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Portfolio (Quarterly) Guide ↗

Nvest Financial, LLC

· CIK 0001915315
13F Portfolio $316M AUM 150 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 53 Added 41 Reduced 6 Exited
Page 2 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWP ISHARES TR 16,869.0 $2.5M 0.78% +413.0 +2.5% $146.41 -5.8%
22 IBM INTERNATIONAL BUSINESS MACHS Technology 8,564.0 $2.4M 0.76% +6K +265.1% $281.22 -17.7%
23 PGR PROGRESSIVE CORP Financial Services 11,021.0 $2.4M 0.76% +733.0 +7.1% $218.45 +1.0%
24 IWS ISHARES TR 14,458.0 $2.4M 0.75% +486.0 +3.5% $164.59 +2.3%
25 VO VANGUARD INDEX FDS 25,388.0 $2.0M 0.65% +20K +389.3% $80.57 +0.9%
26 IVV ISHARES TR 2,728.0 $2.0M 0.65% +987.0 +56.7% $748.79 +2.2%
27 ADP AUTOMATIC DATA PROCESSING IN Industrials 8,593.0 $1.9M 0.61% +419.0 +5.1% $223.95 +26.6%
28 ECL ECOLAB INC Basic Materials 6,394.0 $1.8M 0.56% +2K +59.2% $278.59 +0.6%
29 PANW PALO ALTO NETWORKS INC Technology 4,411.0 $1.5M 0.48% +2K +56.1% $341.02 +6.2%
30 GE GE AEROSPACE Industrials 3,751.0 $1.4M 0.44% +1K +47.6% $373.68 -11.4%
31 TDY TELEDYNE TECHNOLOGIES INC Technology 2,088.0 $1.4M 0.44% +156.0 +8.1% $666.90 -8.5%
32 PH PARKER-HANNIFIN CORP Industrials 1,154.0 $1.1M 0.36% +295.0 +34.3% $978.40 -2.7%
33 GS GOLDMAN SACHS GROUP INC Financial Services 1,076.0 $1.1M 0.34% +239.0 +28.6% $1011.16 -0.9%
34 SEPT AIM ETF PRODUCTS TRUST 28,709.0 $1.1M 0.34% +410.0 +1.4% $37.54 +1.8%
35 MA MASTERCARD INCORPORATED Financial Services 2,074.0 $1.1M 0.34% +237.0 +12.9% $513.72 +13.1%
36 NLR VANECK ETF TRUST 8,708.0 $1.0M 0.32% +1K +20.1% $115.98 -0.2%
37 GLDM WORLD GOLD TR Financial Services 11,825.0 $939K 0.30% +1K +13.2% $79.42 +7.8%
38 JUNT AIM ETF PRODUCTS TRUST 24,818.0 $938K 0.30% +6K +34.5% $37.79 +1.5%
39 VCR VANGUARD WORLD FD 2,145.0 $851K 0.27% +273.0 +14.6% $396.56 -3.0%
40 XYL XYLEM INC Industrials 7,107.0 $840K 0.27% +2K +34.3% $118.21 -9.6%
Page 2 of 3  ·  53 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 27.6%
Technology 25.1%
Industrials 9.7%
Communication Services 8.5%
Consumer Cyclical 8.2%
Consumer Defensive 7.1%
Healthcare 6.6%
Utilities 3.4%
Basic Materials 2.4%
Energy 0.9%