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Portfolio (Quarterly) Guide ↗

Nvest Financial, LLC

· CIK 0001915315
13F Portfolio $241M AUM 127 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 99 Added 8 Reduced
Page 5 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BAC BANK AMERICA CORP Financial Services 8,584.0 $472K 0.20% +335.0 +4.1% $55.00 +5.2%
82 ABT ABBOTT LABS Healthcare 3,759.0 $471K 0.20% +378.0 +11.2% $125.29 -24.9%
83 TMO THERMO FISHER SCIENTIFIC INC Healthcare 788.0 $456K 0.19% +14.0 +1.8% $579.15 -11.4%
84 AVGO BROADCOM INC Technology 1,316.0 $455K 0.19% +312.0 +31.1% $346.02 +5.5%
85 ILCV ISHARES TR 4,628.0 $437K 0.18% +268.0 +6.2% $94.36 +6.9%
86 CSCO CISCO SYS INC Technology 5,575.0 $429K 0.18% +85.0 +1.6% $77.03 +47.7%
87 PVAL PUTNAM ETF TRUST 8,784.0 $400K 0.17% +2K +36.8% $45.57 +11.8%
88 AMD ADVANCED MICRO DEVICES INC Technology 1,741.0 $373K 0.15% +483.0 +38.4% $214.16 +143.5%
89 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 1,203.0 $365K 0.15% +73.0 +6.5% $303.77 +42.3%
90 NOW SERVICENOW INC Technology 2,365.0 $362K 0.15% +2K +508.0% $153.19 -35.8%
91 GMAY FIRST TR EXCHNG TRADED FD VI 7,607.0 $314K 0.13% +415.0 +5.8% $41.29 +3.3%
92 PEP PEPSICO INC Consumer Defensive 2,120.0 $304K 0.13% +198.0 +10.3% $143.49 -1.5%
93 RSP INVESCO EXCHANGE TRADED FD T 1,579.0 $303K 0.13% +290.0 +22.5% $191.61 +10.8%
94 CGGO CAPITAL GROUP GBL GROWTH EQT 8,419.0 $292K 0.12% +3K +42.7% $34.65 +18.9%
95 ICLN ISHARES TR 16,576.0 $272K 0.11% +5K +42.9% $16.43 +18.7%
96 EVSM MORGAN STANLEY ETF TRUST 5,008.0 $252K 0.10% +50.0 +1.0% $50.37 +0.1%
97 VRTX VERTEX PHARMACEUTICALS INC Healthcare 554.0 $251K 0.10% +5.0 +0.9% $453.36 +5.9%
98 JEPI J P MORGAN EXCHANGE TRADED F 3,933.0 $225K 0.09% +74.0 +1.9% $57.24 -1.9%
99 HD HOME DEPOT INC Consumer Cyclical 610.0 $210K 0.09% +28.0 +4.8% $344.05 +1.4%
Page 5 of 5  ·  99 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 25.5%
Technology 24.0%
Communication Services 13.1%
Consumer Cyclical 9.1%
Industrials 8.7%
Consumer Defensive 7.8%
Healthcare 5.2%
Utilities 3.2%
Basic Materials 1.9%
Energy 0.9%