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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 10 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CIEN CIENA CORP Technology 17.0 $7K 0.01% NEW $388.24 +42.8%
182 COP CONOCOPHILLIPS Energy 50.0 $7K 0.01% NEW $132.00 -9.9%
183 OXY OCCIDENTAL PETE CORP Energy 96.0 $6K 0.01% NEW $65.00 -12.6%
184 CLX CLOROX CO Consumer Defensive 60.0 $6K 0.01% NEW $103.63 -12.7%
185 TGT TARGET CORP EQUITY CLASS EQUITY Consumer Defensive 50.0 $6K 0.01% NEW $121.20 +1.6%
186 PRU PRUDENTIAL FINL INC Financial Services 62.0 $6K 0.01% NEW $97.69 +5.6%
187 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 75.0 $6K 0.01% NEW $78.67 +19.0%
188 JPC NUVEEN PREFERRED INCOME Financial Services 741.0 $6K 0.01% NEW $7.54 +3.2%
189 ETN EATON CORP PLC F Industrials 14.0 $5K 0.00% NEW $357.64 +14.1%
190 BLOCK INC A CLASS CLASS A 76.0 $5K 0.00% NEW $60.18
191 PYPL PAYPAL HLDGS INC Financial Services 100.0 $5K 0.00% NEW $45.23 -0.4%
192 TBUX T. ROWE PRICE ULTRA SHORT-TERM BOND ETF 90.0 $4K 0.00% NEW $49.93 -0.1%
193 NUE NUCOR CORP Basic Materials 23.0 $4K 0.00% NEW $172.48 +35.0%
194 GM GENERAL MTRS CO Consumer Cyclical 52.0 $4K 0.00% NEW $74.37 +4.6%
195 PT SARANA MENARA N ORDF 125,000.0 $4K 0.00% NEW $0.03
196 DELL DELL TECHNOLOGIES INC CLASS CLASS C Technology 21.0 $3K 0.00% NEW $162.19 +52.8%
197 ISRG INTUITIVE SURGICAL INC Healthcare 7.0 $3K 0.00% NEW $461.00 -7.1%
198 RSPG INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF 29.0 $3K 0.00% NEW $110.79 -3.0%
199 LULU LULULEMON ATHLETICA INC Consumer Cyclical 20.0 $3K 0.00% NEW $153.10 -20.9%
200 KHC KRAFT HEINZ CO Consumer Defensive 136.0 $3K 0.00% NEW $22.49 +3.6%
Page 10 of 15  ·  298 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%