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Portfolio (Quarterly) Guide ↗

Nvest Wealth Strategies, Inc.

· CIK 0002106942
13F Portfolio $160M AUM 1 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 41 New 58 Added 32 Reduced 83 Exited
Page 2 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 AEM AGNICO EAGLE MINES LTD Basic Materials 5 $1K 0.00% SOLD
22 YUM YUM BRANDS INC Consumer Cyclical 6 $933.0 0.00% SOLD
23 RMD RESMED INC Healthcare 4 $898.0 0.00% SOLD
24 AZN ASTRAZENECA PLC Healthcare 4 $789.0 0.00% SOLD
25 ITW ILLINOIS TOOL WKS INC Industrials 3 $781.0 0.00% SOLD
26 NVS NOVARTIS AG Healthcare 5 $764.0 0.00% SOLD
27 ZTS ZOETIS INC Healthcare 6 $710.0 SOLD
28 TPR TAPESTRY INC Consumer Cyclical 5 $706.0 SOLD
29 GD GENERAL DYNAMICS CORP Industrials 2 $687.0 SOLD
30 CBRE CBRE GROUP INC Real Estate 5 $678.0 SOLD
31 CTAS CINTAS CORP Industrials 4 $677.0 SOLD
32 UBER UBER TECHNOLOGIES INC Technology 9 $648.0 SOLD
33 CRH PLC 6 $631.0 SOLD
34 TM TOYOTA MOTOR CORP Consumer Cyclical 3 $619.0 SOLD
35 STZ CONSTELLATION BRANDS INC Consumer Defensive 4 $600.0 SOLD
36 TSCO TRACTOR SUPPLY CO Consumer Cyclical 13 $589.0 SOLD
37 DTE DTE ENERGY CO Utilities 4 $585.0 SOLD
38 CEG CONSTELLATION ENERGY CORP Utilities 2 $559.0 SOLD
39 ATO ATMOS ENERGY CORP Utilities 3 $555.0 SOLD
40 ECL ECOLAB INC Basic Materials 2 $533.0 SOLD
Page 2 of 5  ·  83 positions
Sector Allocation
Industrials 42.0%
Technology 24.1%
Financial Services 8.2%
Basic Materials 7.7%
Consumer Cyclical 5.1%
Healthcare 3.6%
Utilities 2.6%
Communication Services 2.4%
Energy 2.1%
Consumer Defensive 1.8%