Leo H. Evart, Inc.

CIK 0001920405 · Q1 2026

13F Equity AUM

$116.9M

+79.4% QoQ

Positions

283

+249 QoQ

AUM Rank

#9,454

Top 76%

Skill Alpha (FF)

-1.8%/yr^ns

No Clear Edge

Rank #4,848 · Top 59%

vs S&P -3.7%/yr (unadj.)

Quarters Tracked

~2 years

Portfolio Concentration

Top 5: 42.4%Top 10: 59.5%Top 20: 79.7%

SGOV16.9%

SCHG8.6%

BND6.8%

BIV5.1%

VTV5.0%

CGDV4.1%

VUG4.1%

SCHF3.4%

AAPL2.9%

VIG2.7%

Others (273)40.5%

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

Sector Allocation

Financial Services86.0%

Technology6.3%

Other7.7%

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

Position Sizing

Positions: 283Median: 0.02%Avg: 0.35%

0–0.5%

255(13.4%)

0.5–1%

5(3.7%)

1–3%

15(28.9%)

3–5%

3(11.6%)

5%+

5(42.4%)

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

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Portfolio Overlap

Shared: 265Unique: 18vs 20 funds

3.6%Low

283

Fund positions

7,299

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.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

BANK OF AMERICA CORP /DE/

5.4%

5.1%

5.8%

7.8%

5.4%

VANGUARD CAPITAL MANAGEMENT LLC

5.4%

GEODE CAPITAL MANAGEMENT, LLC

5.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

6.1%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New265Increased17Decreased16Exited1

New Positions

SGOV16.9%

+196K

CGDV4.1%

+113K

GQ91.0%

+3K

IXUS1.0%

+13K

TCAF0.9%

+31K

FEOE0.6%

+14K

JPIE0.5%

+13K

SGOL0.4%

+11K

GOOGL0.4%

+2K

VYM0.4%

+3K

Increased

SCHG8.6%

+235K(+211%)

SCHF3.4%

+148K(+1263%)

SCHM2.2%

+56K(+195%)

SCHZ1.1%

+39K(+276%)

SCHA1.7%

+38K(+122%)

BND6.8%

+30K(+39%)

GBIL2.5%

+17K(+149%)

VTV5.0%

+10K(+47%)

BSV2.5%

+6K(+19%)

AMZN0.5%

+937(+56%)

Decreased

RSPH0.3%

-130,523(-93%)

SCHD2.5%

-23,444(-20%)

VHT1.5%

-4,322(-40%)

VIG2.7%

-3,965(-21%)

EXPD0.1%

-2,637(-77%)

VUG4.1%

-2,223(-17%)

AAPL2.9%

-2,096(-14%)

SBUX0.1%

-1,407(-63%)

VO1.4%

-1,387(-20%)

AMAT0.0%

-1,317(-90%)

Exited

AGG

-3,645

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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