Leo H. Evart, Inc.

CIK

1920405

Location

REDWOOD CITY, CA

Portfolio Value

Micro $17,869,709

Diversification

Diversified

Filing Date

Global Rank

#7,804 / 8,603 ▼ 1218 · as of Mar 2026

Top Industry

Consumer Electronics 21.7%

3Y Alpha vs SPY

-5.1%

Period ended 3 months ago

Filed May 14, 2026 · 56d

9 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+54.6%

SPY

+76.5%

Annualised alpha

-5.2%

Max drawdown

−27.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

19.0%

−17.1 pts

Top 5

44.8%

−29.8 pts

Top 10

58.7%

−35.8 pts

HHI

641

Diversified−1,310

Portfolio Trend

9 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	40.7%	$7,266,819	49
Unclassified	12.6%	$2,260,094	6
Consumer Cyclical	9.3%	$1,666,148	19
Communication Services	7.2%	$1,281,427	19
Utilities	6.1%	$1,095,419	12
Healthcare	5.7%	$1,016,987	25
Industrials	5.0%	$897,168	28
Consumer Defensive	4.1%	$724,430	15
Energy	4.0%	$720,503	11
Financial Services	3.6%	$644,604	18
Real Estate	1.4%	$241,697	3
Basic Materials	0.3%	$54,413	8

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Sep 30, 2023

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+937	2,612	$544,001
CVX	Chevron Corp	+716	2,709	$560,492
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

213 positions · $17,869,709 total · 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 213 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%	18.98%
ORCL	Oracle Corp Technology	Reduced	14,044	-680	$2,066,012	+32.5%	11.56%
GLD	Spdr Gold Trust	NEW	2,800	NEW	$1,204,812	NEW	6.74%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,128	+282	$791,084	+71.3%	4.43%
CVX	Chevron Corp Energy	Added	2,709	+716	$560,492	+66.8%	3.14%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,612	+937	$544,001	+155.5%	3.04%
SRE	Sempra Utilities	Added	5,230	+100	$508,199	+45.6%	2.84%
MSFT	Microsoft Corp Technology	Added	1,339	+222	$495,657	+40.5%	2.77%
SGOL	abrdn Gold ETF Trust	NEW	10,677	NEW	$476,407	NEW	2.67%
GOOGL	Alphabet Inc. Communication Services	NEW	1,580	NEW	$454,344	NEW	2.54%
META	Meta Platforms, Inc. Communication Services	NEW	722	NEW	$413,077	NEW	2.31%
SPY	Spdr S&P 500 ETF Trust	NEW	587	NEW	$381,748	NEW	2.14%
NVDA	Nvidia Corp Technology	NEW	1,629	NEW	$284,096	NEW	1.59%
IOT	Samsara Inc. Technology	NEW	8,143	NEW	$258,051	NEW	1.44%
JNJ	Johnson & Johnson Healthcare	Reduced	945	-355	$230,995	+14.1%	1.29%
UNH	Unitedhealth Group Inc Healthcare	Reduced	682	-139	$184,542	−55.4%	1.03%
HD	Home Depot, Inc. Consumer Cyclical	NEW	514	NEW	$169,049	NEW	0.95%
BRK-B	Berkshire Hathaway Inc Financial Services	NEW	350	NEW	$167,720	NEW	0.94%
LLY	ELI LILLY & Co Healthcare	NEW	166	NEW	$152,681	NEW	0.85%
EIX	Edison International Utilities	NEW	2,029	NEW	$148,482	NEW	0.83%
T	At&T Inc. Communication Services	NEW	4,733	NEW	$137,209	NEW	0.77%
LOGI	Logitech International S.A. Technology	NEW	1,476	NEW	$134,493	NEW	0.75%
PLD	Prologis, Inc. Real Estate	NEW	1,001	NEW	$132,312	NEW	0.74%
QQQ	Invesco Qqq Trust, Series 1	NEW	224	NEW	$129,288	NEW	0.72%
WMT	Walmart Inc. Consumer Defensive	NEW	1,030	NEW	$128,008	NEW	0.72%
EME	EMCOR Group, Inc. Industrials	NEW	171	NEW	$126,251	NEW	0.71%
GE	General Electric Co Industrials	NEW	441	NEW	$125,142	NEW	0.70%
ABBV	AbbVie Inc. Healthcare	NEW	572	NEW	$124,404	NEW	0.70%
BA	Boeing Co Industrials	NEW	615	NEW	$122,403	NEW	0.68%
GEV	GE Vernova Inc. Industrials	NEW	136	NEW	$118,714	NEW	0.66%
EXPD	Expeditors International Of Washington Inc Industrials	Reduced	804	-2,637	$115,156	−70.8%	0.64%
PSA	Public Storage Real Estate	NEW	402	NEW	$108,893	NEW	0.61%
PEP	Pepsico Inc Consumer Defensive	NEW	684	NEW	$106,218	NEW	0.59%
SCHW	Schwab Charles Corp Financial Services	NEW	1,123	NEW	$105,539	NEW	0.59%
PG	PROCTER & GAMBLE Co Consumer Defensive	NEW	723	NEW	$104,430	NEW	0.58%
CSCO	Cisco Systems, Inc. Technology	NEW	1,336	NEW	$103,660	NEW	0.58%
HCA	HCA Healthcare, Inc. Healthcare	NEW	218	NEW	$103,166	NEW	0.58%
AXP	American Express Co Financial Services	NEW	318	NEW	$96,188	NEW	0.54%
PM	Philip Morris International Inc. Consumer Defensive	NEW	577	NEW	$95,401	NEW	0.53%
MO	Altria Group, Inc. Consumer Defensive	NEW	1,398	NEW	$92,254	NEW	0.52%
MDLZ	Mondelez International, Inc. Consumer Defensive	NEW	1,589	NEW	$91,589	NEW	0.51%
UPWK	Upwork, Inc Communication Services	NEW	8,174	NEW	$89,587	NEW	0.50%
ACM	Aecom Industrials	NEW	1,040	NEW	$88,212	NEW	0.49%
AMP	Ameriprise Financial Inc Financial Services	NEW	195	NEW	$86,658	NEW	0.48%
VZ	Verizon Communications Inc Communication Services	NEW	1,701	NEW	$85,390	NEW	0.48%
ABT	Abbott Laboratories Healthcare	NEW	808	NEW	$82,957	NEW	0.46%
AVGO	Broadcom Inc. Technology	NEW	251	NEW	$77,687	NEW	0.43%
AEP	American Electric Power Co Inc Utilities	NEW	590	NEW	$77,337	NEW	0.43%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	843	-1,407	$75,524	−63.2%	0.42%
WFC	Wells Fargo & Company/Mn Financial Services	NEW	921	NEW	$73,320	NEW	0.41%