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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 4 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 D DOMINION ENERGY INC Utilities 13.0 $804.0 0.00% NEW $61.85 +10.4%
62 SU SUNCOR ENERGY INC NEW Energy 12.0 $794.0 0.00% NEW $66.17 +2.5%
63 AZN ASTRAZENECA PLC Healthcare 4.0 $789.0 0.00% NEW $197.25 -3.8%
64 ITW ILLINOIS TOOL WKS INC Industrials 3.0 $781.0 0.00% NEW $260.33 -4.0%
65 CIEN CIENA CORP Technology 2.0 $777.0 0.00% NEW $388.50 +51.2%
66 NVS NOVARTIS AG Healthcare 5.0 $764.0 0.00% NEW $152.80 -0.7%
67 E ENI SPA Energy 13.0 $736.0 0.00% NEW $56.62 -2.6%
68 EXPD EXPEDITORS INTL WASH INC Industrials 5.0 $717.0 0.00% NEW $143.40 +9.6%
69 EQR EQUITY RESIDENTIAL Real Estate 12.0 $710.0 NEW $59.17 +11.1%
70 ZTS ZOETIS INC Healthcare 6.0 $710.0 NEW $118.33 -32.6%
71 TPR TAPESTRY INC Consumer Cyclical 5.0 $706.0 NEW $141.20 -3.8%
72 LITE LUMENTUM HLDGS INC Technology 1.0 $703.0 NEW $703.00 +37.2%
73 CSCO CISCO SYS INC Technology 9.0 $699.0 NEW $77.67 +52.2%
74 GD GENERAL DYNAMICS CORP Industrials 2.0 $687.0 NEW $343.50 -1.4%
75 CNQ CANADIAN NAT RES LTD MED TER Energy 14.0 $683.0 NEW $48.79 -0.2%
76 CBRE CBRE GROUP INC Real Estate 5.0 $678.0 NEW $135.60 -3.4%
77 CTAS CINTAS CORP Industrials 4.0 $677.0 NEW $169.25 +1.8%
78 MU MICRON TECHNOLOGY INC Technology 2.0 $676.0 NEW $338.00 +125.5%
79 SO SOUTHERN CO Utilities 7.0 $676.0 NEW $96.57 -3.1%
80 RY ROYAL BK CDA Financial Services 4.0 $648.0 NEW $162.00 +15.6%
Page 4 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%