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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 18 of 18  ·  353 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 NUE NUCOR CORP Basic Materials 1.0 $223.0 NEW $223.00 +5.0%
342 TWLO TWILIO INC Communication Services 1.0 $207.0 NEW $207.00 +5.2%
343 EA ELECTRONIC ARTS INC Communication Services 1.0 $206.0 $206.00 +0.3%
344 ON ON SEMICONDUCTOR CORP Technology 2.0 $190.0 NEW $95.00 -1.4%
345 FANG DIAMONDBACK ENERGY INC Energy 1.0 $176.0 $176.00 +8.3%
346 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 30.0 $139.0 $4.63 -1.8%
347 CHARGEPOINT HOLDINGS INC 13.0 $77.0 $5.92
348 SPCE VIRGIN GALACTIC HOLDINGS INC Industrials 25.0 $73.0 $2.92 -10.6%
349 FIRY INC 4.0 $41.0 $10.25
350 PLUG PLUG PWR INC Industrials 5.0 $14.0 $2.80 -18.9%
351 OPENDOOR TECHNOLOGIES INC 1.0 $1.0 $1.00
352 OPENDOOR TECHNOLOGIES INC 1.0 $1.0 $1.00
353 OPENDOOR TECHNOLOGIES INC 1.0 $1.0 $1.00
Page 18 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%