What does Leo H. Evart, Inc. hold?

Leo H. Evart, Inc.'s 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1920405.

What is Leo H. Evart, Inc.'s AUM?

Leo H. Evart, Inc. reported approximately $126.6M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $269.9M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Leo H. Evart, Inc.'s holdings?

All Leo H. Evart, Inc. holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1920405. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Leo H. Evart, Inc.'s 13F data updated on 13F Pro?

Leo H. Evart, Inc.'s holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Leo H. Evart, Inc.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1920405

Institutional-grade research for retail investors

Sector Allocation

Other78.7%$99.7M
Technology10.7%$13.6M
Financials4.8%$6.1M
Consumer Discretionary1.5%$1.9M
Healthcare0.9%$1.1M
Utilities0.8%$1.0M
Energy0.8%$964,608
Industrials0.7%$917,818
Consumer Staples0.6%$731,299
Communication Services0.2%$279,211

AUM History

13fpro.ai/research/fund/leo-h-evart-inc-1920405

Largest positions — Q2 2026

ISHARES
$19.2M
SCHWAB
$11.4M
VANGUARD
$6.8M
VANGUARD
$5.8M
VANGUARD
$5.6M
CAPITAL
$5.5M
VANGUARD
$5.3M
SCHWAB
$4.6M
GS
$3.6M
VANGUARD
$3.4M
AAPL
$3.3M
SCHWAB
$3.1M
SCHWAB
$3.0M
VANGUARD
$3.0M
META
$3.0M
VANGUARD
$2.9M
VANGUARD
$2.7M
SCHWAB
$2.5M
ORCL
$2.1M
VANGUARD
$2.0M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/leo-h-evart-inc-1920405

Leo H. Evart, Inc. 13F holdings — Q2 2026

$126.6M portfolio (+8.3% QoQ) · 295 holdings · Q2 2026 13F · top 10 are 56% of the stock portfolio

1
ISHARES 0-3 MONTH TREASURY BOND ETF - ETF
$19.2M
15.2% of stocks
-3%This quarter—Since filed—Held
AIQuality—Est. buy—
2
SCHWAB U.S. LARGE-CAP GROWTH ETF - ETF
$11.4M
9.0% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—
3
VANGUARD VALUE INDEX FUND ETF SHARES - ETF
$6.8M
5.4% of stocks
+5%This quarter—Since filed—Held
AIQuality—Est. buy—
4
VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES - ETF
$5.8M
4.6% of stocks
-27%This quarter—Since filed—Held
AIQuality—Est. buy—
5
VANGUARD GROWTH INDEX FUND ETF SHARES - ETF
$5.6M
4.4% of stocks
+495%This quarter—Since filed—Held
AIQuality—Est. buy—
6
CAPITAL GROUP DIVIDEND VALUE ETF - ETF
$5.5M
4.3% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—
7
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES - ETF
$5.3M
4.2% of stocks
-10%This quarter—Since filed—Held
AIQuality—Est. buy—
8
SCHWAB INTERNATIONAL EQUITY ETF - ETF
$4.6M
3.6% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
9
GOLDMAN SACHS GROUP INC
$GS
$3.6M
2.9% of stocks
+27%This quarter-14.2%Since filed2+ qtrsHeld
AIQuality73.2#127Est. buyEstimated buy price is Pro: unlock with a free trial
10
VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES - ETF
$3.4M
2.7% of stocks
-0.3%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	ISHARES 0-3 MONTH TREASURY BOND ETF - ETF	$19.2M	15.2%	-3%	—	—	—	—
2	SCHWAB U.S. LARGE-CAP GROWTH ETF - ETF	$11.4M	9.0%	-2%	—	—	—	—
3	VANGUARD VALUE INDEX FUND ETF SHARES - ETF	$6.8M	5.4%	+5%	—	—	—	—
4	VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES - ETF	$5.8M	4.6%	-27%	—	—	—	—
5	VANGUARD GROWTH INDEX FUND ETF SHARES - ETF	$5.6M	4.4%	+495%	—	—	—	—
6	CAPITAL GROUP DIVIDEND VALUE ETF - ETF	$5.5M	4.3%	-2%	—	—	—	—
7	VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES - ETF	$5.3M	4.2%	-10%	—	—	—	—
8	SCHWAB INTERNATIONAL EQUITY ETF - ETF	$4.6M	3.6%	+4%	—	—	—	—
9	GOLDMAN SACHS GROUP INC$GS	$3.6M	2.9%	+27%	-14.2%	2+ qtrs	73.2#127	Estimated buy price is Pro: unlock with a free trial
10	VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES - ETF	$3.4M	2.7%	-0.3%	—	—	—	—

