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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 10 of 17  ·  336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CSL CARLISLE COS INC Industrials 2,462.0 $821K 0.09% NEW $333.62 +2.7%
182 MTB M & T BK CORP Financial Services 3,965.0 $820K 0.09% NEW $206.72 +3.7%
183 ORI OLD REP INTL CORP Financial Services 20,525.0 $819K 0.09% +2K +13.4% $39.90 -5.4%
184 PM PHILIP MORRIS INTL INC Consumer Defensive 4,944.0 $817K 0.09% -8K -61.9% $165.33 +8.0%
185 FTV FORTIVE CORP Technology 14,709.0 $813K 0.09% NEW $55.28 +7.0%
186 AM ANTERO MIDSTREAM CORP Energy 35,654.0 $813K 0.09% NEW $22.80 -7.2%
187 DHI D R HORTON INC Consumer Cyclical 5,891.0 $808K 0.09% NEW $137.22 +7.1%
188 APTIV PLC 11,633.0 $808K 0.09% NEW $69.44
189 PPG PPG INDS INC Basic Materials 7,540.0 $806K 0.09% NEW $106.88 +5.6%
190 XLV SELECT SECTOR SPDR TR 5,473.0 $802K 0.09% -2K -28.1% $146.61 +2.9%
191 XLY SELECT SECTOR SPDR TR 7,331.0 $799K 0.09% +248.0 +3.5% $108.98 +12.0%
192 CME CME GROUP INC Financial Services 2,682.0 $792K 0.09% -108.0 -3.9% $295.29 -6.1%
193 COKE COCA COLA CONS INC Consumer Defensive 4,055.0 $778K 0.09% NEW $191.74 -8.9%
194 KMI KINDER MORGAN INC DEL Energy 23,172.0 $777K 0.09% NEW $33.53 -4.8%
195 NJR NEW JERSEY RES CORP Utilities 14,090.0 $774K 0.09% NEW $54.92 +1.2%
196 LUV SOUTHWEST AIRLS CO Industrials 20,344.0 $764K 0.09% NEW $37.57 +15.3%
197 ABBV ABBVIE INC Healthcare 3,478.0 $757K 0.09% -4K -51.8% $217.52 +0.5%
198 VNOM VIPER ENERGY INC Energy 15,918.0 $748K 0.08% NEW $46.99 -4.6%
199 FNF FIDELITY NATL FINL INC Financial Services 15,910.0 $738K 0.08% NEW $46.38 +2.5%
200 HCA HCA HEALTHCARE INC Healthcare 1,558.0 $737K 0.08% NEW $473.24 -18.8%
Page 10 of 17  ·  336 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%