Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Invariant Investment Management 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Invariant Investment Management (CIK 1850871) reported $170.6M across 68 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: RSP ($26.5M, 15.53%), IEF ($26.2M, 15.37%), AVUV ($18.6M, 10.90%), AVDV ($16.0M, 9.36%), SHY ($8.8M, 5.14%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1RSPINVESCO EXCHANGE TRADED FD T$26.5M15.53%123,219Added
2IEFISHARES TR$26.2M15.37%278,454Added
3AVUVAMERICAN CENTY ETF TR$18.6M10.90%150,096Trimmed
4AVDVAMERICAN CENTY ETF TR$16.0M9.36%150,938Trimmed
5SHYISHARES TR$8.8M5.14%106,994Added
6VOOVANGUARD INDEX FDS$8.1M4.75%11,734Added
7AVEMAMERICAN CENTY ETF TR$7.1M4.16%74,538Trimmed
8SGOVISHARES TR$6.0M3.52%59,727Trimmed
9USMVISHARES TR$5.1M2.98%51,863New
10JPSTJ P MORGAN EXCHANGE TRADED F$3.9M2.29%77,592Trimmed
11AVUSAMERICAN CENTY ETF TR$3.0M1.77%23,562Added
12JMSTJ P MORGAN EXCHANGE TRADED F$2.9M1.70%56,902Trimmed
13BSMSINVESCO EXCH TRD SLF IDX FD$2.7M1.56%113,415Added
14MBBISHARES TR$1.9M1.10%19,976Added
15AAPLAPPLE INC$1.4M0.82%4,494Trimmed
16MOALTRIA GROUP INC$1.4M0.80%18,974Trimmed
17VVISA INC$1.3M0.77%3,669Added
18CAHCARDINAL HEALTH INC$1.3M0.76%5,446Trimmed
19AGGISHARES TR$1.1M0.67%11,601Added
20GWWWW GRAINGER INC$1.1M0.67%834Trimmed
21MAMASTERCARD INCORPORATED$1.1M0.64%2,033Added
22ADBEADOBE INC$1.1M0.63%4,934Added
23NVDANVIDIA CORPORATION$1.1M0.63%5,535Added
24MCKMCKESSON CORP$1.1M0.62%1,345Trimmed
25CLCOLGATE PALMOLIVE CO$1.0M0.60%10,974Added

Source: SEC Form 13F filings · as of 2026-06-30