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| Happy Holidays!! thanks for using AUM13F!! |
| Sentry Investment Management LLC
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| CRD # | 105176 |
| SEC # | 801-7942 |
| CIK # | 0000089014, 0002004474, 0000869783, 0001541980, 0001430427 |
| AUM | $1.4 B (2025-03-28) |
| Employees | 11 (64% Investors, 0% Brokers) |
| Phone | 715-346-6000 |
| Address | 1800 North Point Drive Stevens Point, WI 54481 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000089014 0002004474 0000869783 0001541980 0001430427 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Amazon Com Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| VISA Inc | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| Netflix Inc | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Mastercard Inc | 0.0 | ||
| Exxon Mobil Corp | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| UnitedHealth Group Inc | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| Oracle Corp | 0.0 | ||
| ServiceNow Inc | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| Procter & Gamble Co | 0.0 | ||
| Uber Technologies Inc | 0.0 | ||
| Bank of America Corp /DE/ | 0.0 | ||
| Intuitive Surgical Inc | 0.0 | ||
| American Express Co | 0.0 | ||
| Philip Morris International Inc | 0.0 | ||
| Home Depot Inc | 0.0 | ||
| General Electric Co | 0.0 | ||
| Coca Cola Co | 0.0 | ||
| McGraw-hill Companies Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 2 | 1.4 |
| Total | 2 | 1.4 |
| By Discretionary | ||
| Discretionary | 2 | 1.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 1.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.4 | |
| Total | 2 | 1.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000089014] | |
| 13F-NT | [0000089014] | |
| 13F-HR | [0001430427] | |
| SC 13D | [0001430427] | |
| SC 13G | [0001430427] | |
| 13F-NT | [0001541980] | |
| 13F-HR | [0002004474] |
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