SENTINEL TRUST CO LBA

CIK: 1114739SEC EDGAR →

Portfolio Value

$1.1B

Holdings

136

As of

Q2 2026

New Positions

11

Closed Positions

13

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

iShares Tr Core S&P TTL Stk

1,777,298$292.0M
25.89%
2

Vanguard Star Fd Vg Tl Intl St

1,370,361$117.2M
10.39%
3

iShares Russell 3000 ETF

250,902$107.0M
9.49%
4

Ishares Inc Msci Emrg Chn

456,200$46.7M
4.14%
5

Vanguard Total Stock Market ET

115,924$42.9M
3.80%
6

Vanguard Ftse All-World Etf

473,829$39.7M
3.52%
7

Palantir Technologies

276,741$32.3M
2.86%
8

Ishares Msci Acwi Etf

195,752$30.7M
2.72%
9

Blackrock Mun Target T Com Shs

1,274,609$29.0M
2.57%
10

iShares Inc Core MSCI Emkt

320,894$26.6M
2.36%

Quarterly Changes

Top Buys

IWV↑ Increased
$16.9M
VTI↑ Increased
$10.4M
BTT↑ Increased
$10.0M
Exxonmobil Hldgs Corp ComNEW
$8.2M
DBMFNEW
$5.0M

Top Sells

ITOT↓ Decreased
$35.1M
XOMCLOSED
$10.4M
PLTR↓ Decreased
$9.7M
VXUS↓ Decreased
$8.3M
IEMG↓ Decreased
$4.1M

New Positions (14)

Exxonmobil Hldgs Corp Com
$8.2M · 60K shares
$5.0M · 162K shares
$4.9M · 99K shares
$4.8M · 98K shares
$1.8M · 78K shares
$682K · 26K shares
$390K · 13K shares
$355K · 2K shares
$287K · 20K shares
HONEYWELL AEROSPACE IN COM
$254K · 1K shares
Honeywell Intl Inc
$250K · 1K shares
$220K · 4K shares
$217K · 8K shares
$205K · 1K shares

Closed Positions (13)

$10.4M · 61K shares
$1.5M · 20K shares
$1.3M · 12K shares
$1.0M · 21K shares
$938K · 21K shares
$653K · 9K shares
$505K · 2K shares
$407K · 1K shares
$334K · 4K shares
$318K · 1K shares
$253K · 8K shares
$249K · 3K shares
$235K · 5K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services65$897.6M79.6%
Technology19$130.4M11.6%
Unknown12$23.2M2.1%
Consumer Defensive6$18.7M1.7%
Healthcare12$16.3M1.4%
Industrials4$13.6M1.2%
Communication Services4$11.3M1.0%
Energy6$9.3M0.8%
Consumer Cyclical4$5.0M0.4%
Real Estate2$1.7M0.2%
Basic Materials1$390K0.0%
Utilities1$254K0.0%