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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 21 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 PGZ PRINCIPAL REAL ESTATE INCOME Financial Services 70,891.0 $710K 0.04% NEW $10.01 -3.3%
402 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 1,783.0 $709K 0.04% NEW $397.65 -26.0%
403 EVRG EVERGY INC Utilities 9,759.0 $707K 0.04% NEW $72.49 +11.0%
404 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 38,625.0 $701K 0.04% NEW $18.15 -15.6%
405 VEEV VEEVA SYS INC Healthcare 3,127.0 $698K 0.04% NEW $223.23 -26.6%
406 ONB OLD NATL BANCORP IND Financial Services 31,264.0 $698K 0.04% NEW $22.31 +5.2%
407 HAFC HANMI FINL CORP Financial Services 25,435.0 $688K 0.04% NEW $27.03 +9.5%
408 LECO LINCOLN ELEC HLDGS INC Industrials 2,859.0 $687K 0.04% NEW $240.43 +8.5%
409 WAB WABTEC Industrials 3,212.0 $686K 0.04% NEW $213.45 +21.9%
410 QQQM INVESCO EXCH TRADED FD TR II 2,695.0 $682K 0.04% NEW $252.92 +14.2%
411 SYK STRYKER CORPORATION Healthcare 1,926.0 $679K 0.04% NEW $352.35 -11.1%
412 MMS MAXIMUS INC Industrials 7,830.0 $676K 0.04% NEW $86.32 -30.9%
413 HII HUNTINGTON INGALLS INDS INC Industrials 1,987.0 $676K 0.04% NEW $340.07 -3.2%
414 TRV TRAVELERS COMPANIES INC Financial Services 2,329.0 $676K 0.04% NEW $290.06 +5.5%
415 RMBS RAMBUS INC DEL Technology 7,339.0 $674K 0.04% NEW $91.89 +34.7%
416 FNF FIDELITY NATIONAL FINANCIAL Financial Services 12,202.0 $666K 0.04% NEW $54.59 -9.3%
417 PYPL PAYPAL HLDGS INC Financial Services 11,389.0 $665K 0.04% NEW $58.38 -24.0%
418 VCIT VANGUARD SCOTTSDALE FDS 7,920.0 $663K 0.04% NEW $83.75 -2.6%
419 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 8,641.0 $663K 0.04% NEW $76.67 +15.5%
420 BWA BORGWARNER INC Consumer Cyclical 14,668.0 $661K 0.04% NEW $45.06 +35.7%
Page 21 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%