InvesTrust
All 13F Filings
- Location
- Oklahoma City, OK
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 259,831
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/14/2026 | 95 | 259,831 | 13F-HR | InvesTrust |
| Q1 2026 | 4/7/2026 | 91 | 237,985 | 13F-HR | InvesTrust |
| Q4 2025 | 1/14/2026 | 94 | 258,620 | 13F-HR | InvesTrust |
| Q3 2025 | 10/2/2025 | 95 | 273,054 | 13F-HR | InvesTrust |
| Q2 2025 | 7/2/2025 | 94 | 259,144 | 13F-HR | InvesTrust |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 137.8 K | 53.0% | 9.597 K | 0 | 9.597 K |
| ETFs | 92.21 K | 35.5% | 10.07 K | 0 | 10.07 K |
| Debt | 29.83 K | 11.5% | 2.174 K | 0 | 2.174 K |
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Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
259,831
Holdings
95
QoQ value change ($000)
21,846
(9.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.