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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 18 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 OZK BANK OZK LITTLE ROCK ARK Financial Services 18,814.0 $866K 0.05% NEW $46.02 +2.8%
342 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 9,775.0 $862K 0.05% NEW $88.21 +16.1%
343 EXACT SCIENCES CORP 8,471.0 $860K 0.05% NEW $101.56
344 CNO CNO FINL GROUP INC Financial Services 20,234.0 $859K 0.05% NEW $42.47 +12.6%
345 ESTC ELASTIC N V Technology 11,366.0 $857K 0.05% NEW $75.44 -28.5%
346 AFL AFLAC INC Financial Services 7,762.0 $856K 0.05% NEW $110.27 +7.4%
347 NUE NUCOR CORP Basic Materials 5,217.0 $854K 0.05% NEW $163.67 +38.4%
348 NEE NEXTERA ENERGY INC Utilities 10,617.0 $852K 0.05% NEW $80.28 +16.3%
349 PLD PROLOGIS INC. Real Estate 6,665.0 $851K 0.05% NEW $127.67 +11.5%
350 APA APA CORPORATION Energy 34,716.0 $849K 0.05% NEW $24.46 +64.1%
351 BCX BLACKROCK RES & COMMODITIES Financial Services 77,098.0 $847K 0.05% NEW $10.98 +9.7%
352 GLO CLOUGH GLOBAL OPPORTUNITIES Financial Services 147,528.0 $835K 0.05% NEW $5.66 +2.5%
353 IJH ISHARES TR 12,638.0 $834K 0.05% NEW $66.00 +8.3%
354 WCC WESCO INTL INC Industrials 3,396.0 $831K 0.05% NEW $244.65 +42.2%
355 LAMR LAMAR ADVERTISING CO NEW Real Estate 6,532.0 $827K 0.05% NEW $126.58 +15.0%
356 ADEA ADEIA INC Technology 47,498.0 $819K 0.05% NEW $17.25 +53.2%
357 JCI JOHNSON CTLS INTL PLC Industrials 6,817.0 $819K 0.05% NEW $120.15 +14.3%
358 IT GARTNER INC Technology 3,241.0 $818K 0.05% NEW $252.28 -38.4%
359 LOW LOWES COS INC Consumer Cyclical 3,387.0 $817K 0.05% NEW $241.16 -9.6%
360 PGR PROGRESSIVE CORP Financial Services 3,568.0 $813K 0.05% NEW $227.72 -10.4%
Page 18 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%