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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 13 of 14  ·  265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DXC DXC TECHNOLOGY CO Technology 8.0 $101.0 NEW $12.62 -34.9%
242 VYX NCR VOYIX CORP Technology 16.0 $101.0 NEW $6.31 +9.8%
243 OPTT OCEAN PWR TECHNOLOGIES I Industrials 270.0 $95.0 NEW $0.35 -4.8%
244 CPNG COUPANG INC CLASS CLASS A Consumer Cyclical 5.0 $94.0 NEW $18.80 -11.8%
245 NIO NIO INC F Consumer Cyclical 15.0 $90.0 NEW $6.00 +4.2%
246 CDXS CODEXIS INC Healthcare 50.0 $82.0 NEW $1.64 +50.0%
247 PLNH PLANET 13 HLDGS INC NEV 500.0 $77.0 NEW $0.15 -15.4%
248 SWBI SMITH & WESSON BRANDS IN Industrials 5.0 $72.0 NEW $14.40 +5.2%
249 BURU NUBURU INC Industrials 400.0 $71.0 NEW $0.18 +14.9%
250 ACCO ACCO BRANDS CORP Industrials 23.0 $69.0 NEW $3.00 +25.3%
251 ZSPACE INC 510.0 $58.0 NEW $0.11
252 ABAT AMERICAN BATTERY TECHNOL Basic Materials 18.0 $50.0 NEW $2.78 +12.7%
253 APA APA CORP Energy 1.0 $42.0 NEW $42.00 -7.2%
254 AROC ARCHROCK INC Energy 1.0 $35.0 NEW $35.00 +6.9%
255 CHARGEPOINT HLDGS INC CLASS A 5.0 $24.0 NEW $4.80
256 IDAHO COPPER CORP 3.0 $18.0 NEW $6.00
257 CANNABIX TECHNOLOGIES F 30.0 $14.0 NEW $0.47
258 AOUT AMERICAN OUTDOOR BRANDS Consumer Cyclical 1.0 $9.0 NEW $9.00 -3.2%
259 RMTI ROCKWELL MED INC Healthcare 9.0 $8.0 NEW $0.89 -10.9%
260 CHARLOTTES WEB HLDGS I F 3.0 $2.0 NEW $0.67
Page 13 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%