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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 40 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 Q QNITY ELECTRONICS INC Technology 3,186.0 $260K 0.01% NEW $81.65 +76.4%
782 SRPT SAREPTA THERAPEUTICS INC Healthcare 12,026.0 $259K 0.01% NEW $21.52 -21.9%
783 MAT MATTEL INC Consumer Cyclical 13,005.0 $258K 0.01% NEW $19.84 -24.7%
784 FYX FIRST TR EXCHANGE-TRADED ALP 2,280.0 $258K 0.01% NEW $113.14 +13.2%
785 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 11,052.0 $258K 0.01% NEW $23.31 -6.0%
786 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 3,132.0 $257K 0.01% NEW $82.02 -25.2%
787 LYG LLOYDS BANKING GROUP PLC Financial Services 48,409.0 $257K 0.01% NEW $5.30 -2.1%
788 VMI VALMONT INDS INC Industrials 635.0 $256K 0.01% NEW $403.00 +22.6%
789 BUD ANHEUSER BUSCH INBEV SA/NV Consumer Defensive 3,981.0 $255K 0.01% NEW $64.04 +26.8%
790 IBIT ISHARES BITCOIN TRUST ETF Financial Services 5,134.0 $255K 0.01% NEW $49.65 -12.4%
791 NDSN NORDSON CORP Industrials 1,053.0 $254K 0.01% NEW $241.25 +12.4%
792 VIRTUS ARTIFICIAL INTELLIGEN 11,157.0 $254K 0.01% NEW $22.74
793 CEG CONSTELLATION ENERGY CORP Utilities 713.0 $252K 0.01% NEW $353.30 -26.7%
794 STLD STEEL DYNAMICS INC Basic Materials 1,478.0 $251K 0.01% NEW $169.97 +29.7%
795 ET ENERGY TRANSFER L P Energy 15,100.0 $249K 0.01% NEW $16.49 +22.7%
796 COOPER COS INC 3,029.0 $248K 0.01% NEW $81.96
797 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 4,732.0 $247K 0.01% NEW $52.28 +30.1%
798 IIF MORGAN STANLEY INDIA INVT FD Financial Services 9,171.0 $247K 0.01% NEW $26.97 -21.0%
799 IEI ISHARES TR 2,065.0 $246K 0.01% NEW $119.33 -2.2%
800 MAA MID-AMER APT CMNTYS INC Real Estate 1,773.0 $246K 0.01% NEW $138.91 -8.2%
Page 40 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%