20
MID-AMER APT CMNTYS INC(MAA)01,760+1,76002510.05%+251
AMERICAN EXPRESS CO(AXP)4,5914,59101,0451,0630.20%+18
COCA COLA CO(KO)06,588+6,58804190.08%+419
GENERAL DYNAMICS CORP(GD)2,1732,172-16146300.12%+16
ALTRIA GROUP INC(MO)7,9877,98703483640.07%+15
ISHARES TR1,4921,493+14304440.08%+14
KIMBERLY-CLARK CORP(KMB)1,6291,62902112250.04%+14
BANK AMERICA CORP7,2317,23102742880.05%+13
JPMORGAN CHASE & CO.(JPM)6,1366,13601,2291,2410.23%+12
FIDELITY NATL INFORMATION SV(FIS)9,7339,73307227330.14%+11
PROCTER AND GAMBLE CO(PG)10,44110,341-1001,6941,7050.31%+11
FIRST HORIZON CORPORATION(FHN)30,46730,46704694800.09%+11
AFLAC INC(AFL)2,6302,63002262350.04%+9
UNITEDHEALTH GROUP INC(UNH)0525+52502670.05%+267
EBAY INC.(EBAY)13,59113,491-1007177250.13%+7
PFIZER INC(PFE)032,013+32,01308960.17%+896
QUEST DIAGNOSTICS INC(DGX)01,600+1,60002190.04%+219
TELLURIAN INC NEW010,000+10,000070.00%+7
DANAHER CORPORATION(DHR)1,2851,28503213210.06%0
VANGUARD INTL EQUITY INDEX F10,87010,87006386370.12%-0
SPDR INDEX SHS FDS
ST STR ACWI ETF
8,2508,25002342340.04%-1
LIBERTY GLOBAL LTD(LBTYA)010,325+10,32501800.03%+180
META PLATFORMS INC(META)485455-302362290.04%-6
VERIZON COMMUNICATIONS INC(VZ)8,6288,62803623560.07%-6
VANGUARD INDEX FDS85085002122060.04%-7
OTIS WORLDWIDE CORP(OTIS)2,3412,34102322250.04%-7
CHEVRON CORP NEW(CVX)6,9676,96701,0991,0900.20%-9
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
3,2003,20002722620.05%-10
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
2,3402,34002532430.04%-10
ISHARES TR4,5754,57502782680.05%-10
ISHARES TR6,8376,83705465360.10%-10
VANGUARD INDEX FDS1,0801,08002472350.04%-11
ISHARES TR3,6043,60403983840.07%-14
BOEING CO(BA)01,331+1,33102420.04%+242
CHUBB LIMITED
COM
3,7013,70109599440.17%-15
EMERSON ELEC CO(EMR)4,7284,72805365210.10%-15
BP PLC(BP)12,92012,92004874660.09%-20
CORTEVA INC(CTVA)5,8335,83303363150.06%-22
THE CIGNA GROUP(CI)83583503032760.05%-27
ISHARES TR3,8313,832+18067770.14%-28
DOW INC(DOW)5,8335,83303383090.06%-28
PARKER-HANNIFIN CORP(PH)60060003333030.06%-30
CONSOLIDATED WATER CO INC
ORD
011,660+11,66003090.06%+309
BENSON HILL INC676,854676,85401361030.02%-33
GSK PLC(GSK)7,4687,46803202880.05%-33
GE HEALTHCARE TECHNOLOGIES I(GEHC)2,8282,827-12572200.04%-37
MONDELEZ INTL INC(MDLZ)08,404+8,40405500.10%+550
THERMO FISHER SCIENTIFIC INC(TMO)965944-215615220.10%-39
ALLSTATE CORP(ALL)3,0663,06605304900.09%-41
NORFOLK SOUTHN CORP(NSC)0997+99702140.04%+214
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
6,2916,221-701,0651,0220.19%-44
AGILENT TECHNOLOGIES INC(A)2,7462,74604003560.07%-44
PHILLIPS 66(PSX)2,0392,03903332880.05%-45
3M CO(MMM)010,266+10,26601,0490.19%+1,049
AUTOZONE INC(AZO)25325307977500.14%-47
STARBUCKS CORP(SBUX)03,552+3,55202770.05%+277
ISHARES INC
MSCI JAPAN ETF
4,8194,322-4973442950.05%-49
CONOCOPHILLIPS(COP)3,9833,98305074560.08%-51
CISCO SYS INC(CSCO)025,449+25,44901,2090.22%+1,209
BROADRIDGE FINL SOLUTIONS IN(BR)07,948+7,94801,5660.29%+1,566
DEERE & CO(DE)1,7581,75807226570.12%-65
ABBOTT LABS6,7246,72407646990.13%-66
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