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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 5 of 14  ·  265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PCG PG&E CORP Utilities 2,680.0 $47K 0.04% NEW $17.57 -4.3%
82 ALLE ALLEGION PUB LTD CO F Industrials 323.0 $47K 0.04% NEW $145.29 -13.5%
83 SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF 459.0 $45K 0.04% NEW $97.89 +20.9%
84 INGERSOLL RAND INC 550.0 $44K 0.04% NEW $80.12
85 CRM SALESFORCE INC Technology 230.0 $43K 0.04% NEW $186.47 -10.1%
86 BN BROOKFIELD CORP FCLASS A Financial Services 970.0 $39K 0.03% NEW $40.47 +12.5%
87 MGK VANGUARD MEGA CAP GROWTHINDEX FUND ETF SHARES 106.0 $39K 0.03% NEW $368.92 -76.0%
88 KLAC KLA CORP Technology 26.0 $39K 0.03% NEW $1495.35 +26.6%
89 GILD GILEAD SCIENCES INC Healthcare 267.0 $37K 0.03% NEW $139.42 -5.3%
90 BAC BANK OF AMERICA CORP Financial Services 736.0 $36K 0.03% NEW $48.75 +2.1%
91 TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS Technology 98.0 $33K 0.03% NEW $337.95 +23.6%
92 LVS LAS VEGAS SANDS CORP Consumer Cyclical 600.0 $32K 0.03% NEW $53.88 -6.0%
93 CGIE CAPITAL GROUP INTERNATIONAL EQUITY ETF 955.0 $32K 0.03% NEW $33.81 +4.8%
94 CGIC CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF 948.0 $31K 0.03% NEW $33.12 +6.7%
95 SCHX SCHWAB U.S. LARGE-CAP ETF 1,184.0 $30K 0.03% NEW $25.63 +13.3%
96 ECG EVERUS CONSTR GROUP INC Industrials 253.0 $30K 0.03% NEW $118.06 +36.5%
97 VWO VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES 542.0 $29K 0.03% NEW $54.05 +8.1%
98 MCD MCDONALDS CORP Consumer Cyclical 94.0 $29K 0.03% NEW $310.79 -11.5%
99 VPU VANGUARD UTILITIES INDEXFUND ETF SHARES 147.0 $29K 0.03% NEW $197.86 -3.9%
100 CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF 831.0 $28K 0.02% NEW $33.38 +16.0%
Page 5 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%