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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 13 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 TFC TRUIST FINL CORP Financial Services 25,722.0 $1.3M 0.07% NEW $49.21 -4.4%
242 MPC MARATHON PETE CORP Energy 7,762.0 $1.3M 0.07% NEW $162.63 +59.6%
243 TGT TARGET CORP Consumer Defensive 12,897.0 $1.3M 0.07% NEW $97.75 +26.2%
244 WFC WELLS FARGO CO NEW Financial Services 13,518.0 $1.3M 0.07% NEW $93.20 -20.2%
245 OTEX OPEN TEXT CORP Technology 38,475.0 $1.3M 0.07% NEW $32.58 -26.9%
246 NOW SERVICENOW INC Technology 8,122.0 $1.2M 0.07% NEW $153.19 -32.5%
247 MEGI NYLI CBRE GBL INFR MEGTRNDS Financial Services 90,284.0 $1.2M 0.07% NEW $13.76 +9.7%
248 RYANAIR HOLDINGS PLC 17,181.0 $1.2M 0.07% NEW $72.19
249 XEL XCEL ENERGY INC Utilities 16,576.0 $1.2M 0.07% NEW $74.43 +4.9%
250 LVS LAS VEGAS SANDS CORP Consumer Cyclical 18,808.0 $1.2M 0.07% NEW $65.09 -22.9%
251 BTI BRITISH AMERN TOB PLC Consumer Defensive 21,335.0 $1.2M 0.07% NEW $57.37 +15.7%
252 RMT ROYCE MICRO-CAP TR INC Financial Services 116,848.0 $1.2M 0.07% NEW $10.43 +25.0%
253 BX BLACKSTONE INC Financial Services 7,899.0 $1.2M 0.07% NEW $154.15 -25.9%
254 GLD SPDR GOLD TR Financial Services 3,023.0 $1.2M 0.07% NEW $396.31 +5.6%
255 FDS FACTSET RESH SYS INC Financial Services 4,096.0 $1.2M 0.07% NEW $290.19 -22.7%
256 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 32,123.0 $1.2M 0.07% NEW $37.00 -10.7%
257 BANK AMERICA CORP 933.0 $1.2M 0.07% NEW $1270.13
258 HOOD ROBINHOOD MKTS INC Financial Services 10,446.0 $1.2M 0.07% NEW $113.10 -31.8%
259 ASA ASA GOLD AND PRECIOUS MTLS L Financial Services 19,736.0 $1.2M 0.07% NEW $59.67 +2.5%
260 WDC WESTERN DIGITAL CORP Technology 6,793.0 $1.2M 0.07% NEW $172.27 +166.3%
Page 13 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%