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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 13 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PINS PINTEREST INC CLASS A Communication Services 30.0 $550.0 NEW $18.33 +3.8%
242 VNQ VANGUARD REAL ESTATE INDEX FUND ETF SHARES 6.0 $532.0 NEW $88.67 +5.9%
243 DOC HEALTHPEAK PPTYS INC REIT Real Estate 30.0 $493.0 NEW $16.43 +19.0%
244 VTRS VIATRIS INC Healthcare 35.0 $473.0 NEW $13.51 +27.7%
245 WIX WIX COM LTD FDUTCH TENDER EXP: 04/01/26 Technology 5.0 $450.0 NEW $90.00 -41.4%
246 DIVERSIFIED RTY CORP F 150.0 $443.0 NEW $2.95
247 SIRI SIRIUSXM HLDGS INC EQUITCLASS EQUITY Communication Services 19.0 $439.0 NEW $23.11 +13.5%
248 KEY KEYCORP NEW Financial Services 21.0 $421.0 NEW $20.05 +5.1%
249 TDC TERADATA CORP DEL Technology 16.0 $410.0 NEW $25.62 +30.6%
250 AMD ADVANCED MICRO DEVIC Technology 2.0 $407.0 NEW $203.50 +108.4%
251 RDDT REDDIT INC CLASS A Communication Services 3.0 $404.0 NEW $134.67 +16.1%
252 POINTSBET HLDGS LT ORDF 640.0 $356.0 NEW $0.56
253 NATL NCR ATLEOS CORP Technology 8.0 $349.0 NEW $43.62 +3.3%
254 KSCP KNIGHTSCOPE INC CLASS A Industrials 81.0 $338.0 NEW $4.17 -29.3%
255 PUMA SE FUNSPONSORED ADR 1 ADR REPS 0.1 ORD SHS 125.0 $306.0 NEW $2.45
256 ROKU ROKU INC CLASS A Communication Services 3.0 $284.0 NEW $94.67 +32.9%
257 RBLX ROBLOX CORP CLASS A Technology 5.0 $283.0 NEW $56.60 -22.8%
258 TOST TOAST INC CLASS CLASS A Technology 10.0 $265.0 NEW $26.50 -12.9%
259 CRSP CRISPR THERAPEUTICS AG F Healthcare 5.0 $238.0 NEW $47.60 +6.0%
260 RMCF ROCKY MTN CHOCOLATE FACT Consumer Defensive 105.0 $236.0 NEW $2.25 -5.2%
Page 13 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%