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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 11 of 17  ·  336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 KEY KEYCORP Financial Services 36,712.0 $736K 0.08% NEW $20.05 +6.4%
202 UNFI UNITED NAT FOODS INC Consumer Defensive 16,310.0 $735K 0.08% +2K +17.7% $45.06 +16.4%
203 FN FABRINET Technology 1,396.0 $728K 0.08% NEW $521.52 +28.1%
204 F FORD MTR CO Consumer Cyclical 63,040.0 $727K 0.08% NEW $11.54 +44.5%
205 CWEN CLEARWAY ENERGY INC Utilities 18,469.0 $726K 0.08% NEW $39.29 +3.4%
206 VRP INVESCO EXCH TRADED FD TR II 30,233.0 $725K 0.08% $23.98 +1.6%
207 MSM MSC INDL DIRECT INC Industrials 7,843.0 $724K 0.08% NEW $92.27 +19.0%
208 ANNALY CAPITAL MANAGEMENT IN 34,164.0 $723K 0.08% +718.0 +2.1% $21.15
209 TFC TRUIST FINL CORP Financial Services 15,588.0 $717K 0.08% -484.0 -3.0% $45.97 +4.0%
210 IGEB ISHARES TR 15,844.0 $714K 0.08% $45.06 +0.3%
211 PFF ISHARES TR 23,455.0 $711K 0.08% $30.32 +3.9%
212 WEC WEC ENERGY GROUP INC Utilities 6,082.0 $704K 0.08% NEW $115.77 -3.5%
213 D DOMINION ENERGY INC Utilities 11,371.0 $703K 0.08% NEW $61.82 +9.0%
214 AES AES CORP Utilities 49,887.0 $703K 0.08% NEW $14.09 +4.3%
215 PNW PINNACLE WEST CAP CORP Utilities 6,928.0 $698K 0.08% NEW $100.75 +0.1%
216 EWJ ISHARES INC 8,212.0 $693K 0.08% +381.0 +4.9% $84.44 +9.8%
217 LAMR LAMAR ADVERTISING CO Real Estate 5,411.0 $685K 0.08% -281.0 -4.9% $126.67 +20.1%
218 BLBD BLUE BIRD CORP Consumer Cyclical 12,059.0 $685K 0.08% -3K -20.8% $56.79 +23.6%
219 WPC WP CAREY INC Real Estate 9,965.0 $677K 0.08% -414.0 -4.0% $67.96 +9.2%
220 MU MICRON TECHNOLOGY INC Technology 2,001.0 $676K 0.08% +898.0 +81.4% $337.84 +173.4%
Page 11 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%