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Portfolio (Quarterly) Guide ↗

Invst, LLC

· CIK 0001867587
13F Portfolio $886M AUM 341 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 88 New 82 Added 147 Reduced 60 Exited
Page 3 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CNDT CONDUENT INC Technology 887,961.0 $1.1M 0.13% +458K +106.4% $1.28 +38.7%
42 DFAE DIMENSIONAL ETF TRUST 33,131.0 $1.1M 0.13% +624.0 +1.9% $33.86 +18.0%
43 AMLP ALPS ETF TR 21,016.0 $1.1M 0.12% +2K +9.2% $52.64 +0.3%
44 BAC BANK AMERICA CORP Financial Services 22,005.0 $1.1M 0.12% +18K +406.4% $48.75 +4.9%
45 REM ISHARES TR 49,942.0 $1.1M 0.12% +4K +8.3% $21.47 +2.4%
46 PANW PALO ALTO NETWORKS INC Technology 6,422.0 $1.0M 0.12% +191.0 +3.1% $160.32 +58.2%
47 VELO3D INC 103,529.0 $972K 0.11% +16K +18.0% $9.39
48 SPYM SPDR SERIES TRUST 11,959.0 $915K 0.10% +504.0 +4.4% $76.54 +15.4%
49 CB CHUBB LTD SWITZ Financial Services 2,730.0 $890K 0.10% +2K +314.3% $325.93 -2.2%
50 BALI BLACKROCK ETF TRUST 28,402.0 $875K 0.10% +469.0 +1.7% $30.81 +10.7%
51 SYF SYNCHRONY FINANCIAL Financial Services 12,469.0 $848K 0.10% +2K +23.7% $68.02 +4.3%
52 OUNZ VANECK MERK GOLD ETF Financial Services 18,435.0 $830K 0.09% +5K +39.1% $45.05 -5.4%
53 FHN FIRST HORIZON CORPORATION Financial Services 36,460.0 $830K 0.09% +2K +6.7% $22.76 +5.8%
54 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 35,205.0 $829K 0.09% +5K +15.4% $23.56 -9.1%
55 ORI OLD REP INTL CORP Financial Services 20,525.0 $819K 0.09% +2K +13.4% $39.90 -4.2%
56 XLY SELECT SECTOR SPDR TR 7,331.0 $799K 0.09% +248.0 +3.5% $108.98 +10.9%
57 UNFI UNITED NAT FOODS INC Consumer Defensive 16,310.0 $735K 0.08% +2K +17.7% $45.06 +13.6%
58 ANNALY CAPITAL MANAGEMENT IN 34,164.0 $723K 0.08% +718.0 +2.1% $21.15
59 EWJ ISHARES INC 8,212.0 $693K 0.08% +381.0 +4.9% $84.44 +8.8%
60 MU MICRON TECHNOLOGY INC Technology 2,001.0 $676K 0.08% +898.0 +81.4% $337.84 +168.6%
Page 3 of 5  ·  82 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 22.3%
Financial Services 21.1%
Consumer Cyclical 11.1%
Industrials 9.6%
Communication Services 9.3%
Healthcare 8.3%
Consumer Defensive 5.2%
Energy 4.8%
Basic Materials 3.8%
Utilities 2.6%