InvesTrust — 13F Holdings & Portfolio

CIK 2050848 · latest 13F-HR filed 2026-07-14

InvesTrust manages $259.8M in 13F-reported U.S. long-equity assets across 95 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VEA (6.37%), IBDS (3.30%), IJJ (3.24%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions, exited 1, added to 57, and trimmed 17.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
5100 N. CLASSEN BLVD.
SUITE 620
OKLAHOMA CITY, OK 73118
Phone
(405) 843-7177
Filing Manager
InvesTrust
OKLAHOMA CITY, OK
Signatory
Shannon Carter
Compliance Officer
Loading holdings…
AUM

$259.8M

Long-equity book

Holdings

95

Distinct positions

Period

2026-06-30

Filed 2026-07-14

Q/Q Activity

+5 / −1 / ↑57 / ↓17

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • INTEL CORP COM$3.9M +178.2%
  • VANGUARD FTSE DEVELOPED MARKETS ETF$1.7M +11.5%
  • CISCO SYS INC COM$1.6M +44.2%
  • ISHARES TR$1.4M +25.5%
  • ELI LILLY & CO COM$1.4M +25.7%
Show all 57

Top Trims

  • CHEVRON CORP NEW COM-$773.3K -21.2%
  • SHELL PLC SPON ADS-$547.2K -20.1%
  • MCDONALDS CORP COM-$544.8K -13.9%
  • VERIZON COMMUNICATIONS INC COM-$466.0K -18.3%
  • PFIZER INC COM-$301.2K -16.0%
Show all 17

New Positions

  • EXXONMOBIL HOLDINGS CORP$5.0M
  • ISHARES TR$675.7K
  • AMAZON COM INC$328.9K
  • AFLAC INC$265.7K
  • UBER TECHNOLOGIES INC$216.5K
Show all 5

Exited Positions

  • EXXON MOBIL CORP COM$6.4M
Show all 1
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD FTSE DEVELOPED MARKETS ETF VEA 921943858 $16.6M 6.37% 232,340 SH
2 ISHARES TR IBDS 46435UAA9 $8.6M 3.30% 353,843 SH
3 ISHARES TR IJJ 464287705 $8.4M 3.24% 57,033 SH
4 ISHARES TR IBDT 46435U515 $8.4M 3.23% 332,478 SH
5 ISHARES TR IBDR 46435GAA0 $7.7M 2.96% 317,326 SH
6 APPLE INC COM AAPL 037833100 $7.4M 2.83% 25,406 SH
7 ISHARES TR IBDU 46436E205 $7.2M 2.76% 309,429 SH
8 ISHARES TR IWO 464287648 $6.9M 2.67% 17,580 SH
9 MICROSOFT CORP COM MSFT 594918104 $6.8M 2.60% 18,109 SH
10 ISHARES TR IJK 464287606 $6.7M 2.59% 57,284 SH
11 ELI LILLY & CO COM LLY 532457108 $6.7M 2.57% 5,576 SH
12 JPMORGAN CHASE & CO. COM JPM 46625H100 $6.4M 2.47% 19,579 SH
13 ISHARES TR IJH 464287507 $6.4M 2.46% 82,892 SH
14 ISHARES TR IWN 464287630 $6.2M 2.40% 28,181 SH
15 INTEL CORP COM INTC 458140100 $6.1M 2.33% 43,339 SH
16 ISHARES TR IBDV 46436E726 $5.7M 2.21% 262,812 SH
17 CISCO SYS INC COM CSCO 17275R102 $5.3M 2.03% 44,879 SH
18 EXXONMOBIL HOLDINGS CORP XOM 30233Q108 $5.0M 1.93% 36,755 SH
19 JOHNSON & JOHNSON COM JNJ 478160104 $4.5M 1.73% 17,721 SH
20 NORTHERN TR CORP COM NTRS 665859104 $4.1M 1.59% 23,790 SH
21 ISHARES TR IJS 464287879 $4.0M 1.54% 29,311 SH
22 ISHARES TR IWF 464287614 $3.8M 1.47% 30,824 SH
23 NUCOR CORP COM NUE 670346105 $3.7M 1.42% 16,608 SH
24 MCDONALDS CORP COM MCD 580135101 $3.4M 1.29% 12,445 SH
25 PHILIP MORRIS INTL INC COM PM 718172109 $3.3M 1.27% 18,261 SH
26 METLIFE INC COM MET 59156R108 $3.1M 1.19% 36,514 SH
27 WELLS FARGO CO NEW COM WFC 949746101 $3.0M 1.17% 36,665 SH
28 INTERNATIONAL BUSINESS MACHS COM IBM 459200101 $3.0M 1.15% 10,619 SH
29 AUTOMATIC DATA PROCESSING INC COM ADP 053015103 $3.0M 1.15% 13,327 SH
30 ISHARES TR IJT 464287887 $3.0M 1.15% 16,669 SH
31 AIR PRODS & CHEMS INC COM APD 009158106 $3.0M 1.14% 10,138 SH
32 CHEVRON CORP NEW COM CVX 166764100 $2.9M 1.11% 17,374 SH
33 ISHARES TR EFG 464288885 $2.8M 1.06% 22,155 SH
34 US BANCORP DEL COM NEW USB 902973304 $2.7M 1.04% 44,837 SH
35 3M CO COM MMM 88579Y101 $2.6M 1.02% 16,289 SH
36 TARGET CORP COM TGT 87612E106 $2.6M 1.00% 19,831 SH
37 ILLINOIS TOOL WKS INC COM ITW 452308109 $2.5M 0.96% 9,216 SH
38 COCA COLA CO COM KO 191216100 $2.5M 0.95% 30,474 SH
39 VANGUARD HIGH DIVIDEND YIELD INDEX ETF VYM 921946406 $2.5M 0.95% 15,579 SH
40 PROCTER AND GAMBLE CO COM PG 742718109 $2.4M 0.92% 16,332 SH
41 ISHARES TR IWD 464287598 $2.3M 0.89% 9,584 SH
42 PEPSICO INC COM PEP 713448108 $2.3M 0.89% 17,083 SH
43 BRISTOL-MYERS SQUIBB CO COM BMY 110122108 $2.3M 0.88% 39,518 SH
44 STARBUCKS CORP COM SBUX 855244109 $2.2M 0.86% 21,883 SH
45 ORACLE CORP COM ORCL 68389X105 $2.2M 0.86% 15,238 SH
46 SHELL PLC SPON ADS SHEL 780259305 $2.2M 0.83% 27,978 SH
47 VANGUARD SMALL CAP VALUE ETF VBR 922908611 $2.1M 0.80% 8,606 SH
48 VERIZON COMMUNICATIONS INC COM VZ 92343V104 $2.1M 0.80% 48,997 SH
49 DISNEY WALT CO COM DIS 254687106 $2.0M 0.78% 21,080 SH
50 ABBVIE INC COM ABBV 00287Y109 $2.0M 0.77% 7,969 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-14 $259.8M 95 0002050848-26-000003
2026-03-31 2026-04-07 $238.0M 91 0002050848-26-000002
2025-12-31 2026-01-14 $258.6M 94 0002050848-26-000001