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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 40 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 SWK STANLEY BLACK & DECKER INC Industrials 32.0 $3K 0.00% NEW $94.12 +3.9%
782 CRM SALESFORCE INC Technology 19.0 $3K 0.00% +12.0 +171.4% $156.68 +63.4%
783 EMHC SPDR SERIES TRUST 115.0 $3K 0.00% $25.44 -2.0%
784 IYG ISHARES TR 32.0 $3K 0.00% NEW $90.47 +8.1%
785 PLD PROLOGIS INC. Real Estate 21.0 $3K 0.00% $135.48 +3.9%
786 MSCI MSCI INC Financial Services 5.0 $3K 0.00% $560.00 +1.9%
787 MPWR MONOLITHIC PWR SYS INC Technology 2.0 $3K 0.00% NEW $1382.50 -9.1%
788 NVO NOVO-NORDISK A S Healthcare 57.0 $3K 0.00% NEW $47.95 -4.9%
789 SRLN SSGA ACTIVE ETF TR 67.0 $3K 0.00% $40.28 +1.2%
790 GSLC GOLDMAN SACHS ETF TR 19.0 $3K 0.00% NEW $141.89 +3.5%
791 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 34.0 $3K 0.00% NEW $79.21 +11.0%
792 IBB ISHARES TR 14.0 $3K 0.00% $190.21 +9.8%
793 SCHM SCHWAB STRATEGIC TR 72.0 $3K 0.00% $36.88 -3.5%
794 IXC ISHARES TR 54.0 $3K 0.00% $49.13 +16.2%
795 RDDT REDDIT INC Communication Services 15.0 $3K 0.00% $173.60 -11.9%
796 HPQ HP INC Technology 118.0 $3K 0.00% $21.94 +39.1%
797 VOX VANGUARD WORLD FD 14.0 $3K 0.00% $183.93 +2.5%
798 WOMN TIDAL TRUST III 60.0 $3K 0.00% $42.40 +8.2%
799 IQVIA HLDGS INC 13.0 $3K 0.00% -119.0 -90.2% $193.23
800 NU NU HLDGS LTD Financial Services 182.0 $2K 0.00% $13.36 +7.0%
Page 40 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%