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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 6 of 16  ·  308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AGX ARGAN INC Industrials 5,097.0 $1.6M 0.17% NEW $313.33 +116.2%
102 ITOT ISHARES TR 10,647.0 $1.6M 0.17% NEW $148.69 +11.0%
103 AVGO BROADCOM INC Technology 4,574.0 $1.6M 0.17% NEW $346.08 +23.3%
104 LNC LINCOLN NATL CORP IND Financial Services 35,425.0 $1.6M 0.17% NEW $44.53 -21.2%
105 TSLA TESLA INC Consumer Cyclical 3,373.0 $1.5M 0.17% NEW $449.72 -1.7%
106 HD HOME DEPOT INC Consumer Cyclical 4,403.0 $1.5M 0.17% NEW $344.07 -6.6%
107 BLK BLACKROCK INC Financial Services 1,410.0 $1.5M 0.16% NEW $1070.39 -2.2%
108 MAR MARRIOTT INTL INC NEW Consumer Cyclical 4,715.0 $1.5M 0.16% NEW $310.22 +24.4%
109 CPRT COPART INC Industrials 37,239.0 $1.5M 0.16% NEW $39.15 -15.0%
110 IJR ISHARES TR 11,892.0 $1.4M 0.15% NEW $120.18 +16.2%
111 ISOENERGY LTD 155,324.0 $1.4M 0.15% NEW $9.10
112 DCH AMERICAN AXLE & MFG HLDGS IN Industrials 219,195.0 $1.4M 0.15% NEW $6.41 +5.6%
113 DAL DELTA AIR LINES INC DEL Industrials 20,181.0 $1.4M 0.15% NEW $69.40 +18.9%
114 PG PROCTER AND GAMBLE CO Consumer Defensive 9,750.0 $1.4M 0.15% NEW $143.31 +1.8%
115 SKOR FLEXSHARES TR 28,307.0 $1.4M 0.15% NEW $49.13 -1.1%
116 KO COCA COLA CO Consumer Defensive 19,219.0 $1.3M 0.15% NEW $69.91 +15.0%
117 XES SPDR SERIES TRUST 16,337.0 $1.3M 0.15% NEW $81.97 +48.1%
118 ISRG INTUITIVE SURGICAL INC Healthcare 2,364.0 $1.3M 0.15% NEW $566.36 -25.2%
119 WFC WELLS FARGO CO NEW Financial Services 14,294.0 $1.3M 0.14% NEW $93.20 -17.8%
120 MFC MANULIFE FINL CORP Financial Services 36,394.0 $1.3M 0.14% NEW $36.28 +5.5%
Page 6 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%