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
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%

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