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Latest Leo H. Evart, Inc. Stock Portfolio

$116Million | No. of Holdings #298

About Leo H. Evart, Inc. and 13F Hedge Fund Stock Holdings

Leo H. Evart, Inc. is a hedge fund based in Redwood City, CA. On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Leo H. Evart, Inc. reported an equity portfolio of $116.9 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Leo H. Evart, Inc. are DMXF, FNDA, BIV. The fund has invested 16.9% of it's portfolio in ISHARES 0-3 MONTH TREASURY BOND ETF and 8.6% of portfolio in SCHWAB U.S. LARGE-CAP GROWTH ETF. <br><br> Leo H. Evart, Inc. opened new stock positions in ISHARES 0-3 MONTH TREASURY BOND ETF (DMXF), SCHWAB U.S. LARGE-CAP GROWTH ETF (FNDA) and VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES (BIV).
Leo H. Evart, Inc. Equity Portfolio Value
Last Reported on: 14 May, 2026
$116Million
  as of May 14, 2026

Leo H. Evart, Inc. Annual Return Estimates Vs S&P 500

  • Performance

New Buys

Ticker$ Bought
ishares 0-3 month treasury bond etf19,704,000
schwab u.s. large-cap growth etf10,067,800
vanguard total bond market index fund etf shares7,989,480
vanguard intermediate-term bond index fund etf shares5,917,670
vanguard value index fund etf shares5,882,060
capital group dividend value etf4,800,500
vanguard growth index fund etf shares4,758,590
schwab international equity etf3,961,450
New stocks bought by Leo H. Evart, Inc.

Additions

No additions were made to existing positions by Leo H. Evart, Inc.

Reductions

None of the existing positions were reduced by Leo H. Evart, Inc.

Sold off

None of the stocks were completely sold off by Leo H. Evart, Inc.

Sector Distribution

  • Others
  • Technology
  • Consumer Cyclical
  • Communication Services
Sector%
Others86.3
Technology6.2
Consumer Cyclical1.4
Communication Services1.3

Market Cap. Distribution

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED86.3
MEGA-CAP10.5
LARGE-CAP3.1

Stocks belong to which Index?

  • Others
  • S&P 500
Index%
Others87
S&P 50012.9
Top 5 Winners (%)%
Top 5 Winners ($)$
Top 5 Losers (%)%
Top 5 Losers ($)$

Leo H. Evart, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Leo H. Evart, Inc.

$116.92MTotal Value
298Positions
14 May, 2026Last Reported
Current holdings of Current Stock Holdings of Leo H. Evart, Inc., last reported on 14 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Msci Eafe Growthetf

Ishares Msci Eafe Growthetf

AAXJ
Leo H. Evart, Inc.'s holding in Ishares Msci Eafe Growthetf over time
0.05%539
$60.0K
0.05%
new position
ABML
American Battery Technol

American Battery Technol

ABML
Leo H. Evart, Inc.'s holding in American Battery Technol over time
0%18.00
$50.00
0%
new position
ACWF
Ishares Ultra Short Duration Bond Active Etf

Ishares Ultra Short Duration Bond Active Etf

ACWF
Leo H. Evart, Inc.'s holding in Ishares Ultra Short Duration Bond Active Etf over time
0.01%137
$6.9K
0.01%
new position
ACWV
Ishares Msci Eurozone Etf

Ishares Msci Eurozone Etf

ACWV
Leo H. Evart, Inc.'s holding in Ishares Msci Eurozone Etf over time
0.02%406
$25.4K
0.02%
new position
ACWV
Ishares U.S. Power Infrastructure Etf

Ishares U.S. Power Infrastructure Etf

ACWV
Leo H. Evart, Inc.'s holding in Ishares U.S. Power Infrastructure Etf over time
0.01%358
$9.4K
0.01%
new position
AFK
Vaneck Semiconductor Etf

Vaneck Semiconductor Etf

AFK
Leo H. Evart, Inc.'s holding in Vaneck Semiconductor Etf over time
0%4.00
$1.5K
0%
new position