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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 2 of 14  ·  265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IVV ISHARES CORE S&P 500 ETF 235.0 $153K 0.13% NEW $652.98 +13.6%
22 LLY ELI LILLY AND CO Healthcare 166.0 $153K 0.13% NEW $919.77 +7.7%
23 EIX EDISON INTL Utilities 2,029.0 $148K 0.13% NEW $73.18 -5.0%
24 T AT&T INC Communication Services 4,733.0 $137K 0.12% NEW $28.99 -17.0%
25 LOGI LOGITECH INTERNTNL S FCLASS CLASS N Technology 1,476.0 $134K 0.12% NEW $91.12 +14.4%
26 PLD PROLOGIS INC REIT Real Estate 1,001.0 $132K 0.11% NEW $132.18 +7.1%
27 QQQ INVESCO QQQ TR Financial Services 224.0 $129K 0.11% NEW $576.47 +23.2%
28 WMT WALMART INC Consumer Defensive 1,030.0 $128K 0.11% NEW $124.31 +5.7%
29 EME EMCOR GROUP INC Industrials 171.0 $126K 0.11% NEW $739.24 +22.6%
30 VTI VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES 392.0 $126K 0.11% NEW $320.81 +13.0%
31 GE GE AEROSPACE Industrials 441.0 $125K 0.11% NEW $283.81 -0.1%
32 ABBV ABBVIE INC Healthcare 572.0 $124K 0.11% NEW $217.49 -3.8%
33 BA BOEING CO Industrials 615.0 $122K 0.10% NEW $199.03 +10.5%
34 GEV GE VERNOVA INC Utilities 136.0 $119K 0.10% NEW $872.90 +18.2%
35 VBK VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES 368.0 $111K 0.10% NEW $302.25 +12.2%
36 VXUS VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES 1,419.0 $109K 0.09% NEW $77.09 +8.5%
37 PSA PUBLIC STORAGE REIT Real Estate 402.0 $109K 0.09% NEW $270.88 +8.9%
38 PEP PEPSICO INC Consumer Defensive 684.0 $106K 0.09% NEW $155.29 -4.3%
39 SCHW CHARLES SCHWAB CORP Financial Services 1,123.0 $106K 0.09% NEW $94.01 -2.7%
40 PG PROCTER & GAMBLE CO Consumer Defensive 723.0 $104K 0.09% NEW $144.39 -1.1%
Page 2 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%