Leo H. Evart, Inc.
CIK 1920405 · View on SEC EDGAR ↗
- Portfolio value
- $126.6M
- Positions
- 295
- As of
- June 30, 2026
#7,887 of 9,443 by 13F value · top 83.5%
Portfolio value QoQ: +19.8% 13F does not disclose cash
- Top 10 holdings weight
- 56.27%
- Top 25 holdings weight
- 83.79%
- Positions above 1%
- 23
- Effective number of positions
- 19.8
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 3.92% Est. buys $25,776,432 · sells $4,548,730
- New positions
- 9
- Increased
- 78
- Decreased
- 31
- Closed
- 11
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
5.8%
Communication Services
1.3%
Healthcare
0.9%
Consumer Discretionary
0.8%
Retail
0.8%
Utilities
0.8%
Industrials
0.8%
Energy
0.7%
Consumer Staples
0.3%
Financial Services
0.3%
Real Estate
0.2%
Communications
0.1%
Consumer products
0.1%
Logistics & Transportation
0.1%
Telecommunication
0.1%
Financials
0.1%
Materials
0.0%
Diversified Consumer Services
0.0%
Other/Unmapped
86.6%
Full portfolio 295 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SGOV iShares 0-3 Month Treasury Bond ETF | $19,188,303 | 15.15% | 190,606 | $-515,719 | Down ×1 | ||
| SCHG | $11,430,000 | 9.03% | 337,766 | $1,733,564 | Up ×1 | ||
| VTV | $6,832,218 | 5.40% | 31,350 | $950,157 | Up ×1 | ||
| BND Vanguard Total Bond Market ETF | $5,805,130 | 4.58% | 79,078 | $-2,184,354 | Down ×1 | ||
| VUG | $5,585,219 | 4.41% | 64,839 | $913,936 | Up ×1 | ||
| CGDV | $5,470,346 | 4.32% | 111,005 | $669,846 | Down ×1 | ||
| BIV | $5,265,112 | 4.16% | 68,646 | $-652,558 | Down ×1 | ||
| SCHF | $4,612,987 | 3.64% | 166,534 | $3,793,558 | Up ×1 | ||
| GBIL | $3,638,250 | 2.87% | 36,325 | $770,900 | Up ×1 | ||
| VIG | $3,424,488 | 2.70% | 14,473 | $303,412 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $3,290,951 | 2.60% | 11,373 | $-100,279 | Down ×1 | ||
| SCHM | $3,052,531 | 2.41% | 82,792 | $2,325,765 | Up ×1 | ||
| SCHD | $3,042,132 | 2.40% | 95,936 | $129,405 | Up ×1 | ||
| VB | $2,993,599 | 2.36% | 9,876 | $2,570,442 | Up ×1 | ||
| BSV | $2,952,640 | 2.33% | 37,898 | $48,408 | Up ×1 | ||
| VCRB Vanguard Core Bond ETF | $2,943,261 | 2.32% | 38,109 | Up ×1 | |||
| VOO | $2,676,523 | 2.11% | 3,897 | $430,578 | Up ×1 | ||
| SCHA | $2,451,909 | 1.94% | 67,863 | $2,428,757 | Up ×1 | ||
| ORCL Oracle Corporation Common Stock | $2,059,760 | 1.63% | 14,055 | $-6,253 | Up ×1 | ||
| VHT | $1,973,134 | 1.56% | 6,599 | $222,597 | Up ×1 | ||
| VO | $1,855,078 | 1.46% | 23,025 | $224,236 | Up ×1 | ||
| VGT | $1,780,044 | 1.41% | 14,893 | $428,279 | Up ×1 | ||
| TCAF | $1,307,207 | 1.03% | 31,806 | $210,751 | Up ×1 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $1,254,714 | 0.99% | 13,147 | $130,020 | Up ×1 | ||
| SCHZ | $1,223,551 | 0.97% | 52,899 | $1,055,911 | Up ×1 | ||
| GLD | $973,260 | 0.77% | 2,642 | $-231,552 | Down ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $895,037 | 0.71% | 2,128 | $103,953 | |||
| FEOE First Eagle Overseas Equity ETF | $753,892 | 0.60% | 14,118 | $59,174 | Up ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $646,289 | 0.51% | 2,712 | $102,366 | Up ×1 | ||
| JPIE | $610,282 | 0.48% | 13,253 | $7,025 | Up ×1 | ||
| VBR | $608,972 | 0.48% | 2,506 | $67,741 | Up ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $574,750 | 0.45% | 1,608 | $123,170 | Up ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $522,024 | 0.41% | 1,477 | $98,267 | |||
