InvesTrust

All Holdings — 2026 Q1

AI Portfolio Summary
In 2026 Q1, InvesTrust maintained a portfolio of 94 distinct positions. They heavily accumulated shares in VANGUARD FTSE DEVELO, increasing their position by 0.8%. The fund also reduced its exposure to INTEL CORP COM by 13.4%.
PCA Score Concentration Risk
Risk ENB
Total Positions
94
Quarter
2026 Q1
Top Holding
VEA (6.2%)
Top 10 Concentration
33.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 94
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
VEA
VANGUARD FTSE D...
ETF 6.24% 5.55% #1 1
Prev: #2
5.0 1,811 0.8%
P
S
231,634 $14,843,106 2024 Q4 13F Filing 2026-03-31 2026-04-07
IBDS
ISHARES TR
Bond/Debt 3.54% 3.23% #2 2
Prev: #4
3.4 3,894 1.1%
P
S
347,814 $8,431,011 2024 Q4 13F Filing 2026-03-31 2026-04-07
IBDT
ISHARES TR
ETF 3.35% 3.01% #3 4
Prev: #7
2.8 8,944 2.9%
P
S
314,466 $7,965,423 2024 Q4 13F Filing 2026-03-31 2026-04-07
IJJ
ISHARES TR
ETF 3.32% 3.03% #4 2
Prev: #6
2.8 no change no change
P
S
59,633 $7,901,372 2024 Q4 13F Filing 2026-03-31 2026-04-07
IBDR
ISHARES TR
Bond/Debt 3.30% 3.13% #5
Prev: #5
2.3 -9,508 -2.8%
P
S
324,114 $7,856,523 2024 Q4 13F Filing 2026-03-31 2026-04-07
MSFT
MICROSOFT CORP ...
Technology 2.88% 3.66% #6 3
Prev: #3
1.7 -1,034 -5.3%
P
S
18,538 $6,862,211 2024 Q4 13F Filing 2026-03-31 2026-04-07
AAPL
APPLE INC COM
Technology 2.78% 2.79% #7 1
Prev: #8
1.6 -508 -1.9%
P
S
26,077 $6,618,081 2024 Q4 13F Filing 2026-03-31 2026-04-07
XOM
EXXON MOBIL COR...
Energy 2.69% 1.84% #8 8
Prev: #16
1.6 -1,910 -4.8%
P
S
37,735 $6,402,120 2024 Q4 13F Filing 2026-03-31 2026-04-07
IBDU
ISHARES TR
Bond/Debt 2.67% 2.28% #9 2
Prev: #11
3.1 20,591 8.2%
P
S
273,075 $6,351,724 2024 Q4 13F Filing 2026-03-31 2026-04-07
IJK
ISHARES TR
ETF 2.55% 2.26% #10 2
Prev: #12
2.0 no change no change
P
S
60,384 $6,075,838 2024 Q4 13F Filing 2026-03-31 2026-04-07
JPM
JPMORGAN CHASE ...
Financial Services 2.50% 2.59% #11 2
Prev: #9
1.5 -618 -3.0%
P
S
20,186 $5,937,913 2024 Q4 13F Filing 2026-03-31 2026-04-07
IJH
ISHARES TR
ETF 2.49% 2.24% #12 1
Prev: #13
1.5 55 0.1%
P
S
87,855 $5,932,848 2024 Q4 13F Filing 2026-03-31 2026-04-07
IWO
ISHARES TR
ETF 2.32% 2.20% #13 1
Prev: #14
1.4 -15 -0.1%
P
S
17,590 $5,519,917 2024 Q4 13F Filing 2026-03-31 2026-04-07
IWN
ISHARES TR
ETF 2.25% 1.97% #14 1
Prev: #15
1.4 82 0.3%
P
S
28,204 $5,347,196 2024 Q4 13F Filing 2026-03-31 2026-04-07
LLY
ELI LILLY & CO ...
Healthcare 2.24% 2.46% #15 5
Prev: #10
1.4 -129 -2.2%
P
S
5,784 $5,319,949 2024 Q4 13F Filing 2026-03-31 2026-04-07
IBDV
ISHARES TR
Bond/Debt 2.11% 0.44% #16 41
Prev: #57
3.8 177,792 346.2%
P
S
229,146 $5,016,005 2025 Q3 13F Filing 2026-03-31 2026-04-07
JNJ
JOHNSON & JOHNS...
