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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 39 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 LEA LEAR CORP Consumer Cyclical 2,448.0 $281K 0.02% NEW $114.60 +12.2%
762 PPC PILGRIMS PRIDE CORP Consumer Defensive 7,159.0 $279K 0.02% NEW $38.99 -26.8%
763 MPLX MPLX LP Energy 5,229.0 $279K 0.02% NEW $53.37 +4.3%
764 BKH BLACK HILLS CORP Utilities 4,015.0 $279K 0.02% NEW $69.42 +6.2%
765 VO VANGUARD INDEX FDS 959.0 $278K 0.02% NEW $290.22 -73.7%
766 PENG PENGUIN SOLUTIONS INC Technology 14,212.0 $278K 0.02% NEW $19.56 +143.5%
767 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 7,617.0 $278K 0.02% NEW $36.49 -0.2%
768 AKAM AKAMAI TECHNOLOGIES INC Technology 3,170.0 $277K 0.02% NEW $87.25 +66.2%
769 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,706.0 $276K 0.02% NEW $102.10 -5.5%
770 SWK STANLEY BLACK & DECKER INC Industrials 3,715.0 $276K 0.02% NEW $74.28 -0.1%
771 LNT ALLIANT ENERGY CORP Utilities 4,202.0 $273K 0.02% NEW $65.01 +12.3%
772 VFC V F CORP Consumer Cyclical 15,105.0 $273K 0.02% NEW $18.08 -3.9%
773 EA ELECTRONIC ARTS INC Communication Services 1,332.0 $272K 0.02% NEW $204.33 -1.4%
774 XMLV INVESCO EXCH TRADED FD TR II 4,342.0 $271K 0.02% NEW $62.37 +4.3%
775 XYL XYLEM INC Industrials 1,966.0 $268K 0.02% NEW $136.19 -21.7%
776 PODD INSULET CORP Healthcare 940.0 $267K 0.02% NEW $284.24 -45.9%
777 MBB ISHARES TR 2,787.0 $265K 0.02% NEW $95.23 -2.2%
778 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 1,371.0 $265K 0.02% NEW $193.43 +7.3%
779 RACE FERRARI N V Consumer Cyclical 714.0 $264K 0.02% NEW $369.56 -10.1%
780 HAYW HAYWARD HLDGS INC Industrials 16,959.0 $262K 0.02% NEW $15.45 -15.0%
Page 39 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%