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Portfolio (Quarterly) Guide ↗

Invst, LLC

· CIK 0001867587
13F Portfolio $886M AUM 341 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 88 New 82 Added 147 Reduced 60 Exited
Page 4 of 17  ·  336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DFAI DIMENSIONAL ETF TRUST 68,261.0 $2.7M 0.30% +2K +2.3% $38.96 +7.3%
62 GOOG ALPHABET INC Communication Services 9,263.0 $2.7M 0.30% +487.0 +5.5% $286.86 +34.4%
63 ISOENERGY LTD 243,233.0 $2.6M 0.29% +88K +56.6% $10.54
64 RSP INVESCO EXCHANGE TRADED FD T 13,157.0 $2.5M 0.28% +10K +358.6% $191.92 +8.8%
65 GTN GRAY MEDIA INC Communication Services 578,411.0 $2.5M 0.28% +100K +20.9% $4.34 -4.1%
66 JPM JPMORGAN CHASE & CO Financial Services 8,532.0 $2.5M 0.28% -1K -14.2% $294.16 +0.8%
67 XOM EXXON MOBIL CORP Energy 14,746.0 $2.5M 0.28% -769.0 -5.0% $169.66 -12.9%
68 JEPI J P MORGAN EXCHANGE TRADED F 43,503.0 $2.5M 0.28% +2K +5.9% $56.68 -0.7%
69 STRL STERLING INFRASTRUCTURE INC Industrials 5,456.0 $2.2M 0.25% -2K -26.2% $407.28 +103.5%
70 XLK SELECT SECTOR SPDR TR 16,699.0 $2.2M 0.25% -3K -16.1% $132.90 +41.0%
71 QQQ INVESCO QQQ TR Financial Services 3,787.0 $2.2M 0.25% -26K -87.3% $577.13 +27.5%
72 QUAD QUAD / GRAPHICS INC Industrials 318,486.0 $2.1M 0.24% -42K -11.7% $6.61 +14.4%
73 IJR ISHARES TR 16,829.0 $2.1M 0.24% +5K +41.5% $124.31 +12.4%
74 AGX ARGAN INC Industrials 3,816.0 $2.1M 0.23% -1K -25.1% $544.67 +23.0%
75 JEPQ J P MORGAN EXCHANGE TRADED F 37,366.0 $2.1M 0.23% +3K +7.5% $55.52 +9.8%
76 XLI SELECT SECTOR SPDR TR 12,741.0 $2.1M 0.23% -1K -9.6% $161.72 +7.8%
77 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,035.0 $2.0M 0.23% -239.0 -10.5% $996.26 +0.4%
78 URNM SPROTT FDS TR 31,952.0 $2.0M 0.23% -2K -5.8% $63.15 -2.8%
79 SGOV ISHARES TR 20,031.0 $2.0M 0.23% -3K -13.3% $100.66 -0.0%
80 QQQM INVESCO EXCH TRADED FD TR II 8,450.0 $2.0M 0.23% -3K -27.3% $237.62 +27.5%
Page 4 of 17  ·  336 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 22.3%
Financial Services 21.1%
Consumer Cyclical 11.1%
Industrials 9.6%
Communication Services 9.3%
Healthcare 8.3%
Consumer Defensive 5.2%
Energy 4.8%
Basic Materials 3.8%
Utilities 2.6%