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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 20 of 25  ·  492 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 BALL BALL CORP Consumer Cyclical 4,584.0 $286K 0.02% -1K -21.1% $62.40 -1.3%
382 O REALTY INCOME CORP Real Estate 4,583.0 $285K 0.02% -3K -39.0% $62.18 +0.5%
383 BPOP POPULAR INC Financial Services 1,712.0 $283K 0.02% -3K -61.0% $165.52 +5.8%
384 ADI ANALOG DEVICES INC Technology 710.0 $282K 0.02% -3K -82.7% $397.30 -6.6%
385 ALB ALBEMARLE CORP Basic Materials 2,078.0 $281K 0.02% -279.0 -11.8% $135.36 -3.0%
386 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 11,191.0 $280K 0.02% -2K -13.0% $25.06 +14.6%
387 SFM SPROUTS FMRS MKT INC Consumer Defensive 3,315.0 $280K 0.02% -5K -59.1% $84.58 -6.3%
388 TXG 10X GENOMICS INC Healthcare 7,277.0 $279K 0.02% -8K -52.8% $38.34 +45.8%
389 SR SPIRE INC Utilities 3,519.0 $278K 0.02% -2K -37.7% $79.14 +6.1%
390 BWA BORGWARNER INC Consumer Cyclical 4,184.0 $278K 0.02% -11K -72.0% $66.39 +2.7%
391 GF NEW GERMANY FD INC Financial Services 24,161.0 $277K 0.02% -2K -6.8% $11.46 +1.2%
392 AMKR AMKOR TECHNOLOGY INC Technology 3,193.0 $275K 0.02% -4K -58.1% $86.23 -36.8%
393 MYN BLACKROCK MUNIYIELD N Y QUAL Financial Services 26,892.0 $274K 0.02% -5K -14.8% $10.20 -4.9%
394 WEX WEX INC Technology 1,906.0 $269K 0.02% -207.0 -9.8% $141.09 +37.2%
395 PSA PUBLIC STORAGE Real Estate 843.0 $268K 0.02% -11.0 -1.3% $318.41 +2.3%
396 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 882.0 $266K 0.02% -218.0 -19.8% $301.03 -23.5%
397 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 2,320.0 $265K 0.02% -2K -49.4% $114.41 -16.6%
398 SHOP SHOPIFY INC Technology 2,302.0 $263K 0.02% -2K -46.4% $114.18 +29.2%
399 PK PARK HOTELS & RESORTS INC Real Estate 18,100.0 $262K 0.02% -4K -19.0% $14.50 +6.0%
400 SYK STRYKER CORPORATION Healthcare 827.0 $261K 0.02% -2K -67.2% $315.56 +6.8%
Page 20 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%