All holdings — Leo H. Evart, Inc. (Q2 2026)

Sort

295 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	$AAPL	Apple Inc.	Technology	$3.3M	2.6%	11K	-15%	2+ qtrs	75.7	13F
12	—	SCHWAB U.S. MID-CAP ETF - ETFetf/fund	—	$3.1M	2.4%	83K	-2%	—	—	13F
13	—	SCHWAB U.S. DIVIDEND EQUITY ETF - ETFetf/fund	—	$3.0M	2.4%	96K	+1%	—	—	13F
14	—	VANGUARD SMALL-CAP INDEXFUND ETF SHARES - ETFetf/fund	—	$3.0M	2.4%	9,876	+4%	—	—	13F
15	$META	Meta Platforms, Inc.etf/fund	Technology	$3.0M	2.3%	38K	+2%	2+ qtrs	78.0	13F
16	—	VANGUARD CORE BOND ETF - ETFnote	—	$2.9M	2.3%	38K	New	—	—	13F
17	—	VANGUARD S&P 500 ETF - ETFetf/fund	—	$2.7M	2.1%	3,897	+4%	—	—	13F
18	—	SCHWAB U.S. SMALL-CAP ETF - ETFetf/fund	—	$2.5M	1.9%	68K	-3%	—	—	13F
19	$ORCL	ORACLE CORP	Technology	$2.1M	1.6%	14K	+0.1%	2+ qtrs	68.5	13F
20	—	VANGUARD HEALTH CARE INDEX FUND ETF SHARES - ETFetf/fund	—	$2.0M	1.6%	6,599	+0.9%	—	—	13F
21	—	VANGUARD MID-CAP INDEX FUND ETF SHARES - ETFetf/fund	—	$1.9M	1.5%	23K	+305%	—	—	13F
22	—	VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES - ETFetf/fund	—	$1.8M	1.4%	15K	+669%	—	—	13F
23	$BAH	Booz Allen Hamilton Holding Corpetf/fund	Technology	$1.3M	1.0%	32K	+3%	2+ qtrs	57.8	13F
24	—	ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF - ETFetf/fund	—	$1.3M	1.0%	13K	+1%	—	—	13F
25	—	SCHWAB U.S. AGGREGATE BOND ETF - ETFnote	—	$1.2M	1.0%	53K	-0.7%	—	—	13F
26	$GLD	SPDR GOLD TRUST	Financials	$973K	0.8%	2,642	-6%
27	$TSLA	Tesla, Inc.	Consumer Discretionary	$895K	0.7%	2,128	—
28	—	FIRST EAGLE OVERSEAS EQUITY ETF - ETF	—	$754K	0.6%	14K	+3%
29	$AMZN	AMAZON COM INC	Consumer Discretionary	$646K	0.5%	2,712	+4%
30	—	JPMORGAN INCOME ETF - ETF	—	$610K	0.5%	13K	+1%
31	—	VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES - ETF	—	$609K	0.5%	2,506	+0.6%
32	$GOOGL	Alphabet Inc.	Technology	$575K	0.5%	1,608	+2%
33	$GOOG	Alphabet Inc.	Technology	$522K	0.4%	1,477	—
34	—	VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES - ETF	—	$521K	0.4%	3,295	+10%
35	$MSFT	MICROSOFT CORP	Technology	$513K	0.4%	1,376	+3%
36	—	CAPITAL GROUP GROWTH ETF - ETF	—	$512K	0.4%	11K	—
37	$SRE	SEMPRA	Utilities	$485K	0.4%	5,231	+0.0%
38	$CVX	CHEVRON CORP	Energy	$449K	0.3%	2,710	+0.0%
39	$SPY	SPDR S&P 500 ETF TRUST	—	$439K	0.3%	588	+0.2%
40	$SGOL	abrdn Gold ETF Trust	Financials	$408K	0.3%	11K	—
41	$META	Meta Platforms, Inc.	Technology	$407K	0.3%	722	—
42	—	VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES - ETF	—	$358K	0.3%	4,191	+195%
43	$XOM.R34088	EXXON MOBIL CORP	Energy	$347K	0.3%	2,539	-4%
44	$NVDA	NVIDIA CORP	Technology	$344K	0.3%	1,721	+6%
45	—	CAPITAL GROUP DIVIDEND GROWERS ETF - ETF	—	$344K	0.3%	9,161	+17%
46	$IVZ	Invesco Ltd.	Financials	$324K	0.3%	9,768	+0.2%
47	$UNH	UNITEDHEALTH GROUP INC	Healthcare	$285K	0.2%	686	+0.6%
48	$IOT	Samsara Inc.	Technology	$249K	0.2%	7,669	-6%
49	—	VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF - ETF	—	$249K	0.2%	2,471	New
50	$JNJ	JOHNSON & JOHNSON	Healthcare	$225K	0.2%	887	-6%
51	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$200K	0.2%	272	+21%
52	$LLY	ELI LILLY & Co	Healthcare	$199K	0.2%	166	—
53	$INTC	INTEL CORP	Technology	$196K	0.2%	1,407	—
54	—	VANGUARD ENERGY INDEX FUND ETF SHARES - ETF	—	$192K	0.1%	1,276	+0.6%
