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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 7 of 18  ·  353 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VZ VERIZON COMMUNICATIONS INC Communication Services 226.0 $10K 0.01% -6.0 -2.6% $42.28 +0.9%
122 WOR WORTHINGTON ENTERPRISES INC Industrials 167.0 $9K 0.01% -167.0 -50.0% $53.76 +0.2%
123 DCI DONALDSON INC Industrials 100.0 $9K 0.01% $89.77 -0.0%
124 NVTS NAVITAS SEMICONDUCTOR CORP Technology 487.0 $9K 0.01% $17.92 -27.0%
125 FDX FEDEX CORP Industrials 27.0 $8K 0.01% -2.0 -6.9% $313.15 +0.2%
126 ASGN EVERFORTH INC Technology 466.0 $8K 0.01% $17.87 +7.8%
127 CVX CHEVRON CORPORATION Energy 50.0 $8K 0.01% $165.78 +9.6%
128 PEP PEPSICO INC Consumer Defensive 60.0 $8K 0.01% $135.40 +0.0%
129 HPQ HP INC Technology 368.0 $8K 0.01% $21.94 +12.3%
130 SBAC SBA COMMUNICATIONS CORP Real Estate 45.0 $8K 0.01% $176.49 +6.1%
131 IXJ ISHARES TR 80.0 $8K 0.01% $98.39 -0.7%
132 CRWV COREWEAVE INC Technology 73.0 $7K 0.01% $99.55 -19.7%
133 CVS CVS HEALTH CORP Healthcare 70.0 $7K 0.01% $103.46 +2.6%
134 PIPR PIPER SANDLER COMPANIES Financial Services 100.0 $7K 0.01% $72.34 +3.6%
135 AMT AMERICAN TOWER CORP Real Estate 43.0 $7K 0.00% $163.58 +3.2%
136 F FORD MTR CO Consumer Cyclical 502.0 $7K 0.00% $13.90 +0.3%
137 HLI HOULIHAN LOKEY INC Financial Services 50.0 $7K 0.00% $134.14 +2.1%
138 EME EMCOR GROUP INC Industrials 8.0 $7K 0.00% $830.00 -6.7%
139 SBLK STAR BULK CARRIERS CORP. Industrials 262.0 $7K 0.00% $24.97 +6.4%
140 KO COCA COLA CO Consumer Defensive 80.0 $7K 0.00% $81.28 +2.2%
Page 7 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%