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Portfolio (Quarterly) Guide ↗

Leo H. Evart, Inc.

· CIK 0001920405
13F Portfolio $116.9B AUM 316 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q3 2023 · All 265 New 17 Added 16 Reduced 1 Exited
Page 12 of 14  ·  265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 KSCP KNIGHTSCOPE INC CLASS A Industrials 81.0 $338.0 NEW $4.17 -29.3%
222 PUMA SE FUNSPONSORED ADR 1 ADR REPS 0.1 ORD SHS 125.0 $306.0 NEW $2.45
223 ROKU ROKU INC CLASS A Communication Services 3.0 $284.0 NEW $94.67 +32.9%
224 RBLX ROBLOX CORP CLASS A Technology 5.0 $283.0 NEW $56.60 -22.8%
225 TOST TOAST INC CLASS CLASS A Technology 10.0 $265.0 NEW $26.50 -12.9%
226 CRSP CRISPR THERAPEUTICS AG F Healthcare 5.0 $238.0 NEW $47.60 +6.0%
227 RMCF ROCKY MTN CHOCOLATE FACT Consumer Defensive 105.0 $236.0 NEW $2.25 -5.2%
228 COTY COTY INC CLASS A Consumer Defensive 117.0 $235.0 NEW $2.01 +6.0%
229 ONDS ONDAS INC Technology 26.0 $235.0 NEW $9.04 +24.0%
230 PRTA PROTHENA CORP PLC F Healthcare 22.0 $214.0 NEW $9.73 +1.4%
231 DKNG DRAFTKINGS INC NEW CLASS A Consumer Cyclical 9.0 $195.0 NEW $21.67 +16.1%
232 MDT MEDTRONIC PLC F Healthcare 2.0 $173.0 NEW $86.50 -11.0%
233 SERV SERVE ROBOTICS INC Industrials 20.0 $169.0 NEW $8.45 +3.4%
234 KD KYNDRYL HLDGS INC Technology 12.0 $157.0 NEW $13.08 -14.9%
235 SSNC SS&C TECHNOLOGIES HLDGS Technology 2.0 $146.0 NEW $73.00 -11.1%
236 GEVO GEVO INC Basic Materials 50.0 $137.0 NEW $2.74 -38.7%
237 ACHR ARCHER AVIATION INC CLASS A Industrials 26.0 $134.0 NEW $5.15 +17.4%
238 SMR NUSCALE PWR CORP CLASS A Utilities 12.0 $130.0 NEW $10.83 +11.3%
239 BABA ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS Consumer Cyclical 1.0 $125.0 NEW $125.00 +6.1%
240 PSKY PARAMOUNT SKYDANCE CORP CLASS CLASS B Communication Services 13.0 $121.0 NEW $9.31 +8.6%
Page 12 of 14  ·  265 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.3%
Financial Services 14.7%
Consumer Cyclical 9.0%
Communication Services 8.7%
Utilities 6.4%
Energy 6.2%
Healthcare 5.5%
Industrials 4.7%
Consumer Defensive 3.9%
Real Estate 1.3%