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Portfolio (Quarterly) Guide ↗

InvesTrust

· CIK 0002050848
13F Portfolio $259M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 94 New
Page 3 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SHEL SHELL PLC SPON ADS Energy 29,378.0 $2.2M 0.83% NEW $73.48 +14.8%
42 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 39,265.0 $2.1M 0.82% NEW $53.94 +4.9%
43 INTC INTEL CORP COM Technology 56,910.0 $2.1M 0.81% NEW $36.90 +227.7%
44 IWD ISHARES TR 9,821.0 $2.1M 0.80% NEW $210.34 +13.4%
45 VZ VERIZON COMMUNICATIONS INC COM Communication Services 50,493.0 $2.1M 0.80% NEW $40.73 +18.1%
46 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 14,288.0 $2.1M 0.79% NEW $143.52 +10.5%
47 SBUX STARBUCKS CORP COM Consumer Cyclical 22,333.0 $1.9M 0.73% NEW $84.21 +20.2%
48 ABBV ABBVIE INC COM Healthcare 8,185.0 $1.9M 0.72% NEW $228.49 -4.5%
49 TGT TARGET CORP COM Consumer Defensive 19,081.0 $1.9M 0.72% NEW $97.75 +32.2%
50 VBR VANGUARD SMALL CAP VALUE ETF 8,583.0 $1.8M 0.70% NEW $211.79 +11.4%
51 PFE PFIZER INC COM Healthcare 66,844.0 $1.7M 0.64% NEW $24.90 +5.3%
52 EFV ISHARES TR 21,459.0 $1.5M 0.59% NEW $71.41 +10.2%
53 GSK GSK PLC SPONSORED ADR Healthcare 30,023.0 $1.5M 0.57% NEW $49.04 +5.0%
54 SLB SCHLUMBERGER LTD COM STK Energy 36,954.0 $1.4M 0.55% NEW $38.38 +45.2%
55 EMR EMERSON ELEC CO COM Industrials 10,600.0 $1.4M 0.54% NEW $132.72 +6.8%
56 AXP AMERICAN EXPRESS CO COM Financial Services 3,750.0 $1.4M 0.54% NEW $369.95 -15.3%
57 IBDV ISHARES TR 51,354.0 $1.1M 0.44% NEW $22.07 -1.1%
58 WMT WALMART INC COM Consumer Defensive 9,822.0 $1.1M 0.42% NEW $111.41 +5.6%
59 CVS CVS HEALTH CORP COM Healthcare 13,400.0 $1.1M 0.41% NEW $79.36 +17.8%
60 UPS UNITED PARCEL SERVICE INC CL B Industrials 10,642.0 $1.1M 0.41% NEW $99.19 +6.7%
Page 3 of 5  ·  94 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 23.4%
Financial Services 17.6%
Healthcare 15.9%
Consumer Defensive 10.6%
Industrials 10.2%
Energy 9.5%
Consumer Cyclical 4.4%
Basic Materials 4.2%
Communication Services 4.0%
Utilities 0.3%