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Portfolio (Quarterly) Guide ↗

Nvest Wealth Strategies, Inc.

· CIK 0002106942
13F Portfolio $143M AUM 439 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 199 New 51 Added 36 Reduced 20 Exited
Page 3 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BAC BANK AMERICA CORP Financial Services 23.0 $1K 0.00% NEW $48.78 +5.5%
42 MRK MERCK & CO INC Healthcare 9.0 $1K 0.00% NEW $120.33 -3.7%
43 WDC WESTERN DIGITAL CORP Technology 4.0 $1K 0.00% NEW $270.50 +69.9%
44 MSCI MSCI INC Financial Services 2.0 $1K 0.00% NEW $539.50 +7.9%
45 ROK ROCKWELL AUTOMATION INC Industrials 3.0 $1K 0.00% NEW $359.00 +21.5%
46 LRCX LAM RESEARCH CORP Technology 5.0 $1K 0.00% NEW $213.80 +41.4%
47 PHM PULTE GROUP INC Consumer Cyclical 9.0 $1K 0.00% NEW $117.67 -1.2%
48 AMGN AMGEN INC Healthcare 3.0 $1K 0.00% NEW $352.00 -4.1%
49 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 17.0 $1K 0.00% NEW $61.35 -14.7%
50 AEM AGNICO EAGLE MINES LTD Basic Materials 5.0 $1K 0.00% NEW $203.00 -12.4%
51 VRT VERTIV HOLDINGS CO Industrials 4.0 $1K 0.00% NEW $250.75 +25.9%
52 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 13.0 $945.0 0.00% NEW $72.69 +6.1%
53 VALE VALE S A Basic Materials 59.0 $939.0 0.00% NEW $15.92 +2.7%
54 YUM YUM BRANDS INC Consumer Cyclical 6.0 $933.0 0.00% NEW $155.50 -1.8%
55 SHYG ISHARES TR 22.0 $931.0 0.00% NEW $42.32 +0.3%
56 NEE NEXTERA ENERGY INC Utilities 10.0 $929.0 0.00% NEW $92.90 -3.5%
57 RMD RESMED INC Healthcare 4.0 $898.0 0.00% NEW $224.50 -6.5%
58 B BARRICK MNG CORP Basic Materials 21.0 $857.0 0.00% NEW $40.81 +1.1%
59 HSBC HSBC HLDGS PLC Financial Services 10.0 $825.0 0.00% NEW $82.50 +11.6%
60 WDS WOODSIDE ENERGY GROUP LTD Energy 34.0 $812.0 0.00% NEW $23.88 -4.7%
Page 3 of 10  ·  199 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
Industrials 38.1%
Technology 25.7%
Financial Services 7.9%
Basic Materials 7.3%
Consumer Cyclical 6.0%
Energy 4.3%
Healthcare 3.7%
Utilities 2.4%
Communication Services 2.3%
Consumer Defensive 1.8%