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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 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 KDP KEURIG DR PEPPER INC Consumer Defensive 19,609 $549K 0.06% SOLD
42 MAA MID-AMER APT CMNTYS INC Real Estate 3,674 $510K 0.06% SOLD
43 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 16,719 $496K 0.05% SOLD
44 REGCO REGENCY CTRS CORP Real Estate 7,091 $489K 0.05% SOLD
45 ESS ESSEX PPTY TR INC Real Estate 1,763 $461K 0.05% SOLD
46 UDR UDR INC Real Estate 10,827 $397K 0.04% SOLD
47 AVB AVALONBAY CMNTYS INC Real Estate 2,187 $397K 0.04% SOLD
48 CNH INDL N V 38,896 $359K 0.04% SOLD
49 VO VANGUARD INDEX FDS 1,212 $352K 0.04% SOLD
50 MCHP MICROCHIP TECHNOLOGY INC. Technology 5,421 $345K 0.04% SOLD
51 NI NISOURCE INC Utilities 7,927 $331K 0.04% SOLD
52 XLU SELECT SECTOR SPDR TR 7,353 $314K 0.03% SOLD
53 VLO VALERO ENERGY CORP Energy 1,865 $304K 0.03% SOLD
54 CBZ CBIZ INC Industrials 5,829 $294K 0.03% SOLD
55 BKNG BOOKING HOLDINGS INC Consumer Cyclical 52 $278K 0.03% SOLD
56 IFRA ISHARES TR 4,684 $246K 0.03% SOLD
57 ADI ANALOG DEVICES INC Technology 848 $230K 0.03% SOLD
58 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,304 $211K 0.02% SOLD
59 STNE STONECO LTD Technology 14,122 $209K 0.02% SOLD
60 CWB SPDR SERIES TRUST 2,340 $209K 0.02% SOLD
Page 3 of 3  ·  60 positions
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%