Nvest Financial, LLC Q4 2025 Filing
Filed February 10, 2026
Portfolio Value
$240.6B
Holdings
127
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (127 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,203 | $365.0M | 0.15% | |
| 102 | NOWSERVICENOW INC | 2,365 | $362.0M | 0.15% | |
| 103 | VHTVANGUARD WORLD FD | 1,250 | $359.0M | 0.15% | |
| 104 | WECWEC ENERGY GROUP INC | 3,398 | $358.0M | 0.15% | |
| 105 | CVXCHEVRON CORP NEW | 2,215 | $337.0M | 0.14% | |
| 106 | NVBTAIM ETF PRODUCTS TRUST | 9,037 | $333.0M | 0.14% | |
| 107 | GMAYFIRST TR EXCHNG TRADED FD VI | 7,607 | $314.0M | 0.13% | |
| 108 | PEPPEPSICO INC | 2,120 | $304.0M | 0.13% | |
| 109 | CMICUMMINS INC | 595 | $303.0M | 0.13% | |
| 110 | RSPINVESCO EXCHANGE TRADED FD T | 1,579 | $302.0M | 0.13% | |
| 111 | GONGERON CORP | 228,791 | $302.0M | 0.13% | |
| 112 | CGGOCAPITAL GROUP GBL GROWTH EQT | 8,419 | $291.0M | 0.12% | |
| 113 | ITWILLINOIS TOOL WKS INC | 1,140 | $280.0M | 0.12% | |
| 114 | GEVGE VERNOVA INC | 421 | $275.0M | 0.11% | |
| 115 | AXPAMERICAN EXPRESS CO | 738 | $273.0M | 0.11% | |
| 116 | ICLNISHARES TR | 16,576 | $272.0M | 0.11% | |
| 117 | BMIBADGER METER INC | 1,500 | $261.0M | 0.11% | |
| 118 | EVSMMORGAN STANLEY ETF TRUST | 5,008 | $252.0M | 0.10% | |
| 119 | VRTXVERTEX PHARMACEUTICALS INC | 554 | $251.0M | 0.10% | |
| 120 | CATCATERPILLAR INC | 433 | $248.0M | 0.10% | |
| 121 | IWMISHARES TR | 989 | $243.0M | 0.10% | |
| 122 | JEPIJ P MORGAN EXCHANGE TRADED F | 3,933 | $225.0M | 0.09% | |
| 123 | PLTRPALANTIR TECHNOLOGIES INC | 1,232 | $218.0M | 0.09% | |
| 124 | SPGPINVESCO EXCHANGE TRADED FD T | 1,870 | $212.0M | 0.09% | |
| 125 | HDHOME DEPOT INC | 610 | $209.0M | 0.09% | |
| 126 | DEDEERE & CO | 445 | $207.0M | 0.09% | |
| 127 | JANTAIM ETF PRODUCTS TRUST | 4,973 | $205.0M | 0.09% |
PreviousPage 2 of 2