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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 16 of 25  ·  492 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ENTERGY CORP NEW 3,744.0 $430K 0.03% -1K -22.7% $114.86
302 BLUEROCK PVT REAL ESTATE FD 32,900.0 $428K 0.03% -3K -8.2% $13.01
303 LUV SOUTHWEST AIRLS CO Industrials 8,262.0 $426K 0.03% -9K -53.4% $51.59 -17.6%
304 WM WASTE MGMT INC DEL Industrials 1,897.0 $423K 0.03% -213.0 -10.1% $222.87 +0.3%
305 INTU INTUIT Technology 1,617.0 $422K 0.03% -497.0 -23.5% $261.00 +34.3%
306 ITW ILLINOIS TOOL WKS INC Industrials 1,543.0 $420K 0.03% -1K -43.4% $272.31 +4.5%
307 ECL ECOLAB INC Basic Materials 1,499.0 $419K 0.03% -2K -56.4% $279.46 +0.2%
308 PRU PRUDENTIAL FINL INC Financial Services 3,869.0 $418K 0.03% -5K -55.9% $107.94 +15.4%
309 LECO LINCOLN ELEC HLDGS INC Industrials 1,567.0 $417K 0.03% -1K -44.7% $266.35 +5.9%
310 ASH ASHLAND INC Basic Materials 6,302.0 $415K 0.03% -1K -16.2% $65.89 +11.7%
311 CVLT COMMVAULT SYS INC Technology 2,929.0 $415K 0.03% -438.0 -13.0% $141.73 +0.8%
312 CNNE CANNAE HLDGS INC Consumer Cyclical 28,680.0 $413K 0.03% -2K -6.6% $14.40 +4.1%
313 TTC TORO CO Industrials 4,151.0 $406K 0.03% -1K -22.4% $97.71 -1.4%
314 IWM ISHARES TR 1,349.0 $405K 0.03% -2K -63.8% $300.53 -0.1%
315 MS MORGAN STANLEY Financial Services 1,929.0 $403K 0.03% -12K -85.7% $209.02 +4.1%
316 AWK AMERICAN WTR WKS CO INC NEW Utilities 3,064.0 $403K 0.03% -2K -40.0% $131.57 +3.6%
317 DHR DANAHER CORP DEL Healthcare 2,088.0 $398K 0.02% -4K -66.3% $190.85 +4.6%
318 URI UNITED RENTALS INC Industrials 349.0 $396K 0.02% -352.0 -50.2% $1133.62 -1.5%
319 VCIT VANGUARD SCOTTSDALE FDS 4,732.0 $391K 0.02% -290.0 -5.8% $82.66 -1.9%
320 XEL XCEL ENERGY INC Utilities 4,745.0 $384K 0.02% -12K -71.1% $80.95 -2.2%
Page 16 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%