Institutions / InvesTrust
InvesTrust
CIK 2050848 · Institution · as of Dec 31, 2025
Portfolio value
$258.62M
Positions
94
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 94 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard S&P 500 ETF | $24.64M | 9.5% |
| Vanguard Ftse Developed Markets ETF | $14.36M | 5.6% |
| Microsoft Corp | $9.47M | 3.7% |
| iShares Tr | $8.35M | 3.2% |
| iShares Tr | $8.08M | 3.1% |
| iShares MSCI UAE ETF | $7.85M | 3.0% |
| iShares Tr | $7.78M | 3.0% |
| Apple Inc. | $7.23M | 2.8% |
| JPMorgan Chase & Co | $6.70M | 2.6% |
| ELI LILLY & Co | $6.35M | 2.5% |
| iShares Tr | $5.91M | 2.3% |
| iShares Tr | $5.85M | 2.3% |
| iShares Tr | $5.79M | 2.2% |
| iShares Tr | $5.69M | 2.2% |
| iShares Tr | $5.10M | 2.0% |
| Exxon Mobil Corp | $4.77M | 1.8% |
| Mcdonald'S Corp | $3.85M | 1.5% |
| Johnson & Johnson | $3.80M | 1.5% |
| Wells Fargo & COMPANY/MN | $3.70M | 1.4% |
| iShares Tr | $3.66M | 1.4% |
| Cisco Systems, Inc. | $3.65M | 1.4% |
| Northern Trust Corp | $3.53M | 1.4% |
| International Business Machines Corp | $3.41M | 1.3% |
| iShares Tr | $3.39M | 1.3% |
| Automatic Data Processing Inc | $3.37M | 1.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.