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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 6 of 17  ·  336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IXJ ISHARES TR 15,618.0 $1.5M 0.17% -836.0 -5.1% $93.54 +1.5%
102 BNDX VANGUARD CHARLOTTE FDS 28,963.0 $1.4M 0.16% -7K -20.6% $48.05 +0.4%
103 LNC LINCOLN NATL CORP IND Financial Services 38,017.0 $1.3M 0.15% +3K +7.3% $35.50 -1.5%
104 PAVE GLOBAL X FDS 26,106.0 $1.3M 0.15% -659.0 -2.5% $50.81 +11.1%
105 HD HOME DEPOT INC Consumer Cyclical 4,030.0 $1.3M 0.15% -373.0 -8.5% $328.93 -2.7%
106 MAR MARRIOTT INTL INC NEW Consumer Cyclical 4,051.0 $1.3M 0.15% -664.0 -14.1% $327.06 +17.8%
107 TSLA TESLA INC Consumer Cyclical 3,545.0 $1.3M 0.15% +172.0 +5.1% $371.76 +18.8%
108 CRM SALESFORCE INC Technology 7,012.0 $1.3M 0.15% -3K -28.4% $186.66 -5.0%
109 DCH DAUCH CORP Industrials 220,236.0 $1.3M 0.15% $5.93 +13.7%
110 COP CONOCOPHILLIPS Energy 9,823.0 $1.3M 0.15% NEW $132.01 -12.9%
111 AVGO BROADCOM INC Technology 4,096.0 $1.3M 0.14% -478.0 -10.4% $309.49 +38.3%
112 PARR PAR PAC HOLDINGS INC Energy 20,108.0 $1.3M 0.14% +7K +54.2% $62.64 -9.6%
113 PG PROCTER & GAMBLE CO Consumer Defensive 8,703.0 $1.3M 0.14% -1K -10.7% $144.43 +1.1%
114 FDX FEDEX CORP Industrials 3,502.0 $1.2M 0.14% -498.0 -12.4% $356.13 +15.3%
115 CLOA BLACKROCK ETF TRUST II 24,044.0 $1.2M 0.14% +3K +16.8% $51.84 +0.3%
116 SPY PUT STATE STR SPDR S&P 500 ETF T Financial Services 1,900.0 $1.2M 0.14% NEW $650.34 +16.0%
117 KO COCA COLA CO Consumer Defensive 16,212.0 $1.2M 0.14% -3K -15.7% $76.05 +5.7%
118 IEF ISHARES TR 12,702.0 $1.2M 0.14% +6K +95.3% $95.44 -1.0%
119 DGRO ISHARES TR 17,141.0 $1.2M 0.14% -6K -26.9% $70.18 +6.4%
120 VISN VISTANCE NETWORKS INC Technology 64,416.0 $1.2M 0.13% +7K +11.5% $18.20 -32.1%
Page 6 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%