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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 4 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GE GE AEROSPACE Industrials 441.0 $125K 0.11% NEW $283.81 +2.7%
62 ABBV ABBVIE INC Healthcare 572.0 $124K 0.11% NEW $217.49 -3.3%
63 BA BOEING CO Industrials 615.0 $122K 0.10% NEW $199.03 +10.8%
64 GEV GE VERNOVA INC Utilities 136.0 $119K 0.10% NEW $872.90 +24.9%
65 EXPD EXPEDITORS INTL WASH INCCLASS CLASS A Industrials 804.0 $115K 0.10% -3K -76.6% $143.23 +7.2%
66 VBK VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES 368.0 $111K 0.10% NEW $302.25 +11.7%
67 VXUS VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES 1,419.0 $109K 0.09% NEW $77.09 +7.8%
68 PSA PUBLIC STORAGE REIT Real Estate 402.0 $109K 0.09% NEW $270.88 +11.9%
69 PEP PEPSICO INC Consumer Defensive 684.0 $106K 0.09% NEW $155.29 -4.3%
70 SCHW CHARLES SCHWAB CORP Financial Services 1,123.0 $106K 0.09% NEW $94.01 -4.9%
71 PG PROCTER & GAMBLE CO Consumer Defensive 723.0 $104K 0.09% NEW $144.39 -1.1%
72 CSCO CISCO SYS INC Technology 1,336.0 $104K 0.09% NEW $77.61 +48.9%
73 VUSB VANGUARD ULTRA-SHORT BOND ETF SHARES 2,072.0 $103K 0.09% NEW $49.78 -0.2%
74 HCA HCA HEALTHCARE INC Healthcare 218.0 $103K 0.09% NEW $472.32 -8.4%
75 SCHB SCHWAB U.S. BROAD MARKETETF 4,033.0 $101K 0.09% NEW $25.10 +13.2%
76 AXP AMERICAN EXPRESS CO Financial Services 318.0 $96K 0.08% NEW $302.48 +3.6%
77 PM PHILIP MORRIS INTL INC Consumer Defensive 577.0 $95K 0.08% NEW $165.34 +16.0%
78 NESTLE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS 950.0 $94K 0.08% NEW $99.10
79 VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES 985.0 $93K 0.08% NEW $94.25 +4.3%
80 MO ALTRIA GROUP INC Consumer Defensive 1,398.0 $92K 0.08% NEW $66.01 +9.7%
Page 4 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%