Sentry LLC — 13F holdings

Sentry LLC reported 132 holdings worth $357M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. FDX FEDEX CORP — $111M (31.0%)
2. FDXF FEDEX FGHT HLDG CO INC — $26.7M (7.5%)
3. CAT CATERPILLAR INC — $19.9M (5.6%)
4. IVV ISHARES TR — $14.9M (4.2%)
5. INTC INTEL CORP — $11.5M (3.2%)
6. JNJ JOHNSON & JOHNSON — $9.53M (2.7%)
7. MSFT MICROSOFT CORP — $9.52M (2.7%)
8. CTAS Cintas Corp — $9.31M (2.6%)
9. WMT WALMART INC — $7.61M (2.1%)
10. HD HOME DEPOT INC — $6.96M (1.9%)