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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 Chg Shares Chg % Period Price ① Since Period ①
1 XSMO INVESCO EXCHANGE TRADED FD T 53,916.0 $4.1M 1.53% NEW $76.02 +19.4%
2 XAR SPDR SERIES TRUST 8,251.0 $2.1M 0.78% NEW $253.97 +8.1%
3 GLDM WORLD GOLD TR Financial Services 10,450.0 $969K 0.36% NEW $92.69 -13.0%
4 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,600.0 $465K 0.17% NEW $290.49 -4.1%
5 PANW PALO ALTO NETWORKS INC Technology 2,825.0 $453K 0.17% NEW $160.32 +86.6%
6 SPYI NEOS ETF TRUST 8,862.0 $438K 0.16% NEW $49.37 +5.8%
7 AXON AXON ENTERPRISE INC Industrials 704.0 $299K 0.11% NEW $424.87 +11.3%
8 QQQI NEOS ETF TRUST 5,297.0 $263K 0.10% NEW $49.69 +10.8%
9 TYL TYLER TECHNOLOGIES INC Technology 720.0 $247K 0.09% NEW $342.38 -14.4%
10 FEBT AIM ETF PRODUCTS TRUST 6,505.0 $244K 0.09% NEW $37.46 +8.7%
11 VZ VERIZON COMMUNICATIONS INC Communication Services 4,735.0 $238K 0.09% NEW $50.20 -7.4%
12 NEBIUS GROUP N.V. 2,185.0 $227K 0.08% NEW $103.76
13 MRK MERCK & CO INC Healthcare 1,741.0 $209K 0.08% NEW $120.31 +6.0%
14 CSX CSX CORP Industrials 4,960.0 $204K 0.08% NEW $41.05 +15.8%
15 T AT&T INC Communication Services 6,936.0 $201K 0.07% NEW $28.99 -22.1%

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 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%