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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 20 of 50  ·  994 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 EVRG EVERGY INC Utilities 10,161.0 $832K 0.04% +402.0 +4.1% $81.92 +0.1%
382 SYK STRYKER CORPORATION Healthcare 2,520.0 $828K 0.04% +594.0 +30.8% $328.62 -4.8%
383 PH PARKER-HANNIFIN CORP Industrials 924.0 $827K 0.04% +243.0 +35.7% $895.33 -5.3%
384 GLO CLOUGH GLOBAL OPPORTUNITIES Financial Services 148,518.0 $827K 0.04% +990.0 +0.7% $5.57 +4.8%
385 DOW DOW HLDGS INC Basic Materials 19,853.0 $827K 0.04% NEW $41.65 -7.4%
386 MRSH MARSH & MCLENNAN COS INC Financial Services 4,766.0 $827K 0.04% +2K +65.9% $173.45 -4.4%
387 EFA ISHARES TR 8,494.0 $825K 0.04% +2K +30.2% $97.13 +5.1%
388 AEF ABRDN EMERGING MARKETS EX CH Financial Services 112,511.0 $820K 0.04% +3K +3.2% $7.29 +23.0%
389 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 6,223.0 $820K 0.04% -1K -19.0% $131.74 +17.6%
390 NTNX NUTANIX INC Technology 21,527.0 $818K 0.04% +7K +51.9% $38.01 +27.6%
391 KMX CARMAX INC Consumer Cyclical 19,678.0 $818K 0.04% +1K +6.4% $41.58 -12.2%
392 LAMR LAMAR ADVERTISING CO Real Estate 6,459.0 $818K 0.04% -73.0 -1.1% $126.66 +15.7%
393 WAB WABTEC Industrials 3,251.0 $812K 0.04% +39.0 +1.2% $249.91 +2.7%
394 PLD PROLOGIS INC. Real Estate 6,145.0 $812K 0.04% -520.0 -7.8% $132.19 +6.9%
395 BELFB BEL FUSE INC Technology 4,095.0 $811K 0.04% +392.0 +10.6% $197.98 +27.8%
396 LAUR LAUREATE ED INC Consumer Defensive 23,269.0 $811K 0.04% NEW $34.84 -4.1%
397 BWA BORGWARNER INC Consumer Cyclical 14,916.0 $809K 0.04% +248.0 +1.7% $54.26 +11.8%
398 EWJ ISHARES INC 9,574.0 $808K 0.04% NEW $84.44 +6.8%
399 IJR ISHARES TR 6,494.0 $807K 0.04% +517.0 +8.7% $124.31 +7.0%
400 XLC SELECT SECTOR SPDR TR 7,246.0 $803K 0.04% +2K +51.3% $110.86 +4.9%
Page 20 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%