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LHEI
Leo H. Evart Inc Portfolio holdings
AUM
$117M
This Fund
S&P 500
This Quarter
Est. Return
-1.63%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$117M
AUM Growth
–
Cap. Flow
+$120M
Cap. Flow
% of AUM
102.71%
Top 10 Holdings %
Top 10 Hldgs %
59.52%
Holding
298
New
298
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$19.7M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$10.7M |
| 3 |
Vanguard Total Bond Market
BND
|
+$8.05M |
| 4 |
Vanguard Morningstar Value ETF
VTV
|
+$6M |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$5.97M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 6.28% |
| 2 | Communication Services | 1.46% |
| 3 | Consumer Discretionary | 1.44% |
| 4 | Energy | 1% |
| 5 | Utilities | 0.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Super Micro Computer
SMCI
$18.4B
| $2.28K | ﹤0.01% |
+100
| New | +$3K |
|
202
Aurora
AUR
$12.6B
| $2.27K | ﹤0.01% |
+550
| New | +$2.43K |
|
203
Palo Alto Networks
PANW
$270B
| $2.24K | ﹤0.01% |
+14
| New | +$2.35K |
|
204
Synchrony
SYF
$24.7B
| $2.18K | ﹤0.01% |
+32
| New | +$2.33K |
|
|
FIG
205
Figma
FIG
$12.9B
| $2.11K | ﹤0.01% |
+100
| New | +$2.74K |
|
206
JPMorgan Diversified Return International Equity ETF
JPIN
$368M
| $1.93K | ﹤0.01% |
+27
| New | +$1.95K |
|
207
HP
HPQ
$24.9B
| $1.92K | ﹤0.01% |
+100
| New | +$1.94K |
|
208
VanEck Semiconductor ETF
SMH
$65.2B
| $1.54K | ﹤0.01% |
+4
| New | +$1.59K |
|
209
Delta Air Lines
DAL
$57.5B
| $1.51K | ﹤0.01% |
+23
| New | +$1.55K |
|
210
Rivian
RIVN
$22B
| $1.5K | ﹤0.01% |
+100
| New | +$1.6K |
|
211
ATI
ATI
$25.6B
| $1.46K | ﹤0.01% |
+10
| New | +$1.39K |
|
|
NVO
212
Novo Nordisk
NVO
$208B
| $1.43K | ﹤0.01% |
+39
| New | +$1.85K |
|
213
Applied Digital
APLD
$7.89B
| $1.42K | ﹤0.01% |
+60
| New | +$1.88K |
|
214
Airbnb
ABNB
$89.9B
| $1.39K | ﹤0.01% |
+11
| New | +$1.43K |
|
215
BILL Holdings
BILL
$4.49B
| $1.3K | ﹤0.01% |
+34
| New | +$1.52K |
|
216
iShares Bitcoin Trust
IBIT
$46.7B
| $1.27K | ﹤0.01% |
+33
| New | +$1.43K |
|
217
Nokia
NOK
$51B
| $1.21K | ﹤0.01% |
+150
| New | +$1.1K |
|
218
Robinhood
HOOD
$77.8B
| $1.18K | ﹤0.01% |
+17
| New | +$1.49K |
|
219
Kimberly-Clark
KMB
$36.3B
| $1.15K | ﹤0.01% |
+12
| New | +$1.23K |
|
220
Citigroup
C
$222B
| $1.13K | ﹤0.01% |
+10
| New | +$1.14K |
|
|
VSNT
221
Versant Media Group
VSNT
$5.09B
| $1.07K | ﹤0.01% |
+29
| New | +$977 |
|
|
OBE
222
Obsidian Energy
OBE
$716M
| $1.06K | ﹤0.01% |
+112
| New | +$856 |
|
223
Southern Copper
SCCO
$143B
| $1.03K | ﹤0.01% |
+6
| New | +$1.1K |
|
224
Joby Aviation
JOBY
$7.03B
| $1.01K | ﹤0.01% |
+122
| New | +$1.37K |
|
225
Enphase Energy
ENPH
$4.96B
| $945 | ﹤0.01% |
+25
| New | +$1.04K |
|
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Leo H. Evart Inc's Q1 2026 Portfolio in Review
Q1 2026 is the first quarter with a 13F filing on record for Leo H. Evart Inc, which disclosed 298 positions worth $117M. Its ten largest holdings account for 60% of the portfolio.
Its largest position is iShares 0-3 Month Treasury Bond ETF: 195,748 shares worth $19.7M.
By sector, the portfolio is most concentrated in Technology at 6.3% of assets, followed by Communication Services and Consumer Discretionary.
- Leo H. Evart Inc's largest Q1 2026 buy was iShares 0-3 Month Treasury Bond ETF: 195,748 shares worth $19.7M.
- Leo H. Evart Inc's ten largest holdings make up 60% of its $117M portfolio in Q1 2026.
- Leo H. Evart Inc disclosed 298 positions in Q1 2026, its first 13F filing on record.
Based on Leo H. Evart Inc's 13F filing for Q1 2026, filed 13 May 2026.