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Portfolio (Quarterly) Guide ↗

EVOLVE PRIVATE WEALTH, LLC

· CIK 0002111131
13F Portfolio $1.7B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 924 New
Page 14 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 BOE BLACKROCK ENHANCED GLOBAL DI Financial Services 98,626.0 $1.2M 0.07% NEW $11.71 -0.6%
262 CIEN CIENA CORP Technology 4,879.0 $1.1M 0.07% NEW $233.87 +131.7%
263 AX AXOS FINANCIAL INC Financial Services 12,906.0 $1.1M 0.07% NEW $86.16 -2.9%
264 PRU PRUDENTIAL FINL INC Financial Services 9,816.0 $1.1M 0.07% NEW $112.88 -8.8%
265 EHC ENCOMPASS HEALTH CORP Healthcare 10,423.0 $1.1M 0.07% NEW $106.14 -0.0%
266 BMEZ BLACKROCK HEALTH SCIENCES TE Financial Services 73,330.0 $1.1M 0.07% NEW $15.05 -8.0%
267 TXT TEXTRON INC Industrials 12,650.0 $1.1M 0.07% NEW $87.19 +3.9%
268 LYFT LYFT INC Technology 56,787.0 $1.1M 0.07% NEW $19.37 -31.0%
269 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 7,680.0 $1.1M 0.07% NEW $141.83 +10.8%
270 HQH ABRDN HEALTHCARE INVESTORS Financial Services 57,013.0 $1.1M 0.06% NEW $18.94 +3.6%
271 MUB ISHARES TR 10,077.0 $1.1M 0.06% NEW $107.11 -1.3%
272 SBUX STARBUCKS CORP Consumer Cyclical 12,817.0 $1.1M 0.06% NEW $84.21 +26.6%
273 NFG NATIONAL FUEL GAS CO Energy 13,322.0 $1.1M 0.06% NEW $80.59 +2.9%
274 DHR DANAHER CORPORATION Healthcare 4,666.0 $1.1M 0.06% NEW $229.24 -28.5%
275 CCK CROWN HLDGS INC Consumer Cyclical 10,385.0 $1.1M 0.06% NEW $102.97 -7.5%
276 BDX BECTON DICKINSON & CO Healthcare 5,510.0 $1.1M 0.06% NEW $194.07 -24.3%
277 WELLS FARGO CO NEW 879.0 $1.1M 0.06% NEW $1212.17
278 HMOP HARTFORD FDS EXCHANGE TRADED 27,054.0 $1.1M 0.06% NEW $39.25 -1.2%
279 SNY SANOFI SA Healthcare 21,858.0 $1.1M 0.06% NEW $48.46 -10.2%
280 HUBS HUBSPOT INC Technology 2,630.0 $1.1M 0.06% NEW $401.30 -48.0%
Page 14 of 47  ·  924 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 27.9%
Financial Services 22.8%
Consumer Cyclical 11.1%
Healthcare 9.3%
Industrials 8.3%
Communication Services 7.1%
Consumer Defensive 4.6%
Energy 3.0%
Utilities 2.7%
Real Estate 1.8%