Leo H. Evart, Inc.

CIK

1920405

Location

REDWOOD CITY, CA

Portfolio Value

Micro $18,413,411

Diversification

Diversified

Filing Date

Global Rank

#7,810 / 8,623 ▼ 1219 · as of Mar 2026

Top Industry

Consumer Electronics 21.0%

3Y Alpha vs SPY

-4.3%

Period ended 4 months ago

Filed May 14, 2026 · 3mo

9 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+48.9%

SPY

+65.3%

Annualised alpha

-4.0%

Max drawdown

−27.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 4 quarters. Past performance does not predict future results.

Portfolio Concentration

214 tracked positions · as of Mar 31, 2026 · Δ vs Sep 30, 2023

Top Position

18.4%

−16.5 pts

Top 5

43.5%

−28.7 pts

Top 10

57.0%

−35.0 pts

HHI

610

Diversified−1,227

Portfolio Trend

9 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	39.9%	$7,343,799	49
Unclassified	12.3%	$2,260,094	6
Consumer Cyclical	9.1%	$1,682,316	19
Communication Services	7.0%	$1,281,427	19
Energy	6.4%	$1,171,119	12
Utilities	5.9%	$1,095,419	12
Healthcare	5.5%	$1,016,915	25
Industrials	4.9%	$897,168	28
Consumer Defensive	3.9%	$724,430	15
Financial Services	3.5%	$644,604	18
Real Estate	1.3%	$241,697	3
Basic Materials	0.3%	$54,423	8

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Sep 30, 2023

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+937	2,612	$544,001
CVX	Chevron Corp	+716	2,709	$560,492
XOM	ExxonMobil Holdings Corp	+550	2,656	$450,616
TSLA	Tesla, Inc.	+282	2,128	$791,084
MSFT	Microsoft Corp	+222	1,339	$495,657
SRE	Sempra	+100	5,230	$508,199
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
EXPD	Expeditors International Of Washington Inc	−2,637	804	$115,156
AAPL	Apple Inc.	−2,096	13,362	$3,391,141
SBUX	Starbucks Corp	−1,407	843	$75,524
AMAT	Applied Materials Inc /De	−1,317	150	$51,268
ORCL	Oracle Corp	−680	14,044	$2,066,012
JNJ	Johnson & Johnson	−355	945	$230,995
UNH	Unitedhealth Group Inc	−139	682	$184,542
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
GLD	Spdr Gold Trust	2,800	$1,204,812
SGOL	abrdn Gold ETF Trust	10,677	$476,407
GOOGL	Alphabet Inc.	1,580	$454,344
META	Meta Platforms, Inc.	722	$413,077
SPY	Spdr S&P 500 ETF Trust	587	$381,748
NVDA	Nvidia Corp	1,629	$284,096
IOT	Samsara Inc.	8,143	$258,051
HD	Home Depot, Inc.	514	$169,049
BRK-B	Berkshire Hathaway Inc	350	$167,720
LLY	ELI LILLY & Co	166	$152,681
EIX	Edison International	2,029	$148,482
T	At&T Inc.	4,733	$137,209
LOGI	Logitech International S.A.	1,476	$134,493
PLD	Prologis, Inc.	1,001	$132,312
QQQ	Invesco Qqq Trust, Series 1	224	$129,288
WMT	Walmart Inc.	1,030	$128,008
EME	EMCOR Group, Inc.	171	$126,251
GE	General Electric Co	441	$125,142
ABBV	AbbVie Inc.	572	$124,404
BA	Boeing Co	615	$122,403
GEV	GE Vernova Inc.	136	$118,714
PSA	Public Storage	402	$108,893
PEP	Pepsico Inc	684	$106,218
SCHW	Schwab Charles Corp	1,123	$105,539
PG	PROCTER & GAMBLE Co	723	$104,430
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

