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Portfolio (Quarterly) Guide ↗

EVOLUTION WEALTH MANAGEMENT INC.

· CIK 0002010029
13F Portfolio $170M AUM 939 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 132 New 257 Added 114 Reduced 49 Exited
Page 35 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 THC TENET HEALTHCARE CORP Healthcare 30.0 $6K 0.00% $187.07 +42.6%
682 MDYV SPDR SERIES TRUST 59.0 $6K 0.00% NEW $94.85 -0.2%
683 FS SPECIALTY LENDING FD 499.0 $6K 0.00% $11.15
684 DRI DARDEN RESTAURANTS INC Consumer Cyclical 27.0 $6K 0.00% $206.00 +4.7%
685 TLH ISHARES TR 55.0 $6K 0.00% +42.0 +323.1% $100.35 -3.0%
686 AZN ASTRAZENECA PLC Healthcare 29.0 $5K 0.00% +9.0 +45.0% $189.62 -14.2%
687 HCA HCA HEALTHCARE INC Healthcare 14.0 $5K 0.00% $389.86 +7.2%
688 OVF LISTED FDS TR 172.0 $5K 0.00% -312.0 -64.5% $31.69 +1.0%
689 BGRN ISHARES TR 114.0 $5K 0.00% $47.47 -1.1%
690 VCR VANGUARD WORLD FD 14.0 $5K 0.00% $385.86 +2.1%
691 CRWD CROWDSTRIKE HLDGS INC Technology 7.0 $5K 0.00% -33.0 -82.5% $190.79 +14.5%
692 DTE DTE ENERGY CO Utilities 35.0 $5K 0.00% NEW $152.37 -10.8%
693 CORPAY INC 16.0 $5K 0.00% $333.25
694 HPE HEWLETT PACKARD ENTERPRISE C Technology 117.0 $5K 0.00% $45.11 +15.9%
695 PLTY TIDAL TRUST II 185.0 $5K 0.00% NEW $28.36 +35.9%
696 EQIX EQUINIX INC Real Estate 5.0 $5K 0.00% NEW $1042.40 +0.2%
697 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 200.0 $5K 0.00% $26.00 +5.5%
698 WCLD WISDOMTREE TR 162.0 $5K 0.00% $32.06 +33.9%
699 MAIN MAIN STR CAP CORP Financial Services 100.0 $5K 0.00% $51.88 +12.9%
700 WCN WASTE CONNECTIONS INC Industrials 31.0 $5K 0.00% $166.68 -0.4%
Page 35 of 47  ·  935 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 36.4%
Financial Services 23.4%
Consumer Cyclical 9.5%
Healthcare 6.8%
Industrials 6.3%
Communication Services 5.4%
Utilities 3.5%
Consumer Defensive 3.5%
Energy 2.3%
Basic Materials 1.5%