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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 5 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ACN ACCENTURE PLC IRELAND Technology 4,400.0 $548K 0.21% +502.0 +12.9% $124.44 +50.0%
82 IWR ISHARES TR 4,893.0 $540K 0.21% +150.0 +3.2% $110.32 +1.4%
83 VIG VANGUARD DIVIDEND APPRECIATION ETF 2,163.0 $512K 0.20% $236.62 +2.3%
84 VGT VANGUARD INFORMATION TECHNOLOGY ETF 3,818.0 $456K 0.18% +3K +669.8% $119.52 +1.5%
85 IWM ISHARES TR 1,503.0 $452K 0.17% -20.0 -1.3% $300.45 -1.5%
86 AEE AMEREN CORP COM Utilities 3,900.0 $441K 0.17% $113.04 -5.8%
87 AMZN AMAZON COM INC Consumer Cyclical 1,380.0 $329K 0.13% NEW $238.34 +8.5%
88 MDT MEDTRONIC PLC SHS Healthcare 4,165.0 $326K 0.12% $78.23 +20.4%
89 COP CONOCOPHILLIPS COM Energy 3,030.0 $315K 0.12% $103.96 +29.1%
90 AMGN AMGEN INC COM Healthcare 851.0 $308K 0.12% $362.12 +20.7%
91 CMCSA COMCAST CORP NEW CL A Communication Services 11,610.0 $285K 0.11% $24.55 +7.9%
92 AFL AFLAC INC Financial Services 2,266.0 $266K 0.10% NEW $117.25 -0.0%
93 IWB ISHARES TR 594.0 $243K 0.09% $409.50 +2.9%
94 UBER UBER TECHNOLOGIES INC Technology 3,000.0 $216K 0.08% NEW $72.16 +5.0%
95 BERKSHIRE HATHAWAY INC DEL CL B NEW 408.0 $204K 0.08% -42.0 -9.3% $500.39
Page 5 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%