Portfolio (Quarterly) Guide ↗

Nvest Financial, LLC

· CIK 0001915315

13F Portfolio $268M AUM 139 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 15 New 60 Added 30 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	JEPI	J P MORGAN EXCHANGE TRADED F	—	3,933	$225K	0.09%	SOLD
2	PLTR	PALANTIR TECHNOLOGIES INC	Technology	1,232	$219K	0.09%	SOLD
3	HD	HOME DEPOT INC	Consumer Cyclical	610	$210K	0.09%	SOLD

Sector Allocation

Financial Services 26.3%

Technology 21.6%

Communication Services 12.3%

Industrials 9.5%

Consumer Defensive 8.6%

Consumer Cyclical 8.5%

Healthcare 5.2%

Utilities 3.8%

Basic Materials 2.3%

Energy 1.2%