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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 5 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 10,522.0 $988K 0.11% -2K -15.9% $93.87 +140.6%
82 SKOR FLEXSHARES TR 20,301.0 $987K 0.11% -8K -28.3% $48.62 -0.1%
83 GM GENERAL MTRS CO Consumer Cyclical 13,001.0 $969K 0.11% -1K -9.6% $74.50 +13.7%
84 TM TOYOTA MOTOR CORP Consumer Cyclical 4,652.0 $959K 0.11% -796.0 -14.6% $206.09 -6.7%
85 ISRG INTUITIVE SURGICAL INC Healthcare 2,067.0 $953K 0.11% -297.0 -12.6% $460.99 -8.0%
86 SCHQ SCHWAB STRATEGIC TR 30,063.0 $945K 0.11% -22K -42.7% $31.43 -1.1%
87 XLE SELECT SECTOR SPDR TR 14,636.0 $897K 0.10% -4K -20.2% $61.26 -7.0%
88 IBIT ISHARES BITCOIN TRUST ETF Financial Services 23,173.0 $890K 0.10% -573.0 -2.4% $38.42 +8.4%
89 V VISA INC Financial Services 2,929.0 $885K 0.10% -762.0 -20.6% $302.25 +6.7%
90 QLTA ISHARES TR 18,574.0 $884K 0.10% -7K -28.4% $47.59 +0.0%
91 BKLN INVESCO EXCH TRADED FD TR II 42,974.0 $877K 0.10% -550.0 -1.3% $20.41 +0.3%
92 PM PHILIP MORRIS INTL INC Consumer Defensive 4,944.0 $817K 0.09% -8K -61.9% $165.33 +8.7%
93 XLV SELECT SECTOR SPDR TR 5,473.0 $802K 0.09% -2K -28.1% $146.61 +2.8%
94 CME CME GROUP INC Financial Services 2,682.0 $792K 0.09% -108.0 -3.9% $295.29 -5.6%
95 ABBV ABBVIE INC Healthcare 3,478.0 $757K 0.09% -4K -51.8% $217.52 +0.4%
96 TFC TRUIST FINL CORP Financial Services 15,588.0 $717K 0.08% -484.0 -3.0% $45.97 +3.6%
97 LAMR LAMAR ADVERTISING CO Real Estate 5,411.0 $685K 0.08% -281.0 -4.9% $126.67 +19.7%
98 BLBD BLUE BIRD CORP Consumer Cyclical 12,059.0 $685K 0.08% -3K -20.8% $56.79 +23.0%
99 WPC WP CAREY INC Real Estate 9,965.0 $677K 0.08% -414.0 -4.0% $67.96 +9.7%
100 ASML ASML HLDG NV Technology 509.0 $673K 0.08% -58.0 -10.2% $1321.89 +21.8%
Page 5 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%