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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 8 of 14  ·  265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NFLX NETFLIX INC Communication Services 91.0 $9K 0.01% NEW $96.15 -7.0%
142 DOW DOW INC Basic Materials 205.0 $9K 0.01% NEW $41.60 -7.0%
143 V VISA INC CLASS CLASS A Financial Services 26.0 $8K 0.01% NEW $301.88 +9.4%
144 B BARRICK MNG CORP F Basic Materials 177.0 $7K 0.01% NEW $40.79 -0.6%
145 GEHC GE HEALTHCARE TECHNOLOGI Healthcare 98.0 $7K 0.01% NEW $71.41 -13.7%
146 ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF 137.0 $7K 0.01% NEW $50.72 -0.4%
147 VOD VODAFONE GROUP PLC NEW FSPONSORED ADR 1 ADR REPS 10 ORD SHS Communication Services 454.0 $7K 0.01% NEW $15.02 -0.2%
148 CIEN CIENA CORP Technology 17.0 $7K 0.01% NEW $388.24 +36.0%
149 COP CONOCOPHILLIPS Energy 50.0 $7K 0.01% NEW $132.00 -5.9%
150 OXY OCCIDENTAL PETE CORP Energy 96.0 $6K 0.01% NEW $65.00 -8.0%
151 CLX CLOROX CO Consumer Defensive 60.0 $6K 0.01% NEW $103.63 -11.3%
152 TGT TARGET CORP EQUITY CLASS EQUITY Consumer Defensive 50.0 $6K 0.01% NEW $121.20 +0.5%
153 PRU PRUDENTIAL FINL INC Financial Services 62.0 $6K 0.01% NEW $97.69 +5.1%
154 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 75.0 $6K 0.01% NEW $78.67 +18.5%
155 JPC NUVEEN PREFERRED INCOME Financial Services 741.0 $6K 0.01% NEW $7.54 +2.2%
156 ETN EATON CORP PLC F Industrials 14.0 $5K 0.00% NEW $357.64 +6.0%
157 BLOCK INC A CLASS CLASS A 76.0 $5K 0.00% NEW $60.18
158 PYPL PAYPAL HLDGS INC Financial Services 100.0 $5K 0.00% NEW $45.23 -1.6%
159 TBUX T. ROWE PRICE ULTRA SHORT-TERM BOND ETF 90.0 $4K 0.00% NEW $49.93 -0.1%
160 NUE NUCOR CORP Basic Materials 23.0 $4K 0.00% NEW $172.48 +30.1%
Page 8 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%