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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 4 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 UPS UNITED PARCEL SERVICE INC CL B Industrials 9,978.0 $1.1M 0.41% -222.0 -2.2% $107.50 -4.8%
62 WMT WALMART INC COM Consumer Defensive 9,467.0 $1.1M 0.41% -180.0 -1.9% $113.26 -5.4%
63 IVV ISHARES TR 1,428.0 $1.1M 0.41% -12.0 -0.8% $748.89 +3.3%
64 VUG VANGUARD GROWTH ETF 12,249.0 $1.1M 0.41% +10K +496.1% $86.14 +2.7%
65 MRK MERCK & CO INC COM Healthcare 8,198.0 $1.1M 0.41% -113.0 -1.4% $128.50 +17.0%
66 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 11,075.0 $1.0M 0.39% $91.20 -18.7%
67 EFA ISHARES TR 9,648.0 $1.0M 0.39% -50.0 -0.5% $103.88 +4.3%
68 LMT LOCKHEED MARTIN CORP COM Industrials 1,906.0 $971K 0.37% $509.46 +3.1%
69 STT STATE STR CORP COM Financial Services 5,507.0 $934K 0.36% $169.60 +14.5%
70 BIV VANGUARD INTERMEDIATE-TERM BOND ETF 11,686.0 $896K 0.34% $76.70 -2.3%
71 PNC PNC FINL SVCS GROUP INC COM Financial Services 3,510.0 $864K 0.33% $246.22 -0.3%
72 SYY SYSCO CORP COM Consumer Defensive 10,169.0 $850K 0.33% $83.58 -4.2%
73 CSX CSX CORP COM Industrials 17,835.0 $848K 0.33% $47.53 +4.0%
74 IJR ISHARES TR 5,510.0 $817K 0.32% -70.0 -1.2% $148.31 -2.0%
75 VBK VANGUARD SMALL-CAP GROWTH ETF 1,939.0 $709K 0.27% -10.0 -0.5% $365.70 -4.4%
76 IBDW ISHARES TR 32,421.0 $676K 0.26% NEW $20.84 -1.8%
77 SPY SPDR S&P 500 ETF TRUST Financial Services 904.0 $675K 0.26% -5.0 -0.6% $746.77 +3.1%
78 GOOGL ALPHABET INC CAP STK CL A Communication Services 1,880.0 $672K 0.26% +850.0 +82.5% $357.37 -5.3%
79 ELV ELEVANCE HEALTH INC FORMERLY A COM Healthcare 1,716.0 $664K 0.26% $386.73 +5.4%
80 UJUL INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JULY 16,258.0 $663K 0.26% $40.77 +1.7%
Page 4 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%