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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  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TTMI TTM TECHNOLOGIES INC Technology 5,428.0 $529K 0.06% NEW $97.42 +92.6%
62 EUHY ISHARES INC 9,962.0 $523K 0.06% NEW $52.46 +2.3%
63 SSRM SSR MINING IN Basic Materials 17,453.0 $513K 0.06% NEW $29.37 +3.2%
64 KGC KINROSS GOLD CORP Basic Materials 12,802.0 $391K 0.04% NEW $30.52 -4.0%
65 CDE COEUR MNG INC Basic Materials 20,114.0 $378K 0.04% NEW $18.77 -0.6%
66 BLACKROCK ETF TRUST II 7,328.0 $352K 0.04% NEW $47.98
67 B BARRICK MNG CORP Basic Materials 8,361.0 $341K 0.04% NEW $40.79 +2.3%
68 T AT&T INC Communication Services 11,340.0 $329K 0.04% NEW $28.99 -14.2%
69 AMAT APPLIED MATLS INC Technology 927.0 $317K 0.04% NEW $341.79 +31.6%
70 HODL VANECK BITCOIN ETF 15,971.0 $306K 0.04% NEW $19.16 +8.2%
71 CSHI NEOS ETF TRUST 5,607.0 $279K 0.03% NEW $49.78 +0.1%
72 LRCX LAM RESEARCH CORP Technology 1,193.0 $255K 0.03% NEW $213.66 +48.8%
73 VANGUARD CALIF TAX FREE FDS 2,474.0 $245K 0.03% NEW $99.08
74 DFIP DIMENSIONAL ETF TRUST 5,745.0 $240K 0.03% NEW $41.72 +0.5%
75 XOP SPDR SERIES TRUST 1,315.0 $239K 0.03% NEW $181.83 -9.4%
76 IUSV ISHARES TR 2,295.0 $235K 0.03% NEW $102.25 +8.0%
77 EFA ISHARES TR 2,398.0 $233K 0.03% NEW $97.13 +7.8%
78 EQIX EQUINIX INC Real Estate 236.0 $231K 0.03% NEW $980.24 +9.1%
79 IUSG ISHARES TR 1,472.0 $228K 0.03% NEW $155.11 +22.9%
80 FBND FIDELITY MERRIMACK STR TR 4,828.0 $220K 0.03% NEW $45.62 -0.3%
Page 4 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%