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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 4 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PH PARKER-HANNIFIN CORP Industrials 1,154.0 $1.1M 0.36% +295.0 +34.3% $978.40 -2.7%
62 GJUN FIRST TR EXCHNG TRADED FD VI 27,341.0 $1.1M 0.36% $41.19 +1.4%
63 GS GOLDMAN SACHS GROUP INC Financial Services 1,076.0 $1.1M 0.34% +239.0 +28.6% $1011.16 -0.9%
64 SEPT AIM ETF PRODUCTS TRUST 28,709.0 $1.1M 0.34% +410.0 +1.4% $37.54 +1.8%
65 XOM EXXON MOBIL CORP Energy 7,869.0 $1.1M 0.34% $136.71 +20.4%
66 MA MASTERCARD INCORPORATED Financial Services 2,074.0 $1.1M 0.34% +237.0 +12.9% $513.72 +13.1%
67 VOE VANGUARD INDEX FDS 5,318.0 $1.1M 0.33% NEW $197.62 +4.1%
68 DECT AIM ETF PRODUCTS TRUST 26,039.0 $1.0M 0.32% -2K -7.0% $39.26 +2.1%
69 BUFZ FIRST TR EXCHNG TRADED FD VI 36,298.0 $1.0M 0.32% $27.93 +1.7%
70 NLR VANECK ETF TRUST 8,708.0 $1.0M 0.32% +1K +20.1% $115.98 -0.2%
71 ILCG ISHARES TR 8,415.0 $985K 0.31% $117.02 -2.9%
72 XLK SELECT SECTOR SPDR TR 4,998.0 $952K 0.30% -959.0 -16.1% $190.50 -3.6%
73 GLDM WORLD GOLD TR Financial Services 11,825.0 $939K 0.30% +1K +13.2% $79.42 +7.8%
74 JUNT AIM ETF PRODUCTS TRUST 24,818.0 $938K 0.30% +6K +34.5% $37.79 +1.5%
75 CRS CARPENTER TECHNOLOGY CORP Industrials 1,500.0 $925K 0.29% $616.84 -23.3%
76 VCR VANGUARD WORLD FD 2,145.0 $851K 0.27% +273.0 +14.6% $396.56 -3.0%
77 PG PROCTER & GAMBLE CO Consumer Defensive 5,779.0 $847K 0.27% -254.0 -4.2% $146.64 -0.3%
78 XYL XYLEM INC Industrials 7,107.0 $840K 0.27% +2K +34.3% $118.21 -9.6%
79 AHR AMERICAN HEALTHCARE REIT INC Real Estate 15,508.0 $809K 0.26% -2K -11.0% $52.15 +8.4%
80 AVGO BROADCOM INC Technology 2,040.0 $771K 0.24% +458.0 +28.9% $377.78 -2.1%
Page 4 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%