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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 3 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IWS ISHARES TR 14,458.0 $2.4M 0.75% +486.0 +3.5% $164.59 +2.3%
42 XAR SPDR SERIES TRUST 8,015.0 $2.3M 0.72% -236.0 -2.9% $283.79 -11.2%
43 GSK GSK PLC Healthcare 42,661.0 $2.2M 0.71% NEW $52.42 -3.4%
44 VDC VANGUARD WORLD FD 9,410.0 $2.1M 0.67% -1K -12.2% $225.50 +2.0%
45 VO VANGUARD INDEX FDS 25,388.0 $2.0M 0.65% +20K +389.3% $80.57 +0.9%
46 IVV ISHARES TR 2,728.0 $2.0M 0.65% +987.0 +56.7% $748.79 +2.2%
47 ADP AUTOMATIC DATA PROCESSING IN Industrials 8,593.0 $1.9M 0.61% +419.0 +5.1% $223.95 +26.6%
48 RPG INVESCO EXCHANGE TRADED FD T 29,725.0 $1.9M 0.60% -460.0 -1.5% $63.85 -11.9%
49 APRT AIM ETF PRODUCTS TRUST 40,128.0 $1.8M 0.58% -1K -3.5% $45.87 +1.8%
50 SHW SHERWIN WILLIAMS CO Basic Materials 5,218.0 $1.8M 0.57% -799.0 -13.3% $344.31 -4.2%
51 ECL ECOLAB INC Basic Materials 6,394.0 $1.8M 0.56% +2K +59.2% $278.59 +0.6%
52 WAB WABTEC Industrials 6,096.0 $1.6M 0.52% -204.0 -3.2% $269.59 +3.8%
53 MAYT AIM ETF PRODUCTS TRUST 41,939.0 $1.6M 0.52% -251.0 -0.6% $39.00 -5.6%
54 PANW PALO ALTO NETWORKS INC Technology 4,411.0 $1.5M 0.48% +2K +56.1% $341.02 +6.2%
55 MART AIM ETF PRODUCTS TRUST 33,526.0 $1.4M 0.44% -3K -7.3% $41.93 +2.0%
56 GE GE AEROSPACE Industrials 3,751.0 $1.4M 0.44% +1K +47.6% $373.68 -11.4%
57 TDY TELEDYNE TECHNOLOGIES INC Technology 2,088.0 $1.4M 0.44% +156.0 +8.1% $666.90 -8.5%
58 XLU SELECT SECTOR SPDR TR 29,120.0 $1.3M 0.42% -852.0 -2.8% $45.34 -6.1%
59 IWD ISHARES TR 4,867.0 $1.2M 0.37% -77.0 -1.6% $242.45 +5.6%
60 LMT LOCKHEED MARTIN CORP Industrials 2,313.0 $1.2M 0.37% -145.0 -5.9% $509.38 +6.9%
Page 3 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%