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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 9 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CAPITAL ONE 4.375 Percent PFDPFD SER L 738.0 $12K 0.01% NEW $16.09
162 WELLS FARGO 5.625 Percent PFDPFD SER Y 500.0 $12K 0.01% NEW $23.53
163 PSX PHILLIPS 66 Energy 64.0 $12K 0.01% NEW $181.98 -5.8%
164 F FORD MTR CO DEL Consumer Cyclical 1,009.0 $12K 0.01% NEW $11.54 +25.5%
165 GLW CORNING INC Technology 80.0 $11K 0.01% NEW $135.97 +53.2%
166 EEM ISHARES MSCI EMERGING MARKETS ETF 182.0 $10K 0.01% NEW $56.87 +14.4%
167 MRVL MARVELL TECHNOLOGY INC Technology 103.0 $10K 0.01% NEW $99.11 +84.2%
168 MFC MANULIFE FINL CORP F Financial Services 279.0 $10K 0.01% NEW $34.44 +9.0%
169 POWR ISHARES U.S. POWER INFRASTRUCTURE ETF 358.0 $9K 0.01% NEW $26.23 +4.8%
170 QCOM QUALCOMM INC Technology 70.0 $9K 0.01% NEW $128.79 +55.4%
171 SHOP SHOPIFY INC FCLASS CLASS A Technology 75.0 $9K 0.01% NEW $118.63 -17.9%
172 JBLU JETBLUE AWYS CORP EQUITYCLASS EQUITY Industrials 2,000.0 $9K 0.01% NEW $4.42 +10.4%
173 PACIFIC GAS AND 6 Percent PFDPFD 395.0 $9K 0.01% NEW $22.30
174 NFLX NETFLIX INC Communication Services 91.0 $9K 0.01% NEW $96.15 -9.6%
175 DOW DOW INC Basic Materials 205.0 $9K 0.01% NEW $41.60 -6.8%
176 V VISA INC CLASS CLASS A Financial Services 26.0 $8K 0.01% NEW $301.88 +6.8%
177 B BARRICK MNG CORP F Basic Materials 177.0 $7K 0.01% NEW $40.79 -0.4%
178 GEHC GE HEALTHCARE TECHNOLOGI Healthcare 98.0 $7K 0.01% NEW $71.41 -12.2%
179 ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF 137.0 $7K 0.01% NEW $50.72 -0.4%
180 VOD VODAFONE GROUP PLC NEW FSPONSORED ADR 1 ADR REPS 10 ORD SHS Communication Services 454.0 $7K 0.01% NEW $15.02 +3.1%
Page 9 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%