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Portfolio (Quarterly) Guide ↗

Invesco Ltd.

· CIK 0000914208
13F Portfolio $653.3B AUM 23,552 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 132 New 1819 Added 1581 Reduced 138 Exited
Page 6 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IPSC CENTURY THERAPEUTICS INC Healthcare 62,109.0 $140K NEW $2.26 +0.9%
102 RNA ATRIUM THERAPEUTICS INC Healthcare 10,193.0 $136K NEW $13.37 -3.1%
103 ESOA ENERGY SERVICES OF AMER CORP Industrials 10,208.0 $134K NEW $13.13 +40.4%
104 BTGO BITGO HOLDINGS INC Financial Services 14,705.0 $121K NEW $8.23 +1.2%
105 PESI PERMA-FIX ENVIRONMENTAL SVCS Industrials 11,135.0 $119K NEW $10.69 -12.5%
106 NPT TEXXON HLDG LTD Consumer Cyclical 15,874.0 $119K NEW $7.48 -81.8%
107 EDF VIRTUS STONE HBR EMRG MKTS I Financial Services 23,540.0 $113K NEW $4.78 +8.8%
108 UXIN LTD 33,793.0 $104K NEW $3.07
109 AEGON LTD 14,221.0 $103K NEW $7.26
110 HIMX HIMAX TECHNOLOGIES INC Technology 12,534.0 $99K NEW $7.87 +142.2%
111 TNYA TENAYA THERAPEUTICS INC Healthcare 138,006.0 $96K NEW $0.69 +14.8%
112 AEYE AUDIOEYE INC Technology 14,957.0 $95K NEW $6.37 +14.0%
113 KPTI KARYOPHARM THERAPEUTICS INC Healthcare 16,738.0 $93K NEW $5.57 +28.2%
114 BYRN BYRNA TECHNOLOGIES INC Industrials 10,130.0 $93K NEW $9.18 -44.7%
115 ZJK INDL CO. LTD. 46,025.0 $86K NEW $1.87
116 SOLUNA HOLDINGS INC 116,964.0 $83K NEW $0.71
117 XFOR X4 PHARMACEUTICALS INC Healthcare 19,968.0 $82K NEW $4.13 -10.9%
118 GPUS HYPERSCALE DATA INC Industrials 541,573.0 $81K NEW $0.15 -7.8%
119 REPOSITRAK INC 10,624.0 $81K NEW $7.60
120 BINGEX LTD 27,765.0 $74K NEW $2.65
Page 6 of 7  ·  132 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
Technology 27.6%
Industrials 12.6%
Financial Services 11.3%
Healthcare 10.0%
Consumer Cyclical 9.0%
Communication Services 7.5%
Energy 6.3%
Consumer Defensive 5.8%
Utilities 3.5%
Real Estate 3.2%