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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 6 of 18  ·  353 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ALL ALLSTATE CORP Financial Services 59.0 $14K 0.01% +5.0 +9.3% $237.95 +5.2%
102 ORLA ORLA MNG LTD NEW Basic Materials 1,431.0 $14K 0.01% $9.79 -3.1%
103 ENPH ENPHASE ENERGY INC Energy 282.0 $14K 0.01% $49.24 -8.6%
104 BP BP PLC Energy 373.0 $14K 0.01% -4K -90.5% $36.95 +12.0%
105 IGSB ISHARES TR 255.0 $13K 0.01% $52.41 -0.5%
106 MPC MARATHON PETE CORP Energy 50.0 $13K 0.01% $256.66 +18.2%
107 NEM NEWMONT CORP Basic Materials 133.0 $12K 0.01% +26.0 +24.3% $93.41 +1.4%
108 XLE SELECT SECTOR SPDR TR 230.0 $12K 0.01% $53.11 +7.2%
109 V VISA INC Financial Services 35.0 $12K 0.01% +3.0 +9.4% $343.11 +3.8%
110 AON AON PLC Financial Services 36.0 $12K 0.01% +4.0 +12.5% $331.72 +8.2%
111 SHV ISHARES TR 108.0 $12K 0.01% $110.35 -0.1%
112 DOV DOVER CORP Industrials 53.0 $12K 0.01% +3.0 +6.0% $224.28 -4.5%
113 NFLX NETFLIX INC. Communication Services 166.0 $12K 0.01% -5.0 -2.9% $71.40 +3.0%
114 FSLR FIRST SOLAR INC Energy 50.0 $12K 0.01% $235.96 -6.5%
115 MO ALTRIA GROUP INC Consumer Defensive 162.0 $12K 0.01% +29.0 +21.8% $71.95 -2.5%
116 WAT WATERS CORP Healthcare 29.0 $11K 0.01% $375.07 -0.5%
117 IVV ISHARES TR 14.0 $10K 0.01% $748.93 +0.9%
118 CBZ CBIZ INC Industrials 325.0 $10K 0.01% +200.0 +160.0% $32.08 +27.6%
119 MTZ MASTEC INC Industrials 25.0 $10K 0.01% $416.08 -12.3%
120 PLD PROLOGIS INC. Real Estate 73.0 $10K 0.01% $135.48 +5.2%
Page 6 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%