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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 48 of 51  ·  1,003 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 BKR BAKER HUGHES COMPANY Energy 3,655.0 $203K 0.01% -5K -57.8% $55.50 +16.9%
942 CPB THE CAMPBELLS COMPANY Consumer Defensive 9,087.0 $202K 0.01% NEW $22.27 +1.8%
943 ANGLOGOLD ASHANTI PLC 2,498.0 $202K 0.01% NEW $80.95
944 DXCM DEXCOM INC Healthcare 2,999.0 $202K 0.01% -241.0 -7.4% $67.35 +31.8%
945 FRSH FRESHWORKS INC Technology 19,924.0 $202K 0.01% NEW $10.12 +21.8%
946 CNX CNX RES CORP Energy 5,941.0 $202K 0.01% NEW $33.93 +4.2%
947 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 5,332.0 $201K 0.01% NEW $37.76 +10.4%
948 NXT NEXTPOWER INC Technology 1,689.0 $201K 0.01% NEW $119.14 -16.8%
949 STANDARDAERO INC 6,715.0 $201K 0.01% NEW $29.91
950 PCQ PIMCO CALIF MUN INCOME FD Financial Services 22,237.0 $200K 0.01% -4K -15.2% $9.01 -3.2%
951 IGA VOYA GLBL ADV & PREM OPP FD Financial Services 19,830.0 $196K 0.01% -705.0 -3.4% $9.90 +6.2%
952 TTD THE TRADE DESK INC Technology 10,655.0 $193K 0.01% NEW $18.08 -25.9%
953 FTRE FORTREA HLDGS INC Healthcare 10,966.0 $191K 0.01% -6K -34.6% $17.40 +4.0%
954 NUVEEN REAL ASSET INCOME & G 14,545.0 $190K 0.01% -636.0 -4.2% $13.09
955 CERT CERTARA INC Healthcare 29,024.0 $190K 0.01% NEW $6.55 +22.1%
956 NMR NOMURA HLDGS INC Financial Services 21,439.0 $188K 0.01% +6K +38.9% $8.78 +11.7%
957 DXC DXC TECHNOLOGY CO Technology 20,863.0 $185K 0.01% NEW $8.85 +17.4%
958 CAG CONAGRA BRANDS INC Consumer Defensive 13,461.0 $181K 0.01% NEW $13.46 +15.5%
959 HBAN HUNTINGTON BANCSHARES INC Financial Services 10,087.0 $181K 0.01% -18K -63.6% $17.95 -0.0%
960 COLD AMERICOLD REALTY TRUST INC Real Estate 11,229.0 $179K 0.01% NEW $15.95 -9.1%
Page 48 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%