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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 15 of 18  ·  353 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 FLEX FLEX LTD Technology 3.0 $487.0 NEW $162.33 -18.5%
282 DLTR DOLLAR TREE INC Consumer Defensive 4.0 $484.0 $121.00 +2.9%
283 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 5.0 $480.0 $96.00 +17.0%
284 MTB M & T BK CORP Financial Services 2.0 $477.0 NEW $238.50 +1.4%
285 FERG FERGUSON ENTERPRISES INC Industrials 2.0 $475.0 -3.0 -60.0% $237.50 -1.2%
286 PSTG EVERPURE INC 6.0 $473.0 NEW $78.83
287 AFL AFLAC INC Financial Services 4.0 $469.0 $117.25 +4.1%
288 TOTALENERGIES SE 6.0 $467.0 $77.83
289 IMO IMPERIAL OIL LTD Energy 4.0 $449.0 $112.25 +9.1%
290 EIX EDISON INTL Utilities 6.0 $447.0 $74.50 +2.8%
291 UBS UBS GROUP AG Financial Services 9.0 $447.0 $49.67 +8.4%
292 PGR PROGRESSIVE CORP Financial Services 2.0 $437.0 NEW $218.50 +3.7%
293 NVO NOVO-NORDISK A S Healthcare 9.0 $432.0 $48.00 +2.2%
294 ABNB AIRBNB INC Consumer Cyclical 3.0 $430.0 $143.33 +2.2%
295 MET METLIFE INC Financial Services 5.0 $424.0 $84.80 +9.1%
296 FOXA FOX CORP Communication Services 8.0 $418.0 $52.25 +5.0%
297 MAA MID-AMER APT CMNTYS INC Real Estate 3.0 $417.0 NEW $139.00 -3.8%
298 TEL TE CONNECTIVITY PLC Technology 2.0 $404.0 $202.00 -0.5%
299 HOOD ROBINHOOD MKTS INC Financial Services 4.0 $402.0 $100.50 +12.9%
300 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 16.0 $401.0 $25.06 +2.4%
Page 15 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%