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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 6 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CSCO CISCO SYS INC Technology 5,443.0 $422K 0.16% -132.0 -2.4% $77.59 +46.6%
102 BAC BANK AMERICA CORP Financial Services 8,634.0 $421K 0.16% +50.0 +0.6% $48.75 +18.7%
103 PVAL PUTNAM ETF TRUST 8,784.0 $408K 0.15% $46.40 +9.8%
104 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,205.0 $407K 0.15% $337.92 +27.9%
105 WEC WEC ENERGY GROUP INC Utilities 3,398.0 $393K 0.15% $115.77 +2.7%
106 TMO THERMO FISHER SCIENTIFIC INC Healthcare 785.0 $386K 0.14% $491.60 +4.4%
107 ABT ABBOTT LABORATORIES Healthcare 3,662.0 $376K 0.14% -97.0 -2.6% $102.66 -8.6%
108 GEV GE VERNOVA INC Utilities 426.0 $372K 0.14% +5.0 +1.2% $873.42 +19.7%
109 USB US BANCORP Financial Services 7,034.0 $366K 0.14% $52.01 +17.1%
110 VTI VANGUARD INDEX FDS 1,127.0 $361K 0.14% $320.73 +13.0%
111 CAT CATERPILLAR INC Industrials 507.0 $359K 0.13% +74.0 +17.1% $708.12 +40.9%
112 VHT VANGUARD WORLD FD 1,253.0 $341K 0.13% $272.39 +10.7%
113 AMD ADVANCED MICRO DEVICES INC Technology 1,638.0 $333K 0.12% -103.0 -5.9% $203.43 +156.4%
114 CMI CUMMINS INC Industrials 595.0 $320K 0.12% $538.41 +27.4%
115 GMAY FIRST TR EXCHNG TRADED FD VI 7,607.0 $312K 0.12% $41.06 +3.9%
116 PEP PEPSICO INC Consumer Defensive 1,989.0 $309K 0.12% -131.0 -6.2% $155.26 -8.9%
117 RSP INVESCO EXCHANGE TRADED FD T 1,584.0 $304K 0.11% $191.93 +10.7%
118 ICLN ISHARES TR 16,576.0 $303K 0.11% $18.29 +6.6%
119 AXON AXON ENTERPRISE INC Industrials 704.0 $299K 0.11% NEW $424.87 +9.4%
120 JANT AIM ETF PRODUCTS TRUST 7,375.0 $296K 0.11% +2K +48.3% $40.12 +7.8%
Page 6 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%