55	$HD	HOME DEPOT, INC.	Consumer Discretionary	$181K	0.1%	514	—
56	—	ISHARES CORE S&P 500 ETF - ETF	—	$176K	0.1%	235	—
57	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$175K	0.1%	350	—
58	$GE	GENERAL ELECTRIC CO	Industrials	$165K	0.1%	441	—
59	$GEV	GE Vernova Inc.	Industrials	$160K	0.1%	136	—
60	—	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES - ETF	—	$160K	0.1%	1,626	+65%
61	$CSCO	CISCO SYSTEMS, INC.	Technology	$157K	0.1%	1,336	—
62	$EIX	EDISON INTERNATIONAL	Utilities	$151K	0.1%	2,029	—
63	—	VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES - ETF	—	$150K	0.1%	406	+4%
64	$ABBV	AbbVie Inc.	Healthcare	$144K	0.1%	572	—
65	$EME	EMCOR Group, Inc.	Industrials	$142K	0.1%	171	—
66	$BA	BOEING CO	Industrials	$133K	0.1%	615	—
67	—	VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES - ETF	—	$131K	0.1%	358	-3%
68	$LOGI	LOGITECH INTERNATIONAL S.A.	Technology	$126K	0.1%	1,338	-9%
69	—	SCHWAB U.S. BROAD MARKETETF - ETF	—	$117K	0.1%	4,044	+0.3%
70	$WMT	Walmart Inc.	Consumer Staples	$117K	0.1%	1,031	+0.1%
71	$AMAT	APPLIED MATERIALS INC /DE	Technology	$108K	0.1%	150	—
72	$PEP	PEPSICO INC	Consumer Staples	$108K	0.1%	799	+17%
73	$AXP	AMERICAN EXPRESS CO	Financials	$108K	0.1%	318	—
74	$PSA	Public Storage	Real Estate	$106K	0.1%	334	-17%
75	$PG	PROCTER & GAMBLE Co	Consumer Staples	$106K	0.1%	723	—
76	$PM	Philip Morris International Inc.	Consumer Staples	$104K	0.1%	577	—
77	$SCHW	SCHWAB CHARLES CORP	Financials	$104K	0.1%	1,127	+0.4%
78	$SPCX	SPACE EXPLORATION TECHNOLOGIES CORP	Technology	$103K	0.1%	603	New
79	$EXPD	EXPEDITORS INTERNATIONAL OF WASHINGTON INC	Industrials	$103K	0.1%	632	-21%
80	$MO	ALTRIA GROUP, INC.	Consumer Staples	$101K	0.1%	1,402	+0.3%
81	$T	AT&T INC.	Communication Services	$98K	0.1%	4,733	—
82	$PLD	Prologis, Inc.	Real Estate	$98K	0.1%	721	-28%
83	$MDLZ	Mondelez International, Inc.	Consumer Staples	$92K	0.1%	1,589	—
84	—	VANGUARD ULTRA-SHORT BOND ETF SHARES - ETF	—	$90K	0.1%	1,814	-12%
85	$AMP	AMERIPRISE FINANCIAL INC	Financials	$89K	0.1%	195	—
86	—	VANGUARD CONSUMER STAPLES INDEX FUND ETF SHARES - ETF	—	$88K	0.1%	389	+0.3%
87	—	NESTLE S A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS - Equity	—	$87K	0.1%	850	-11%
88	$SBUX	STARBUCKS CORP	Consumer Discretionary	$86K	0.1%	844	+0.1%
89	$AEP	AMERICAN ELECTRIC POWER CO INC	Utilities	$81K	0.1%	594	+0.7%
90	$HCA	HCA Healthcare, Inc.	Healthcare	$81K	0.1%	208	-5%
91	$IVZ	Invesco Ltd.	Financials	$80K	0.1%	1,260	—
92	$KLAC	KLA CORP	Technology	$79K	0.1%	263	+912%
93	—	SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF - ETF	—	$79K	0.1%	1,493	+0.5%
94	$WFC	WELLS FARGO & COMPANY/MN	Financials	$76K	0.1%	922	+0.1%
95	—	VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES - ETF	—	$75K	0.1%	894	+0.4%
96	$ABT	ABBOTT LABORATORIES	Healthcare	$73K	0.1%	808	—
97	$VZ	VERIZON COMMUNICATIONS INC	Communication Services	$72K	0.1%	1,701	—
98	$OKE	ONEOK INC /NEW/	Energy	$70K	0.1%	800	—
99	$UPWK	UPWORK, INC	Technology	$68K	0.1%	8,164	-0.1%
100	—	ISHARES U.S. TECHNOLOGY ETF - ETF	—	$68K	0.1%	270	—
101	—	ISHARES MSCI EAFE GROWTHETF - ETF	—	$68K	0.1%	543	+0.7%
102	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$67K	0.1%	240	—
