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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 24 of 50  ·  994 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 CL COLGATE PALMOLIVE CO Consumer Defensive 7,657.0 $653K 0.04% +189.0 +2.5% $85.23 +5.6%
462 LVS LAS VEGAS SANDS CORP Consumer Cyclical 12,069.0 $650K 0.04% -7K -35.8% $53.88 -6.8%
463 EOG EOG RES INC Energy 4,487.0 $649K 0.04% +790.0 +21.4% $144.58 -1.1%
464 BIIB BIOGEN INC Healthcare 3,536.0 $648K 0.04% +353.0 +11.1% $183.33 +3.9%
465 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 37,991.0 $645K 0.03% -88K -69.8% $16.97 +13.1%
466 ESGE ISHARES INC 14,151.0 $643K 0.03% -194.0 -1.4% $45.47 +13.0%
467 LNG CHENIERE ENERGY INC Energy 2,267.0 $643K 0.03% +57.0 +2.6% $283.76 -12.7%
468 FIRST HAWAIIAN INC 26,105.0 $643K 0.03% +406.0 +1.6% $24.64
469 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 9,270.0 $641K 0.03% +156.0 +1.7% $69.19 -9.6%
470 GAP GAP INC Consumer Cyclical 26,306.0 $637K 0.03% +13K +98.6% $24.20 -14.3%
471 MLM MARTIN MARIETTA MATLS INC Basic Materials 1,079.0 $635K 0.03% -114.0 -9.6% $588.70 -5.6%
472 WY WEYERHAEUSER CO Real Estate 25,891.0 $633K 0.03% NEW $24.43 -6.4%
473 VISN VISTANCE NETWORKS INC Technology 34,734.0 $632K 0.03% +3K +8.8% $18.20 -38.7%
474 GIII G III APPAREL GROUP LTD Consumer Cyclical 22,812.0 $632K 0.03% +2K +8.4% $27.70 +4.8%
475 PR PERMIAN RESOURCES CORP Energy 29,634.0 $632K 0.03% +5K +20.3% $21.32 -1.9%
476 REXR REXFORD INDL RLTY INC Real Estate 19,252.0 $630K 0.03% -3K -14.3% $32.73 +7.8%
477 JOF JAPAN SMALLER CAPITALIZATION Financial Services 57,744.0 $629K 0.03% $10.90 +4.0%
478 GTX GARRETT MOTION INC Consumer Cyclical 34,612.0 $629K 0.03% NEW $18.17 +67.2%
479 DLR DIGITAL RLTY TR INC Real Estate 3,477.0 $627K 0.03% -136.0 -3.8% $180.22 +4.6%
480 ISRG INTUITIVE SURGICAL INC Healthcare 1,359.0 $626K 0.03% +493.0 +56.9% $460.99 -4.6%
Page 24 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%