You're signed outSign in or to get full access.
Sentry Investment Management LLC
Sentry Investment Management LLC is an SEC-registered investment advisory firm headquartered in Milwaukee, Wisconsin. The firm manages assets for institutions, pension plans, financial entities, and individuals, with a focus on delivering tailored investment management services. Sentry Investment Management was established over a decade ago and employs a team of professionals providing portfolio management and financial advisory solutions to a varied client base.
Investment Strategy
Sentry Investment Management LLC primarily engages in discretionary investment management services, with a focus on equity and fixed income portfolios. The firm seeks to balance risk-adjusted returns through fundamental and technical analysis, asset allocation tailored to client objectives, and disciplined security selection. Its process includes customized strategies for institutions, retirement plans, and private clients, integrating risk tolerance assessments, market analysis, and ongoing portfolio monitoring.
Latest 13F Filing Activity
Sentry Investment Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 493 equity positions with a total 13F market value of $181M. The fund increased holdings in Nvidia Corp., Microsoft Corp., Apple Inc. among other positions. Sentry Investment Management LLC reduced exposure to SPDR S&P 500 Etf Trust, Thermo Fisher Scientific Inc., Procept Biorobotics Corp. among others.
Top Holdings
Equity Positions (493)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORP | 6.24% | $11.3M | 70,696 | $7.79 | $157.99 | +$4.4M |
M MSFT | MICROSOFT CORP | 5.87% | $10.6M | 21,428 | $87.65 | $497.41 | +$2.9M |
V VOO | VANGUARD EXTENDED MKT INDEX FU | 5.80% | $10.5M | 18,451 | $513.91 | $568.03 | +$1.7M |
A AAPL | APPLE INC | 5.59% | $10.1M | 48,294 | $53.09 | $205.17 | +$2.2M |
A AMZN | AMAZON.COM INC | 3.39% | $6.1M | 27,990 | $63.34 | $219.39 | +$1.4M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more