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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 45 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 FSK FS KKR CAP CORP Financial Services 75.0 $788.0 $10.51 +16.7%
882 REFR RESEARCH FRONTIERS INC Technology 1,500.0 $780.0 NEW $0.52 -11.1%
883 FCG FIRST TR EXCHANGE-TRADED FD 29.0 $772.0 $26.62 +15.6%
884 INGR INGREDION INC Consumer Defensive 8.0 $758.0 $94.75 +10.4%
885 HOG HARLEY DAVIDSON INC Consumer Cyclical 30.0 $734.0 $24.47 +14.9%
886 EVEREST GROUP LTD 2.0 $714.0 $357.00
887 GDDY GODADDY INC Technology 8.0 $679.0 $84.88 +15.1%
888 STT STATE STR CORP Financial Services 4.0 $678.0 $169.50 +14.1%
889 ROP ROPER TECHNOLOGIES INC Industrials 2.0 $677.0 NEW $338.50 +25.9%
890 DOV DOVER CORP Industrials 3.0 $673.0 -7.0 -70.0% $224.33 -11.4%
891 XLB SELECT SECTOR SPDR TR 13.0 $661.0 NEW $50.85 +4.6%
892 PSA PUBLIC STORAGE Real Estate 2.0 $637.0 NEW $318.50 -1.6%
893 REMX VANECK ETF TRUST 7.0 $620.0 $88.57 -12.6%
894 CMS CMS ENERGY CORP Utilities 8.0 $612.0 NEW $76.50 -10.8%
895 BSCU INVESCO EXCH TRD SLF IDX FD 35.0 $583.0 $16.66 -1.1%
896 AVB AVALONBAY CMNTYS INC Real Estate 3.0 $566.0 NEW $188.67 -2.4%
897 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 30.0 $566.0 $18.87 +15.8%
898 USB US BANCORP Financial Services 9.0 $544.0 $60.44 +3.4%
899 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 5.0 $539.0 $107.80 +3.3%
900 GIS GENERAL MILLS INC Consumer Defensive 15.0 $522.0 $34.80 +19.4%
Page 45 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%