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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 17 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CRBG COREBRIDGE FINL INC Financial Services 30,409.0 $917K 0.05% NEW $30.17 -8.7%
322 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 5,513.0 $915K 0.05% NEW $166.00 +7.2%
323 TWN TAIWAN FD INC Financial Services 17,122.0 $915K 0.05% NEW $53.42 +65.2%
324 OKE ONEOK INC NEW Energy 12,430.0 $914K 0.05% NEW $73.50 +27.6%
325 CVSA ADTALEM GLOBAL ED INC Consumer Cyclical 8,822.0 $913K 0.05% NEW $103.47 +23.6%
326 APH AMPHENOL CORP NEW Technology 6,733.0 $912K 0.05% NEW $135.39 -12.0%
327 MCK MCKESSON CORP Healthcare 1,101.0 $904K 0.05% NEW $821.10 -5.5%
328 ROP ROPER TECHNOLOGIES INC Industrials 2,030.0 $904K 0.05% NEW $445.13 -25.6%
329 IWM ISHARES TR 3,657.0 $900K 0.05% NEW $246.16 +10.9%
330 FT FRANKLIN UNVL TR Financial Services 112,381.0 $899K 0.05% NEW $8.00 -0.7%
331 CMI CUMMINS INC Industrials 1,753.0 $895K 0.05% NEW $510.51 +29.2%
332 DINO HF SINCLAIR CORP Energy 19,370.0 $893K 0.05% NEW $46.08 +52.6%
333 GVA GRANITE CONSTR INC Industrials 7,686.0 $888K 0.05% NEW $115.48 +18.9%
334 CATY CATHAY GEN BANCORP Financial Services 18,218.0 $882K 0.05% NEW $48.39 +15.8%
335 APP APPLOVIN CORP Technology 1,307.0 $881K 0.05% NEW $673.82 -29.2%
336 REXR REXFORD INDL RLTY INC Real Estate 22,458.0 $879K 0.05% NEW $39.15 -9.9%
337 PB PROSPERITY BANCSHARES INC Financial Services 12,579.0 $877K 0.05% NEW $69.72 -2.2%
338 SANDISK CORP 3,685.0 $875K 0.05% NEW $237.38
339 ADI ANALOG DEVICES INC Technology 3,214.0 $872K 0.05% NEW $271.20 +52.8%
340 TPZ TORTOISE CAPITAL SERIES TRUS 42,532.0 $870K 0.05% NEW $20.45 +8.4%
Page 17 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%