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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 12 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 IBIT ISHARES BITCOIN TRUST ETF Financial Services 33.0 $1K 0.00% NEW $38.42 +16.6%
222 NOK NOKIA CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS Technology 150.0 $1K 0.00% NEW $8.04 +79.9%
223 HOOD ROBINHOOD MKTS INC CLASS CLASS A Financial Services 17.0 $1K 0.00% NEW $69.35 +16.4%
224 KMB KIMBERLY CLARK CORP Consumer Defensive 12.0 $1K 0.00% NEW $95.75 +1.0%
225 C CITIGROUP INC Financial Services 10.0 $1K 0.00% NEW $113.40 +8.8%
226 VSNT VERSANT MEDIA GROUP INC Industrials 29.0 $1K 0.00% NEW $37.03 +20.0%
227 OBE OBSIDIAN ENERGY LTD F Energy 112.0 $1K 0.00% NEW $9.47 +38.8%
228 SCCO SOUTHERN COPPER CORP Basic Materials 6.0 $1K 0.00% NEW $172.00 +9.6%
229 JOBY JOBY AVIATION INC FCLASS A Industrials 122.0 $1K 0.00% NEW $8.26 +28.8%
230 ENPH ENPHASE ENERGY INC Energy 25.0 $945.0 0.00% NEW $37.80 +27.0%
231 KTOS KRATOS DEFENSE & SEC SOL Industrials 12.0 $846.0 0.00% NEW $70.50 -22.2%
232 EA ELECTRONIC ARTS INC Communication Services 4.0 $815.0 0.00% NEW $203.75 -1.5%
233 BLDP BALLARD PWR SYS INC NE F Industrials 325.0 $787.0 0.00% NEW $2.42 +70.6%
234 PRGO PERRIGO CO PLC F Healthcare 71.0 $763.0 0.00% NEW $10.75 +0.9%
235 KLARNA GROUP PLC F 58.0 $759.0 0.00% NEW $13.09
236 BROOKFIELD WEALTH SO A FCLASS A 18.0 $745.0 0.00% NEW $41.39
237 TLRY TILRAY BRANDS INC Healthcare 100.0 $647.0 0.00% NEW $6.47 -15.0%
238 GEN GEN DIGITAL INC Technology 33.0 $621.0 0.00% NEW $18.82 +23.2%
239 RTX RTX CORP Industrials 3.0 $604.0 0.00% NEW $201.33 -12.7%
240 EVO EVOTEC SE FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS Healthcare 228.0 $570.0 NEW $2.50 +8.8%
Page 12 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%