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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 22 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 ITW ILLINOIS TOOL WKS INC Industrials 2,662.0 $660K 0.04% NEW $248.01 +0.6%
422 LGI LAZARD GLOBAL TOTAL RETURN & Financial Services 37,833.0 $660K 0.04% NEW $17.44 +0.7%
423 RWL INVESCO EXCH TRADED FD TR II 5,747.0 $658K 0.04% NEW $114.50 +8.8%
424 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 8,858.0 $656K 0.04% NEW $74.03 +14.6%
425 CDP COPT DEFENSE PROPERTIES Real Estate 23,318.0 $655K 0.04% NEW $28.11 +13.5%
426 CPRX CATALYST PHARMACEUTICALS INC Healthcare 27,992.0 $653K 0.04% NEW $23.34 +33.8%
427 ALGN ALIGN TECHNOLOGY INC Healthcare 4,165.0 $650K 0.04% NEW $156.15 -0.6%
428 FIRST HAWAIIAN INC 25,699.0 $650K 0.04% NEW $25.30
429 EPD ENTERPRISE PRODS PARTNERS L Energy 20,274.0 $650K 0.04% NEW $32.06 +23.1%
430 BDC BELDEN INC Technology 5,561.0 $648K 0.04% NEW $116.60 -12.6%
431 VTR VENTAS INC Real Estate 8,323.0 $648K 0.04% NEW $77.86 +13.2%
432 WCN WASTE CONNECTIONS INC Industrials 3,694.0 $648K 0.04% NEW $175.36 -9.4%
433 IEFA ISHARES TR 7,190.0 $643K 0.04% NEW $89.46 +6.6%
434 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 9,114.0 $643K 0.04% NEW $70.53 -11.3%
435 COP CONOCOPHILLIPS Energy 6,855.0 $642K 0.04% NEW $93.61 +33.0%
436 JOF JAPAN SMALLER CAPITALIZATION Financial Services 57,890.0 $641K 0.04% NEW $11.08 +2.3%
437 VLYPN VALLEY NATL BANCORP Financial Services 54,382.0 $641K 0.04% NEW $11.79 +120.0%
438 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,473.0 $640K 0.04% NEW $258.88 -14.8%
439 STE STERIS PLC Healthcare 2,509.0 $636K 0.04% NEW $253.52 -16.0%
440 FTDR FRONTDOOR INC Consumer Cyclical 11,000.0 $635K 0.04% NEW $57.69 +10.0%
Page 22 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%