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Portfolio (Quarterly) Guide ↗

InvesTrust

· CIK 0002050848
13F Portfolio $238M AUM 91 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 21 Added 24 Reduced 3 Exited
Page 3 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PG PROCTER AND GAMBLE CO COM Consumer Defensive 16,367.0 $2.4M 0.99% $144.44 +2.1%
42 KO COCA COLA CO COM Consumer Defensive 31,029.0 $2.4M 0.99% $76.05 +7.3%
43 ORCL ORACLE CORP COM Technology 15,996.0 $2.4M 0.99% $147.11 +29.8%
44 INTC INTEL CORP COM Technology 49,295.0 $2.2M 0.91% -8K -13.4% $44.13 +175.9%
45 DIS DISNEY WALT CO COM Communication Services 21,589.0 $2.1M 0.87% $96.38 +8.1%
46 IWD ISHARES TR 9,589.0 $2.0M 0.86% -232.0 -2.4% $213.67 +11.4%
47 SBUX STARBUCKS CORP COM Consumer Cyclical 22,333.0 $2.0M 0.84% $89.59 +14.0%
48 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 13,465.0 $2.0M 0.84% -823.0 -5.8% $148.10 +6.9%
49 SLB SCHLUMBERGER LTD COM STK Energy 36,917.0 $1.9M 0.80% $51.39 +9.9%
50 PFE PFIZER INC COM Healthcare 67,049.0 $1.9M 0.79% $28.08 -6.7%
51 VBR VANGUARD SMALL CAP VALUE ETF 8,611.0 $1.9M 0.79% $217.25 +8.2%
52 ABBV ABBVIE INC COM Healthcare 8,185.0 $1.8M 0.75% $217.49 -1.0%
53 EFV ISHARES TR 22,235.0 $1.7M 0.69% +776.0 +3.6% $74.35 +6.4%
54 GSK GSK PLC SPONSORED ADR Healthcare 29,785.0 $1.6M 0.69% -238.0 -0.8% $55.19 -6.5%
55 EMR EMERSON ELEC CO COM Industrials 10,575.0 $1.4M 0.58% $131.02 +6.6%
56 WMT WALMART INC COM Consumer Defensive 9,647.0 $1.2M 0.50% -175.0 -1.8% $124.28 -4.6%
57 VTV VANGUARD VALUE ETF 6,064.0 $1.2M 0.50% +541.0 +9.8% $196.20 +8.0%
58 LMT LOCKHEED MARTIN CORP COM Industrials 1,906.0 $1.2M 0.48% $604.39 -12.1%
59 AXP AMERICAN EXPRESS CO COM Financial Services 3,750.0 $1.1M 0.48% $302.48 +3.3%
60 OKE ONEOK INC NEW COM Energy 12,116.0 $1.1M 0.46% +764.0 +6.7% $90.39 -2.4%
Page 3 of 5  ·  91 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 20.1%
Healthcare 16.1%
Financial Services 16.1%
Energy 12.6%
Consumer Defensive 11.6%
Industrials 10.0%
Basic Materials 4.6%
Consumer Cyclical 4.6%
Communication Services 4.1%
Utilities 0.3%