SEC Form 13F · Q1 2026

InvesTrust

Institutional Holdings Report

13F-HROK
$238.0M
Portfolio Value
91
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
InvesTrust
CIK
2050848
Accession No.
0002050848-26-000002
Location
OKLAHOMA CITY, OK
Form Type
13F-HR
Portfolio Value
$238.0M
Holdings Reported
91
Reporting Period
Q1 2026
Filed
April 7, 2026

About this Filing

InvesTrust is an institutional investment manager based in OKLAHOMA CITY, OK reporting approximately $238.0M in 13(f) securities across 91 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.