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Portfolio (Quarterly) Guide ↗

EVOLVE PRIVATE WEALTH, LLC

· CIK 0002111131
13F Portfolio $1.9B AUM 994 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 147 New 488 Added 280 Reduced 77 Exited
Page 7 of 25  ·  488 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CME CME GROUP INC Financial Services 5,637.0 $1.7M 0.09% +605.0 +12.0% $295.36 +1.8%
122 T AT&T INC Communication Services 56,044.0 $1.6M 0.09% +17K +43.0% $28.99 -17.0%
123 APA APA CORPORATION Energy 38,142.0 $1.6M 0.09% +3K +9.9% $42.44 -9.0%
124 MMM 3M CO Industrials 10,969.0 $1.6M 0.09% +150.0 +1.4% $145.23 +1.9%
125 GLD SPDR GOLD TR Financial Services 3,694.0 $1.6M 0.09% +671.0 +22.2% $430.29 -2.4%
126 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 3,859.0 $1.5M 0.08% +3K +238.2% $391.71 +100.4%
127 LIN LINDE PLC Basic Materials 3,029.0 $1.5M 0.08% +864.0 +39.9% $495.74 +2.0%
128 NEE NEXTERA ENERGY INC Utilities 16,127.0 $1.5M 0.08% +6K +51.9% $92.88 -3.7%
129 TIGO MILLICOM INTL CELLULAR S A Communication Services 19,607.0 $1.5M 0.08% +940.0 +5.0% $74.94 +6.7%
130 CSX CSX CORP Industrials 35,523.0 $1.5M 0.08% +301.0 +0.8% $41.05 +11.4%
131 NBXG NEUBERGER NEXT GENERATION Financial Services 111,907.0 $1.4M 0.08% +1K +1.2% $12.87 +20.2%
132 VV VANGUARD INDEX FDS 4,794.0 $1.4M 0.08% +223.0 +4.9% $298.83 +13.6%
133 GL GLOBE LIFE INC Financial Services 10,256.0 $1.4M 0.08% +376.0 +3.8% $139.17 +12.1%
134 FANG DIAMONDBACK ENERGY INC Energy 7,039.0 $1.4M 0.07% +5K +202.4% $197.80 +1.1%
135 SPGI S&P GLOBAL INC Financial Services 3,183.0 $1.4M 0.07% +1K +79.2% $425.35 -4.4%
136 BTI BRITISH AMERN TOB PLC Consumer Defensive 22,883.0 $1.3M 0.07% +2K +7.3% $58.47 +13.7%
137 CMCSA COMCAST CORP NEW Communication Services 45,832.0 $1.3M 0.07% +12K +36.7% $28.71 -13.7%
138 MUB ISHARES TR 12,298.0 $1.3M 0.07% +2K +22.0% $106.15 -0.0%
139 ADI ANALOG DEVICES INC Technology 4,093.0 $1.3M 0.07% +879.0 +27.4% $318.15 +34.0%
140 SNY SANOFI SA Healthcare 26,933.0 $1.3M 0.07% +5K +23.2% $48.18 -10.5%
Page 7 of 25  ·  488 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 26.7%
Financial Services 20.1%
Consumer Cyclical 10.2%
Industrials 9.5%
Healthcare 9.2%
Communication Services 6.9%
Energy 5.4%
Consumer Defensive 5.0%
Utilities 3.0%
Basic Materials 2.2%