InvesTrust: 13F holdings
CIK 20508482026Q2
| Positions | 95 |
|---|
| Reported value | $259.8m |
|---|
| Filed | 2026-07-14 |
|---|
Change since last quarter
| Positions | 95 (+4 vs prior quarter) |
|---|
| Reported value | $259.8m (+9.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VEA VANGUARD FTSE DEVELOPED MARKETS ETF | 232,340 | $16.6m | 6.4% |
| IBDS ISHARES TR | 353,843 | $8.6m | 3.3% |
| IJJ ISHARES TR | 57,033 | $8.4m | 3.2% |
| IBDT ISHARES TR | 332,478 | $8.4m | 3.2% |
| IBDR ISHARES TR | 317,326 | $7.7m | 3.0% |
| AAPL APPLE INC COM | 25,406 | $7.4m | 2.8% |
| IBDU ISHARES TR | 309,429 | $7.2m | 2.8% |
| IWO ISHARES TR | 17,580 | $6.9m | 2.7% |
| MSFT MICROSOFT CORP COM | 18,109 | $6.8m | 2.6% |
| IJK ISHARES TR | 57,284 | $6.7m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2050848")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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