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Portfolio (Quarterly) Guide ↗

EVOLUTION WEALTH MANAGEMENT INC.

· CIK 0002010029
13F Portfolio $121M AUM 747 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 747 New
Page 35 of 38  ·  747 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 GPC GENUINE PARTS CO Consumer Cyclical 8.0 $984.0 0.00% NEW $123.00 -20.6%
682 GENC GENCOR INDS INC Industrials 75.0 $972.0 0.00% NEW $12.96 +9.5%
683 IBMQ ISHARES TR 38.0 $972.0 0.00% NEW $25.58 -0.4%
684 IBMP ISHARES TR 38.0 $965.0 0.00% NEW $25.39 -0.2%
685 SSSS SURO CAPITAL CORP Financial Services 100.0 $944.0 0.00% NEW $9.44 +43.1%
686 FLAGSTAR BANK NATIONAL ASSOC 72.0 $906.0 0.00% NEW $12.58
687 SCHP SCHWAB STRATEGIC TR 34.0 $901.0 0.00% NEW $26.50 +0.5%
688 OGE OGE ENERGY CORP Utilities 21.0 $897.0 0.00% NEW $42.71 +12.6%
689 INGR INGREDION INC Consumer Defensive 8.0 $882.0 0.00% NEW $110.25 -7.3%
690 FREL FIDELITY COVINGTON TRUST 32.0 $860.0 0.00% NEW $26.88 +9.2%
691 PNC PNC FINL SVCS GROUP INC Financial Services 4.0 $835.0 0.00% NEW $208.75 +3.9%
692 TSN TYSON FOODS INC Consumer Defensive 14.0 $821.0 0.00% NEW $58.64 +13.4%
693 MCK MCKESSON CORP Healthcare 1.0 $820.0 0.00% NEW $820.00 -6.5%
694 MTB M & T BK CORP Financial Services 4.0 $806.0 0.00% NEW $201.50 +5.4%
695 PPL PPL CORP Utilities 23.0 $805.0 0.00% NEW $35.00 +1.3%
696 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 30.0 $710.0 0.00% NEW $23.67 +4.2%
697 FCG FIRST TR EXCHANGE-TRADED FD 29.0 $679.0 0.00% NEW $23.41 +28.9%
698 EVEREST GROUP LTD 2.0 $679.0 0.00% NEW $339.50
699 WAB WABTEC Industrials 3.0 $640.0 0.00% NEW $213.33 +21.5%
700 HOG HARLEY DAVIDSON INC Consumer Cyclical 30.0 $615.0 0.00% NEW $20.50 +13.2%
Page 35 of 38  ·  747 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 35.0%
Financial Services 29.8%
Consumer Cyclical 9.8%
Healthcare 7.6%
Communication Services 5.3%
Industrials 3.6%
Utilities 3.0%
Energy 2.0%
Consumer Defensive 1.7%
Real Estate 1.4%