InvesTrust
InvesTrust reported 95 positions worth $259.8M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: VEA (6.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VEA | SH | $16.6M | 6.37% | 232,340 | — | — | |
| ▸ 2 | IBDS | SH | $8.6M | 3.30% | 353,843 | — | — | |
| ▸ 3 | IJJ | SH | $8.4M | 3.24% | 57,033 | — | — | |
| ▸ 4 | IBDT | SH | $8.4M | 3.23% | 332,478 | — | — | |
| ▸ 5 | IBDR | SH | $7.7M | 2.96% | 317,326 | — | — | |
| ▸ 6 | AAPL | SH | $7.4M | 2.83% | 25,406 | — | — | |
| ▸ 7 | IBDU | SH | $7.2M | 2.76% | 309,429 | — | — | |
| ▸ 8 | IWO | SH | $6.9M | 2.67% | 17,580 | — | — | |
| ▸ 9 | MSFT | SH | $6.8M | 2.60% | 18,109 | — | — | |
| ▸ 10 | IJK | SH | $6.7M | 2.59% | 57,284 | — | — |
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Frequently Asked Questions
What stocks does InvesTrust hold as of Q2 2026?
InvesTrust reported 95 positions worth $259.8M in its Q2 2026 13F filing. Largest positions: VEA (6.4%), IBDS (3.3%), IJJ (3.2%), IBDT (3.2%) and IBDR (3.0%).
What did InvesTrust buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did InvesTrust sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.