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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
Page 2 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CVX CHEVRON CORP NEW COM Energy 17,374.0 $2.9M 1.11% -283.0 -1.6% $165.76 +25.8%
22 USB US BANCORP DEL COM NEW Financial Services 44,837.0 $2.7M 1.04% -1K -2.6% $60.40 +4.9%
23 MMM 3M CO COM Industrials 16,289.0 $2.6M 1.01% -380.0 -2.3% $161.91 +4.1%
24 TGT TARGET CORP COM Consumer Defensive 19,831.0 $2.6M 1.00% -560.0 -2.8% $130.61 +25.9%
25 KO COCA COLA CO COM Consumer Defensive 30,474.0 $2.5M 0.95% -555.0 -1.8% $81.27 +8.4%
26 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 39,518.0 $2.3M 0.88% -650.0 -1.6% $57.62 +16.0%
27 SBUX STARBUCKS CORP COM Consumer Cyclical 21,883.0 $2.2M 0.86% -450.0 -2.0% $102.19 +2.2%
28 ORCL ORACLE CORP COM Technology 15,238.0 $2.2M 0.86% -758.0 -4.7% $146.55 +8.4%
29 SHEL SHELL PLC SPON ADS Energy 27,978.0 $2.2M 0.83% -1K -4.2% $77.54 +19.9%
30 VZ VERIZON COMMUNICATIONS INC COM Communication Services 48,997.0 $2.1M 0.80% -2K -3.2% $42.34 +18.4%
31 DIS DISNEY WALT CO COM Communication Services 21,080.0 $2.0M 0.78% -509.0 -2.4% $96.25 +9.4%
32 ABBV ABBVIE INC COM Healthcare 7,969.0 $2.0M 0.77% -216.0 -2.6% $251.64 +1.9%
33 SLB SCHLUMBERGER LTD COM STK Energy 35,666.0 $1.7M 0.64% -1K -3.4% $46.49 +23.7%
34 PFE PFIZER INC COM Healthcare 65,679.0 $1.6M 0.61% -1K -2.0% $24.08 +18.1%
35 GSK GSK PLC SPONSORED ADR Healthcare 28,970.0 $1.5M 0.58% -815.0 -2.7% $52.42 -4.8%
36 CVS CVS HEALTH CORP COM Healthcare 13,370.0 $1.4M 0.53% -416.0 -3.0% $103.45 -6.5%
37 UPS UNITED PARCEL SERVICE INC CL B Industrials 9,978.0 $1.1M 0.41% -222.0 -2.2% $107.50 -4.8%
38 WMT WALMART INC COM Consumer Defensive 9,467.0 $1.1M 0.41% -180.0 -1.9% $113.26 -5.4%
39 IVV ISHARES TR 1,428.0 $1.1M 0.41% -12.0 -0.8% $748.89 +3.3%
40 MRK MERCK & CO INC COM Healthcare 8,198.0 $1.1M 0.41% -113.0 -1.4% $128.50 +17.0%
Page 2 of 3  ·  46 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
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%