Leo H. Evart, Inc.

CIK 0001920405 · Q2 2026

13F Equity AUM

$126.6M

+8.3% QoQ

Positions

282

-1 QoQ

AUM Rank

#9,801

Top 78%

Skill Alpha (FF)

-1.8%/yr^ns

No Clear Edge

Rank #5,517 · Top 66%

vs S&P -4.3%/yr (unadj.)

Quarters Tracked

~2 years

Portfolio Concentration

Top 5: 38.6%Top 10: 56.3%Top 20: 77.9%

SGOV15.2%

SCHG9.0%

VTV5.4%

BND4.6%

VUG4.4%

CGDV4.3%

BIV4.2%

SCHF3.6%

GBIL2.9%

VIG2.7%

Others (272)43.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services86.5%

Technology6.0%

Other7.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 282Median: 0.02%Avg: 0.35%

0–0.5%

253(13.6%)

0.5–1%

6(4.5%)

1–3%

15(31.1%)

3–5%

5(21.1%)

5%+

3(29.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 282vs 20 funds

0%Low

282

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New9Increased72Decreased35Exited12

New Positions

VCRB2.3%

+38K

VTEC0.2%

+2K

SPACE EX TECH SPACEX…0.1%

+603

HONEYWELL AEROSPACE …0.0%

+100

HON0.0%

+100

IREN0.0%

+250

ROUNDHILL MEMORY ETF0.0%

+200

BYDDY0.0%

+100

BBAI0.0%

+50

Increased

VUG4.4%

+54K(+495%)

VO1.5%

+17K(+305%)

VGT1.4%

+13K(+669%)

GBIL2.9%

+8K(+27%)

SCHF3.6%

+6K(+4%)

VXUS0.3%

+3K(+195%)

VTV5.4%

+1K(+5%)

CGDG0.3%

+1K(+17%)

TCAF1.0%

+998(+3%)

SCHD2.4%

+997(+1%)

Decreased

BND4.6%

-29,416(-27%)

BIV4.2%

-8,028(-10%)

SCHG9.0%

-7,850(-2%)

SGOV15.2%

-5,142(-3%)

AAPL2.6%

-1,989(-15%)

SCHA1.9%

-1,975(-3%)

CGDV4.3%

-1,842(-2%)

SCHM2.4%

-1,415(-2%)

SCHX0.0%

-985(-83%)

SLV0.0%

-769(-79%)

Exited

LINDT &SPRUENGLI…

-6

-150

-600

-42

-13

-5

-5

-5

-10

-9

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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