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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 2 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BALL BALL CORP Consumer Cyclical 14,661.0 $867K 0.10% NEW $59.11 -4.7%
22 O REALTY INCOME CORP Real Estate 14,062.0 $860K 0.10% NEW $61.18 +1.5%
23 RF REGIONS FINANCIAL CORP NEW Financial Services 32,763.0 $856K 0.10% NEW $26.12 +6.5%
24 DVA DAVITA INC Healthcare 5,537.0 $851K 0.10% NEW $153.69 +28.1%
25 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 13,020.0 $847K 0.10% NEW $65.09 +19.7%
26 AFL AFLAC INC Financial Services 7,635.0 $838K 0.10% NEW $109.71 +3.2%
27 ED CONSOLIDATED EDISON INC Utilities 7,379.0 $835K 0.09% NEW $113.18 -5.6%
28 PEP PEPSICO INC Consumer Defensive 5,359.0 $832K 0.09% NEW $155.29 -6.2%
29 LVS LAS VEGAS SANDS CORP Consumer Cyclical 15,427.0 $831K 0.09% NEW $53.88 -5.3%
30 CSL CARLISLE COS INC Industrials 2,462.0 $821K 0.09% NEW $333.62 +2.3%
31 MTB M & T BK CORP Financial Services 3,965.0 $820K 0.09% NEW $206.72 +3.5%
32 FTV FORTIVE CORP Technology 14,709.0 $813K 0.09% NEW $55.28 +7.5%
33 AM ANTERO MIDSTREAM CORP Energy 35,654.0 $813K 0.09% NEW $22.80 -6.4%
34 DHI D R HORTON INC Consumer Cyclical 5,891.0 $808K 0.09% NEW $137.22 +7.0%
35 APTIV PLC 11,633.0 $808K 0.09% NEW $69.44
36 PPG PPG INDS INC Basic Materials 7,540.0 $806K 0.09% NEW $106.88 +6.9%
37 COKE COCA COLA CONS INC Consumer Defensive 4,055.0 $778K 0.09% NEW $191.74 -9.1%
38 KMI KINDER MORGAN INC DEL Energy 23,172.0 $777K 0.09% NEW $33.53 -4.4%
39 NJR NEW JERSEY RES CORP Utilities 14,090.0 $774K 0.09% NEW $54.92 +1.7%
40 LUV SOUTHWEST AIRLS CO Industrials 20,344.0 $764K 0.09% NEW $37.57 +15.0%
Page 2 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%