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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 11 of 50  ·  994 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PM PHILIP MORRIS INTL INC Consumer Defensive 11,209.0 $1.9M 0.10% +2K +25.9% $165.34 +15.6%
202 RVT ROYCE SMALL CAP TRUST INC Financial Services 111,124.0 $1.8M 0.10% $16.60 +7.5%
203 BLK BLACKROCK INC Financial Services 1,914.0 $1.8M 0.10% +548.0 +40.1% $961.85 +12.9%
204 TGT TARGET CORP Consumer Defensive 15,011.0 $1.8M 0.10% +2K +16.4% $121.20 +0.5%
205 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 82,413.0 $1.8M 0.10% $21.89 +13.2%
206 IMO IMPERIAL OIL LTD Energy 13,683.0 $1.8M 0.10% +2K +15.5% $130.82 +5.7%
207 DIS DISNEY WALT CO Communication Services 18,485.0 $1.8M 0.10% +3K +19.2% $96.38 +7.9%
208 TBLD THORNBURG INCM BUILDER OPP T Financial Services 83,850.0 $1.8M 0.10% $21.15 +3.4%
209 DIA STATE STR SPDR DOW JONES IND Financial Services 3,820.0 $1.8M 0.10% -333.0 -8.0% $463.21 +6.9%
210 HUT 8 CORP 37,105.0 $1.7M 0.09% $46.91
211 MFG MIZUHO FINANCIAL GROUP INC Financial Services 217,462.0 $1.7M 0.09% +12K +5.9% $7.94 +5.2%
212 CIEN CIENA CORP Technology 4,443.0 $1.7M 0.09% -436.0 -8.9% $388.23 +36.0%
213 KMI KINDER MORGAN INC DEL Energy 50,958.0 $1.7M 0.09% -3K -5.2% $33.53 +0.1%
214 HON HONEYWELL INTL INC Industrials 7,541.0 $1.7M 0.09% +3K +56.1% $226.04 -4.0%
215 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 151,108.0 $1.7M 0.09% +137K +940.3% $11.27 +13.1%
216 PSX PHILLIPS 66 Energy 9,340.0 $1.7M 0.09% -507.0 -5.2% $182.18 -1.7%
217 ETN EATON CORP PLC Industrials 4,747.0 $1.7M 0.09% +120.0 +2.6% $357.65 +6.0%
218 WFC WELLS FARGO & CO Financial Services 21,108.0 $1.7M 0.09% +8K +56.1% $79.61 -6.7%
219 VRT VERTIV HOLDINGS CO Industrials 6,689.0 $1.7M 0.09% +674.0 +11.2% $250.58 +34.2%
220 MCD MCDONALDS CORP Consumer Cyclical 5,392.0 $1.7M 0.09% +1K +23.1% $310.78 -9.6%
Page 11 of 50  ·  994 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%