Portfolio (Quarterly)
Guide ↗
Leo H. Evart, Inc.
· CIK 0001920405| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 261 | — | NEOMAGIC CORP | — | 40.0 | $1.0 | — | NEW | — | $0.03 | — |
| 262 | — | SKYE BIOSCIENCE INC EQUI | — | 1.0 | $1.0 | — | NEW | — | $1.00 | — |
| 263 | — | DECISION DIAGNOSTICS COR | — | 1,570.0 | — | — | NEW | — | — | — |
| 264 | — | FORU HLDGS INC | — | 304.0 | — | — | NEW | — | — | — |
| 265 | — | GECKOSYSTEMS INTL CORP | — | 129,900.0 | — | — | NEW | — | — | — |
① 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
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%