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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 17 of 50  ·  994 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 GGZ GABELLI GLOBAL SMALL & MID C Financial Services 69,520.0 $1.0M 0.06% -484.0 -0.7% $15.02 +2.5%
322 TMUS T-MOBILE US INC Communication Services 4,965.0 $1.0M 0.06% -10K -66.9% $210.03 -8.5%
323 IQVIA HLDGS INC 6,076.0 $1.0M 0.06% $170.54
324 JCI JOHNSON CONTROLS INTERNATION Industrials 7,910.0 $1.0M 0.06% +1K +16.0% $130.95 +2.9%
325 B BARRICK MNG CORP Basic Materials 25,291.0 $1.0M 0.06% +2K +6.6% $40.79 -1.9%
326 AEM AGNICO EAGLE MINES LTD Basic Materials 5,063.0 $1.0M 0.06% +513.0 +11.3% $202.99 -12.9%
327 HQH ABRDN HEALTHCARE INVESTORS Financial Services 57,242.0 $1.0M 0.05% $17.79 +10.2%
328 AMG AFFILIATED MANAGERS GROUP Financial Services 3,663.0 $1.0M 0.05% +264.0 +7.8% $276.70 +6.5%
329 DELL DELL TECHNOLOGIES INC Technology 6,151.0 $1.0M 0.05% +2K +57.4% $164.13 +42.9%
330 EHC ENCOMPASS HEALTH CORP Healthcare 10,437.0 $1.0M 0.05% $96.73 +5.5%
331 COP CONOCOPHILLIPS Energy 7,644.0 $1.0M 0.05% +789.0 +11.5% $132.00 -5.3%
332 BDX BECTON DICKINSON & CO Healthcare 6,411.0 $1.0M 0.05% +901.0 +16.4% $157.22 -9.2%
333 SLF SUN LIFE FINANCIAL INC. Financial Services 16,099.0 $1.0M 0.05% +917.0 +6.0% $62.56 +15.1%
334 EMR EMERSON ELEC CO Industrials 7,658.0 $1.0M 0.05% -46.0 -0.6% $131.01 -1.4%
335 CCK CROWN HLDGS INC Consumer Cyclical 9,991.0 $1.0M 0.05% -394.0 -3.8% $100.25 -4.7%
336 CRUS CIRRUS LOGIC INC Technology 6,913.0 $1000K 0.05% +484.0 +7.5% $144.62 +11.3%
337 ACWX ISHARES TR 14,566.0 $997K 0.05% +3K +25.1% $68.47 +7.5%
338 MDT MEDTRONIC PLC Healthcare 11,448.0 $992K 0.05% -4K -23.9% $86.65 -10.8%
339 VANGUARD MUN BD FDS 13,107.0 $985K 0.05% NEW $75.15
340 AMAT APPLIED MATLS INC Technology 2,875.0 $983K 0.05% +1K +59.0% $341.82 +19.1%
Page 17 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%