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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 44 of 51  ·  1,003 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 STM STMICROELECTRONICS N V Technology 3,121.0 $234K 0.01% NEW $74.89 -30.2%
862 CNA CNA FINL CORP Financial Services 4,795.0 $233K 0.01% NEW $48.61 +3.5%
863 MLM MARTIN MARIETTA MATLS INC Basic Materials 404.0 $233K 0.01% -675.0 -62.6% $576.57 -9.3%
864 AA ALCOA CORP Basic Materials 4,455.0 $232K 0.01% -2K -32.5% $52.14 -4.1%
865 RITM RITHM CAPITAL CORP Real Estate 24,685.0 $232K 0.01% NEW $9.39 +8.6%
866 CEV EATON VANCE CALIF MUN INCOM Financial Services 22,021.0 $232K 0.01% -2K -6.8% $10.52 +1.3%
867 UFPI UFP INDUSTRIES INC Basic Materials 2,541.0 $231K 0.01% NEW $90.72 -3.9%
868 MKL MARKEL GROUP INC Financial Services 118.0 $230K 0.01% -79.0 -40.1% $1953.01 -7.1%
869 RGLD ROYAL GOLD INC Basic Materials 1,154.0 $230K 0.01% -1K -48.5% $199.62 +15.4%
870 MET METLIFE INC Financial Services 2,721.0 $230K 0.01% -4K -60.4% $84.62 +14.3%
871 NOK NOKIA CORP Technology 17,288.0 $230K 0.01% -2K -8.6% $13.28 -21.8%
872 OPCH OPTION CARE HEALTH INC Healthcare 10,948.0 $230K 0.01% NEW $20.97 +11.6%
873 RDDT REDDIT INC Communication Services 1,321.0 $229K 0.01% NEW $173.58 -8.8%
874 MTDR MATADOR RES CO Energy 4,584.0 $228K 0.01% NEW $49.78 +15.0%
875 CL COLGATE PALMOLIVE CO Consumer Defensive 2,489.0 $228K 0.01% -5K -67.5% $91.68 -0.2%
876 VUG VANGUARD INDEX FDS 2,642.0 $228K 0.01% -12K -81.9% $86.13 +2.0%
877 PATH UIPATH INC Technology 20,932.0 $228K 0.01% NEW $10.87 +43.3%
878 SLB SLB LIMITED Energy 4,860.0 $227K 0.01% -8K -62.0% $46.67 +14.0%
879 CORT CORCEPT THERAPEUTICS INC Healthcare 2,603.0 $226K 0.01% NEW $86.95 +35.8%
880 TAFI AB ACTIVE ETFS INC 8,949.0 $226K 0.01% -307K -97.2% $25.22 -0.6%
Page 44 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%