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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 4 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BA BOEING CO Industrials 5,330.0 $1.1M 0.45% +2K +46.0% $199.03 +12.7%
62 UPS UNITED PARCEL SERVICE INC CL B Industrials 10,200.0 $1.0M 0.42% -442.0 -4.2% $98.38 +6.2%
63 MRK MERCK & CO INC COM Healthcare 8,311.0 $1000K 0.42% -50.0 -0.6% $120.29 -0.0%
64 CVS CVS HEALTH CORP COM Healthcare 13,786.0 $990K 0.42% +386.0 +2.9% $71.82 +28.2%
65 EFA ISHARES TR 9,698.0 $942K 0.40% +270.0 +2.9% $97.13 +7.9%
66 IVV ISHARES TR 1,440.0 $941K 0.40% -32.0 -2.2% $653.21 +15.4%
67 BIV VANGUARD INTERMEDIATE-TERM BOND ETF 11,686.0 $902K 0.38% +100.0 +0.9% $77.18 -0.7%
68 VUG VANGUARD GROWTH ETF 2,055.0 $898K 0.38% +18.0 +0.9% $436.79 -79.8%
69 ACN ACCENTURE PLC IRELAND Technology 3,898.0 $773K 0.33% +2K +72.7% $198.29 -11.1%
70 CSX CSX CORP COM Industrials 17,835.0 $732K 0.31% $41.05 +14.8%
71 PNC PNC FINL SVCS GROUP INC COM Financial Services 3,510.0 $730K 0.31% $208.09 +6.1%
72 SYY SYSCO CORP COM Consumer Defensive 10,169.0 $725K 0.30% $71.33 +5.5%
73 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 11,075.0 $716K 0.30% $64.61 +49.9%
74 STT STATE STR CORP COM Financial Services 5,507.0 $697K 0.29% $126.56 +24.8%
75 IJR ISHARES TR 5,580.0 $694K 0.29% $124.31 +12.3%
76 UJUL INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JULY 16,258.0 $623K 0.26% $38.30 +5.5%
77 SPY SPDR S&P 500 ETF TRUST Financial Services 909.0 $591K 0.25% $650.34 +15.4%
78 VBK VANGUARD SMALL-CAP GROWTH ETF 1,949.0 $589K 0.25% +70.0 +3.7% $302.25 +16.7%
79 ELV ELEVANCE HEALTH INC FORMERLY A COM Healthcare 1,716.0 $502K 0.21% $292.75 +33.7%
80 VIG VANGUARD DIVIDEND APPRECIATION ETF 2,163.0 $465K 0.20% $215.06 +8.4%
Page 4 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%