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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 36 of 38  ·  747 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 BSCU INVESCO EXCH TRD SLF IDX FD 35.0 $592.0 NEW $16.91 -1.9%
702 MRSH MARSH & MCLENNAN COS INC Financial Services 3.0 $557.0 NEW $185.67 -11.1%
703 MS MORGAN STANLEY Financial Services 3.0 $533.0 NEW $177.67 +12.9%
704 PNW PINNACLE WEST CAP CORP Utilities 6.0 $532.0 NEW $88.67 +15.0%
705 STT STATE STR CORP Financial Services 4.0 $516.0 NEW $129.00 +19.4%
706 KMB KIMBERLY-CLARK CORP Consumer Defensive 5.0 $504.0 NEW $100.80 -2.1%
707 KMI KINDER MORGAN INC DEL Energy 18.0 $495.0 NEW $27.50 +21.8%
708 SPTI SPDR SERIES TRUST 17.0 $490.0 NEW $28.82 -1.9%
709 IBMO ISHARES TR 19.0 $487.0 NEW $25.63 +0.0%
710 USB US BANCORP DEL Financial Services 9.0 $480.0 NEW $53.33 +2.2%
711 TWI TITAN INTL INC ILL Industrials 61.0 $478.0 NEW $7.84 -6.7%
712 MKC MCCORMICK & CO INC Consumer Defensive 7.0 $477.0 NEW $68.14 -31.1%
713 HMC HONDA MOTOR LTD Consumer Cyclical 16.0 $472.0 NEW $29.50 -11.0%
714 DE DEERE & CO Industrials 1.0 $466.0 NEW $466.00 +14.0%
715 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 5.0 $441.0 NEW $88.20 +16.6%
716 BGS B & G FOODS INC NEW Consumer Defensive 101.0 $434.0 NEW $4.30 -1.1%
717 BWX SPDR SERIES TRUST 19.0 $428.0 NEW $22.53 -2.6%
718 ALL ALLSTATE CORP Financial Services 2.0 $416.0 NEW $208.00 +3.1%
719 UBER UBER TECHNOLOGIES INC Technology 5.0 $409.0 NEW $81.80 -8.8%
720 HON HONEYWELL INTL INC Industrials 2.0 $390.0 NEW $195.00 +14.8%
Page 36 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%