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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 41 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 MCO MOODYS CORP Financial Services 479.0 $245K 0.01% NEW $510.85 -13.8%
802 PNR PENTAIR PLC Industrials 2,349.0 $245K 0.01% NEW $104.14 -31.1%
803 EXP EAGLE MATLS INC Basic Materials 1,180.0 $244K 0.01% NEW $206.98 -6.0%
804 BBSI BARRETT BUSINESS SVCS INC Industrials 6,744.0 $244K 0.01% NEW $36.21 -12.6%
805 WEX WEX INC Technology 1,638.0 $244K 0.01% NEW $148.98 -4.9%
806 LH LABCORP HOLDINGS INC Healthcare 970.0 $243K 0.01% NEW $250.88 +0.1%
807 DLTR DOLLAR TREE INC Consumer Defensive 1,970.0 $242K 0.01% NEW $123.01 -28.0%
808 D DOMINION ENERGY INC Utilities 4,133.0 $242K 0.01% NEW $58.59 +14.7%
809 IVW ISHARES TR 1,961.0 $242K 0.01% NEW $123.26 +9.5%
810 NET CLOUDFLARE INC Technology 1,223.0 $241K 0.01% NEW $197.15 +3.7%
811 WBS WEBSTER FINL CORP Financial Services 3,830.0 $241K 0.01% NEW $62.94 +13.9%
812 PK PARK HOTELS & RESORTS INC Real Estate 22,502.0 $241K 0.01% NEW $10.71 +1.4%
813 CEV EATON VANCE CALIF MUN INCOM Financial Services 23,874.0 $240K 0.01% NEW $10.04 -0.1%
814 PCQ PIMCO CALIF MUN INCOME FD Financial Services 27,148.0 $238K 0.01% NEW $8.77 -2.1%
815 APTIV PLC 3,113.0 $237K 0.01% NEW $76.09
816 NJR NEW JERSEY RES CORP Utilities 5,077.0 $237K 0.01% NEW $46.60 +23.4%
817 OGE OGE ENERGY CORP Utilities 5,472.0 $234K 0.01% NEW $42.70 +10.9%
818 BLACKROCK CALIF MUN INCOME T 21,734.0 $233K 0.01% NEW $10.74
819 CGNX COGNEX CORP Technology 6,473.0 $233K 0.01% NEW $35.98 +68.7%
820 GRMN GARMIN LTD Technology 1,148.0 $233K 0.01% NEW $202.85 +11.1%
Page 41 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%