Portfolio (Quarterly) Guide ↗

InvesTrust

· CIK 0002050848

13F Portfolio $260M AUM 95 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 5 New 15 Added 46 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XOM	EXXON MOBIL CORP COM	Energy	37,735	$6.4M	2.69%	SOLD

Sector Allocation

Technology 24.3%

Financial Services 17.5%

Healthcare 16.7%

Consumer Defensive 11.3%

Industrials 10.3%

Energy 6.3%

Basic Materials 5.0%

Consumer Cyclical 4.5%

Communication Services 3.8%

Utilities 0.3%