Healthcare 1.87% 1.47% #17 1
Prev: #18
1.2 -139 -0.8%
P
S
18,226 $4,455,163 2024 Q4 13F Filing 2026-03-31 2026-04-07
MCD
MCDONALDS CORP ...
Consumer Cyclical 1.64% 1.49% #18 1
Prev: #17
1.2 -10 -0.1%
P
S
12,577 $3,908,805 2024 Q4 13F Filing 2026-03-31 2026-04-07
CSCO
CISCO SYS INC C...
Technology 1.54% 1.41% #19 2
Prev: #21
1.1 -217 -0.5%
P
S
47,131 $3,656,894 2024 Q4 13F Filing 2026-03-31 2026-04-07
CVX
CHEVRON CORP NE...
Energy 1.54% 1.08% #20 10
Prev: #30
1.1 -610 -3.3%
P
S
17,657 $3,653,233 2024 Q4 13F Filing 2026-03-31 2026-04-07
IJS
ISHARES TR
ETF 1.48% 1.31% #21 3
Prev: #24
1.6 no change no change
P
S
29,817 $3,531,823 2024 Q4 13F Filing 2026-03-31 2026-04-07
NTRS
NORTHERN TR COR...
Financial Services 1.48% 1.36% #22
Prev: #22
1.1 -538 -2.1%
P
S
25,273 $3,527,352 2024 Q4 13F Filing 2026-03-31 2026-04-07
IWF
ISHARES TR
ETF 1.38% 1.41% #23 3
Prev: #20
1.1 -20 -0.3%
P
S
7,706 $3,285,838 2024 Q4 13F Filing 2026-03-31 2026-04-07
PM
PHILIP MORRIS I...
Consumer Defensive 1.33% 1.19% #24 3
Prev: #27
1.0 -149 -0.8%
P
S
19,084 $3,155,348 2024 Q4 13F Filing 2026-03-31 2026-04-07
WFC
WELLS FARGO CO ...
Financial Services 1.27% 1.43% #25 6
Prev: #19
1.0 -1,636 -4.1%
P
S
38,071 $3,030,832 2024 Q4 13F Filing 2026-03-31 2026-04-07
NUE
NUCOR CORP COM
Basic Materials 1.25% 1.11% #26 3
Prev: #29
1.0 -7 -0.0%
P
S
17,632 $2,981,571 2024 Q4 13F Filing 2026-03-31 2026-04-07
APD
AIR PRODS & CHE...
Basic Materials 1.24% 0.97% #27 5
Prev: #32
1.0 38 0.4%
P
S
10,149 $2,948,183 2024 Q4 13F Filing 2026-03-31 2026-04-07
SHEL
SHELL PLC SPON ...
Energy 1.14% 0.83% #28 13
Prev: #41
1.0 -167 -0.6%
P
S
29,211 $2,716,623 2024 Q4 13F Filing 2026-03-31 2026-04-07
ADP
AUTOMATIC DATA ...
Technology 1.13% 1.30% #29 4
Prev: #25
1.0 133 1.0%
P
S
13,245 $2,691,119 2024 Q4 13F Filing 2026-03-31 2026-04-07
IBM
INTERNATIONAL B...
Technology 1.12% 1.32% #30 7
Prev: #23
0.9 -526 -4.6%
P
S
11,000 $2,666,290 2024 Q4 13F Filing 2026-03-31 2026-04-07
PEP
PEPSICO INC COM
Consumer Defensive 1.10% 0.93% #31 5
Prev: #36
0.9 125 0.7%
P
S
16,809 $2,610,269 2024 Q4 13F Filing 2026-03-31 2026-04-07
MET
METLIFE INC COM
Financial Services 1.10% 1.12% #32 4
Prev: #28
0.9 92 0.2%
P
S
36,909 $2,610,204 2024 Q4 13F Filing 2026-03-31 2026-04-07
VZ
VERIZON COMMUNI...
