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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 6 of 14  ·  265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DTM DT MIDSTREAM INC Energy 205.0 $28K 0.02% NEW $134.67 +10.0%
102 AOK ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF 692.0 $28K 0.02% NEW $39.89 +2.5%
103 WBD WARNER BROS DISCOVERY INCLASS SERIES A Communication Services 941.0 $26K 0.02% NEW $27.46 -1.2%
104 IJH ISHARES CORE S&P MID-CAPETF 381.0 $26K 0.02% NEW $67.59 +6.9%
105 IQDY FLEXSHARES INTERNATIONALQUALITY DIVIDEND DYNAMICINDEX FUND 679.0 $26K 0.02% NEW $37.91 +8.6%
106 EZU ISHARES MSCI EUROZONE ETF 406.0 $25K 0.02% NEW $62.67 +5.2%
107 PFE PFIZER INC Healthcare 899.0 $25K 0.02% NEW $28.07 -8.3%
108 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 445.0 $25K 0.02% NEW $56.58 +5.8%
109 ADP AUTOMATIC DATA PROCESSIN Industrials 121.0 $25K 0.02% NEW $203.18 +5.6%
110 CMCSA COMCAST CORP NEW CLASS A Communication Services 787.0 $23K 0.02% NEW $28.71 -13.8%
111 PLTR PALANTIR TECHNOLOGIES INCLASS CLASS A Technology 153.0 $22K 0.02% NEW $146.28 -8.6%
112 EXPAND ENERGY CORP 196.0 $22K 0.02% NEW $109.78
113 MDU MDU RES GROUP INC Industrials 1,012.0 $21K 0.02% NEW $20.72 +8.9%
114 IWM ISHARES RUSSELL 2000 ETF 84.0 $21K 0.02% NEW $248.00 +11.9%
115 KNF KNIFE RIV CORP Basic Materials 253.0 $21K 0.02% NEW $81.65 -2.1%
116 DUK DUKE ENERGY CORP NEW Utilities 156.0 $20K 0.02% NEW $130.94 -5.1%
117 SPOT SPOTIFY TECHNOLOGY S A F Communication Services 42.0 $20K 0.02% NEW $484.90 -10.8%
118 SNPS SYNOPSYS INC Technology 50.0 $20K 0.02% NEW $396.48 +28.6%
119 KO THE COCA-COLA CO Consumer Defensive 260.0 $20K 0.02% NEW $76.05 +5.8%
120 MU MICRON TECHNOLOGY INC Technology 52.0 $18K 0.01% NEW $338.10 +129.5%
Page 6 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%