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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 7 of 14  ·  265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 OGS ONE GAS INC Utilities 200.0 $17K 0.01% NEW $86.13 -2.1%
122 BKNG BOOKING HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES Consumer Cyclical 4.0 $17K 0.01% NEW $4288.00 -96.4%
123 TXN TEXAS INSTRS INC Technology 87.0 $17K 0.01% NEW $194.14 +57.8%
124 BR BROADRIDGE FINL SOLUTION Technology 90.0 $15K 0.01% NEW $162.48 -10.4%
125 DIS DISNEY WALT CO Communication Services 140.0 $13K 0.01% NEW $96.12 +9.7%
126 MPC MARATHON PETE CORP Energy 53.0 $13K 0.01% NEW $245.91 +1.2%
127 FCX FREEPORT-MCMORAN INC Basic Materials 220.0 $13K 0.01% NEW $58.78 +12.5%
128 CAPITAL ONE 4.375 Percent PFDPFD SER L 738.0 $12K 0.01% NEW $16.09
129 WELLS FARGO 5.625 Percent PFDPFD SER Y 500.0 $12K 0.01% NEW $23.53
130 PSX PHILLIPS 66 Energy 64.0 $12K 0.01% NEW $181.98 -5.8%
131 F FORD MTR CO DEL Consumer Cyclical 1,009.0 $12K 0.01% NEW $11.54 +25.5%
132 GLW CORNING INC Technology 80.0 $11K 0.01% NEW $135.97 +53.2%
133 EEM ISHARES MSCI EMERGING MARKETS ETF 182.0 $10K 0.01% NEW $56.87 +14.4%
134 MRVL MARVELL TECHNOLOGY INC Technology 103.0 $10K 0.01% NEW $99.11 +84.2%
135 MFC MANULIFE FINL CORP F Financial Services 279.0 $10K 0.01% NEW $34.44 +9.0%
136 POWR ISHARES U.S. POWER INFRASTRUCTURE ETF 358.0 $9K 0.01% NEW $26.23 +4.8%
137 QCOM QUALCOMM INC Technology 70.0 $9K 0.01% NEW $128.79 +55.4%
138 SHOP SHOPIFY INC FCLASS CLASS A Technology 75.0 $9K 0.01% NEW $118.63 -17.9%
139 JBLU JETBLUE AWYS CORP EQUITYCLASS EQUITY Industrials 2,000.0 $9K 0.01% NEW $4.42 +10.4%
140 PACIFIC GAS AND 6 Percent PFDPFD 395.0 $9K 0.01% NEW $22.30
Page 7 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%