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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 5 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MDLZ MONDELEZ INTL INC CLASS A Consumer Defensive 1,589.0 $92K 0.08% NEW $57.64 +5.8%
82 UPWK UPWORK INC Industrials 8,174.0 $90K 0.08% NEW $10.96 -26.3%
83 ACM AECOM Industrials 1,040.0 $88K 0.07% NEW $84.81 -15.9%
84 VDC VANGUARD CONSUMER STAPLES INDEX FUND ETF SHARES 388.0 $87K 0.07% NEW $224.40 +3.1%
85 AMP AMERIPRISE FINL INC Financial Services 195.0 $87K 0.07% NEW $444.40 +5.8%
86 VZ VERIZON COMMUNICATIONS I Communication Services 1,701.0 $85K 0.07% NEW $50.20 -6.3%
87 LINDT &SPRUENGLI A ORDF 6.0 $84K 0.07% NEW $14055.00
88 ABT ABBOTT LABS Healthcare 808.0 $83K 0.07% NEW $102.67 -17.7%
89 BITO PROSHARES BITCOIN ETF 8,386.0 $78K 0.07% NEW $9.31 +16.1%
90 AVGO BROADCOM INC Technology 251.0 $78K 0.07% NEW $309.00 +37.6%
91 AEP AMERICAN ELEC PWR CO INC Utilities 590.0 $77K 0.07% NEW $131.16 -4.6%
92 SBUX STARBUCKS CORP Consumer Cyclical 843.0 $75K 0.07% -1K -62.5% $89.55 +18.8%
93 HERMES INTERNTNL S ORDF 40.0 $74K 0.06% NEW $1859.05
94 WFC WELLS FARGO & CO Financial Services 921.0 $73K 0.06% NEW $79.60 -7.3%
95 D DOMINION ENERGY INC Utilities 1,183.0 $73K 0.06% NEW $61.80 +1.9%
96 FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 1,485.0 $73K 0.06% NEW $48.92 +7.5%
97 OKE ONEOK INC NEW Energy 800.0 $72K 0.06% NEW $90.39 +0.7%
98 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES 890.0 $67K 0.06% NEW $75.10 +7.9%
99 COST COSTCO WHSL CORP NEW Consumer Defensive 67.0 $67K 0.06% NEW $997.43 +4.4%
100 SLV ISHARES SILVER TRUST Financial Services 977.0 $67K 0.06% NEW $68.14 +1.3%
Page 5 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%