| VYM | $520,684 | 0.41% | 3,295 | $76,007 | Up ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $513,344 | 0.41% | 1,376 | $17,505 | Up ×1 | ||
| CGGR | $511,574 | 0.40% | 10,838 | $75,978 | |||
| SRE DBA Sempra Common Stock | $484,938 | 0.38% | 5,231 | $-23,262 | Up ×1 | ||
| CVX Chevron Corporation Common Stock | $449,127 | 0.35% | 2,710 | $-111,468 | Up ×1 | ||
| SPY SPY | $438,814 | 0.35% | 588 | $60,237 | Up ×1 | ||
| SGOL | $408,182 | 0.32% | 10,677 | $-68,226 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $406,713 | 0.32% | 722 | $-6,380 | |||
| VXUS Vanguard Total International Stock ETF | $358,249 | 0.28% | 4,191 | $253,097 | Up ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $347,140 | 0.27% | 2,539 | $-103,488 | Down ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $344,380 | 0.27% | 1,721 | $343,159 | Up ×1 | ||
| CGDG | $343,627 | 0.27% | 9,161 | $62,392 | Up ×1 | ||
| RSPH | $324,195 | 0.26% | 9,768 | $67,355 | Up ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $285,234 | 0.23% | 686 | $100,587 | Up ×1 | ||
| IOT Samsara Inc. Class A Common Stock | $248,706 | 0.20% | 7,669 | $-9,346 | Down ×1 | ||
| VTEC | $248,593 | 0.20% | 2,471 | Up ×1 | |||
| JNJ Johnson & Johnson Common Stock | $225,377 | 0.18% | 887 | $-5,678 | Down ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $200,145 | 0.16% | 272 | $71,015 | Up ×1 | ||
| LLY Eli Lilly and Company Common Stock | $199,113 | 0.16% | 166 | $46,431 | |||
| INTC Intel Corporation - Common Stock | $196,474 | 0.16% | 1,407 | $134,378 | |||
| VDE | $191,697 | 0.15% | 1,276 | $117,034 | Up ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $181,381 | 0.14% | 514 | $12,235 | |||
| IVV | $176,047 | 0.14% | 235 | $22,597 | |||
| BRKB | $175,137 | 0.14% | 350 | $7,417 | |||
| GE GE Aerospace Common Stock | $164,960 | 0.13% | 441 | $39,801 | |||
| GEV GE Vernova Inc. Common Stock | $159,781 | 0.13% | 136 | $41,067 | |||
| VYMI Vanguard International High Dividend Yield ETF | $159,631 | 0.13% | 1,626 | $66,795 | Up ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $156,966 | 0.12% | 1,336 | $61,041 | Up ×1 | ||
| EIX Edison International Common Stock | $151,059 | 0.12% | 2,029 | $2,577 | |||
| VTI | $150,277 | 0.12% | 406 | $142,257 | Up ×1 | ||
| ABBV AbbVie Inc. Common Stock | $143,938 | 0.11% | 572 | $19,534 | |||
| EME EMCOR Group, Inc. Common Stock | $142,104 | 0.11% | 171 | $15,694 | |||
| BA Boeing Company (The) Common Stock | $133,129 | 0.11% | 615 | $10,726 | |||
| VBK | $130,946 | 0.10% | 358 | $19,717 | Down ×1 | ||
| LOGI Logitech International S.A. - Registered Shares | $125,826 | 0.10% | 1,338 | $-8,667 | Down ×1 | ||
| SCHB | $117,100 | 0.09% | 4,044 | $15,874 | Up ×1 | ||
| WMT Walmart Inc. - Common Stock | $116,771 | 0.09% | 1,031 | $-11,268 | Up ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $108,450 | 0.09% | 150 | $57,181 | |||
| PEP PepsiCo, Inc. - Common Stock | $108,231 | 0.09% | 799 | $2,013 | Up ×1 | ||
| AXP American Express Company Common Stock | $107,564 | 0.08% | 318 | $11,375 | |||
| PSA Public Storage Common Stock | $106,316 | 0.08% | 334 | $-2,578 | Down ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $106,046 | 0.08% | 723 | $1,649 | |||
