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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 7 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 INTC INTEL CORP Technology 2,412.0 $337K 0.11% NEW $139.63 -36.3%
122 GMAY FIRST TR EXCHNG TRADED FD VI 7,596.0 $327K 0.10% $43.04 +1.6%
123 JANT AIM ETF PRODUCTS TRUST 7,294.0 $321K 0.10% -81.0 -1.1% $44.01 +2.1%
124 NVBT AIM ETF PRODUCTS TRUST 7,912.0 $313K 0.10% $39.60 +2.0%
125 SPVM INVESCO EXCHANGE TRADED FD T 4,171.0 $310K 0.10% NEW $74.42 +3.2%
126 ABT ABBOTT LABORATORIES Healthcare 3,369.0 $306K 0.10% -293.0 -8.0% $90.73 +20.1%
127 ITW ILLINOIS TOOL WKS INC Industrials 1,117.0 $302K 0.10% $270.40 -0.2%
128 NEBIUS GROUP N.V. 1,093.0 $302K 0.10% -1K -50.0% $276.17
129 AMAT APPLIED MATLS INC Technology 413.0 $298K 0.09% NEW $722.76 -38.9%
130 FDVV FIDELITY COVINGTON TRUST 4,865.0 $293K 0.09% NEW $60.29 +3.6%
131 QQQH NEOS ETF TRUST 5,250.0 $293K 0.09% NEW $55.84 -2.9%
132 DE DEERE & CO Industrials 448.0 $284K 0.09% $634.12 +6.6%
133 TYL TYLER TECHNOLOGIES INC Technology 953.0 $279K 0.09% +233.0 +32.4% $292.46 +28.7%
134 VRTX VERTEX PHARMACEUTICALS INC Healthcare 554.0 $275K 0.09% $496.73 +10.3%
135 FEBT AIM ETF PRODUCTS TRUST 6,640.0 $273K 0.09% +135.0 +2.1% $41.14 +1.9%
136 PEP PEPSICO INC Consumer Defensive 1,958.0 $265K 0.08% -31.0 -1.6% $135.39 +3.3%
137 EVSM MORGAN STANLEY ETF TRUST 5,070.0 $255K 0.08% +39.0 +0.8% $50.31 -0.7%
138 AXP AMERICAN EXPRESS CO Financial Services 740.0 $250K 0.08% $338.37 -4.2%
139 SPYI NEOS ETF TRUST 4,544.0 $241K 0.08% -4K -48.7% $53.09 +0.5%
140 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 246.0 $237K 0.07% NEW $964.79 -15.4%
Page 7 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%