Portfolio (Quarterly) Guide ↗

Nvest Wealth Strategies, Inc.

· CIK 0002106942

13F Portfolio $160M AUM 1 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 41 New 58 Added 32 Reduced 83 Exited

Page 5 of 5 · 83 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
81	KTOS	KRATOS DEFENSE & SEC SOLUTIO	Industrials	3	$212.0	—	SOLD
82	HSY	HERSHEY CO	Consumer Defensive	1	$208.0	—	SOLD
83	ACN	ACCENTURE PLC IRELAND	Technology	1	$199.0	—	SOLD

Page 5 of 5 · 83 positions

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Sector Allocation

Industrials 42.0%

Technology 24.1%

Financial Services 8.2%

Basic Materials 7.7%

Consumer Cyclical 5.1%

Healthcare 3.6%

Utilities 2.6%

Communication Services 2.4%

Energy 2.1%

Consumer Defensive 1.8%