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INVESTRUST 13F portfolio summary

INVESTRUST of INVESTRUST has 91 current stock holdings with a reported portfolio value of $238.0M. The portfolio 1 year return is +11.45%. Top holdings include IBDU (0.00%), BIV (0.00%), IBDS (0.00%), IBDR (0.00%), IBDV (0.00%).

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INVESTRUST

INVESTRUST
Latest filing: 2026-03-31

INVESTRUST runs INVESTRUST and currently holds 91 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $237.98M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. INVESTRUST ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, INVESTRUST's portfolio at INVESTRUST has delivered returns of +11.45%. Their 3-year annualized return is +12.78%. Looking at the 5-year horizon, INVESTRUST has achieved +12.78% annualized returns at INVESTRUST.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+11.45%
#0/1000
3 Year
+12.78%
#0/1000
5 Year
+12.78%
#0/1000

Portfolio Value

$237.98M

Alpha Score

11.3

#0 of 1000

Holdings

91

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change