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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.

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.

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

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.

Last Reported on: 14 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions