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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 27 of 51  ·  1,003 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 H HYATT HOTELS CORP Consumer Cyclical 2,561.0 $496K 0.03% NEW $193.84 -7.8%
522 APOS APOLLO GLOBAL MGMT INC Financial Services 4,189.0 $496K 0.03% +1K +41.9% $118.30 -78.4%
523 VNT VONTIER CORPORATION Technology 17,069.0 $495K 0.03% NEW $29.00 +13.1%
524 SBUX STARBUCKS CORP Consumer Cyclical 4,834.0 $494K 0.03% -9K -64.2% $102.19 +1.0%
525 ATO ATMOS ENERGY CORP Utilities 2,848.0 $491K 0.03% -877.0 -23.5% $172.26 -0.4%
526 SOURCE CAPITAL 10,666.0 $490K 0.03% -700.0 -6.2% $45.97
527 RRX REGAL REXNORD CORPORATION Industrials 2,051.0 $489K 0.03% NEW $238.54 -30.7%
528 PDX PIMCO DYNAMIC INCOME STRATEG Financial Services 23,334.0 $489K 0.03% -611.0 -2.5% $20.95 +4.1%
529 VVV VALVOLINE INC Energy 12,357.0 $489K 0.03% NEW $39.54 -14.9%
530 EVRG EVERGY INC Utilities 5,628.0 $486K 0.03% -5K -44.6% $86.44 -3.2%
531 VCSH VANGUARD SCOTTSDALE FDS 6,121.0 $484K 0.03% -454.0 -6.9% $79.03 -0.5%
532 EVR EVERCORE INC Financial Services 1,413.0 $482K 0.03% -140.0 -9.0% $341.44 -15.8%
533 PTC PTC INC Technology 4,245.0 $482K 0.03% NEW $113.61 +35.6%
534 EAGG ISHARES TR 10,115.0 $480K 0.03% -2K -17.2% $47.41 -1.5%
535 AAL AMERICAN AIRLINES GROUP INC Industrials 26,504.0 $479K 0.03% NEW $18.07 -25.4%
536 IVW ISHARES TR 3,475.0 $478K 0.03% +1K +75.8% $137.53 +0.5%
537 STZ CONSTELLATION BRANDS INC Consumer Defensive 3,432.0 $477K 0.03% NEW $139.09 -3.2%
538 COIN COINBASE GLOBAL INC Financial Services 3,254.0 $476K 0.03% NEW $146.17 +16.6%
539 SWKS SKYWORKS SOLUTIONS INC Technology 6,979.0 $473K 0.03% NEW $67.80 +1.3%
540 EGP EASTGROUP PPTYS INC Real Estate 2,306.0 $470K 0.03% NEW $203.97 -0.7%
Page 27 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%