NVEST FINANCIAL, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GERN | 508K | $757.63K |
 | WMT | 59K | $7.32M |
 | NEE | 53K | $4.92M |
 | AAPL | 46K | $11.63M |
 | TJX | 41K | $6.54M |
 | NFLX | 40K | $3.87M |
 | NVDA | 39K | $6.78M |
 | AMZN | 27K | $5.56M |
 | GOOGL | 25K | $7.05M |
 | RTX | 24K | $4.63M |
 | JPM | 20K | $5.80M |
 | AHR | 17K | $821.87K |
 | BRK-B | 15K | $6.95M |
 | MSFT | 13K | $4.71M |
 | MDT | 11K | $959.80K |
 | PGR | 10K | $2.04M |
 | V | 10K | $3.08M |
 | TMUS | 9K | $1.98M |
 | KO | 9K | $705.15K |
 | BAC | 9K | $420.89K |
Geron Corporation
GERN
Shares Held
508K
Value
$757.63K
Walmart Inc.
WMT
Shares Held
59K
Value
$7.32M
NextEra Energy, Inc.
NEE
Shares Held
53K
Value
$4.92M
Apple Inc.
AAPL
Shares Held
46K
Value
$11.63M
The TJX Companies, Inc.
TJX
Shares Held
41K
Value
$6.54M
Netflix, Inc.
NFLX
Shares Held
40K
Value
$3.87M
NVIDIA Corporation
NVDA
Shares Held
39K
Value
$6.78M
Amazon.com, Inc.
AMZN
Shares Held
27K
Value
$5.56M
Alphabet Inc.
GOOGL
Shares Held
25K
Value
$7.05M
RTX Corporation
RTX
Shares Held
24K
Value
$4.63M
JPMorgan Chase & Co.
JPM
Shares Held
20K
Value
$5.80M
American Healthcare REIT, Inc.
AHR
Shares Held
17K
Value
$821.87K
Berkshire Hathaway Inc.
BRK-B
Shares Held
15K
Value
$6.95M
Microsoft Corporation
MSFT
Shares Held
13K
Value
$4.71M
Medtronic plc
MDT
Shares Held
11K
Value
$959.80K
The Progressive Corporation
PGR
Shares Held
10K
Value
$2.04M
Visa Inc.
V
Shares Held
10K
Value
$3.08M
T-Mobile US, Inc.
TMUS
Shares Held
9K
Value
$1.98M
The Coca-Cola Company
KO
Shares Held
9K
Value
$705.15K
Bank of America Corporation
BAC
Shares Held
9K
Value
$420.89K