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Portfolio (Quarterly) Guide ↗

EVOLVE PRIVATE WEALTH, LLC

· CIK 0002111131
13F Portfolio $1.6B AUM 1,003 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 272 New 227 Added 492 Reduced 263 Exited
Page 10 of 12  ·  227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 NUBD NUSHARES ETF TR 20,915.0 $463K 0.03% +2K +8.5% $22.14 -1.7%
182 HUBS HUBSPOT INC Technology 2,526.0 $461K 0.03% +575.0 +29.5% $182.51 +24.0%
183 NGVT INGEVITY CORP Basic Materials 6,156.0 $460K 0.03% +210.0 +3.5% $74.67 -0.9%
184 CSGP COSTAR GROUP INC Real Estate 16,163.0 $458K 0.03% +10K +171.0% $28.32 +10.8%
185 UNILEVER PLC 7,564.0 $455K 0.03% +3K +69.0% $60.12
186 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,551.0 $455K 0.03% +2K +764.8% $178.23 +16.8%
187 FIVE FIVE BELOW INC Consumer Cyclical 2,514.0 $452K 0.03% +78.0 +3.2% $179.79 +32.7%
188 TYL TYLER TECHNOLOGIES INC Technology 1,524.0 $446K 0.03% +834.0 +120.9% $292.46 +13.6%
189 SSNC SS&C TECH HLDGS Technology 7,106.0 $441K 0.03% +958.0 +15.6% $62.05 +29.8%
190 AKAM AKAMAI TECHNOLOGIES INC Technology 3,727.0 $441K 0.03% +875.0 +30.7% $118.21 -2.5%
191 OXY OCCIDENTAL PETE CORP Energy 8,934.0 $436K 0.03% +493.0 +5.8% $48.76 +22.7%
192 VIRT VIRTU FINL INC Financial Services 7,118.0 $424K 0.03% +3K +54.7% $59.57 +2.5%
193 AR ANTERO RESOURCES CORP Energy 11,986.0 $421K 0.03% +6K +100.6% $35.14 +5.4%
194 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,088.0 $403K 0.03% +353.0 +48.0% $370.70 -3.6%
195 CLNE CLEAN ENERGY FUELS CORP Energy 194,882.0 $400K 0.02% +18K +10.0% $2.05 -21.5%
196 BHP BHP BILLITON LIMITED Basic Materials 4,707.0 $392K 0.02% +120.0 +2.6% $83.31 +6.9%
197 RHI ROBERT HALF INC. Industrials 12,184.0 $374K 0.02% +194.0 +1.6% $30.70 +42.5%
198 VICI VICI PPTYS INC Real Estate 13,859.0 $373K 0.02% +909.0 +7.0% $26.93 -3.8%
199 LINE LINEAGE INC Real Estate 8,427.0 $369K 0.02% +2K +22.5% $43.77 -5.5%
200 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,462.0 $365K 0.02% +56.0 +4.0% $249.98 -3.0%
Page 10 of 12  ·  227 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 29.5%
Financial Services 19.9%
Consumer Cyclical 10.5%
Industrials 9.9%
Healthcare 9.8%
Communication Services 6.6%
Consumer Defensive 4.0%
Energy 2.6%
Real Estate 2.5%
Utilities 2.5%