103	—	PROSHARES BITCOIN ETF - ETF	—	$67K	0.1%	8,418	+0.4%
104	—	ROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHS - Equity	—	$67K	0.1%	1,300	—
105	$D	DOMINION ENERGY, INC	Utilities	$63K	0.1%	928	-22%
106	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$63K	0.1%	67	—
107	$DTB	DTE ENERGY CO	Utilities	$62K	0.1%	410	—
108	$AMGN	AMGEN INC	Healthcare	$60K	0.1%	166	—
109	$MU	MICRON TECHNOLOGY INC	Technology	$60K	0.1%	52	—
110	$EXC	EXELON CORP	Utilities	$56K	0.0%	1,191	—
111	$CEG	Constellation Energy Corp	Utilities	$55K	0.0%	221	—
112	—	STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF - ETF	—	$55K	0.0%	459	—
113	—	HERMES INTERNTNL S ORDF - Equity	—	$53K	0.0%	29	-28%
114	$TT	Trane Technologies plc	Technology	$53K	0.0%	107	-21%
115	$ACM	AECOM	Technology	$47K	0.0%	667	-36%
116	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$46K	0.0%	96	-2%
117	$ALLE	Allegion plc	Industrials	$45K	0.0%	323	—
118	—	VANGUARD MEGA CAP GROWTHINDEX FUND ETF SHARES - ETF	—	$45K	0.0%	516	+387%
119	$PCG	PG&E Corp	Utilities	$45K	0.0%	2,686	+0.2%
120	$IR	Ingersoll Rand Inc.	Industrials	$45K	0.0%	550	—
121	$BAC	BANK OF AMERICA CORP /DE/	Financials	$42K	0.0%	737	+0.1%
122	$ECG	Everus Construction Group, Inc.	Industrials	$42K	0.0%	253	—
123	$BN	BROOKFIELD Corp /ON/	Real Estate	$41K	0.0%	970	—
124	—	CAPITAL GROUP GLOBAL GROWTH EQUITY ETF - ETF	—	$35K	0.0%	831	—
125	—	CAPITAL GROUP INTERNATIONAL EQUITY ETF - ETF	—	$35K	0.0%	955	—
126	—	CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF - ETF	—	$35K	0.0%	949	+0.1%
127	$GILD	GILEAD SCIENCES, INC.	Healthcare	$34K	0.0%	268	+0.4%
128	$NFLX	NETFLIX INC	Communication Services	$34K	0.0%	471	+418%
129	—	VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES - ETF	—	$32K	0.0%	543	+0.2%
130	$CRM	Salesforce, Inc.	Technology	$32K	0.0%	205	-11%
131	$MRVL	Marvell Technology, Inc.	Technology	$31K	0.0%	103	—
132	$DTM	DT Midstream, Inc.	Energy	$30K	0.0%	205	—
133	—	ISHARES CORE S&P MID-CAPETF - ETF	—	$29K	0.0%	382	+0.3%
134	—	FLEXSHARES INTERNATIONALQUALITY DIVIDEND DYNAMICINDEX FUND - ETF	—	$29K	0.0%	688	+1%
135	—	VANGUARD UTILITIES INDEXFUND ETF SHARES - ETF	—	$29K	0.0%	147	—
136	—	ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF - ETF	—	$29K	0.0%	692	—
137	$ADP	AUTOMATIC DATA PROCESSING INC	Technology	$27K	0.0%	121	—
138	—	STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF - ETF	—	$27K	0.0%	445	—
139	—	ISHARES MSCI EUROZONE ETF - ETF	—	$27K	0.0%	385	-5%
140	$TXN	TEXAS INSTRUMENTS INC	Technology	$26K	0.0%	87	—
141	$MCD	MCDONALDS CORP	Consumer Discretionary	$25K	0.0%	94	—
142	—	ISHARES RUSSELL 2000 ETF - ETF	—	$25K	0.0%	84	—
143	$WBD	Warner Bros. Discovery, Inc.	Communication Services	$25K	0.0%	941	—
144	$DIS	Walt Disney Co	Communication Services	$23K	0.0%	240	+71%
145	$BKNG	Booking Holdings Inc.	Consumer Discretionary	$23K	0.0%	126	+3050%
146	$HON	HONEYWELL INTERNATIONAL INC	Industrials	$22K	0.0%	100	New
147	$SNPS	SYNOPSYS INC	Technology	$22K	0.0%	50	—
148	$HONA	Honeywell Aerospace Inc.	Industrials	$22K	0.0%	100	New
149	$PFE	PFIZER INC	Healthcare	$22K	0.0%	909	+1%
150	$MDU	MDU RESOURCES GROUP INC	Materials	$21K	0.0%	1,012	—

