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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 13 of 17  ·  336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CTAS CINTAS CORP Industrials 3,458.0 $585K 0.07% NEW $169.14 +2.2%
242 HDV ISHARES TR 4,295.0 $583K 0.07% NEW $135.72 -79.7%
243 SKYW SKYWEST INC Industrials 6,291.0 $578K 0.07% -3K -32.5% $91.83 -7.1%
244 NOW SERVICENOW INC Technology 5,324.0 $557K 0.06% -743.0 -12.2% $104.55 +4.9%
245 HWM HOWMET AEROSPACE INC Industrials 2,414.0 $556K 0.06% +874.0 +56.8% $230.47 +12.8%
246 NVO NOVO-NORDISK A S Healthcare 14,596.0 $536K 0.06% +7K +89.7% $36.75 +24.2%
247 TTMI TTM TECHNOLOGIES INC Technology 5,428.0 $529K 0.06% NEW $97.42 +92.7%
248 EMLC VANECK ETF TRUST 20,889.0 $525K 0.06% -248.0 -1.2% $25.11 +1.8%
249 EUHY ISHARES INC 9,962.0 $523K 0.06% NEW $52.46 +2.4%
250 SSRM SSR MINING IN Basic Materials 17,453.0 $513K 0.06% NEW $29.37 +2.9%
251 IWR ISHARES TR 5,135.0 $499K 0.06% +2K +47.4% $97.23 +10.3%
252 VYM VANGUARD WHITEHALL FDS 3,362.0 $498K 0.06% -5K -61.9% $148.11 +7.0%
253 VBK VANGUARD INDEX FDS 1,598.0 $483K 0.06% +24.0 +1.5% $302.28 +17.5%
254 PFE PFIZER INC Healthcare 17,112.0 $481K 0.05% -683.0 -3.8% $28.08 -7.2%
255 PPC PILGRIMS PRIDE CORP Consumer Defensive 12,710.0 $480K 0.05% -6K -31.9% $37.76 -24.5%
256 MCD MCDONALDS CORP Consumer Cyclical 1,446.0 $449K 0.05% -45.0 -3.0% $310.79 -10.6%
257 JNJ JOHNSON & JOHNSON Healthcare 1,836.0 $449K 0.05% +156.0 +9.3% $244.43 -5.5%
258 VUG VANGUARD INDEX FDS 1,025.0 $448K 0.05% -6K -85.1% $436.85 -79.6%
259 STLD STEEL DYNAMICS INC Basic Materials 2,423.0 $436K 0.05% -15.0 -0.6% $180.00 +44.0%
260 VB VANGUARD INDEX FDS 1,653.0 $433K 0.05% -138.0 -7.7% $261.95 +12.3%
Page 13 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%