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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 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IJS ISHARES TR 29,311.0 $4.0M 1.54% -506.0 -1.7% $136.68 +0.6%
22 IWF ISHARES TR 30,824.0 $3.8M 1.47% +23K +300.0% $124.17 -0.6%
23 NUE NUCOR CORP COM Basic Materials 16,608.0 $3.7M 1.42% -1K -5.8% $222.75 +17.2%
24 MCD MCDONALDS CORP COM Consumer Cyclical 12,445.0 $3.4M 1.29% -132.0 -1.1% $270.31 -5.4%
25 PM PHILIP MORRIS INTL INC COM Consumer Defensive 18,261.0 $3.3M 1.27% -823.0 -4.3% $180.91 +0.9%
26 MET METLIFE INC COM Financial Services 36,514.0 $3.1M 1.19% -395.0 -1.1% $84.61 +15.4%
27 WFC WELLS FARGO CO NEW COM Financial Services 36,665.0 $3.0M 1.17% -1K -3.7% $82.64 +8.9%
28 IBM INTERNATIONAL BUSINESS MACHS COM Technology 10,619.0 $3.0M 1.15% -381.0 -3.5% $281.21 -16.5%
29 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 13,327.0 $3.0M 1.15% +82.0 +0.6% $223.95 +24.0%
30 IJT ISHARES TR 16,669.0 $3.0M 1.15% -306.0 -1.8% $178.60 -4.6%
31 APD AIR PRODS & CHEMS INC COM Basic Materials 10,138.0 $3.0M 1.14% $293.18 +2.8%
32 CVX CHEVRON CORP NEW COM Energy 17,374.0 $2.9M 1.11% -283.0 -1.6% $165.76 +25.8%
33 EFG ISHARES TR 22,155.0 $2.8M 1.06% $124.42 +0.1%
34 USB US BANCORP DEL COM NEW Financial Services 44,837.0 $2.7M 1.04% -1K -2.6% $60.40 +4.9%
35 MMM 3M CO COM Industrials 16,289.0 $2.6M 1.01% -380.0 -2.3% $161.91 +4.1%
36 TGT TARGET CORP COM Consumer Defensive 19,831.0 $2.6M 1.00% -560.0 -2.8% $130.61 +25.9%
37 ITW ILLINOIS TOOL WKS INC COM Industrials 9,216.0 $2.5M 0.96% $270.47 -0.1%
38 KO COCA COLA CO COM Consumer Defensive 30,474.0 $2.5M 0.95% -555.0 -1.8% $81.27 +8.4%
39 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 15,579.0 $2.5M 0.95% +2K +15.7% $158.03 +3.9%
40 PG PROCTER AND GAMBLE CO COM Consumer Defensive 16,332.0 $2.4M 0.92% $146.64 -0.1%
Page 2 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%