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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 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NEE NEXTERA ENERGY INC Utilities 54,325.0 $4.8M 1.51% +1K +2.6% $87.77 -5.5%
22 GLD SPDR GOLD TR Financial Services 12,670.0 $4.7M 1.48% +122.0 +1.0% $368.38 +7.7%
23 MU MICRON TECHNOLOGY INC Technology 3,886.0 $4.5M 1.42% -594.0 -13.3% $1154.30 -19.1%
24 RTX RTX CORPORATION Industrials 23,331.0 $4.4M 1.40% -692.0 -2.9% $189.73 +8.1%
25 RISR TIDAL TRUST I 115,696.0 $4.2M 1.32% NEW $36.20 +1.2%
26 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 3,814.0 $3.6M 1.13% +152.0 +4.2% $935.44 +0.5%
27 V VISA INC Financial Services 10,162.0 $3.5M 1.10% $343.08 +8.6%
28 IYF ISHARES TR 24,979.0 $3.2M 1.01% +2K +8.5% $127.51 +6.2%
29 ASML ASML HLDG NV Technology 1,573.0 $3.1M 0.99% -75.0 -4.5% $1989.53 -16.3%
30 BUFR FIRST TR EXCHNG TRADED FD VI 84,458.0 $3.1M 0.97% -1K -1.7% $36.53 +2.1%
31 VB VANGUARD INDEX FDS 9,983.0 $3.0M 0.96% +1K +12.0% $303.11 -2.4%
32 PAVE GLOBAL X FDS 51,223.0 $3.0M 0.95% +3K +6.0% $58.92 -8.5%
33 NFLX NETFLIX INC. Communication Services 42,080.0 $3.0M 0.95% +2K +4.6% $71.40 +13.2%
34 IWR ISHARES TR 24,086.0 $2.7M 0.84% +2K +9.8% $110.32 +0.2%
35 META META PLATFORMS INC Communication Services 4,571.0 $2.6M 0.81% +348.0 +8.2% $563.32 +2.7%
36 IWP ISHARES TR 16,869.0 $2.5M 0.78% +413.0 +2.5% $146.41 -5.8%
37 IBM INTERNATIONAL BUSINESS MACHS Technology 8,564.0 $2.4M 0.76% +6K +265.1% $281.22 -17.7%
38 PGR PROGRESSIVE CORP Financial Services 11,021.0 $2.4M 0.76% +733.0 +7.1% $218.45 +1.0%
39 GOOG ALPHABET INC 6,738.0 $2.4M 0.75% $353.34
40 IWV ISHARES TR 5,582.0 $2.4M 0.75% -136.0 -2.4% $426.41 +1.5%
Page 2 of 8  ·  150 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%