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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 38 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 SOUN SOUNDHOUND AI INC Technology 600.0 $4K 0.00% NEW $6.47 +9.9%
742 KNTK KINETIK HOLDINGS INC Energy 80.0 $4K 0.00% $48.34 +11.3%
743 ACN ACCENTURE PLC IRELAND Technology 31.0 $4K 0.00% +4.0 +14.8% $124.45 +52.4%
744 XLC SELECT SECTOR SPDR TR 36.0 $4K 0.00% NEW $107.14 +5.5%
745 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 40.0 $4K 0.00% $95.97 +23.9%
746 KNG FIRST TR EXCHANGE-TRADED FD 76.0 $4K 0.00% $50.50 +2.1%
747 SCCO SOUTHERN COPPER CORP Basic Materials 22.0 $4K 0.00% $174.27 +20.4%
748 MDYG SPDR SERIES TRUST 34.0 $4K 0.00% NEW $112.09 -3.2%
749 PJT PJT PARTNERS INC Financial Services 25.0 $4K 0.00% $150.96 +21.1%
750 CL COLGATE PALMOLIVE CO Consumer Defensive 41.0 $4K 0.00% +7.0 +20.6% $91.68 -1.0%
751 VTRS VIATRIS INC Healthcare 236.0 $4K 0.00% $15.88 +2.9%
752 KOCT INNOVATOR ETFS TRUST 100.0 $4K 0.00% $37.36 +1.8%
753 NVDY TIDAL TRUST II 300.0 $4K 0.00% NEW $12.44 +0.3%
754 NI NISOURCE INC Utilities 78.0 $4K 0.00% $47.55 -14.7%
755 SPOT SPOTIFY TECHNOLOGY S A Communication Services 8.0 $4K 0.00% -2.0 -20.0% $459.12 +19.3%
756 AON AON PLC Financial Services 11.0 $4K 0.00% NEW $331.73 +7.1%
757 BLOCK INC 48.0 $4K 0.00% NEW $76.00
758 WEC WEC ENERGY GROUP INC Utilities 31.0 $4K 0.00% +12.0 +63.2% $116.77 -9.0%
759 LINK INTERLINK ELECTRS INC Technology 750.0 $4K 0.00% $4.82 +4.4%
760 CII BLACKROCK ENHANCED LARGE CAP Financial Services 137.0 $4K 0.00% $26.15 -5.3%
Page 38 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%