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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 6 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 QQQI NEOS ETF TRUST 8,187.0 $465K 0.15% +3K +54.6% $56.79 -4.9%
102 DHR DANAHER CORP DEL Healthcare 2,419.0 $461K 0.15% -445.0 -15.5% $190.51 +8.6%
103 ICSH ISHARES TR 8,900.0 $450K 0.14% $50.58 -0.4%
104 PVAL PUTNAM ETF TRUST 8,789.0 $448K 0.14% $50.95 +5.6%
105 AXON AXON ENTERPRISE INC Industrials 777.0 $436K 0.14% +73.0 +10.4% $560.83 -7.6%
106 CMI CUMMINS INC Industrials 596.0 $425K 0.13% $713.21 -22.7%
107 USB US BANCORP Financial Services 7,035.0 $425K 0.13% $60.40 +1.3%
108 MRSH MARSH & MCLENNAN COS INC Financial Services 2,535.0 $423K 0.13% -48.0 -1.9% $166.67 +12.5%
109 VTI VANGUARD INDEX FDS 1,130.0 $418K 0.13% $370.02 +1.4%
110 WEC WEC ENERGY GROUP INC Utilities 3,398.0 $397K 0.12% $116.77 -9.1%
111 TMO THERMO FISHER SCIENTIFIC INC Healthcare 779.0 $390K 0.12% -6.0 -0.8% $501.22 +19.8%
112 VHT VANGUARD WORLD FD 1,257.0 $376K 0.12% $298.89 +7.6%
113 CVX CHEVRON CORPORATION Energy 2,266.0 $376K 0.12% -53.0 -2.3% $165.76 +27.3%
114 FBT FIRST TR EXCHANGE-TRADED FD 1,488.0 $369K 0.12% NEW $247.89 +8.0%
115 NOW SERVICENOW INC Technology 3,706.0 $368K 0.12% +946.0 +34.3% $99.28 +43.9%
116 IWM ISHARES TR 1,181.0 $355K 0.11% +104.0 +9.7% $300.49 -3.3%
117 IWO ISHARES TR 891.0 $351K 0.11% NEW $393.99 -5.7%
118 CGGO CAPITAL GROUP GBL GROWTH EQT 8,115.0 $344K 0.11% -304.0 -3.6% $42.33 -6.1%
119 ICLN ISHARES TR 16,600.0 $340K 0.11% $20.49 -15.9%
120 RSP INVESCO EXCHANGE TRADED FD T 1,588.0 $338K 0.11% $212.81 +2.2%
Page 6 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%