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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
Page 3 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TMUS T-MOBILE US INC Communication Services 9,429.0 $2.0M 0.74% -396.0 -4.0% $210.03 -12.7%
42 GOOG ALPHABET INC Communication Services 6,751.0 $1.9M 0.72% -705.0 -9.5% $286.86 +18.7%
43 SHW SHERWIN WILLIAMS CO Basic Materials 6,017.0 $1.9M 0.72% -244.0 -3.9% $320.55 +7.3%
44 APRT AIM ETF PRODUCTS TRUST 41,600.0 $1.8M 0.66% -1K -2.4% $42.50 +7.2%
45 ADP AUTOMATIC DATA PROCESSING IN Industrials 8,174.0 $1.7M 0.62% +1K +19.1% $203.17 +9.6%
46 WAB WABTEC Industrials 6,300.0 $1.6M 0.59% -172.0 -2.7% $249.92 +8.7%
47 MAYT AIM ETF PRODUCTS TRUST 42,190.0 $1.6M 0.58% -2K -3.5% $37.01 -0.5%
48 MU MICRON TECHNOLOGY INC Technology 4,480.0 $1.5M 0.56% -2K -31.4% $337.81 +241.1%
49 VO VANGUARD INDEX FDS 5,189.0 $1.5M 0.56% +2K +44.5% $287.17 -72.1%
50 LMT LOCKHEED MARTIN CORP Industrials 2,458.0 $1.5M 0.55% -43.0 -1.7% $604.36 -15.4%
51 RPG INVESCO EXCHANGE TRADED FD T 30,185.0 $1.4M 0.53% -1K -3.7% $46.74 +32.4%
52 MART AIM ETF PRODUCTS TRUST 36,174.0 $1.4M 0.52% +6K +18.3% $38.36 +8.3%
53 XLU SELECT SECTOR SPDR TR 29,972.0 $1.4M 0.51% -561.0 -1.8% $45.89 +0.3%
54 XOM EXXON MOBIL CORP Energy 7,878.0 $1.3M 0.50% -223.0 -2.8% $169.65 -19.6%
55 TDY TELEDYNE TECHNOLOGIES INC Technology 1,932.0 $1.2M 0.43% +84.0 +4.5% $605.01 +3.4%
56 IVV ISHARES TR 1,741.0 $1.1M 0.42% -56.0 -3.1% $653.11 +12.9%
57 GJUN FIRST TR EXCHNG TRADED FD VI 27,341.0 $1.1M 0.40% $39.42 +3.6%
58 ECL ECOLAB INC Basic Materials 4,016.0 $1.1M 0.40% +1K +51.4% $266.03 +6.1%
59 IWD ISHARES TR 4,944.0 $1.1M 0.39% +104.0 +2.1% $213.66 +13.8%
60 DECT AIM ETF PRODUCTS TRUST 28,015.0 $996K 0.37% -3K -9.0% $35.55 +9.3%
Page 3 of 7  ·  139 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 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%