INVESCO, LLC

CIK: 0001990080SEC EDGAR →

Portfolio Value

$297.3M

Holdings

129

As of

Q4 2025

New Positions

129

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ALPHABET INC

109,922$34.5M
11.60%
2

ORACLE CORP

102,733$20.0M
6.73%
3

AMAZON COM INC

77,793$18.0M
6.04%
4

APPLE INC

55,984$15.2M
5.12%
5

MICROSOFT CORP

18,378$8.9M
2.99%
6

AMPHENOL CORP NEW

65,263$8.8M
2.97%
7

COSTCO WHSL CORP NEW

9,673$8.3M
2.81%
8

NVIDIA CORPORATION

39,427$7.4M
2.47%
9

MCKESSON CORP

8,075$6.6M
2.23%
10

THERMO FISHER SCIENTIFIC INC

10,565$6.1M
2.06%

Quarterly Changes

Top Buys

GOOGNEW
$34.5M
ORCLNEW
$20.0M
AMZNNEW
$18.0M
AAPLNEW
$15.2M
MSFTNEW
$8.9M

Top Sells

No sells this quarter

New Positions (129)

$34.5M · 110K shares
$20.0M · 103K shares
$18.0M · 78K shares
$15.2M · 56K shares
$8.9M · 18K shares
$8.8M · 65K shares
$8.3M · 10K shares
$7.4M · 39K shares
$6.6M · 8K shares
$6.1M · 11K shares
$5.8M · 16K shares
$5.3M · 16K shares
$5.2M · 68K shares
$4.7M · 4K shares
$4.5M · 35K shares
$4.4M · 16K shares
$4.3M · 12K shares
$4.2M · 3K shares
$4.2M · 7K shares
$4.0M · 12K shares
$4.0M · 36K shares
$3.7M · 12K shares
$3.6M · 27K shares
$3.2M · 6K shares
$3.2M · 5K shares
$3.1M · 15K shares
$2.9M · 14K shares
$2.8M · 9K shares
$2.5M · 14K shares
$2.4M · 15K shares
$2.3M · 19K shares
$2.3M · 19K shares
$2.2M · 18K shares
$2.1M · 15K shares
$2.1M · 1K shares
$2.1M · 7K shares
$1.9M · 11K shares
$1.9M · 17K shares
$1.8M · 12K shares
$1.8M · 10K shares
$1.8M · 9K shares
$1.8M · 12K shares
$1.8M · 3K shares
$1.6M · 5K shares
$1.6M · 8K shares
$1.6M · 5K shares
$1.5M · 16K shares
$1.5M · 6K shares
$1.5M · 10K shares
$1.4M · 6K shares
$1.4M · 4K shares
$1.4M · 5K shares
$1.3M · 2K shares
$1.3M · 15K shares
$1.3M · 10K shares
$1.3M · 51K shares
$1.3M · 3K shares
$1.3M · 11K shares
$1.2M · 16K shares
$1.2M · 11K shares
$1.2M · 33K shares
$1.2M · 5K shares
$1.1M · 5K shares
$1.1M · 3K shares
$985K · 3K shares
$934K · 7K shares
$916K · 4K shares
$888K · 4K shares
$881K · 9K shares
$866K · 2K shares
$864K · 12K shares
$773K · 5K shares
$766K · 3K shares
$762K · 15K shares
$723K · 6K shares
$702K · 7K shares
$696K · 7K shares
$692K · 5K shares
$650K · 1K shares
$627K · 8K shares
$599K · 2K shares
$584K · 6K shares
$577K · 16K shares
$562K · 6K shares
$549K · 971 shares
$532K · 2K shares
$525K · 1K shares
$514K · 2K shares
$513K · 6K shares
$494K · 1K shares
$493K · 2K shares
$489K · 2K shares
$471K · 2K shares
$464K · 5K shares
$460K · 2K shares
$453K · 6K shares
$442K · 9K shares
$430K · 2K shares
$415K · 627 shares
$405K · 660 shares
$395K · 7K shares
$383K · 1K shares
$383K · 1K shares
$376K · 2K shares
$356K · 1K shares
$355K · 1K shares
$351K · 434 shares
$351K · 7K shares
$348K · 12K shares
$325K · 2K shares
$322K · 955 shares
$307K · 2K shares
$291K · 136 shares
$281K · 3K shares
$275K · 404 shares
$270K · 4K shares
$270K · 1K shares
$255K · 633 shares
$250K · 1K shares
$246K · 4K shares
$243K · 3K shares
$241K · 1K shares
$237K · 529 shares
$235K · 864 shares
$235K · 3K shares
$233K · 2K shares
$226K · 647 shares
$223K · 369 shares
$206K · 4K shares

Sector Breakdown

Sector# HoldingsValue%
Technology23$88.7M29.9%
Communication Services9$44.9M15.1%
Consumer Cyclical21$33.5M11.3%
Financial Services18$32.1M10.8%
Healthcare13$28.0M9.4%
Consumer Defensive9$19.4M6.5%
Industrials15$18.6M6.2%
Energy5$9.9M3.3%
Unknown5$9.3M3.1%
Basic Materials6$7.5M2.5%
Utilities5$5.5M1.8%