Invst, LLC
Top Portfolio Positions
193 positions ·
$219,569,817 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
42,071 | $10,677,199 | 4.86% | |
| NVDA |
Nvidia Corp
Technology
|
60,336 | $10,522,598 | 4.79% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
40,400 | $8,414,108 | 3.83% | |
| SPY |
Spdr S&P 500 ETF Trust
|
11,255 | $7,319,576 | 3.33% | |
| LLY |
ELI LILLY & Co
Healthcare
|
5,262 | $4,839,829 | 2.20% | |
| MSFT |
Microsoft Corp
Technology
|
11,955 | $4,425,382 | 2.02% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
15,168 | $4,361,710 | 1.99% | |
| META |
Meta Platforms, Inc.
Communication Services
|
7,048 | $4,032,372 | 1.84% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
22,334 | $3,267,017 | 1.49% | |
| EQX |
Equinox Gold Corp.
Basic Materials
|
218,449 | $3,158,772 | 1.44% |
Portfolio Trend
Holdings in ISOU
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,563,675 | 243,233 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,413,448 | 155,324 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,553,240 | 155,324 | Shares | Sole | 2026-02-04 | |
| No 13F history on record for this holder in this stock. | ||||||