Leo H. Evart, Inc. reported 203 positions worth $18.67M for the quarter ended Jun 30, 2026, up 1.8% on the prior quarter. It opened 5 new positions, added to 30, trimmed 20 and exited 8. Its largest holding is Apple Inc. at 17.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +603 | – | $103.09K | 0.552% |
| NFLX Netflix Inc | +380 | +417.6% | $27.13K | 0.18% |
| AMZN Amazon Com Inc | +100 | +3.8% | $23.83K | 3.46% |
| HON Honeywell International Inc | +100 | – | $22.39K | 0.12% |
| HONA Honeywell Aerospace Inc. | +100 | – | $22.11K | 0.118% |
| NVDA Nvidia Corp | +92 | +5.6% | $18.41K | 1.84% |
| RIVN Rivian Automotive, Inc. / DE | +900 | +900.0% | $15.62K | 0.093% |
| PEP Pepsico Inc | +115 | +16.8% | $15.58K | 0.58% |
| MSFT Microsoft Corp | +37 | +2.8% | $13.80K | 2.75% |
| IREN IREN Ltd | +250 | – | $11.43K | 0.061% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | -1,989 | -14.9% | $575.55K | 17.63% |
| AVGO Broadcom Inc. | -200 | -79.7% | $75.06K | 0.103% |
| CRWD CrowdStrike Holdings, Inc. | -600 | -100.0% | $58.56K | Exited |
| GLD Spdr Gold Trust | -158 | -5.6% | $58.20K | 5.21% |
| SLV iShares Silver Trust | -769 | -78.7% | $41.12K | 0.06% |
| PLD Prologis, Inc. | -280 | -28.0% | $37.93K | 0.523% |
| LVS Las Vegas Sands Corp | -600 | -100.0% | $32.33K | Exited |
| EXPD Expeditors International Of Washington Inc | -172 | -21.4% | $28.03K | 0.552% |
| ACM Aecom | -373 | -35.9% | $26.03K | 0.249% |
| PSA Public Storage | -68 | -16.9% | $21.65K | 0.57% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| CRWD CrowdStrike Holdings, Inc. | -600 | $58.56K | 0.32% |
| LVS Las Vegas Sands Corp | -600 | $32.33K | 0.176% |
| SPOT Spotify Technology S.A. | -42 | $20.37K | 0.111% |
| WIX Wix.com Ltd. | -5 | $450.00 | <0.01% |
| RBLX Roblox Corp | -5 | $283.00 | <0.01% |
| TOST Toast, Inc. | -10 | $265.00 | <0.01% |
| DKNG DraftKings Inc. | -9 | $195.00 | <0.01% |
| CPNG Coupang, Inc. | -5 | $94.00 | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 11.4K | $3.29M | 17.63% | -1,989 | -14.9% | Reduced | 0% |
| 2 | ORCL Oracle Corp | Technology | 14.1K | $2.06M | 11.03% | +11 | +0.1% | Added | 0% |
| 3 | GLD Spdr Gold Trust | Financial Services | 2,642 | $973.26K | 5.21% | -158 | -5.6% | Reduced | 0% |
| 4 | TSLA Tesla, Inc. | Consumer Discretionary | 2,128 | $895.04K | 4.8% | 0 | 0.0% | Unchanged | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 2,712 | $646.29K | 3.46% | +100 | +3.8% | Added | 0% |
| 6 | GOOGL Alphabet Inc. | Technology | 1,608 | $574.75K | 3.08% | +28 | +1.8% | Added | 0% |
| 7 | GOOG Alphabet Inc. | Technology | 1,477 | $522.02K | 2.8% | 0 | 0.0% | Unchanged | 0% |
| 8 | MSFT Microsoft Corp | Technology | 1,376 | $513.34K | 2.75% | +37 | +2.8% | Added | 0% |
| 9 | SRE Sempra | Utilities | 5,231 | $484.94K | 2.6% | +1 | +0.0% | Added | 0% |
| 10 | CVX Chevron Corp | Energy | 2,710 | $449.13K | 2.41% | +1 | +0.0% | Added | 0% |
| 11 | SGOL abrdn Gold ETF Trust | Others | 10.7K | $408.18K | 2.19% | 0 | 0.0% | Unchanged | 0.01% |
| 12 | META Meta Platforms, Inc. | Technology | 722 | $406.71K | 2.18% | 0 | 0.0% | Unchanged | 0% |
| 13 | XOM ExxonMobil Holdings Corp | Energy | 2,539 | $347.14K | 1.86% | -117 | -4.4% | Reduced | 0% |
| 14 | NVDA Nvidia Corp | Technology | 1,721 | $344.38K | 1.84% | +92 | +5.6% | Added | 0% |
| 15 | UNH Unitedhealth Group Inc | Healthcare | 686 | $285.23K | 1.53% | +4 | +0.6% | Added | 0% |
Tip. Select a row to see that position’s full history at Leo H. Evart.
As of its Q2 2026 13F filing, Leo H. Evart, Inc.’s five largest positions were Apple Inc. (AAPL) at 17.6%, Oracle Corp (ORCL) at 11.0%, Spdr Gold Trust (GLD) at 5.2%, Tesla, Inc. (TSLA) at 4.8%, Amazon Com Inc (AMZN) at 3.5% of the reported portfolio.
Leo H. Evart, Inc. reported a 13F portfolio worth $18.67M across 203 positions for Q2 2026. That is up 1.8% from the previous quarter.
Its largest purchases by value were Space Exploration Technologies Corp ($103.09K), Netflix Inc ($27.13K), Amazon Com Inc ($23.83K). It opened 5 new positions.
Its largest sales by value were Apple Inc. ($575.55K), Broadcom Inc. ($75.06K), CrowdStrike Holdings, Inc. ($58.56K). It exited 8 positions entirely.
From the Form 13F-HR reports Leo H. Evart, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.