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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 22 of 50  ·  994 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 UNP UNION PAC CORP Industrials 3,039.0 $737K 0.04% +1K +54.7% $242.64 +13.4%
422 ALGN ALIGN TECHNOLOGY INC Healthcare 4,296.0 $736K 0.04% +131.0 +3.1% $171.43 -9.5%
423 HOOD ROBINHOOD MKTS INC Financial Services 10,609.0 $735K 0.04% +163.0 +1.6% $69.30 +11.3%
424 CPRX CATALYST PHARMACEUTICALS INC Healthcare 29,617.0 $733K 0.04% +2K +5.8% $24.76 +26.1%
425 NMIH NMI HLDGS INC Financial Services 19,525.0 $732K 0.04% +302.0 +1.6% $37.51 +2.8%
426 PLXS PLEXUS CORP Technology 3,607.0 $731K 0.04% +138.0 +4.0% $202.54 +27.8%
427 FVD FIRST TR EXCHANGE-TRADED FD 15,414.0 $725K 0.04% $47.03 +0.5%
428 ALKS ALKERMES PLC Healthcare 20,401.0 $721K 0.04% +652.0 +3.3% $35.36 +4.6%
429 IMKTA INGLES MKTS INC Consumer Defensive 7,997.0 $719K 0.04% NEW $89.89 -4.3%
430 PEO ADAM NAT RES FD INC Financial Services 25,824.0 $718K 0.04% +491.0 +1.9% $27.80 -2.6%
431 ACLS AXCELIS TECHNOLOGIES INC Technology 7,706.0 $717K 0.04% +677.0 +9.6% $93.08 +53.9%
432 ITW ILLINOIS TOOL WKS INC Industrials 2,726.0 $710K 0.04% +64.0 +2.4% $260.29 -4.2%
433 LYFT LYFT INC Technology 53,259.0 $708K 0.04% -4K -6.2% $13.30 +0.5%
434 MD PEDIATRIX MEDICAL GROUP INC Healthcare 33,115.0 $708K 0.04% +4K +12.7% $21.39 +5.8%
435 QXO QXO INC Industrials 36,452.0 $708K 0.04% NEW $19.42 -14.0%
436 VLYPN VALLEY NATL BANCORP Financial Services 57,596.0 $707K 0.04% +3K +5.9% $12.28 +111.2%
437 NMAI NUVEEN MULTI ASSET INCOME FU Financial Services 56,962.0 $706K 0.04% -619.0 -1.1% $12.40 +11.1%
438 LECO LINCOLN ELEC HLDGS INC Industrials 2,832.0 $705K 0.04% -27.0 -0.9% $249.08 +4.7%
439 ESGU ISHARES TR 4,961.0 $702K 0.04% $141.42 +13.0%
440 HAFC HANMI FINL CORP Financial Services 26,606.0 $701K 0.04% +1K +4.6% $26.36 +12.3%
Page 22 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%