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Portfolio (Quarterly) Guide ↗

EVEXIA WEALTH LLC

· CIK 0001975710
13F Portfolio $369M AUM 77 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 35 Added 33 Reduced 8 Exited
Page 1 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 KLAC KLA CORP Technology 114,693.0 $21.0M 5.67% +102K +812.9% $182.75 -3.9%
2 MSFT MICROSOFT CORP Technology 35,762.0 $17.4M 4.72% +548.0 +1.6% $487.65 +5.3%
3 B BARRICK MNG CORP Basic Materials 406,294.0 $15.2M 4.11% +2K +0.6% $37.36 +22.2%
4 INTU INTUIT Technology 33,699.0 $10.7M 2.90% +1K +4.1% $318.39 +12.5%
5 GEV GE VERNOVA INC Utilities 9,975.0 $10.0M 2.72% +428.0 +4.5% $1006.76 -9.4%
6 RSG REPUBLIC SVCS INC Industrials 47,363.0 $9.9M 2.69% +449.0 +1.0% $209.62 +6.0%
7 BSCQ INVESCO EXCH TRD SLF IDX FD 492,437.0 $9.6M 2.60% +46K +10.3% $19.54 -0.1%
8 NOC NORTHROP GRUMMAN CORP Industrials 13,637.0 $7.5M 2.02% +238.0 +1.8% $548.47 -0.5%
9 HCA HCA HEALTHCARE INC Healthcare 17,882.0 $7.3M 1.97% +385.0 +2.2% $406.61 +2.8%
10 CEG CONSTELLATION ENERGY CORP Utilities 25,329.0 $6.9M 1.88% +2K +7.3% $273.71 +1.1%
11 BIL SPDR SERIES TRUST 68,787.0 $6.3M 1.70% +22K +47.7% $91.42 +0.3%
12 LOW LOWES COS INC Consumer Cyclical 26,129.0 $5.5M 1.50% +1K +4.0% $212.06 -1.9%
13 IBHF ISHARES TR 243,261.0 $5.5M 1.48% +80K +48.7% $22.45 +0.4%
14 BSJQ INVESCO EXCH TRD SLF IDX FD 175,895.0 $4.0M 1.09% +114K +184.7% $22.90 -0.0%
15 EOG EOG RES INC Energy 26,889.0 $3.9M 1.06% +532.0 +2.0% $145.68 -1.6%
16 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 63,434.0 $3.5M 0.95% +7K +12.2% $55.59 +21.3%
17 ISHARES TR 83,507.0 $1.9M 0.50% +47K +128.4% $22.31
18 VIG VANGUARD SPECIALIZED FUNDS 7,742.0 $1.9M 0.50% +2K +30.0% $240.14 +1.2%
19 MSTR STRATEGY INC Technology 12,856.0 $1.2M 0.33% +4K +45.2% $94.86 +34.2%
20 TTEK TETRA TECH INC NEW Industrials 31,923.0 $1.1M 0.29% +12K +58.7% $33.83 +8.0%
Page 1 of 2  ·  35 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 28.6%
Industrials 17.7%
Financial Services 16.2%
Consumer Cyclical 10.7%
Healthcare 10.4%
Basic Materials 6.4%
Utilities 5.6%
Consumer Defensive 2.7%
Energy 1.5%
Communication Services 0.2%