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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 6 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHS 1,300.0 $65K 0.06% NEW $49.71
102 INTC INTEL CORP Technology 1,407.0 $62K 0.05% NEW $44.13 +162.7%
103 CEG CONSTELLATION ENERGY COR Utilities 221.0 $62K 0.05% NEW $279.25 -4.3%
104 EFG ISHARES MSCI EAFE GROWTHETF 539.0 $60K 0.05% NEW $111.37 +6.1%
105 DTE DTE ENERGY CO Utilities 410.0 $60K 0.05% NEW $146.22 -1.7%
106 RPG INVESCO S&P 500 PURE GROWTH ETF 1,260.0 $59K 0.05% NEW $46.74 +22.0%
107 CRWD CROWDSTRIKE HLDGS INC CLASS A Technology 150.0 $59K 0.05% NEW $390.41 +48.5%
108 AMGN AMGEN INC Healthcare 166.0 $58K 0.05% NEW $351.85 -7.3%
109 EXC EXELON CORP Utilities 1,191.0 $58K 0.05% NEW $49.03 -9.5%
110 IBM IBM CORP Technology 240.0 $58K 0.05% NEW $241.95 -9.7%
111 TT TRANE TECHNOLOGIES PLC F Industrials 135.0 $56K 0.05% NEW $416.74 +15.6%
112 AMAT APPLIED MATLS INC Technology 150.0 $51K 0.04% -1K -89.8% $341.79 +27.7%
113 IYW ISHARES U.S. TECHNOLOGY ETF 270.0 $49K 0.04% NEW $181.42 +31.6%
114 PCG PG&E CORP Utilities 2,680.0 $47K 0.04% NEW $17.57 -4.3%
115 ALLE ALLEGION PUB LTD CO F Industrials 323.0 $47K 0.04% NEW $145.29 -13.5%
116 SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF 459.0 $45K 0.04% NEW $97.89 +20.9%
117 INGERSOLL RAND INC 550.0 $44K 0.04% NEW $80.12
118 CRM SALESFORCE INC Technology 230.0 $43K 0.04% NEW $186.47 -10.1%
119 BN BROOKFIELD CORP FCLASS A Financial Services 970.0 $39K 0.03% NEW $40.47 +12.5%
120 MGK VANGUARD MEGA CAP GROWTHINDEX FUND ETF SHARES 106.0 $39K 0.03% NEW $368.92 -76.0%
Page 6 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%