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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 32 of 51  ·  1,003 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 DY DYCOM INDS INC Industrials 748.0 $378K 0.02% NEW $505.59 -20.8%
622 MDT MEDTRONIC PLC Healthcare 4,798.0 $378K 0.02% -7K -58.1% $78.72 +17.3%
623 LVS LAS VEGAS SANDS CORP Consumer Cyclical 8,157.0 $377K 0.02% -4K -32.4% $46.19 -0.5%
624 TW TRADEWEB MKTS INC Financial Services 3,780.0 $377K 0.02% -990.0 -20.8% $99.66 +6.5%
625 KIM KIMCO REALTY CORP Real Estate 14,804.0 $375K 0.02% NEW $25.35 -4.7%
626 RHI ROBERT HALF INC. Industrials 12,184.0 $374K 0.02% +194.0 +1.6% $30.70 +42.9%
627 VICI VICI PPTYS INC Real Estate 13,859.0 $373K 0.02% +909.0 +7.0% $26.93 -1.3%
628 KRMN KARMAN HLDGS INC Industrials 7,459.0 $372K 0.02% NEW $49.92 +8.9%
629 NPCT NUVEEN CORE PLUS IMPACT FUND Financial Services 36,196.0 $370K 0.02% -3K -7.8% $10.22 -4.7%
630 MUC BLACKROCK MUNIHLDNGS CALI Financial Services 33,438.0 $369K 0.02% -20K -37.5% $11.04 -4.0%
631 LINE LINEAGE INC Real Estate 8,427.0 $369K 0.02% +2K +22.5% $43.77 -5.3%
632 VC VISTEON CORP Consumer Cyclical 3,717.0 $369K 0.02% -3K -40.9% $99.20 +6.2%
633 IVZ INVESCO LTD Financial Services 13,893.0 $366K 0.02% -10K -42.6% $26.38 +18.9%
634 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,462.0 $365K 0.02% +56.0 +4.0% $249.98 -3.9%
635 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 4,432.0 $365K 0.02% $82.40 -5.4%
636 RQI COHEN & STEERS QUALITY INCOM Financial Services 29,645.0 $365K 0.02% -1K -3.5% $12.31 +0.2%
637 AOS SMITH A O CORP Industrials 5,807.0 $364K 0.02% NEW $62.72 -0.5%
638 NOC NORTHROP GRUMMAN CORP Industrials 713.0 $363K 0.02% -1K -61.8% $509.57 +10.7%
639 PYPL PAYPAL HLDGS INC Financial Services 8,412.0 $363K 0.02% -3K -26.9% $43.18 +44.3%
640 FNB F N B CORP Financial Services 18,998.0 $362K 0.02% NEW $19.08 -2.9%
Page 32 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%