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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 14 of 18  ·  353 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 BHP BHP BILLITON LIMITED Basic Materials 7.0 $584.0 $83.43 +1.1%
262 EXR EXTRA SPACE STORAGE INC Real Estate 4.0 $582.0 $145.50 +0.0%
263 AMD ADVANCED MICRO DEVICES INC Technology 1.0 $581.0 -39.0 -97.5% $581.00 -5.7%
264 SAN BANCO SANTANDER SA Financial Services 42.0 $580.0 $13.81 -1.3%
265 AEE AMEREN CORP Utilities 5.0 $566.0 NEW $113.20 -0.2%
266 DAL DELTA AIR LINES INC Industrials 6.0 $562.0 $93.67 -8.7%
267 HLN HALEON PLC Healthcare 60.0 $560.0 $9.33 +3.9%
268 CNQ CANADIAN NAT RES LTD MED TER Energy 14.0 $553.0 $39.50 +7.9%
269 NVAX NOVAVAX INC Healthcare 58.0 $547.0 $9.43 -10.7%
270 UAL UNITED AIRLS HLDGS INC Industrials 4.0 $544.0 $136.00 -11.5%
271 SOLV SOLVENTUM CORP Healthcare 7.0 $541.0 $77.29 -1.3%
272 APH AMPHENOL CORP Technology 3.0 $529.0 $176.33 -10.2%
273 CNP CENTERPOINT ENERGY INC Utilities 12.0 $529.0 NEW $44.08 -0.7%
274 HUBB HUBBELL INC Industrials 1.0 $524.0 $524.00 -7.7%
275 NTRS NORTHERN TR CORP Financial Services 3.0 $522.0 $174.00 +7.3%
276 DDOG DATADOG INC Technology 2.0 $521.0 NEW $260.50 +3.9%
277 APP APPLOVIN CORP Technology 1.0 $516.0 $516.00 -13.0%
278 LMT LOCKHEED MARTIN CORP Industrials 1.0 $510.0 NEW $510.00 +1.0%
279 TMUS T-MOBILE US INC Communication Services 3.0 $504.0 NEW $168.00 +11.4%
280 DVN DEVON ENERGY CORP NEW Energy 12.0 $496.0 $41.33 +5.0%
Page 14 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%