214 tracked positions · $18,413,411 total · filing declares 316 positions · $116,917,404 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 214 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	13,362	-2,096	$3,391,141	+28.1%	18.42%
ORCL	Oracle Corp Technology	Reduced	14,044	-680	$2,066,012	+32.5%	11.22%
GLD	Spdr Gold Trust	NEW	2,800	NEW	$1,204,812	NEW	6.54%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,128	+282	$791,084	+71.3%	4.30%
CVX	Chevron Corp Energy	Added	2,709	+716	$560,492	+66.8%	3.04%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,612	+937	$544,001	+155.5%	2.95%
SRE	Sempra Utilities	Added	5,230	+100	$508,199	+45.6%	2.76%
MSFT	Microsoft Corp Technology	Added	1,339	+222	$495,657	+40.5%	2.69%
SGOL	abrdn Gold ETF Trust	NEW	10,677	NEW	$476,407	NEW	2.59%
GOOGL	Alphabet Inc. Communication Services	NEW	1,580	NEW	$454,344	NEW	2.47%
XOM	ExxonMobil Holdings Corp Energy	Added	2,656	+550	$450,616	+82.0%	2.45%
META	Meta Platforms, Inc. Communication Services	NEW	722	NEW	$413,077	NEW	2.24%
SPY	Spdr S&P 500 ETF Trust	NEW	587	NEW	$381,748	NEW	2.07%
NVDA	Nvidia Corp Technology	NEW	1,629	NEW	$284,096	NEW	1.54%
IOT	Samsara Inc. Technology	NEW	8,143	NEW	$258,051	NEW	1.40%
JNJ	Johnson & Johnson Healthcare	Reduced	945	-355	$230,995	+14.1%	1.25%
UNH	Unitedhealth Group Inc Healthcare	Reduced	682	-139	$184,542	−55.4%	1.00%
HD	Home Depot, Inc. Consumer Cyclical	NEW	514	NEW	$169,049	NEW	0.92%
BRK-B	Berkshire Hathaway Inc Financial Services	NEW	350	NEW	$167,720	NEW	0.91%
LLY	ELI LILLY & Co Healthcare	NEW	166	NEW	$152,681	NEW	0.83%
EIX	Edison International Utilities	NEW	2,029	NEW	$148,482	NEW	0.81%
T	At&T Inc. Communication Services	NEW	4,733	NEW	$137,209	NEW	0.75%
LOGI	Logitech International S.A. Technology	NEW	1,476	NEW	$134,493	NEW	0.73%
PLD	Prologis, Inc. Real Estate	NEW	1,001	NEW	$132,312	NEW	0.72%
QQQ	Invesco Qqq Trust, Series 1	NEW	224	NEW	$129,288	NEW	0.70%
WMT	Walmart Inc. Consumer Defensive	NEW	1,030	NEW	$128,008	NEW	0.70%
EME	EMCOR Group, Inc. Industrials	NEW	171	NEW	$126,251	NEW	0.69%
GE	General Electric Co Industrials	NEW	441	NEW	$125,142	NEW	0.68%
ABBV	AbbVie Inc. Healthcare	NEW	572	NEW	$124,404	NEW	0.68%
BA	Boeing Co Industrials	NEW	615	NEW	$122,403	NEW	0.66%
GEV	GE Vernova Inc. Industrials	NEW	136	NEW	$118,714	NEW	0.64%
EXPD	Expeditors International Of Washington Inc Industrials	Reduced	804	-2,637	$115,156	−70.8%	0.63%
PSA	Public Storage Real Estate	NEW	402	NEW	$108,893	NEW	0.59%
PEP	Pepsico Inc Consumer Defensive	NEW	684	NEW	$106,218	NEW	0.58%
SCHW	Schwab Charles Corp Financial Services	NEW	1,123	NEW	$105,539	NEW	0.57%
PG	PROCTER & GAMBLE Co Consumer Defensive	NEW	723	NEW	$104,430	NEW	0.57%
CSCO	Cisco Systems, Inc. Technology	NEW	1,336	NEW	$103,660	NEW	0.56%
HCA	HCA Healthcare, Inc. Healthcare	NEW	218	NEW	$103,166	NEW	0.56%
AXP	American Express Co Financial Services	NEW	318	NEW	$96,188	NEW	0.52%
PM	Philip Morris International Inc. Consumer Defensive	NEW	577	NEW	$95,401	NEW	0.52%
MO	Altria Group, Inc. Consumer Defensive	NEW	1,398	NEW	$92,254	NEW	0.50%
MDLZ	Mondelez International, Inc. Consumer Defensive	NEW	1,589	NEW	$91,589	NEW	0.50%
UPWK	Upwork, Inc Communication Services	NEW	8,174	NEW	$89,587	NEW	0.49%
ACM	Aecom Industrials	NEW	1,040	NEW	$88,212	NEW	0.48%
AMP	Ameriprise Financial Inc Financial Services	NEW	195	NEW	$86,658	NEW	0.47%
VZ	Verizon Communications Inc Communication Services	NEW	1,701	NEW	$85,390	NEW	0.46%
ABT	Abbott Laboratories Healthcare	NEW	808	NEW	$82,957	NEW	0.45%
AVGO	Broadcom Inc. Technology	NEW	251	NEW	$77,687	NEW	0.42%
AEP	American Electric Power Co Inc Utilities	NEW	590	NEW	$77,337	NEW	0.42%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	843	-1,407	$75,524	−63.2%	0.41%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.