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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 42 of 51  ·  1,003 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 MAT MATTEL INC Consumer Cyclical 18,159.0 $252K 0.01% +8K +76.6% $13.88 +4.5%
822 ACI ALBERTSONS COMPANIES INC Consumer Defensive 18,546.0 $251K 0.01% NEW $13.53 -9.8%
823 SMURFIT WESTROCK PLC 5,420.0 $251K 0.01% NEW $46.27
824 R RYDER SYS INC Industrials 947.0 $250K 0.01% NEW $263.77 -1.8%
825 MKTX MARKETAXESS HLDGS INC Financial Services 2,198.0 $249K 0.01% -4K -61.4% $113.49 +43.2%
826 UNM UNUM GROUP Financial Services 2,790.0 $249K 0.01% -726.0 -20.6% $89.39 +0.4%
827 USFD US FOODS HLDG CORP Consumer Defensive 2,435.0 $249K 0.01% -2K -39.4% $102.25 +4.6%
828 JEPQ J P MORGAN EXCHANGE TRADED F 4,044.0 $249K 0.01% -901.0 -18.2% $61.47 -2.5%
829 FHN FIRST HORIZON CORPORATION Financial Services 9,616.0 $249K 0.01% -8K -44.0% $25.85 -0.1%
830 KF KOREA FD INC Financial Services 3,300.0 $248K 0.01% NEW $75.21 -18.9%
831 WST WEST PHARMACEUTICAL SVSC INC Healthcare 689.0 $247K 0.01% NEW $358.97 -3.4%
832 CROX CROCS INC Consumer Cyclical 2,047.0 $247K 0.01% NEW $120.64 +6.6%
833 ED CONSOLIDATED EDISON INC Utilities 2,228.0 $246K 0.01% -3K -57.8% $110.63 -1.3%
834 CRL CHARLES RIV LABS INTL INC Healthcare 1,086.0 $246K 0.01% NEW $226.79 +23.1%
835 SOUTHSTATE BK CORP 2,465.0 $246K 0.01% NEW $99.90
836 FR FIRST INDL RLTY TR INC Real Estate 3,961.0 $245K 0.01% -5K -54.3% $61.97 +0.6%
837 DLTR DOLLAR TREE INC Consumer Defensive 2,027.0 $245K 0.01% -20K -91.0% $120.95 +7.9%
838 VIGI VANGUARD WHITEHALL FDS 2,617.0 $244K 0.01% -25K -90.4% $93.38 +4.7%
839 HQL ABRDN LIFE SCIENCES INVESTOR Financial Services 12,197.0 $244K 0.01% +443.0 +3.8% $20.01 +8.5%
840 IVE ISHARES TR 1,073.0 $244K 0.01% +118.0 +12.4% $227.06 +4.2%
Page 42 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%