| PM Philip Morris International Inc Common Stock | $104,385 | 0.08% | 577 | $8,984 | |||
| SCHW Charles Schwab Corporation (The) Common Stock | $104,018 | 0.08% | 1,127 | $-1,556 | Up ×1 | ||
| Unknown issuer (CUSIP: 84615Q103) | $103,090 | 0.08% | 603 | Up ×1 | |||
| EXPD Expeditors International of Washington, Inc. Common Stock | $103,003 | 0.08% | 632 | $-12,154 | Down ×1 | ||
| MO Altria Group, Inc. | $100,877 | 0.08% | 1,402 | $8,600 | Up ×1 | ||
| T AT&T Inc. | $97,971 | 0.08% | 4,733 | $-39,229 | |||
| PLD Prologis, Inc. Common Stock | $97,674 | 0.08% | 721 | $-34,638 | Down ×1 | ||
| MDLZ Mondelez International, Inc. - Class A Common Stock | $91,908 | 0.07% | 1,589 | $318 | |||
| VUSB | $90,289 | 0.07% | 1,814 | $-12,859 | Down ×1 | ||
| AMP Ameriprise Financial, Inc. Common Stock | $89,458 | 0.07% | 195 | $2,800 | |||
| VDC | $87,641 | 0.07% | 389 | $575 | Up ×1 | ||
| NSRGY | $87,287 | 0.07% | 850 | $-6,858 | Down ×1 | ||
| SBUX Starbucks Corporation - Common Stock | $86,280 | 0.07% | 844 | $10,787 | Up ×1 | ||
| AEP American Electric Power Company, Inc. - Common Stock | $81,266 | 0.06% | 594 | $3,883 | Up ×1 | ||
| HCA HCA Healthcare, Inc. Common Stock | $81,095 | 0.06% | 208 | $-21,871 | Down ×1 | ||
| RPG | $80,477 | 0.06% | 1,260 | $21,586 | |||
| KLAC KLA Corporation - Common Stock | $79,481 | 0.06% | 263 | $40,602 | Up ×1 | ||
| FNDF | $78,771 | 0.06% | 1,493 | $6,129 | Up ×1 | ||
| WFC Wells Fargo & Company Common Stock | $76,210 | 0.06% | 922 | $2,900 | Up ×1 | ||
| VEU | $74,890 | 0.06% | 894 | $8,051 | Up ×1 | ||
| ABT Abbott Laboratories Common Stock | $73,318 | 0.06% | 808 | $-9,639 | |||
| VZ Verizon Communications Inc. Common Stock | $72,020 | 0.06% | 1,701 | $-13,370 | |||
| OKE ONEOK, Inc. Common Stock | $69,552 | 0.05% | 800 | $-2,760 | |||
| UPWK Upwork Inc. - Common Stock | $68,251 | 0.05% | 8,164 | $-21,336 | Down ×1 | ||
| IYW | $68,102 | 0.05% | 270 | $19,119 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| VCRB | $2,943,261 | 38,109 | 2.32% |
| VTEC | $248,593 | 2,471 | 0.20% |
| Unknown issuer (CUSIP: 84615Q103) | $103,090 | 603 | 0.08% |
| HON | $22,390 | 100 | 0.02% |
| Unknown issuer (CUSIP: 43849R105) | $22,108 | 100 | 0.02% |
| Unknown issuer (CUSIP: 77926X320) | $14,770 | 200 | 0.01% |
| IREN | $11,433 | 250 | 0.01% |
| BYDDY | $927 | 100 | 0.00% |
| BBAI | $184 | 50 | 0.00% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| SCHM | Bought more | +59K | +$2.3M |
| BND | Trimmed | -29K | -$2.2M |
| SCHG | Bought more | +5K | +$1.7M |
| VTV | Bought more | +1K | +$950K |
| VUG | Bought more | +54K | +$914K |
| GBIL | Bought more | +8K | +$771K |
| CGDV | Trimmed | -2K | +$670K |
| BIV | Trimmed | -8K | -$653K |
| SGOV | Trimmed | -5K | -$516K |
| VOO | Bought more | +138 | +$431K |
4 positions hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| CRWD | June 30, 2026 | 150 | $58,562 | 3.7% |
| LVS | June 30, 2026 | 600 | $32,328 | 0.7% |
| SPOT | June 30, 2026 | 42 | $20,366 | 17.6% |
| WIX | June 30, 2026 | 5 | $450 | 71.3% |
| RBLX | June 30, 2026 | 5 | $283 | -30.4% |
| TOST | June 30, 2026 | 10 | $265 | 27.3% |
| DKNG | June 30, 2026 | 9 | $195 | 3.3% |
| PSKY | June 30, 2026 | 13 | $121 | 6.9% |
| CPNG | June 30, 2026 | 5 | $94 | -6.0% |
| RMTI | June 30, 2026 | 9 | $8 | 36.4% |
| DECN | June 30, 2026 | 1,570 | $0 | No longer tracked |