Portfolio (Quarterly) Guide ↗

Leo H. Evart, Inc.

· CIK 0001920405

13F Portfolio $116.9B AUM 316 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q3 2023 · All 265 New 17 Added 16 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	AGG	ISHARES TR	—	3,645	$343K	0.53%	SOLD

Sector Allocation

Technology 40.3%

Financial Services 15.1%

Consumer Cyclical 9.2%

Communication Services 6.6%

Utilities 6.6%

Energy 6.3%

Healthcare 5.6%

Industrials 4.8%

Consumer Defensive 4.0%

Real Estate 1.3%