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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 13 of 25  ·  492 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PGZ PRINCIPAL REAL ESTATE INCOME Financial Services 65,743.0 $676K 0.04% -5K -7.3% $10.29 -2.1%
242 MPC MARATHON PETE CORP Energy 2,633.0 $673K 0.04% -6K -68.2% $255.71 +43.2%
243 TRV TRAVELERS COMPANIES INC Financial Services 2,011.0 $664K 0.04% -1K -35.5% $330.31 +11.4%
244 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 6,900.0 $663K 0.04% -2K -25.4% $96.12 -50.7%
245 ALGN ALIGN TECHNOLOGY INC Healthcare 3,902.0 $658K 0.04% -394.0 -9.2% $168.66 -0.4%
246 MCK MCKESSON CORP Healthcare 863.0 $653K 0.04% -485.0 -36.0% $756.74 +14.9%
247 NTRS NORTHERN TR CORP Financial Services 3,719.0 $650K 0.04% -487.0 -11.6% $174.72 +9.1%
248 PLD PROLOGIS INC. Real Estate 4,792.0 $649K 0.04% -1K -22.0% $135.47 +3.4%
249 LGI LAZARD GLOBAL TOTAL RETURN & Financial Services 35,111.0 $649K 0.04% -3K -6.8% $18.48 -0.2%
250 TT TRANE TECHNOLOGIES PLC Industrials 1,321.0 $648K 0.04% -810.0 -38.0% $490.46 -5.5%
251 SNX TD SYNNEX CORPORATION Technology 2,412.0 $645K 0.04% -83.0 -3.3% $267.34 -2.8%
252 DIA STATE STR SPDR DOW JONES IND Financial Services 1,233.0 $644K 0.04% -3K -67.7% $522.39 +2.0%
253 TMUS T-MOBILE US INC Communication Services 3,782.0 $634K 0.04% -1K -23.8% $167.72 +9.0%
254 PEO ADAM NAT RES FD INC Financial Services 24,734.0 $611K 0.04% -1K -4.2% $24.72 +14.1%
255 PFE PFIZER INC Healthcare 25,350.0 $610K 0.04% -8K -22.9% $24.08 +13.2%
256 LYFT LYFT INC Technology 41,677.0 $609K 0.04% -12K -21.8% $14.61 +15.9%
257 SAN BANCO SANTANDER SA Financial Services 43,824.0 $605K 0.04% -2K -3.8% $13.80 +3.3%
258 MHK MOHAWK INDS INC Consumer Cyclical 4,945.0 $600K 0.04% -580.0 -10.5% $121.33 +9.5%
259 M MACYS INC Consumer Cyclical 25,228.0 $599K 0.04% -16K -38.3% $23.76 -2.2%
260 ADUS ADDUS HOMECARE CORP Healthcare 5,823.0 $585K 0.04% -48.0 -0.8% $100.47 +17.6%
Page 13 of 25  ·  492 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%