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Portfolio (Quarterly) Guide ↗

InvesTrust

· CIK 0002050848
13F Portfolio $238M AUM 91 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 21 Added 24 Reduced 3 Exited
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MRK MERCK & CO INC COM Healthcare 8,311.0 $1000K 0.42% -50.0 -0.6% $120.29 -0.5%
22 IVV ISHARES TR 1,440.0 $941K 0.40% -32.0 -2.2% $653.21 +16.0%
23 COP CONOCOPHILLIPS COM Energy 3,030.0 $400K 0.17% -25.0 -0.8% $132.00 -13.0%
24 IWM ISHARES TR 1,523.0 $378K 0.16% -30.0 -1.9% $248.00 +17.8%
Page 2 of 2  ·  24 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 20.1%
Healthcare 16.1%
Financial Services 16.1%
Energy 12.6%
Consumer Defensive 11.6%
Industrials 10.0%
Basic Materials 4.6%
Consumer Cyclical 4.6%
Communication Services 4.1%
Utilities 0.3%