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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 43 of 43  ·  852 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 APARTMENT INVT & MGMT CO 24.0 $98.0 $4.08
842 PINS PINTEREST INC Communication Services 5.0 $92.0 NEW $18.40 +2.2%
843 ONCOLYTICS BIOTECH INC 105.0 $89.0 NEW $0.85
844 HQY HEALTHEQUITY INC Healthcare 1.0 $84.0 $84.00 +2.9%
845 BHF BRIGHTHOUSE FINL INC Financial Services 1.0 $60.0 $60.00 +4.5%
846 OGN ORGANON & CO Healthcare 10.0 $60.0 $6.00 +123.7%
847 TDOC TELADOC HEALTH INC Healthcare 10.0 $55.0 NEW $5.50 +17.8%
848 DNA GINKGO BIOWORKS HOLDINGS INC Healthcare 8.0 $49.0 $6.12 +31.9%
849 MOVE CORVEX INC Technology 3.0 $41.0 $13.67 +79.0%
850 PAYSAFE LIMITED 5.0 $34.0 $6.80
851 FIRST FNDTN INC 4.0 $24.0 $6.00
852 ON24 INC 2.0 $16.0 $8.00
Page 43 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%