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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 29 of 50  ·  994 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 RBLX ROBLOX CORP Technology 9,205.0 $521K 0.03% -10K -51.9% $56.56 -16.9%
562 IBIT ISHARES BITCOIN TRUST ETF Financial Services 13,418.0 $516K 0.03% +8K +161.4% $38.42 +13.2%
563 PODD INSULET CORP Healthcare 2,450.0 $514K 0.03% +2K +160.6% $209.84 -27.3%
564 SAN BANCO SANTANDER SA Financial Services 45,547.0 $514K 0.03% +7K +17.6% $11.28 +5.1%
565 TRMB TRIMBLE INC Technology 7,875.0 $514K 0.03% +520.0 +7.1% $65.23 -15.7%
566 SANM SANMINA CORP Technology 3,951.0 $512K 0.03% +163.0 +4.3% $129.64 +73.7%
567 SR SPIRE INC Utilities 5,652.0 $512K 0.03% -140.0 -2.4% $90.54 -4.8%
568 DD DUPONT DE NEMOURS INC Basic Materials 11,170.0 $512K 0.03% +490.0 +4.6% $45.80 +6.2%
569 CCL CARNIVAL CORP Consumer Cyclical 19,745.0 $511K 0.03% +7K +58.3% $25.88 -7.7%
570 URI UNITED RENTALS INC Industrials 701.0 $511K 0.03% +166.0 +31.0% $728.59 +29.6%
571 AZN ASTRAZENECA PLC Healthcare 2,589.0 $511K 0.03% NEW $197.23 -6.4%
572 AAT AMERICAN ASSETS TR INC Real Estate 27,675.0 $510K 0.03% +3K +11.1% $18.41 +15.5%
573 SHOP SHOPIFY INC Technology 4,291.0 $509K 0.03% +2K +74.9% $118.62 -13.7%
574 WDI WESTERN ASSET DIVERSIFIED IN Financial Services 37,769.0 $508K 0.03% -368.0 -1.0% $13.44 -0.7%
575 CRH PLC 4,815.0 $506K 0.03% +2K +67.1% $105.11
576 CMS CMS ENERGY CORP Utilities 6,523.0 $506K 0.03% +1K +19.8% $77.58 -7.0%
577 MMS MAXIMUS INC Industrials 7,854.0 $503K 0.03% $64.10 -6.9%
578 CLX CLOROX CO DEL Consumer Defensive 4,843.0 $502K 0.03% +2K +69.2% $103.63 -10.7%
579 FR FIRST INDL RLTY TR INC Real Estate 8,663.0 $501K 0.03% +79.0 +0.9% $57.85 +6.3%
580 CG CARLYLE GROUP INC Financial Services 10,341.0 $500K 0.03% NEW $48.39 -5.9%
Page 29 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%