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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 4 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IBM INTERNATIONAL BUSINESS MACHS Technology 2,628.0 $637K 0.07% +1K +124.6% $242.39 +8.0%
62 LGHT SPINNAKER ETF SERIES 71,710.0 $624K 0.07% +4K +5.9% $8.70 -5.9%
63 RTX RTX CORPORATION Industrials 3,039.0 $586K 0.07% +399.0 +15.1% $192.88 -6.8%
64 HWM HOWMET AEROSPACE INC Industrials 2,414.0 $556K 0.06% +874.0 +56.8% $230.47 +12.8%
65 NVO NOVO-NORDISK A S Healthcare 14,596.0 $536K 0.06% +7K +89.7% $36.75 +24.2%
66 IWR ISHARES TR 5,135.0 $499K 0.06% +2K +47.4% $97.23 +10.3%
67 VBK VANGUARD INDEX FDS 1,598.0 $483K 0.06% +24.0 +1.5% $302.28 +17.5%
68 JNJ JOHNSON & JOHNSON Healthcare 1,836.0 $449K 0.05% +156.0 +9.3% $244.43 -5.5%
69 IWF ISHARES TR 1,010.0 $431K 0.05% +475.0 +88.8% $426.40 -70.2%
70 ORCL ORACLE CORP Technology 2,817.0 $414K 0.05% +968.0 +52.4% $147.11 +38.5%
71 VBR VANGUARD INDEX FDS 1,874.0 $407K 0.05% +232.0 +14.1% $217.31 +8.5%
72 DUK DUKE ENERGY CORP NEW Utilities 2,797.0 $366K 0.04% +135.0 +5.1% $130.93 -5.1%
73 CSCO CISCO SYS INC Technology 4,274.0 $332K 0.04% +176.0 +4.3% $77.59 +53.3%
74 SLV ISHARES SILVER TR Financial Services 4,813.0 $328K 0.04% +1K +28.1% $68.14 +0.6%
75 AMD ADVANCED MICRO DEVICES INC Technology 1,582.0 $322K 0.04% +69.0 +4.6% $203.43 +154.5%
76 ETN EATON CORP PLC Industrials 877.0 $314K 0.04% +150.0 +20.6% $357.67 +12.6%
77 DFGR DIMENSIONAL ETF TRUST 11,483.0 $305K 0.03% +621.0 +5.7% $26.58 +9.4%
78 WLDN WILLDAN GROUP INC Industrials 3,947.0 $302K 0.03% +2K +85.4% $76.56 +20.6%
79 TDG TRANSDIGM GROUP INC Industrials 204.0 $236K 0.03% +47.0 +29.9% $1158.96 +9.1%
80 LUMN LUMEN TECHNOLOGIES INC Communication Services 13,255.0 $92K 0.01% +104.0 +0.8% $6.95 +52.9%
Page 4 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%