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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 5 of 18  ·  353 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EMR EMERSON ELEC CO Industrials 156.0 $22K 0.01% $143.15 -4.9%
82 WM WASTE MGMT INC DEL Industrials 100.0 $22K 0.01% $222.88 +5.1%
83 OVV OVINTIV INC Energy 400.0 $21K 0.01% $52.65 +7.0%
84 IVW ISHARES TR 151.0 $21K 0.01% $137.54 +0.3%
85 ROKU ROKU INC Communication Services 150.0 $21K 0.01% $138.14 +2.6%
86 META META PLATFORMS INC Communication Services 36.0 $20K 0.01% $563.31 +17.4%
87 DE DEERE & CO Industrials 32.0 $20K 0.01% $632.47 -7.6%
88 RTX RTX CORPORATION Industrials 106.0 $20K 0.01% $189.74 +1.9%
89 OXY OCCIDENTAL PETE CORP Energy 400.0 $19K 0.01% $48.57 +12.4%
90 KGC KINROSS GOLD CORP Basic Materials 800.0 $19K 0.01% $23.62 +1.2%
91 SHY ISHARES TR 223.0 $18K 0.01% $82.11 -0.2%
92 WBD WARNER BROS DISCOVERY INC Communication Services 660.0 $18K 0.01% $26.66 +3.1%
93 RUSHB RUSH ENTERPRISES INC Consumer Cyclical 225.0 $17K 0.01% -225.0 -50.0% $76.50 -1.7%
94 ET ENERGY TRANSFER L P Energy 900.0 $17K 0.01% $19.12 +5.0%
95 GATX GATX CORP Industrials 95.0 $17K 0.01% $177.20 +0.3%
96 TXN TEXAS INSTRS INC Technology 55.0 $16K 0.01% -47.0 -46.1% $298.09 +2.5%
97 ABT ABBOTT LABORATORIES Healthcare 172.0 $16K 0.01% -8.0 -4.4% $90.72 -1.9%
98 IEI ISHARES TR 127.0 $15K 0.01% $117.46 -0.6%
99 COF CAPITAL ONE FINL CORP Financial Services 71.0 $14K 0.01% $200.63 +2.3%
100 IBM INTERNATIONAL BUSINESS MACHS Technology 50.0 $14K 0.01% $281.22 -22.8%
Page 5 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%