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Portfolio (Quarterly) Guide ↗

EVOLVE PRIVATE WEALTH, LLC

· CIK 0002111131
13F Portfolio $1.6B AUM 1,003 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 272 New 227 Added 492 Reduced 263 Exited
Page 33 of 51  ·  1,003 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 WMS ADVANCED DRAIN SYS INC DEL Industrials 2,309.0 $362K 0.02% NEW $156.96 -8.6%
642 KO COCA COLA CO Consumer Defensive 4,344.0 $358K 0.02% -37K -89.4% $82.50 +11.2%
643 KNF KNIFE RIVER CORP Basic Materials 4,283.0 $358K 0.02% NEW $83.65 -20.5%
644 GAP GAP INC Consumer Cyclical 19,167.0 $358K 0.02% -7K -27.1% $18.68 +4.8%
645 GRMN GARMIN LTD Technology 1,503.0 $357K 0.02% +164.0 +12.2% $237.43 +25.3%
646 LFUS LITTELFUSE INC Technology 782.0 $356K 0.02% -39.0 -4.8% $455.30 -8.8%
647 SATS ECHOSTAR CORP Technology 3,505.0 $356K 0.02% NEW $101.50 -14.3%
648 HAE HAEMONETICS CORP MASS Healthcare 4,739.0 $355K 0.02% -538.0 -10.2% $75.00 +45.8%
649 NZF NUVEEN MUN CR INCOME FD Financial Services 27,855.0 $355K 0.02% -5K -14.4% $12.76 -4.0%
650 TOST TOAST INC Technology 12,633.0 $351K 0.02% NEW $27.82 +27.4%
651 CXT CRANE NXT CO Industrials 6,820.0 $349K 0.02% NEW $51.16 -4.0%
652 HII HUNTINGTON INGALLS INDS INC Industrials 1,246.0 $349K 0.02% -1K -49.8% $279.79 +8.1%
653 DMA DESTRA MULTI-ALTERNATIVE FD Financial Services 46,576.0 $348K 0.02% -4K -8.4% $7.48 +1.5%
654 DOCU DOCUSIGN INC Technology 7,834.0 $348K 0.02% NEW $44.42 +40.5%
655 THG HANOVER INS GROUP INC Financial Services 1,618.0 $347K 0.02% -1K -43.5% $214.17 +4.2%
656 EIS ISHARES INC 2,863.0 $346K 0.02% NEW $120.71 +0.6%
657 SWK STANLEY BLACK & DECKER INC Industrials 3,669.0 $345K 0.02% -5K -58.2% $94.12 +4.6%
658 HRB BLOCK H & R INC Consumer Cyclical 8,918.0 $343K 0.02% NEW $38.42 +39.6%
659 LEO BNY MELLON STRATEGIC MUNS IN Financial Services 52,837.0 $341K 0.02% +27K +101.8% $6.46 -4.4%
660 CTVA CORTEVA INC Basic Materials 4,024.0 $341K 0.02% -567.0 -12.3% $84.70 -5.4%
Page 33 of 51  ·  1,003 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 29.5%
Financial Services 19.9%
Consumer Cyclical 10.5%
Industrials 9.9%
Healthcare 9.8%
Communication Services 6.6%
Consumer Defensive 4.0%
Energy 2.6%
Real Estate 2.5%
Utilities 2.5%