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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SYK	STRYKER CORPORATION	Healthcare	6,776	$2.2M	0.83%	SOLD
2	TMUS	T-MOBILE US INC	Communication Services	9,429	$2.0M	0.74%	SOLD
3	CRM	SALESFORCE INC	Technology	4,419	$825K	0.31%	SOLD
4	DIS	DISNEY WALT CO	Communication Services	6,471	$624K	0.23%	SOLD
5	SPGP	INVESCO EXCHANGE TRADED FD T	—	1,873	$202K	0.07%	SOLD
6	T	AT&T INC	Communication Services	6,936	$201K	0.07%	SOLD

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%