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Portfolio (Quarterly) Guide ↗

EVOLVE PRIVATE WEALTH, LLC

· CIK 0002111131
13F Portfolio $1.6B AUM 1,003 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 272 New 227 Added 492 Reduced 263 Exited
Page 24 of 51  ·  1,003 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 23,919.0 $564K 0.03% +2K +10.4% $23.58 +4.2%
462 PAHC PHIBRO ANIMAL HEALTH CORP Healthcare 17,920.0 $563K 0.03% NEW $31.40 +12.3%
463 NKE NIKE INC Consumer Cyclical 13,572.0 $562K 0.03% +6K +79.1% $41.38 -2.1%
464 IWD ISHARES TR 2,304.0 $559K 0.03% -8K -77.1% $242.46 +6.2%
465 CALM CAL MAINE FOODS INC Consumer Defensive 6,932.0 $558K 0.03% -275.0 -3.8% $80.57 -0.3%
466 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 18,752.0 $558K 0.03% +1K +5.9% $29.78 -21.3%
467 LIN LINDE PLC Basic Materials 1,076.0 $558K 0.03% -2K -64.5% $518.37 -7.2%
468 TSN TYSON FOODS INC Consumer Defensive 9,725.0 $557K 0.03% -3K -20.8% $57.25 +2.3%
469 FLR FLUOR CORP Industrials 10,601.0 $555K 0.03% -4K -25.6% $52.39 +3.2%
470 TPG TPG INC Financial Services 13,696.0 $555K 0.03% NEW $40.55 +30.7%
471 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 52,207.0 $555K 0.03% NEW $10.64 -4.8%
472 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,432.0 $554K 0.03% +82.0 +6.1% $386.88 +1.9%
473 EMR EMERSON ELEC CO Industrials 3,859.0 $552K 0.03% -4K -49.6% $143.16 +10.1%
474 ON ON SEMICONDUCTOR CORP Technology 5,833.0 $551K 0.03% NEW $94.54 -19.7%
475 CPRT COPART INC Industrials 19,517.0 $550K 0.03% +8K +69.1% $28.19 +18.8%
476 CRH PLC 5,131.0 $549K 0.03% +316.0 +6.6% $107.05
477 SONY SONY GROUP CORP Technology 27,359.0 $549K 0.03% +2K +5.9% $20.06 +17.1%
478 DPG DUFF & PHELPS UTLITY AND INF Financial Services 36,718.0 $547K 0.03% +25K +216.4% $14.91 -0.8%
479 CHE CHEMED CORP NEW Healthcare 1,173.0 $546K 0.03% NEW $465.74 +14.0%
480 GNTX GENTEX CORP Consumer Cyclical 21,582.0 $545K 0.03% NEW $25.27 -6.9%
Page 24 of 51  ·  1,003 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 29.5%
Financial Services 19.9%
Consumer Cyclical 10.5%
Industrials 9.9%
Healthcare 9.8%
Communication Services 6.6%
Consumer Defensive 4.0%
Energy 2.6%
Real Estate 2.5%
Utilities 2.5%