Sentry LLC

CIK
2004474
City
Memphis
State / Country
TN

Top Portfolio Positions

101 positions · $285,493,961 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
FDX
Fedex Corp
Industrials
353,355 $125,857,983 44.08%
CAT
Caterpillar Inc
Industrials
18,692 $13,242,534 4.64%
MSFT
Microsoft Corp
Technology
25,490 $9,435,633 3.31%
CTAS
Cintas Corp
Industrials
54,736 $9,258,047 3.24%
JNJ
Johnson & Johnson
Healthcare
37,523 $9,172,122 3.21%
WMT
Walmart Inc.
Consumer Defensive
67,220 $8,354,101 2.93%
XOM
Exxon Mobil Corp
Energy
43,443 $7,370,539 2.58%
HD
Home Depot, Inc.
Consumer Cyclical
19,722 $6,486,368 2.27%
MRK
Merck & Co., Inc.
Healthcare
47,853 $5,756,237 2.02%
ADP
Automatic Data Processing Inc
Technology
26,667 $5,418,201 1.90%

Holdings in FDX

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Report Date Value (USD) Shares
2026-03-31 $125,857,983 353,355