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Portfolio (Quarterly) Guide ↗

Invst, LLC

· CIK 0001867587
13F Portfolio $920M AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 308 New
Page 13 of 16  ·  308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PARR PAR PAC HOLDINGS INC Energy 13,036.0 $458K 0.05% NEW $35.14 +60.7%
242 MCD MCDONALDS CORP Consumer Cyclical 1,491.0 $456K 0.05% NEW $305.63 -9.1%
243 PFE PFIZER INC Healthcare 17,795.0 $443K 0.05% NEW $24.90 +5.0%
244 CAT CATERPILLAR INC Industrials 753.0 $431K 0.05% NEW $572.87 +55.0%
245 BLV VANGUARD BD INDEX FDS 6,185.0 $430K 0.05% NEW $69.52 -1.2%
246 STLD STEEL DYNAMICS INC Basic Materials 2,438.0 $413K 0.04% NEW $169.45 +53.9%
247 BIL SPDR SERIES TRUST 4,411.0 $403K 0.04% NEW $91.38 +0.3%
248 IGSB ISHARES TR 7,516.0 $397K 0.04% NEW $52.88 -0.8%
249 UDR UDR INC Real Estate 10,827.0 $397K 0.04% NEW $36.68 +3.7%
250 VNQ VANGUARD INDEX FDS 4,488.0 $397K 0.04% NEW $88.49 +9.1%
251 AVB AVALONBAY CMNTYS INC Real Estate 2,187.0 $397K 0.04% NEW $181.31 +1.9%
252 NVO NOVO-NORDISK A S Healthcare 7,696.0 $392K 0.04% NEW $50.88 -10.6%
253 AXSM AXSOME THERAPEUTICS INC Healthcare 2,140.0 $391K 0.04% NEW $182.64 +27.5%
254 ORCL ORACLE CORP Technology 1,849.0 $360K 0.04% NEW $194.91 +4.5%
255 CNH INDL N V 38,896.0 $359K 0.04% NEW $9.22
256 VO VANGUARD INDEX FDS 1,212.0 $352K 0.04% NEW $290.12 -72.8%
257 VBR VANGUARD INDEX FDS 1,642.0 $348K 0.04% NEW $211.81 +11.2%
258 JNJ JOHNSON & JOHNSON Healthcare 1,680.0 $348K 0.04% NEW $207.01 +11.5%
259 IBM INTERNATIONAL BUSINESS MACHS Technology 1,170.0 $347K 0.04% NEW $296.21 -10.8%
260 MCHP MICROCHIP TECHNOLOGY INC. Technology 5,421.0 $345K 0.04% NEW $63.72 +50.7%
Page 13 of 16  ·  308 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
Financial Services 25.9%
Technology 23.6%
Consumer Cyclical 12.2%
Communication Services 8.6%
Healthcare 8.3%
Industrials 7.3%
Consumer Defensive 6.0%
Real Estate 3.0%
Energy 2.6%
Basic Materials 1.8%