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Latest Leo H. Evart, Inc. Stock Portfolio

$126Million | No. of Holdings #295

Leo H. Evart, Inc. Performance

2026 Q2-9.35%
YTD-9.35%

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 2026-08-18, the fund reported it's updated stock portfolio. In the 13F Holdings report, Leo H. Evart, Inc. reported an equity portfolio of $126.6 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Leo H. Evart, Inc. are DMXF, FNDA, VB. The fund has invested 15.2% of it's portfolio in ISHARES 0-3 MONTH TREASURY BOND ETF and 9% of portfolio in SCHWAB U.S. LARGE-CAP GROWTH ETF. <br><br> The fund managers got completely rid off LINDT &SPRUENGLI A ORDF, CROWDSTRIKE HLDGS INC CLASS A (CRWD) and LAS VEGAS SANDS CORP (LVS) stocks. They significantly reduced their stock positions in ZSPACE INC, SCHWAB U.S. LARGE-CAP ETF (FNDA) and BROADCOM INC (AVGO). Leo H. Evart, Inc. opened new stock positions in VANGUARD CORE BOND ETF (VTIP), VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF and HONEYWELL INTL INC (HON). The fund showed a lot of confidence in some stocks as they added substantially to RIVIAN AUTOMOTIVE INC CLASS A (RIVN), VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES (VAW) and VANGUARD GROWTH INDEX FUND ETF SHARES (VB).
Leo H. Evart, Inc. Equity Portfolio Value
Last Reported on: 18 Aug, 2026
$126Million
  as of Aug 18, 2026

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

Our best estimate is that Leo H. Evart, Inc. made a return of -9.35% in the last quarter. In trailing 12 months, it's portfolio return was NA%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vanguard core bond etf2,943,260
vanguard california tax-exempt bond etf248,593
space ex tech spacex class a103,090
honeywell intl inc22,390
honeywell aerospace inc22,108
roundhill memory etf14,770
iren ltd f11,433
byd co ltd funsponsored adr 1 adr reps 1 ord shs927
New stocks bought by Leo H. Evart, Inc.

Additions

Ticker% Inc.
rivian automotive inc class a900
vanguard information technology index fund etf shares668
vanguard growth index fund etf shares495
netflix inc417
vanguard mega cap growthindex fund etf shares386
vanguard mid-cap index fund etf shares305
advanced micro devices i200
vanguard total international stock index fund etf shares195
Additions to existing portfolio by Leo H. Evart, Inc.

Reductions

Ticker% Reduced
zspace inc-96.08
schwab u.s. large-cap etf-83.19
broadcom inc-79.68
ishares silver trust-78.71
aecom-35.87
prologis inc reit-27.97
hermes interntnl s ordf-27.5
vanguard total bond market index fund etf shares-27.11
Leo H. Evart, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
decision diagnostics cor0.00
las vegas sands corp-32,328
crowdstrike hldgs inc class a-58,562
spotify technology s a f-20,366
paramount skydance corp class class b-121
toast inc class class a-265
draftkings inc new class a-195
rockwell med inc-8.00
Leo H. Evart, Inc. got rid off the above stocks

Sector Distribution

Leo H. Evart, Inc. has about 86.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Communication Services
Sector%
Others86.9
Technology5.9
Consumer Cyclical1.5
Communication Services1.4

Market Cap. Distribution

Leo H. Evart, Inc. has about 12.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED86.9
MEGA-CAP10.1
LARGE-CAP2.8

Stocks belong to which Index?

About 12.4% of the stocks held by Leo H. Evart, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others87.5
S&P 50012.4
Top 5 Winners (%)%
geckosystems intl corp
MU
micron technology inc
241.7 %
INTC
intel corp
216.4 %
MRVL
marvell technology inc
200.8 %
DELL
dell technologies inc class c
163.7 %
Top 5 Winners ($)$
FNDA
schwab u.s. large-cap growth etf
1.6 M
CGDV
capital group dividend value etf
0.8 M
VB
vanguard value index fund etf shares
0.7 M
FNDA
schwab u.s. mid-cap etf
0.5 M
FNDA
schwab u.s. small-cap etf
0.5 M
Top 5 Losers (%)%
VAW
vanguard information technology index fund etf shares
-73.2 %
VB
vanguard growth index fund etf shares
-70.4 %
EDV
vanguard mega cap growthindex fund etf shares
-65.8 %
VB
vanguard mid-cap index fund etf shares
-61.5 %
RMCF
rocky mtn chocolate fact
-60.6 %
Top 5 Losers ($)$
VB
vanguard growth index fund etf shares
-13.3 M
VAW
vanguard information technology index fund etf shares
-4.9 M
VB
vanguard mid-cap index fund etf shares
-3.0 M
GLD
spdr gold shares
-0.2 M
CVX
chevron corp new
-0.1 M

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.

Leo H. Evart, Inc. has 295 stocks in it's portfolio. About 56.3% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. FNDA was the most profitable stock for Leo H. Evart, Inc. last quarter.

$126.63MTotal Value
307Positions
18 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Leo H. Evart, Inc., last reported on 18 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ 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%543
$67.6K
0.05%
increased 0.74 percentadded
ABML
American Battery Technol

American Battery Technol

ABML
Leo H. Evart, Inc.'s holding in American Battery Technol over time
0%18.00
$51.00
0%
unchanged 0 percentunchanged
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%139
$7.0K
0.01%
increased 1.46 percentadded
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%385
$26.8K
0.02%
decreased 5.17 percentreduced
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%359
$10.0K
0.01%
increased 0.28 percentadded
AFK
Vaneck Semiconductor Etf

Vaneck Semiconductor Etf

AFK
Leo H. Evart, Inc.'s holding in Vaneck Semiconductor Etf over time
0%4.00
$2.6K
0%
unchanged 0 percentunchanged