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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 29 of 51  ·  1,003 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 BWXT BWX TECHNOLOGIES INC Industrials 2,280.0 $444K 0.03% NEW $194.65 -19.6%
562 APP APPLOVIN CORP Technology 861.0 $444K 0.03% -510.0 -37.2% $515.28 -40.1%
563 ECG EVERUS CONSTR GROUP Industrials 2,668.0 $443K 0.03% NEW $165.95 -24.5%
564 GLV CLOUGH GLOBAL DIVID & INCOME Financial Services 66,534.0 $442K 0.03% -5K -6.8% $6.64 -7.4%
565 SSNC SS&C TECH HLDGS Technology 7,106.0 $441K 0.03% +958.0 +15.6% $62.05 +32.3%
566 AKAM AKAMAI TECHNOLOGIES INC Technology 3,727.0 $441K 0.03% +875.0 +30.7% $118.21 -6.9%
567 LNG CHENIERE ENERGY INC Energy 1,838.0 $439K 0.03% -429.0 -18.9% $239.05 +16.8%
568 BIIB BIOGEN INC Healthcare 2,032.0 $439K 0.03% -2K -42.5% $216.11 -0.8%
569 LNTH LANTHEUS HLDGS INC Healthcare 3,944.0 $438K 0.03% NEW $110.94 -9.6%
570 DUOL DUOLINGO INC Technology 3,801.0 $437K 0.03% NEW $115.02 +27.8%
571 OXY OCCIDENTAL PETE CORP Energy 8,934.0 $436K 0.03% +493.0 +5.8% $48.76 +26.2%
572 QXO QXO INC Industrials 25,089.0 $434K 0.03% -11K -31.2% $17.28 -22.8%
573 EATON VANCE TAX-MANAGED GLOB 44,950.0 $433K 0.03% NEW $9.64
574 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 12,736.0 $433K 0.03% -6K -33.5% $34.00 +3.8%
575 OTTR OTTER TAIL CORP Utilities 4,789.0 $431K 0.03% $89.98 +2.3%
576 ENTERGY CORP NEW 3,744.0 $430K 0.03% -1K -22.7% $114.86
577 CAR AVIS BUDGET GROUP INC Industrials 2,901.0 $429K 0.03% NEW $147.83 -2.6%
578 BLUEROCK PVT REAL ESTATE FD 32,900.0 $428K 0.03% -3K -8.2% $13.01
579 LUV SOUTHWEST AIRLS CO Industrials 8,262.0 $426K 0.03% -9K -53.4% $51.59 -22.7%
580 VIRT VIRTU FINL INC Financial Services 7,118.0 $424K 0.03% +3K +54.7% $59.57 +2.7%
Page 29 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%