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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 2 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES 1,937.0 $1.4M 1.16% +251.0 +14.9% $697.87 -83.8%
22 SCHZ SCHWAB U.S. AGGREGATE BOND ETF 53,281.0 $1.2M 1.06% +39K +276.2% $23.22 -1.2%
23 GLD SPDR GOLD SHARES Financial Services 2,800.0 $1.2M 1.03% NEW $430.29 -0.7%
24 IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 12,981.0 $1.1M 0.96% NEW $86.64 +7.8%
25 TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF 30,808.0 $1.1M 0.94% NEW $35.59 +12.3%
26 TSLA TESLA INC Consumer Cyclical 2,128.0 $791K 0.68% +282.0 +15.3% $371.75 +19.2%
27 FEOE FIRST EAGLE OVERSEAS EQUITY ETF 13,768.0 $695K 0.59% NEW $50.46 +5.8%
28 JPIE JPMORGAN INCOME ETF 13,094.0 $603K 0.52% NEW $46.07 -0.5%
29 CVX CHEVRON CORP NEW Energy 2,709.0 $561K 0.48% +716.0 +35.9% $206.94 -9.8%
30 AMZN AMAZON.COM INC Consumer Cyclical 2,612.0 $544K 0.47% +937.0 +55.9% $208.24 +26.8%
31 VBR VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES 2,491.0 $541K 0.46% -462.0 -15.7% $217.27 +4.6%
32 SRE SEMPRA Utilities 5,230.0 $508K 0.43% +100.0 +1.9% $97.17 -4.4%
33 MSFT MICROSOFT CORP Technology 1,339.0 $496K 0.42% +222.0 +19.9% $370.31 +10.6%
34 SGOL ABRDN PHYSICAL GOLD SHARES ETF Financial Services 10,677.0 $476K 0.41% NEW $44.62 -3.0%
35 GOOGL ALPHABET INC CLASS CLASS A Communication Services 1,580.0 $454K 0.39% NEW $287.64 +39.4%
36 XOM EXXON MOBIL CORP Energy 2,656.0 $451K 0.39% +550.0 +26.1% $169.66 -10.0%
37 VYM VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES 3,003.0 $445K 0.38% NEW $148.08 +5.2%
38 CGGR CAPITAL GROUP GROWTH ETF 10,838.0 $436K 0.37% NEW $40.19 +13.9%
39 GOOG ALPHABET INC CLASS CLASS C Communication Services 1,477.0 $424K 0.36% NEW $286.90 +38.4%
40 META META PLATFORMS INC CLASS CLASS A Communication Services 722.0 $413K 0.35% NEW $572.15 +8.1%
Page 2 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%