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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 24 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 ADUS ADDUS HOMECARE CORP Healthcare 5,598.0 $601K 0.04% NEW $107.39 -13.2%
462 HAL HALLIBURTON CO Energy 21,225.0 $600K 0.04% NEW $28.26 +50.4%
463 PH PARKER-HANNIFIN CORP Industrials 681.0 $599K 0.04% NEW $879.04 -2.5%
464 EEM ISHARES TR 10,883.0 $595K 0.04% NEW $54.71 +19.3%
465 ASTRAZENECA PLC 6,474.0 $595K 0.04% NEW $91.94
466 MDB MONGODB INC Technology 1,407.0 $591K 0.04% NEW $419.69 -22.4%
467 CL COLGATE PALMOLIVE CO Consumer Defensive 7,468.0 $590K 0.04% NEW $79.02 +14.5%
468 ROKU ROKU INC Communication Services 5,439.0 $590K 0.04% NEW $108.49 +14.2%
469 INVX INNOVEX INTERNATIONAL INC Energy 26,915.0 $589K 0.04% NEW $21.87 +42.3%
470 TWLO TWILIO INC Communication Services 4,127.0 $587K 0.04% NEW $142.24 +32.0%
471 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 10,853.0 $585K 0.04% NEW $53.94 +29.7%
472 NYT NEW YORK TIMES CO Communication Services 8,416.0 $584K 0.04% NEW $69.42 +7.1%
473 ALL ALLSTATE CORP Financial Services 2,792.0 $584K 0.04% NEW $209.15 +6.2%
474 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 8,599.0 $583K 0.04% NEW $67.79 +10.0%
475 EW EDWARDS LIFESCIENCES CORP Healthcare 6,836.0 $583K 0.04% NEW $85.25 -3.5%
476 VISN COMMSCOPE HLDG CO INC Technology 31,919.0 $579K 0.03% NEW $18.13 -36.9%
477 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,648.0 $578K 0.03% NEW $350.55 +12.3%
478 TRMB TRIMBLE INC Technology 7,355.0 $576K 0.03% NEW $78.35 -29.5%
479 CPRT COPART INC Industrials 14,692.0 $575K 0.03% NEW $39.15 -15.4%
480 TPH TRI POINTE HOMES INC Consumer Cyclical 18,251.0 $574K 0.03% NEW $31.47 +49.2%
Page 24 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%