Portfolio (Quarterly)
Guide ↗
Leo H. Evart, Inc.
· CIK 0001920405| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | GM | GENERAL MTRS CO | Consumer Cyclical | 52.0 | $4K | 0.00% | NEW | — | $74.37 | +6.0% |
| 162 | — | PT SARANA MENARA N ORDF | — | 125,000.0 | $4K | 0.00% | NEW | — | $0.03 | — |
| 163 | DELL | DELL TECHNOLOGIES INC CLASS CLASS C | Technology | 21.0 | $3K | 0.00% | NEW | — | $162.19 | +248.7% |
| 164 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 7.0 | $3K | 0.00% | NEW | — | $461.00 | -14.1% |
| 165 | RSPG | INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF | — | 29.0 | $3K | 0.00% | NEW | — | $110.79 | -0.4% |
| 166 | LULU | LULULEMON ATHLETICA INC | Consumer Cyclical | 20.0 | $3K | 0.00% | NEW | — | $153.10 | -38.2% |
| 167 | KHC | KRAFT HEINZ CO | Consumer Defensive | 136.0 | $3K | 0.00% | NEW | — | $22.49 | -1.3% |
| 168 | KVUE | KENVUE INC | Consumer Defensive | 176.0 | $3K | 0.00% | NEW | — | $17.24 | -0.1% |
| 169 | WAB | WABTEC | Industrials | 12.0 | $3K | 0.00% | NEW | — | $249.92 | +15.5% |
| 170 | PCYO | PURE CYCLE CORP | Utilities | 250.0 | $3K | 0.00% | NEW | — | $10.06 | +8.8% |
| 171 | HTFL | HEARTFLOW INC | Healthcare | 100.0 | $2K | 0.00% | NEW | — | $24.33 | +103.9% |
| 172 | HPE | HEWLETT PACKARD ENTERPRI | Technology | 100.0 | $2K | 0.00% | NEW | — | $23.81 | +192.7% |
| 173 | SMCI | SUPER MICRO COMPUTER INC | Technology | 100.0 | $2K | 0.00% | NEW | — | $22.77 | +89.3% |
| 174 | AUR | AURORA INNOVATION INC CLASS A | Technology | 550.0 | $2K | 0.00% | NEW | — | $4.12 | +36.9% |
| 175 | PANW | PALO ALTO NETWORKS INC | Technology | 14.0 | $2K | 0.00% | NEW | — | $160.29 | +151.2% |
| 176 | SYF | SYNCHRONY FINL | Financial Services | 32.0 | $2K | 0.00% | NEW | — | $68.03 | +5.8% |
| 177 | FIG | FIGMA INC CLASS A | Technology | 100.0 | $2K | 0.00% | NEW | — | $21.14 | +0.6% |
| 178 | JPIN | JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF | — | 27.0 | $2K | 0.00% | NEW | — | $71.59 | +2.9% |
| 179 | HPQ | HP INC | Technology | 100.0 | $2K | 0.00% | NEW | — | $19.21 | +67.7% |
| 180 | SMH | VANECK SEMICONDUCTOR ETF | — | 4.0 | $2K | 0.00% | NEW | — | $384.50 | +64.0% |
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%