Leo H. Evart, Inc.
Long book
$116.9M
Q1 2026
Positions
298
Top-10 weight
60%
concentration
Last quarter
+8.5%
SPY +14.8%
Turnover
—
of book per quarter
Strategy in plain words
auto-generated from filingsLeo H. Evart, Inc. is a wealth-management firm allocating client money, running a $116.9M US long book across 298 positions.
The portfolio is concentrated: the top 10 names carry 60% of the portfolio. Current anchor positions: ISHARES 0-3 MONTH TREASURY B, SCHWAB US LARGE-CAP GROWTH, VANGUARD TOTAL BOND MARKET, VANGUARD INTERMEDIATE-TERM B, VANGUARD VALUE ETF.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Sector allocation
Technology 52%
Industrials 9%
Utilities 7%
Energy 7%
Consumer discretionary 6%
Healthcare 5%
Financials 5%
Other 3%
Long book by quarter
What does Leo H. own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 13.4K | $3.4M | 2.9% | Held |
| ORCL ORACLE CORP | Technology | 14.0K | $2.1M | 1.8% | Held |
| TSLA TESLA INC | Industrials | 2.1K | $791K | 0.7% | Held |
| CVX CHEVRON CORP | Energy | 2.7K | $561K | 0.5% | Held |
| AMZN AMAZON.COM INC | Consumer discretionary | 2.6K | $544K | 0.5% | Held |
| SRE SEMPRA | Utilities | 5.2K | $508K | 0.4% | Held |
| MSFT MICROSOFT CORP | Technology | 1.3K | $496K | 0.4% | Held |
| GOOGL ALPHABET INC-CL A | Technology | 1.6K | $454K | 0.4% | Held |
| XOM EXXON MOBIL CORP | Energy | 2.7K | $451K | 0.4% | Held |
| GOOG ALPHABET INC-CL C | Technology | 1.5K | $424K | 0.4% | Held |
| META META PLATFORMS INC-CLASS A | Technology | 722 | $413K | 0.4% | Held |
| NVDA NVIDIA CORP | Technology | 1.6K | $284K | 0.2% | Held |
| IOT SAMSARA INC-CL A | Technology | 8.1K | $258K | 0.2% | Held |
| JNJ JOHNSON & JOHNSON | Healthcare | 945 | $231K | 0.2% | Held |
| UNH UNITEDHEALTH GROUP INC | Financials | 682 | $185K | 0.2% | Held |
| HD HOME DEPOT INC | Consumer discretionary | 514 | $169K | 0.1% | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 350 | $168K | 0.1% | Held |
| LLY ELI LILLY & CO | Healthcare | 166 | $153K | 0.1% | Held |
| EIX EDISON INTERNATIONAL | Utilities | 2.0K | $148K | 0.1% | Held |
| T AT&T INC | Communications | 4.7K | $137K | 0.1% | Held |
| LTEC LOGITECH INTERNATIONAL-REG | — | 1.5K | $134K | 0.1% | Held |
| WMT WALMART INC | Consumer discretionary | 1.0K | $128K | 0.1% | Held |
| EME EMCOR GROUP INC | Industrials | 171 | $126K | 0.1% | Held |
| GE GENERAL ELECTRIC | Industrials | 441 | $125K | 0.1% | Held |
| ABBV ABBVIE INC | Healthcare | 572 | $124K | 0.1% | Held |
| BA BOEING CO/THE | Industrials | 615 | $122K | 0.1% | Held |
| GEV GE VERNOVA INC | Industrials | 136 | $119K | 0.1% | Held |
| EXPD EXPEDITORS INTL WASH INC | Industrials | 804 | $115K | 0.1% | Held |
| PEP PEPSICO INC | Consumer staples | 684 | $106K | 0.1% | Held |
| SCHW SCHWAB (CHARLES) CORP | Financials | 1.1K | $106K | 0.1% | Held |
| PG PROCTER & GAMBLE CO/THE | Other | 723 | $104K | 0.1% | Held |
| CSCO CISCO SYSTEMS INC | Technology | 1.3K | $104K | 0.1% | Held |
| HCA HCA HEALTHCARE INC | Healthcare | 218 | $103K | 0.1% | Held |
| AXP AMERICAN EXPRESS CO | Financials | 318 | $96K | 0.1% | Held |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 577 | $95K | 0.1% | Held |
| MO ALTRIA GROUP INC | Consumer staples | 1.4K | $92K | 0.1% | Held |
| MDLZ MONDELEZ INTERNATIONAL INC-A | Consumer staples | 1.6K | $92K | 0.1% | Held |
| UPWK UPWORK INC | Technology | 8.2K | $90K | 0.1% | Held |
| ACM AECOM | Services media | 1.0K | $88K | 0.1% | Held |
| AMP AMERIPRISE FINANCIAL INC | Financials | 195 | $87K | 0.1% | Held |
| VZ VERIZON COMMUNICATIONS INC | Communications | 1.7K | $85K | 0.1% | Held |
| LISP CHOCOLADEFABRIKEN LINDT-PC | — | 6 | $84K | 0.1% | Held |
| ABT ABBOTT LABORATORIES | Healthcare | 808 | $83K | 0.1% | Held |
| AVGO BROADCOM INC | Technology | 251 | $78K | 0.1% | Held |
| AEP AMERICAN ELECTRIC POWER | Utilities | 590 | $77K | 0.1% | Held |
| SBUX STARBUCKS CORP | Consumer discretionary | 843 | $75K | 0.1% | Held |
| RMS HERMES INTERNATIONAL | — | 40 | $74K | 0.1% | Held |
| WFC WELLS FARGO & CO | Financials | 921 | $73K | 0.1% | Held |
| D DOMINION ENERGY INC | Utilities | 1.2K | $73K | 0.1% | Held |
| OKE ONEOK INC | Utilities | 800 | $72K | 0.1% | Held |