Inves Trust has filed its 13F form on July 02, 2025 for Q2 2025 where it was disclosed a total value porftolio of $259 Billion distributed in 94 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $22.3B, Microsoft Corp with a value of $12.7B, Vanguard Ftse Developed Market with a value of $12.4B, Ishares Tr Ibonds Dec 2026 Ter with a value of $8.13B, and Ishares Tr Ibonds Dec 2027 Ter with a value of $7.84B.
Examining the 13F form we can see an decrease of $106B in the current position value, from $366B to 259B.
Inves Trust is based out at Oklahoma City, OK
Below you can find more details about Inves Trust portfolio as well as his latest detailed transactions.
