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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 3 of 14  ·  265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CSCO CISCO SYS INC Technology 1,336.0 $104K 0.09% NEW $77.61 +48.9%
42 VUSB VANGUARD ULTRA-SHORT BOND ETF SHARES 2,072.0 $103K 0.09% NEW $49.78 -0.2%
43 HCA HCA HEALTHCARE INC Healthcare 218.0 $103K 0.09% NEW $472.32 -8.4%
44 SCHB SCHWAB U.S. BROAD MARKETETF 4,033.0 $101K 0.09% NEW $25.10 +13.2%
45 AXP AMERICAN EXPRESS CO Financial Services 318.0 $96K 0.08% NEW $302.48 +3.6%
46 PM PHILIP MORRIS INTL INC Consumer Defensive 577.0 $95K 0.08% NEW $165.34 +16.0%
47 NESTLE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS 950.0 $94K 0.08% NEW $99.10
48 VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES 985.0 $93K 0.08% NEW $94.25 +4.3%
49 MO ALTRIA GROUP INC Consumer Defensive 1,398.0 $92K 0.08% NEW $66.01 +9.7%
50 MDLZ MONDELEZ INTL INC CLASS A Consumer Defensive 1,589.0 $92K 0.08% NEW $57.64 +5.8%
51 UPWK UPWORK INC Industrials 8,174.0 $90K 0.08% NEW $10.96 -26.3%
52 ACM AECOM Industrials 1,040.0 $88K 0.07% NEW $84.81 -15.9%
53 VDC VANGUARD CONSUMER STAPLES INDEX FUND ETF SHARES 388.0 $87K 0.07% NEW $224.40 +3.1%
54 AMP AMERIPRISE FINL INC Financial Services 195.0 $87K 0.07% NEW $444.40 +5.8%
55 VZ VERIZON COMMUNICATIONS I Communication Services 1,701.0 $85K 0.07% NEW $50.20 -6.3%
56 LINDT &SPRUENGLI A ORDF 6.0 $84K 0.07% NEW $14055.00
57 ABT ABBOTT LABS Healthcare 808.0 $83K 0.07% NEW $102.67 -17.7%
58 BITO PROSHARES BITCOIN ETF 8,386.0 $78K 0.07% NEW $9.31 +16.1%
59 AVGO BROADCOM INC Technology 251.0 $78K 0.07% NEW $309.00 +37.6%
60 AEP AMERICAN ELEC PWR CO INC Utilities 590.0 $77K 0.07% NEW $131.16 -4.6%
Page 3 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%