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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 1 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EFG ISHARES TR 64,219.0 $7.2M 0.81% NEW $111.37 +9.7%
2 BLCR BLACKROCK ETF TRUST 114,945.0 $4.7M 0.53% NEW $41.06 +23.0%
3 BLACKROCK ETF TRUST 143,438.0 $4.7M 0.53% NEW $32.72
4 RNR RENAISSANCERE HLDGS LTD Financial Services 5,326.0 $1.6M 0.18% NEW $297.23 -3.0%
5 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 17,091.0 $1.5M 0.17% NEW $90.11 +14.9%
6 COP CONOCOPHILLIPS Energy 9,823.0 $1.3M 0.15% NEW $132.01 -11.8%
7 SPY PUT STATE STR SPDR S&P 500 ETF T Financial Services 1,900.0 $1.2M 0.14% NEW $650.34 +15.4%
8 VLUE ISHARES TR 8,082.0 $1.1M 0.13% NEW $142.19 +36.5%
9 BN BROOKFIELD CORP Financial Services 28,298.0 $1.1M 0.13% NEW $40.47 +12.7%
10 BDX BECTON DICKINSON & CO Healthcare 7,113.0 $1.1M 0.13% NEW $157.23 -7.5%
11 C CITIGROUP INC Financial Services 9,521.0 $1.1M 0.12% NEW $113.41 +9.9%
12 CCI CROWN CASTLE INC Real Estate 13,254.0 $1.1M 0.12% NEW $81.31 +12.8%
13 ACGL ARCH CAP GROUP LTD Financial Services 11,199.0 $1.1M 0.12% NEW $95.99 -4.6%
14 RB GLOBAL INC 11,206.0 $1.1M 0.12% NEW $95.85
15 JCI JOHNSON CONTROLS INTERNATION Industrials 7,412.0 $971K 0.11% NEW $130.95 +3.6%
16 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 11,916.0 $960K 0.11% NEW $80.56 -13.5%
17 MPC MARATHON PETE CORP Energy 3,856.0 $942K 0.11% NEW $244.20 +2.9%
18 SBUX STARBUCKS CORP Consumer Cyclical 10,382.0 $930K 0.10% NEW $89.59 +12.2%
19 CF CF INDUSTRIES HOLD Basic Materials 6,879.0 $893K 0.10% NEW $129.84 -8.7%
20 WAT WATERS CORP Healthcare 2,932.0 $873K 0.10% NEW $297.80 +20.7%
Page 1 of 5  ·  88 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%