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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 5 of 20  ·  395 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FCX FREEPORT MCMORAN INC Basic Materials 402.0 $24K 0.02% +12.0 +3.1% $58.78 +6.0%
82 ORLA ORLA MNG LTD NEW Basic Materials 1,431.0 $23K 0.02% $16.13 -23.9%
83 WM WASTE MGMT INC DEL Industrials 100.0 $23K 0.02% $229.79 -4.4%
84 AGG ISHARES TR 226.0 $22K 0.02% NEW $99.27 -0.9%
85 META META PLATFORMS INC Communication Services 36.0 $21K 0.01% $572.14 +6.2%
86 RTX RTX CORPORATION Industrials 106.0 $20K 0.01% $192.91 -9.4%
87 EMR EMERSON ELEC CO Industrials 156.0 $20K 0.01% +6.0 +4.0% $131.03 +3.0%
88 TXN TEXAS INSTRS INC Technology 102.0 $20K 0.01% -89.0 -46.6% $194.15 +57.0%
89 ABT ABBOTT LABORATORIES Healthcare 180.0 $18K 0.01% +12.0 +7.1% $102.50 -14.4%
90 SHY ISHARES TR 223.0 $18K 0.01% NEW $82.57 -0.5%
91 WBD WARNER BROS DISCOVERY INC Communication Services 660.0 $18K 0.01% +10.0 +1.5% $27.46 -0.1%
92 ASGN ASGN INC Technology 466.0 $18K 0.01% $38.71 -50.7%
93 DE DEERE & CO Industrials 32.0 $18K 0.01% $560.06 -5.1%
94 WOR WORTHINGTON ENTERPRISES INC Industrials 334.0 $17K 0.01% $52.14 +4.8%
95 ET ENERGY TRANSFER L P Energy 900.0 $17K 0.01% $19.30 +3.7%
96 IVW ISHARES TR 151.0 $17K 0.01% $113.11 +20.8%
97 NFLX NETFLIX INC. Communication Services 171.0 $16K 0.01% +5.0 +3.0% $96.15 -7.1%
98 GATX GATX CORP Industrials 95.0 $16K 0.01% $170.75 +1.3%
99 IEI ISHARES TR 127.0 $15K 0.01% NEW $118.61 -1.2%
100 URI UNITED RENTALS INC Industrials 20.0 $15K 0.01% $728.60 +28.5%
Page 5 of 20  ·  395 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%