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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 5 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IWR ISHARES TR 4,743.0 $461K 0.19% $97.23 +9.7%
82 AEE AMEREN CORP COM Utilities 3,900.0 $429K 0.18% $109.92 +1.1%
83 COP CONOCOPHILLIPS COM Energy 3,030.0 $400K 0.17% -25.0 -0.8% $132.00 -12.8%
84 IWM ISHARES TR 1,523.0 $378K 0.16% -30.0 -1.9% $248.00 +17.1%
85 MDT MEDTRONIC PLC SHS Healthcare 4,165.0 $361K 0.15% $86.65 -12.3%
86 VGT VANGUARD INFORMATION TECHNOLOGY ETF 496.0 $346K 0.14% $697.72 -83.2%
87 CMCSA COMCAST CORP NEW CL A Communication Services 11,610.0 $333K 0.14% $28.71 -12.2%
88 AMGN AMGEN INC COM Healthcare 851.0 $299K 0.13% $351.85 -4.5%
89 GOOGL ALPHABET INC CAP STK CL A Communication Services 1,030.0 $296K 0.12% $287.56 +35.2%
90 BERKSHIRE HATHAWAY INC DEL CL B NEW 450.0 $216K 0.09% $479.20
91 IWB ISHARES TR 595.0 $212K 0.09% $356.56 +14.8%
Page 5 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%