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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 8 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CSX CSX CORP Industrials 4,973.0 $236K 0.07% $47.53 +2.5%
142 MRK MERCK & CO INC Healthcare 1,745.0 $224K 0.07% $128.51 +16.7%
143 BMI BADGER METER INC Technology 1,500.0 $223K 0.07% $148.38 -10.9%
144 HD HOME DEPOT INC Consumer Cyclical 607.0 $214K 0.07% NEW $352.42 -9.3%
145 VOO VANGUARD INDEX FDS 310.0 $213K 0.07% NEW $686.88 +1.9%
146 MS MORGAN STANLEY Financial Services 1,015.0 $212K 0.07% NEW $208.96 +1.1%
147 XMAR FIRST TR EXCHNG TRADED FD VI 4,825.0 $206K 0.07% NEW $42.73 +1.4%
148 VZ VERIZON COMMUNICATIONS INC Communication Services 4,799.0 $203K 0.06% +64.0 +1.4% $42.34 +18.8%
149 IMCG ISHARES TR 2,064.0 $203K 0.06% NEW $98.30 -3.1%
150 SDY SPDR SERIES TRUST 1,332.0 $203K 0.06% NEW $152.12 +2.3%
Page 8 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%