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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 7 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 KLAC KLA CORP Technology 26.0 $39K 0.03% NEW $1495.35 +26.6%
122 GILD GILEAD SCIENCES INC Healthcare 267.0 $37K 0.03% NEW $139.42 -5.3%
123 BAC BANK OF AMERICA CORP Financial Services 736.0 $36K 0.03% NEW $48.75 +2.1%
124 TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS Technology 98.0 $33K 0.03% NEW $337.95 +23.6%
125 LVS LAS VEGAS SANDS CORP Consumer Cyclical 600.0 $32K 0.03% NEW $53.88 -6.0%
126 CGIE CAPITAL GROUP INTERNATIONAL EQUITY ETF 955.0 $32K 0.03% NEW $33.81 +4.8%
127 CGIC CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF 948.0 $31K 0.03% NEW $33.12 +6.7%
128 SCHX SCHWAB U.S. LARGE-CAP ETF 1,184.0 $30K 0.03% NEW $25.63 +13.3%
129 ECG EVERUS CONSTR GROUP INC Industrials 253.0 $30K 0.03% NEW $118.06 +36.5%
130 VWO VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES 542.0 $29K 0.03% NEW $54.05 +8.1%
131 MCD MCDONALDS CORP Consumer Cyclical 94.0 $29K 0.03% NEW $310.79 -11.5%
132 VPU VANGUARD UTILITIES INDEXFUND ETF SHARES 147.0 $29K 0.03% NEW $197.86 -3.9%
133 CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF 831.0 $28K 0.02% NEW $33.38 +16.0%
134 AOK ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF 692.0 $28K 0.02% NEW $39.89 +2.5%
135 DTM DT MIDSTREAM INC Energy 205.0 $28K 0.02% NEW $134.67 +10.0%
136 WBD WARNER BROS DISCOVERY INCLASS SERIES A Communication Services 941.0 $26K 0.02% NEW $27.46 -1.2%
137 IJH ISHARES CORE S&P MID-CAPETF 381.0 $26K 0.02% NEW $67.59 +6.9%
138 IQDY FLEXSHARES INTERNATIONALQUALITY DIVIDEND DYNAMICINDEX FUND 679.0 $26K 0.02% NEW $37.91 +8.6%
139 EZU ISHARES MSCI EUROZONE ETF 406.0 $25K 0.02% NEW $62.67 +5.2%
140 PFE PFIZER INC Healthcare 899.0 $25K 0.02% NEW $28.07 -8.3%
Page 7 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%