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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 23 of 25  ·  492 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 SPOT SPOTIFY TECHNOLOGY S A Communication Services 487.0 $224K 0.01% -651.0 -57.2% $459.13 +12.2%
442 BKH BLACK HILLS CORP Utilities 3,000.0 $223K 0.01% -909.0 -23.2% $74.40 -0.6%
443 KDP KEURIG DR PEPPER INC Consumer Defensive 6,778.0 $223K 0.01% -5K -43.8% $32.86 -6.5%
444 TRMB TRIMBLE INC Technology 4,343.0 $222K 0.01% -4K -44.9% $51.18 +11.5%
445 LYG LLOYDS BANKING GROUP PLC Financial Services 37,874.0 $221K 0.01% -10K -21.6% $5.83 +5.1%
446 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,600.0 $221K 0.01% -1K -47.3% $137.95 +25.4%
447 WRB BERKLEY W R CORP Financial Services 3,100.0 $220K 0.01% -5K -62.7% $71.04 +0.2%
448 NBH NEUBERGER MUN FD INC Financial Services 20,747.0 $220K 0.01% -25K -54.8% $10.60 -3.1%
449 FIS FIDELITY NATL INFORMATION SV Technology 5,619.0 $218K 0.01% -4K -41.0% $38.88 +7.7%
450 OHI OMEGA HEALTHCARE INVS INC Real Estate 4,580.0 $218K 0.01% -711.0 -13.4% $47.68 -1.6%
451 IDXX IDEXX LABS INC Healthcare 414.0 $218K 0.01% -226.0 -35.3% $526.44 +5.2%
452 RJF RAYMOND JAMES FINL INC Financial Services 1,431.0 $218K 0.01% -43.0 -2.9% $152.02 +18.6%
453 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 5,612.0 $217K 0.01% -27K -82.9% $38.73 +48.9%
454 AEE AMEREN CORP Utilities 1,920.0 $217K 0.01% -3K -60.2% $112.98 -2.3%
455 ROKU ROKU INC Communication Services 1,561.0 $216K 0.01% -696.0 -30.8% $138.14 +15.1%
456 DB DEUTSCHE BK AG Financial Services 6,374.0 $215K 0.01% -1K -17.4% $33.76 +13.1%
457 STT STATE STR CORP Financial Services 1,267.0 $215K 0.01% -2K -63.6% $169.65 +13.6%
458 URTH ISHARES INC 1,059.0 $215K 0.01% -808.0 -43.3% $202.64 +3.1%
459 MMS MAXIMUS INC Industrials 3,980.0 $214K 0.01% -4K -49.3% $53.76 +5.5%
460 DAR DARLING INGREDIENTS INC Consumer Defensive 3,867.0 $211K 0.01% -893.0 -18.8% $54.62 +23.5%
Page 23 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%