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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 3 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IWD ISHARES TR 9,584.0 $2.3M 0.89% $242.43 +6.3%
42 PEP PEPSICO INC COM Consumer Defensive 17,083.0 $2.3M 0.89% +274.0 +1.6% $135.40 +1.6%
43 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 39,518.0 $2.3M 0.88% -650.0 -1.6% $57.62 +16.0%
44 SBUX STARBUCKS CORP COM Consumer Cyclical 21,883.0 $2.2M 0.86% -450.0 -2.0% $102.19 +2.2%
45 ORCL ORACLE CORP COM Technology 15,238.0 $2.2M 0.86% -758.0 -4.7% $146.55 +8.4%
46 SHEL SHELL PLC SPON ADS Energy 27,978.0 $2.2M 0.83% -1K -4.2% $77.54 +19.9%
47 VBR VANGUARD SMALL CAP VALUE ETF 8,606.0 $2.1M 0.81% $242.99 +1.7%
48 VZ VERIZON COMMUNICATIONS INC COM Communication Services 48,997.0 $2.1M 0.80% -2K -3.2% $42.34 +18.4%
49 DIS DISNEY WALT CO COM Communication Services 21,080.0 $2.0M 0.78% -509.0 -2.4% $96.25 +9.4%
50 ABBV ABBVIE INC COM Healthcare 7,969.0 $2.0M 0.77% -216.0 -2.6% $251.64 +1.9%
51 EFV ISHARES TR 22,235.0 $1.7M 0.66% $76.55 +8.4%
52 SLB SCHLUMBERGER LTD COM STK Energy 35,666.0 $1.7M 0.64% -1K -3.4% $46.49 +23.7%
53 PFE PFIZER INC COM Healthcare 65,679.0 $1.6M 0.61% -1K -2.0% $24.08 +18.1%
54 GSK GSK PLC SPONSORED ADR Healthcare 28,970.0 $1.5M 0.58% -815.0 -2.7% $52.42 -4.8%
55 EMR EMERSON ELEC CO COM Industrials 10,575.0 $1.5M 0.58% $143.15 +6.8%
56 CVS CVS HEALTH CORP COM Healthcare 13,370.0 $1.4M 0.53% -416.0 -3.0% $103.45 -6.5%
57 VTV VANGUARD VALUE ETF 6,057.0 $1.3M 0.51% $217.93 +3.9%
58 OKE ONEOK INC NEW COM Energy 15,104.0 $1.3M 0.51% +3K +24.7% $86.94 +9.8%
59 AXP AMERICAN EXPRESS CO COM Financial Services 3,750.0 $1.3M 0.49% $338.25 -3.6%
60 BA BOEING CO Industrials 5,396.0 $1.2M 0.45% +66.0 +1.2% $216.47 -1.9%
Page 3 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%