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Portfolio (Quarterly) Guide ↗

EVOLUTION WEALTH MANAGEMENT INC.

· CIK 0002010029
13F Portfolio $137M AUM 854 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 124 New 211 Added 90 Reduced 19 Exited
Page 38 of 43  ·  852 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 XYL XYLEM INC Industrials 17.0 $2K 0.00% NEW $119.53 -9.5%
742 RDDT REDDIT INC Communication Services 15.0 $2K 0.00% NEW $134.67 +9.0%
743 PNW PINNACLE WEST CAP CORP Utilities 20.0 $2K 0.00% +14.0 +233.3% $100.75 +1.2%
744 CTVA CORTEVA INC Basic Materials 24.0 $2K 0.00% $83.71 -5.6%
745 BSCR INVESCO EXCH TRD SLF IDX FD 102.0 $2K 0.00% $19.63 -0.1%
746 OKLO OKLO INC Utilities 40.0 $2K 0.00% $49.60 +31.2%
747 SU SUNCOR ENERGY INC NEW Energy 30.0 $2K 0.00% $66.10 +2.6%
748 VOD VODAFONE GROUP PLC Communication Services 126.0 $2K 0.00% $15.02 +1.4%
749 BSCS INVESCO EXCH TRD SLF IDX FD 92.0 $2K 0.00% $20.42 -0.4%
750 ES EVERSOURCE ENERGY Utilities 27.0 $2K 0.00% NEW $69.30 +0.5%
751 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 23.0 $2K 0.00% NEW $80.96 -3.1%
752 FISR SSGA ACTIVE TR 72.0 $2K 0.00% -13.0 -15.3% $25.72 -1.1%
753 RS RELIANCE INC Basic Materials 6.0 $2K 0.00% NEW $304.00 +19.2%
754 VOT VANGUARD INDEX FDS 7.0 $2K 0.00% $257.29 +12.3%
755 CELH CELSIUS HLDGS INC Consumer Defensive 50.0 $2K 0.00% -22.0 -30.6% $35.48 -16.3%
756 AWK AMERICAN WTR WKS CO INC NEW Utilities 13.0 $2K 0.00% NEW $136.08 -9.0%
757 BSCT INVESCO EXCH TRD SLF IDX FD 94.0 $2K 0.00% $18.66 -0.6%
758 MTCH MATCH GROUP INC NEW Communication Services 57.0 $2K 0.00% NEW $30.70 +16.1%
759 EXPD EXPEDITORS INTL WASH INC Industrials 12.0 $2K 0.00% NEW $143.25 +9.7%
760 PHG KONINKLIJKE PHILIPS N V Healthcare 58.0 $2K 0.00% $27.40 -2.4%
Page 38 of 43  ·  852 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 33.8%
Financial Services 24.5%
Consumer Cyclical 8.8%
Communication Services 7.2%
Industrials 6.7%
Healthcare 6.6%
Utilities 3.7%
Energy 3.3%
Consumer Defensive 3.0%
Real Estate 1.4%