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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 1 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 232,340.0 $16.6M 6.37% $71.25 +3.5%
2 IBDS ISHARES TR 353,843.0 $8.6M 3.30% +6K +1.7% $24.22 -0.4%
3 IJJ ISHARES TR 57,033.0 $8.4M 3.24% -3K -4.4% $147.73 +0.3%
4 IBDT ISHARES TR 332,478.0 $8.4M 3.23% +18K +5.7% $25.25 -0.6%
5 IBDR ISHARES TR 317,326.0 $7.7M 2.96% -7K -2.1% $24.23 -0.2%
6 AAPL APPLE INC COM Technology 25,406.0 $7.4M 2.83% -671.0 -2.6% $289.36 +10.6%
7 IBDU ISHARES TR 309,429.0 $7.2M 2.76% +36K +13.3% $23.16 -0.9%
8 IWO ISHARES TR 17,580.0 $6.9M 2.67% $393.96 -4.2%
9 MSFT MICROSOFT CORP COM Technology 18,109.0 $6.8M 2.60% -429.0 -2.3% $373.02 +34.0%
10 IJK ISHARES TR 57,284.0 $6.7M 2.59% -3K -5.1% $117.50 -3.4%
11 LLY ELI LILLY & CO COM Healthcare 5,576.0 $6.7M 2.57% -208.0 -3.6% $1199.43 -4.3%
12 JPM JPMORGAN CHASE & CO. COM Financial Services 19,579.0 $6.4M 2.47% -607.0 -3.0% $327.33 +9.6%
13 IJH ISHARES TR 82,892.0 $6.4M 2.46% -5K -5.7% $77.11 -1.6%
14 IWN ISHARES TR 28,181.0 $6.2M 2.40% $221.20 +1.5%
15 INTC INTEL CORP COM Technology 43,339.0 $6.1M 2.33% -6K -12.1% $139.63 -31.4%
16 IBDV ISHARES TR 262,812.0 $5.7M 2.21% +34K +14.7% $21.80 -1.5%
17 CSCO CISCO SYS INC COM Technology 44,879.0 $5.3M 2.03% -2K -4.8% $117.46 -7.0%
18 EXXONMOBIL HOLDINGS CORP 36,755.0 $5.0M 1.93% NEW $136.72
19 JNJ JOHNSON & JOHNSON COM Healthcare 17,721.0 $4.5M 1.73% -505.0 -2.8% $253.97 +8.4%
20 NTRS NORTHERN TR CORP COM Financial Services 23,790.0 $4.1M 1.59% -1K -5.9% $173.84 +7.4%
Page 1 of 5  ·  95 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%