What changed in Q2 2026

Against the previous quarter's 13F: 9 new, 72 added to, 35 trimmed, 12 sold out. Share-count changes; largest moves by dollar size first.

New positions (9)

VANGUARD CORE BOND ETF - ETF$2.9M
first bought this quarter
VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF - ETF$249K
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$103K
first bought this quarter
$HONHONEYWELL INTERNATIONAL INC$22K
first bought this quarter
$HONAHoneywell Aerospace Inc.$22K
first bought this quarter
ROUNDHILL MEMORY ETF - ETF$15K
first bought this quarter

+3 more in the Excel export

Added to (72)

VANGUARD GROWTH INDEX FUND ETF SHARES - ETF+495%
now $5.6M
VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES - ETF+669%
now $1.8M
VANGUARD MID-CAP INDEX FUND ETF SHARES - ETF+305%
now $1.9M
$GSGOLDMAN SACHS GROUP INC+27%
now $3.6M · held 2+ qtrs
VANGUARD VALUE INDEX FUND ETF SHARES - ETF+5%
now $6.8M
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES - ETF+195%
now $358K

+66 more in the Excel export

Trimmed (35)

VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES - ETF-27%
now $5.8M
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES - ETF-10%
now $5.3M
$AAPLApple Inc.-15%
now $3.3M · held 2+ qtrs
ISHARES 0-3 MONTH TREASURY BOND ETF - ETF-3%
now $19.2M
SCHWAB U.S. LARGE-CAP GROWTH ETF - ETF-2%
now $11.4M
CAPITAL GROUP DIVIDEND VALUE ETF - ETF-2%
now $5.5M

+29 more in the Excel export

Sold out (12)

LINDT &SPRUENGLI A ORDFwas $84K
$CRWDCrowdStrike Holdings, Inc.was $59K
held 1+ qtrs
$LVSLAS VEGAS SANDS CORPwas $32K
held 1+ qtrs
$SPOTSpotify Technology S.A.was $20K
held 1+ qtrs
$WIXWix.com Ltd.was $450
held 1+ qtrs
$RBLXRoblox Corpwas $283

+6 more in the Excel export

Firm AUM (Form ADV): $269.9M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Leo H. Evart, Inc. has filed, 9 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Aug 18, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Leo H. Evart's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

+1.3%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter

Top 10 weight

56%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2026 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Leo H. Evart, Inc. disclosed 295 positions worth $126.6M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 9 new positions and exited 12. The portfolio is most concentrated in Other (78.7% of disclosed assets). All figures are sourced directly from Leo H. Evart, Inc.’s Form 13F-HR filing with the SEC under CIK 1920405.

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AI-Powered Hedge Fund Analysis: Leo H. Evart, Inc.

13F Pro is an AI hedge fund tracker and stock research platform. For Leo H. Evart, Inc. (SEC CIK: 1920405), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Leo H. Evart, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.