Communication Services 1.07% 0.80% #33 12
Prev: #45
0.9 115 0.2%
P
S
50,608 $2,540,521 2024 Q4 13F Filing 2026-03-31 2026-04-07
EFG
ISHARES TR
Warrant 1.04% 0.96% #34
Prev: #34
0.9 518 2.4%
P
S
22,263 $2,479,430 2024 Q4 13F Filing 2026-03-31 2026-04-07
TGT
TARGET CORP COM
Consumer Defensive 1.04% 0.72% #35 14
Prev: #49
2.4 1,310 6.9%
P
S
20,391 $2,471,389 2024 Q4 13F Filing 2026-03-31 2026-04-07
IJT
ISHARES TR
Warrant 1.03% 0.92% #36 1
Prev: #37
0.9 78 0.5%
P
S
16,975 $2,456,452 2024 Q4 13F Filing 2026-03-31 2026-04-07
BMY
BRISTOL-MYERS S...
Healthcare 1.02% 0.82% #37 5
Prev: #42
0.9 903 2.3%
P
S
40,168 $2,436,189 2024 Q4 13F Filing 2026-03-31 2026-04-07
MMM
3M CO COM
Industrials 1.02% 1.04% #38 7
Prev: #31
0.9 -68 -0.4%
P
S
16,669 $2,420,838 2024 Q4 13F Filing 2026-03-31 2026-04-07
ITW
ILLINOIS TOOL W...
Industrials 1.01% 0.87% #39
Prev: #39
0.9 84 0.9%
P
S
9,253 $2,408,463 2024 Q4 13F Filing 2026-03-31 2026-04-07
USB
US BANCORP DEL ...
Financial Services 1.01% 0.97% #40 7
Prev: #33
0.9 -725 -1.5%
P
S
46,055 $2,395,320 2024 Q4 13F Filing 2026-03-31 2026-04-07
PG
PROCTER AND GAM...
Consumer Defensive 0.99% 0.90% #41 3
Prev: #38
0.9 70 0.4%
P
S
16,367 $2,364,049 2024 Q4 13F Filing 2026-03-31 2026-04-07
KO
COCA COLA CO CO...
Consumer Defensive 0.99% 0.84% #42 2
Prev: #40
0.9 -55 -0.2%
P
S
31,029 $2,359,755 2024 Q4 13F Filing 2026-03-31 2026-04-07
ORCL
ORACLE CORP COM
Technology 0.99% 1.20% #43 17
Prev: #26
0.9 37 0.2%
P
S
15,996 $2,353,171 2024 Q4 13F Filing 2026-03-31 2026-04-07
INTC
INTEL CORP COM
Technology 0.91% 0.81% #44 1
Prev: #43
0.9 -7,615 -13.4%
P
S
49,295 $2,175,388 2024 Q4 13F Filing 2026-03-31 2026-04-07
DIS
DISNEY WALT CO ...
Communication Services 0.87% 0.95% #45 10
Prev: #35
0.8 -94 -0.4%
P
S
21,589 $2,080,747 2024 Q4 13F Filing 2026-03-31 2026-04-07
IWD
ISHARES TR
ETF 0.86% 0.80% #46 2
Prev: #44
0.8 -232 -2.4%
P
S
9,589 $2,048,881 2024 Q4 13F Filing 2026-03-31 2026-04-07
SBUX
STARBUCKS CORP ...
Consumer Cyclical 0.84% 0.73% #47
Prev: #47
1.3 no change no change
P
S
22,333 $2,000,813 2024 Q4 13F Filing 2026-03-31 2026-04-07
VYM
VANGUARD HIGH D...
ETF 0.84% 0.79% #48 2
Prev: #46
0.8 -823 -5.8%
P
S
13,465 $1,994,166 2024 Q4 13F Filing 2026-03-31 2026-04-07
SLB
SCHLUMBERGER LT...
Energy 0.80% 0.55% #49 5
Prev: #54
0.8 -37 -0.1%
P
S
36,917 $1,897,164 2024 Q4 13F Filing 2026-03-31 2026-04-07
PFE
PFIZER INC COM
Healthcare 0.79% 0.64% #50 1
Prev: #51
0.8 205 0.3%
P
S
67,049 $1,882,735 2024 Q4 13F Filing 2026-03-31 2026-04-07
Showing 1-50 of 94 holdings

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