Leo H. Evart, Inc.
Top Portfolio Positions
213 positions ·
$18,245,691 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
13,362 | $3,391,141 | 18.59% |
| ORCL |
Oracle Corp
Technology
|
14,044 | $2,066,012 | 11.32% |
| GLD |
Spdr Gold Trust
|
2,800 | $1,204,812 | 6.60% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
2,128 | $791,084 | 4.34% |
| CVX |
Chevron Corp
Energy
|
2,709 | $560,492 | 3.07% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,612 | $544,001 | 2.98% |
| SRE |
Sempra
Utilities
|
5,230 | $508,199 | 2.79% |
| MSFT |
Microsoft Corp
Technology
|
1,339 | $495,657 | 2.72% |
| SGOL |
abrdn Gold ETF Trust
|
10,677 | $476,407 | 2.61% |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,580 | $454,344 | 2.49% |
Portfolio Trend
Holdings in BNT
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $745 | 18 | Shares | Sole | 2026-05-14 | |
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