Holdings
Nvest Financial, LLC
As of Jun 30, 2026, Nvest Financial, LLC reported 73 positions worth US$146M. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 42,290 | US$12.2M | −3,541 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 30,155 | US$10.8M | −1,113 | Jun 30, 2026 |
| Nvidia Corporation | 37,439 | US$7.49M | −1,430 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 14,567 | US$7.29M | +60 | Jun 30, 2026 |
| Walmart Inc. | 57,618 | US$6.53M | −1,285 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 19,583 | US$6.41M | −142 | Jun 30, 2026 |
| Tjx Companies, Inc. (the) | 41,892 | US$6.35M | +962 | Jun 30, 2026 |
| Amazon.com, Inc. | 26,577 | US$6.33M | −117 | Jun 30, 2026 |
| Eli Lilly And Company | 4,745 | US$5.69M | +2,450 | Jun 30, 2026 |
| Microsoft Corp. | 13,082 | US$4.88M | +365 | Jun 30, 2026 |