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SENTRY INVESTMENT MANAGEMENT LLC 13F portfolio summary

SENTRY INVESTMENT MANAGEMENT LLC of SENTRY INVESTMENT MANAGEMENT LLC has 1 current stock holdings with a reported portfolio value of $145.7M. The portfolio 1 year return is +19.77%. Top holdings include VOO (100.00%).

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SENTRY INVESTMENT MANAGEMENT LLC

SENTRY INVESTMENT MANAGEMENT LLC
Latest filing: 2026-03-31

SENTRY INVESTMENT MANAGEMENT LLC runs SENTRY INVESTMENT MANAGEMENT LLC and currently holds 1 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $145.74M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. SENTRY INVESTMENT MANAGEMENT LLC ranks #609 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, SENTRY INVESTMENT MANAGEMENT LLC's portfolio at SENTRY INVESTMENT MANAGEMENT LLC has delivered returns of +19.77%. Their 3-year annualized return is +63.23%. Looking at the 5-year horizon, SENTRY INVESTMENT MANAGEMENT LLC has achieved +68.27% annualized returns at SENTRY INVESTMENT MANAGEMENT LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+19.77%
#659/1000
3 Year
+63.23%
#600/1000
5 Year
+68.27%
#549/1000

Portfolio Value

$145.74M

Alpha Score

50.2

#609 of 1000

Holdings

1

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change