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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 13 of 18  ·  353 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 JBL JABIL INC Technology 2.0 $771.0 $385.50 -15.2%
242 AMTM AMENTUM HOLDINGS INC Industrials 37.0 $765.0 $20.68 -0.9%
243 CW CURTISS WRIGHT CORP Industrials 1.0 $758.0 NEW $758.00 -0.8%
244 TJX TJX COS INC NEW Consumer Cyclical 5.0 $758.0 NEW $151.60 -0.8%
245 SRE SEMPRA Utilities 8.0 $742.0 +3.0 +60.0% $92.75 +0.7%
246 PNC PNC FINL SVCS GROUP INC Financial Services 3.0 $739.0 $246.33 +2.3%
247 INVH INVITATION HOMES INC Real Estate 24.0 $726.0 $30.25 -0.1%
248 AMAT APPLIED MATLS INC Technology 1.0 $723.0 $723.00 -17.6%
249 KEYS KEYSIGHT TECHNOLOGIES INC Technology 2.0 $701.0 $350.50 -7.1%
250 WEC WEC ENERGY GROUP INC Utilities 6.0 $701.0 +4.0 +200.0% $116.83 -1.5%
251 ANET ARISTA NETWORKS INC Technology 4.0 $680.0 $170.00 +7.4%
252 AXP AMERICAN EXPRESS CO Financial Services 2.0 $677.0 $338.50 +4.9%
253 MRSH MARSH & MCLENNAN COS INC Financial Services 4.0 $667.0 NEW $166.75 +6.8%
254 WDS WOODSIDE ENERGY GROUP LTD Energy 34.0 $657.0 $19.32 +8.8%
255 ROST ROSS STORES INC Consumer Cyclical 3.0 $639.0 +2.0 +200.0% $213.00 +3.7%
256 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 31.0 $617.0 $19.90 +13.0%
257 E ENI SPA Energy 13.0 $610.0 $46.92 +5.6%
258 SYF SYNCHRONY FINANCIAL Financial Services 8.0 $609.0 $76.12 -3.2%
259 TD TORONTO DOMINION BK ONT Financial Services 5.0 $608.0 $121.60 +1.1%
260 BE BLOOM ENERGY CORP Industrials 2.0 $606.0 $303.00 -19.7%
Page 13 of 18  ·  353 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 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%