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INVESTRUST
INVESTRUST
Latest filing: 2026-06-30
INVESTRUST runs INVESTRUST and currently holds 95 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $259.83M. Their top holdings are VEA, IBDS, IJJ, IBDT, IBDR. The top five represent 19.1% of reported portfolio weight. INVESTRUST ranks #929 out of 1000 investors tracked by Alpha Score. In the most recent quarter, INVESTRUST initiated 4 new positions. They added to 16 existing positions. They trimmed 56 positions. Their current best-performing preview position is INTC with returns of +216.41%.
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95 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VEA VANGUARD FTSE DEVELOPED MARKETS ETF | 6.37% | $48.79 | $73.43 | +50.50% | Added +0.30% |
 IBDS ISHARES TR | 3.30% | $24.00 | $24.19 | +0.79% | Added +1.73% |
 IJJ ISHARES TR | 3.24% | $124.96 | $148.97 | +19.21% | Trimmed -4.36% |
 IBDT ISHARES TR | 3.23% | $25.05 | $25.20 | +0.60% | Added +5.73% |
 IBDR ISHARES TR | 2.96% | $24.08 | $24.22 | +0.58% | Trimmed -2.09% |
 AAPL APPLE INC COM | 2.83% | $250.42 | $309.35 | +23.53% | Trimmed -2.57% |
 IBDU ISHARES TR | 2.76% | $23.12 | $23.06 | -0.26% | Added +13.31% |
 IWO ISHARES TR | 2.67% | $287.81 | $387.34 | +34.58% | Trimmed -0.06% |
 MSFT MICROSOFT CORP COM | 2.60% | $421.50 | $483.24 | +14.65% | Trimmed -2.31% |
 IJK ISHARES TR | 2.59% | $90.93 | $115.46 | +26.98% | Trimmed -5.13% |
Showing 1-10 of 95