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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 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MBB ISHARES TR 78,244.0 $7.4M 0.84% -6K -7.1% $94.95 -0.6%
22 QUAL ISHARES TR 34,437.0 $6.6M 0.75% -2K -5.7% $191.81 +11.8%
23 BAI BLACKROCK ETF TRUST 199,812.0 $6.6M 0.74% -9K -4.1% $32.95 +49.7%
24 MTUM ISHARES TR 27,256.0 $6.5M 0.74% -1K -4.7% $239.99 +29.6%
25 BINC BLACKROCK ETF TRUST II 121,635.0 $6.3M 0.71% -5K -4.1% $51.93 +0.6%
26 THRO BLACKROCK ETF TRUST 168,549.0 $6.1M 0.69% -5K -2.8% $36.22 +18.7%
27 SPY STATE STR SPDR S&P 500 ETF T Financial Services 9,355.0 $6.1M 0.69% -79.0 -0.8% $650.34 +15.4%
28 LLY ELI LILLY & CO Healthcare 5,262.0 $4.8M 0.55% -2K -23.3% $919.83 +21.6%
29 GOOGL ALPHABET INC Communication Services 15,168.0 $4.4M 0.49% -551.0 -3.5% $287.57 +34.6%
30 MSFT MICROSOFT CORP Technology 11,655.0 $4.3M 0.49% -1K -9.9% $370.16 +14.7%
31 VTEB VANGUARD MUN BD FDS 75,805.0 $3.8M 0.43% -25K -24.9% $49.89 +0.6%
32 TFI SPDR SERIES TRUST 72,416.0 $3.3M 0.37% -24K -24.6% $45.34 +0.3%
33 EQX EQUINOX GOLD CORP Basic Materials 218,449.0 $3.2M 0.36% -17K -7.2% $14.46 -16.6%
34 IEUR ISHARES TR 40,147.0 $2.8M 0.32% -6K -13.4% $70.27 +7.5%
35 XLF SELECT SECTOR SPDR TR 56,644.0 $2.8M 0.32% -16K -22.1% $49.37 +4.0%
36 CLS CELESTICA INC Technology 9,739.0 $2.7M 0.31% -4K -27.3% $281.67 +22.0%
37 JPM JPMORGAN CHASE & CO Financial Services 8,532.0 $2.5M 0.28% -1K -14.2% $294.16 +1.7%
38 XOM EXXON MOBIL CORP Energy 14,746.0 $2.5M 0.28% -769.0 -5.0% $169.66 -12.0%
39 STRL STERLING INFRASTRUCTURE INC Industrials 5,456.0 $2.2M 0.25% -2K -26.2% $407.28 +96.5%
40 XLK SELECT SECTOR SPDR TR 16,699.0 $2.2M 0.25% -3K -16.1% $132.90 +38.8%
Page 2 of 8  ·  147 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%