Sentinel Trust Co. Lba
Annual return '25
+17.7%
SPY '25
+17.7%
Alpha
+0.0ptsvs SPY
Invested
$1M
Holdings
135
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ITOT
iShares Tr Core S&P TTL Stk
Q1 2026: Exited (was 1.77M shares)
25.5%
02
$VXUS
Vanguard Star Fd Vg Tl Intl St
Q1 2026: Sold 99.6% (1.36M → 5.0k shares)
10.8%
03
$IWV
iShares Russell 3000 ETF
Q1 2026: Exited (was 244.0k shares)
8.9%
04
$PLTR
Palantir Technologies
Q1 2026: Exited (was 286.7k shares)
4.2%
05
$VEU
Vanguard Ftse All-World Etf
Q1 2026: Exited (was 488.2k shares)
3.6%
06
$EMXC
Ishares Inc Msci Emrg Chn
Q1 2026: Exited (was 456.2k shares)
3.6%
07
$VTI
Vanguard Total Stock Market ET
Q1 2026: Exited (was 100.7k shares)
3.2%
08
$ACWI
Ishares Msci Acwi Etf
Q1 2026: Exited (was 207.7k shares)
3.0%
09
$AAPL
Apple Inc.
Q1 2026: Increased +462.9% (92.1k → 518.7k shares)
2.3%
10
$IEMG
iShares Inc Core MSCI Emkt
Q1 2026: Exited (was 321.7k shares)
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:53 UTC.