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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 15 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 DKNG DRAFTKINGS INC NEW Consumer Cyclical 30,588.0 $1.1M 0.06% NEW $34.46 -27.5%
282 GGZ GABELLI GLOBAL SMALL & MID C Financial Services 70,004.0 $1.1M 0.06% NEW $15.00 +1.7%
283 WELL WELLTOWER INC Real Estate 5,616.0 $1.0M 0.06% NEW $185.61 +14.5%
284 NEM NEWMONT CORP Basic Materials 10,376.0 $1.0M 0.06% NEW $99.85 +10.0%
285 TIGO MILLICOM INTL CELLULAR S A Communication Services 18,667.0 $1.0M 0.06% NEW $55.44 +45.6%
286 B BARRICK MNG CORP Basic Materials 23,733.0 $1.0M 0.06% NEW $43.55 -9.3%
287 IMO IMPERIAL OIL LTD Energy 11,851.0 $1.0M 0.06% NEW $86.81 +59.4%
288 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 22,207.0 $1.0M 0.06% NEW $46.30 -27.3%
289 KDP KEURIG DR PEPPER INC Consumer Defensive 36,680.0 $1.0M 0.06% NEW $28.01 +5.1%
290 ADSK AUTODESK INC Technology 3,468.0 $1.0M 0.06% NEW $296.00 -17.5%
291 EMR EMERSON ELEC CO Industrials 7,704.0 $1.0M 0.06% NEW $132.73 -0.4%
292 FCX FREEPORT-MCMORAN INC Basic Materials 20,096.0 $1.0M 0.06% NEW $50.79 +19.1%
293 CFG CITIZENS FINL GROUP INC Financial Services 17,440.0 $1.0M 0.06% NEW $58.41 +5.0%
294 BBY BEST BUY INC Consumer Cyclical 15,029.0 $1.0M 0.06% NEW $67.77 -12.5%
295 CPZ CALAMOS LNG SHR EQT DYNAMIC Financial Services 68,360.0 $1.0M 0.06% NEW $14.76 -12.3%
296 CMCSA COMCAST CORP NEW Communication Services 33,517.0 $1.0M 0.06% NEW $29.89 -17.0%
297 ILCG ISHARES TR 9,607.0 $1000K 0.06% NEW $104.04 +9.1%
298 USB US BANCORP DEL Financial Services 18,219.0 $982K 0.06% NEW $53.88 -0.8%
299 AMG AFFILIATED MANAGERS GROUP IN Financial Services 3,399.0 $980K 0.06% NEW $288.28 +2.3%
300 SU SUNCOR ENERGY INC NEW Energy 22,065.0 $979K 0.06% NEW $44.36 +57.2%
Page 15 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%