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Portfolio (Quarterly) Guide ↗

InvesTrust

· CIK 0002050848
13F Portfolio $259M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 94 New
Page 4 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VTV VANGUARD VALUE ETF 5,523.0 $1.1M 0.41% NEW $190.99 +10.9%
62 IVV ISHARES TR 1,472.0 $1.0M 0.39% NEW $684.94 +10.1%
63 VUG VANGUARD GROWTH ETF 2,037.0 $994K 0.38% NEW $487.86 -81.9%
64 LMT LOCKHEED MARTIN CORP COM Industrials 1,906.0 $922K 0.36% NEW $483.67 +9.8%
65 EFA ISHARES TR 9,428.0 $905K 0.35% NEW $96.03 +9.1%
66 BIV VANGUARD INTERMEDIATE-TERM BOND ETF 11,586.0 $902K 0.35% NEW $77.88 -1.6%
67 MRK MERCK & CO INC COM Healthcare 8,361.0 $880K 0.34% NEW $105.26 +14.2%
68 OKE ONEOK INC NEW COM Energy 11,352.0 $834K 0.32% NEW $73.50 +20.0%
69 BA BOEING CO Industrials 3,650.0 $792K 0.31% NEW $217.12 +3.3%
70 SYY SYSCO CORP COM Consumer Defensive 10,169.0 $749K 0.29% NEW $73.69 +2.1%
71 PNC PNC FINL SVCS GROUP INC COM Financial Services 3,510.0 $733K 0.28% NEW $208.73 +5.8%
72 STT STATE STR CORP COM Financial Services 5,507.0 $710K 0.28% NEW $129.01 +22.4%
73 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 11,075.0 $706K 0.27% NEW $63.72 +52.0%
74 IJR ISHARES TR 5,580.0 $671K 0.26% NEW $120.18 +16.2%
75 CSX CSX CORP COM Industrials 17,835.0 $647K 0.25% NEW $36.25 +30.0%
76 UJUL INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JULY 16,258.0 $630K 0.24% NEW $38.75 +4.3%
77 SPY SPDR S&P 500 ETF TRUST Financial Services 909.0 $620K 0.24% NEW $681.92 +10.0%
78 ACN ACCENTURE PLC IRELAND Technology 2,257.0 $606K 0.23% NEW $268.30 -34.3%
79 ELV ELEVANCE HEALTH INC FORMERLY A COM Healthcare 1,716.0 $602K 0.23% NEW $350.55 +11.7%
80 VBK VANGUARD SMALL-CAP GROWTH ETF 1,879.0 $568K 0.22% NEW $302.11 +16.7%
Page 4 of 5  ·  94 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 23.4%
Financial Services 17.6%
Healthcare 15.9%
Consumer Defensive 10.6%
Industrials 10.2%
Energy 9.5%
Consumer Cyclical 4.4%
Basic Materials 4.2%
Communication Services 4.0%
Utilities 0.3%