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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 8 of 25  ·  488 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BSTZ BLACKROCK SCIENCE & TECHNOLO Financial Services 58,259.0 $1.3M 0.07% +793.0 +1.4% $22.15 +24.8%
142 ING ING GROEP N.V. Financial Services 49,431.0 $1.3M 0.07% +2K +5.3% $26.05 +13.4%
143 IDCC INTERDIGITAL INC Technology 4,244.0 $1.3M 0.07% +201.0 +5.0% $302.03 -13.6%
144 FCX FREEPORT MCMORAN INC Basic Materials 21,735.0 $1.3M 0.07% +2K +8.2% $58.78 +6.3%
145 FORTINET INC 15,622.0 $1.3M 0.07% +4K +34.0% $81.72
146 RYANAIR HOLDINGS PLC 22,059.0 $1.3M 0.07% +5K +28.4% $57.80
147 NOC NORTHROP GRUMMAN CORP Industrials 1,867.0 $1.3M 0.07% +1K +153.3% $682.29 -20.5%
148 WELLS FARGO & CO 1,074.0 $1.2M 0.07% +195.0 +22.2% $1155.13
149 HMOP HARTFORD FDS EXCHANGE TRADED 31,804.0 $1.2M 0.07% +5K +17.6% $38.74 +0.3%
150 OKE ONEOK INC NEW Energy 13,474.0 $1.2M 0.07% +1K +8.4% $90.39 +1.3%
151 SBUX STARBUCKS CORP Consumer Cyclical 13,496.0 $1.2M 0.07% +679.0 +5.3% $89.59 +19.5%
152 NOW SERVICENOW INC Technology 11,483.0 $1.2M 0.06% +3K +41.4% $104.55 -5.2%
153 ADEA ADEIA INC Technology 49,858.0 $1.2M 0.06% +2K +5.0% $24.03 +14.5%
154 IESC IES HOLDINGS INC Industrials 2,512.0 $1.2M 0.06% +118.0 +4.9% $476.47 +40.4%
155 BMEZ BLACKROCK HEALTH SCIENCES TE Financial Services 82,305.0 $1.2M 0.06% +9K +12.2% $14.36 -4.2%
156 DHR DANAHER CORP DEL Healthcare 6,196.0 $1.2M 0.06% +2K +32.8% $189.60 -14.4%
157 NOV NOV INC Energy 62,396.0 $1.2M 0.06% +3K +5.3% $18.81 +8.1%
158 CMI CUMMINS INC Industrials 2,180.0 $1.2M 0.06% +427.0 +24.4% $538.10 +28.1%
159 MCK MCKESSON CORP Healthcare 1,348.0 $1.2M 0.06% +247.0 +22.4% $865.36 -12.4%
160 TER TERADYNE INC Technology 3,929.0 $1.2M 0.06% +83.0 +2.2% $296.46 +13.4%
Page 8 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%