Leo H. Evart, Inc.

13F filer · CIK 0001920405

Reported Aug 18, 2026

Net seller this quarter

13F portfolio value$127MU.S. long equity reported on 13F

Positions2186 new · 10 closed

Net flow last quarter-$681KBuys minus sells

Top 10 positions weight10.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 18, 2026218 positions
AAPLApple Inc.	$3.29M	2.60%	0.00%	-14.9%	Q4 2021
BSVNBank7 Corp.	$2.95M	2.33%	0.40%	+2.3%	Q4 2021
ORCLOracle Corp	$2.06M	1.63%	0.00%	+0.1%	Q4 2021
GLDSPDR Gold Trust	$973K	0.77%	0.00%	-5.6%	Q1 2026
TSLATesla, Inc.	$895K	0.71%	0.00%	Not reported	Q4 2021
AMZNAmazon Com Inc	$646K	0.51%	0.00%	+3.8%	Q4 2021
GOOGLAlphabet Inc.	$575K	0.45%	0.00%	+1.8%	Q1 2022
GOOGAlphabet Inc.	$522K	0.41%	Not reported	Not reported	Q1 2026
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$521K	0.41%	Not reported	+9.7%	Q4 2021
MSFTMicrosoft Corp	$513K	0.41%	0.00%	+2.8%	Q4 2021
SRESempra	$485K	0.38%	0.00%	0.0%	Q4 2021
CVXChevron Corp	$449K	0.35%	0.00%	0.0%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$439K	0.35%	Not reported	+0.2%	Q1 2026
SGOLabrdn Gold ETF Trust	$408K	0.32%	0.01%	Not reported	Q1 2026
METAMeta Platforms, Inc.	$407K	0.32%	Not reported	Not reported	Q4 2021
XOMExxonMobil Holdings Corp	$347K	0.27%	0.00%	-4.4%	Q4 2022
NVDANvidia Corp	$344K	0.27%	0.00%	+5.7%	Q1 2026
UNHUnitedhealth Group Inc	$285K	0.23%	0.00%	+0.6%	Q4 2021
IOTSamsara Inc.	$249K	0.20%	Not reported	-5.8%	Q1 2026
JNJJohnson & Johnson	$225K	0.18%	0.00%	-6.1%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$200K	0.16%	Not reported	+21.4%	Q4 2021
LLYELI LILLY & Co	$199K	0.16%	0.00%	Not reported	Q1 2026
INTCIntel Corp	$196K	0.16%	0.00%	Not reported	Q1 2026
HDHome Depot, Inc.	$181K	0.14%	0.00%	Not reported	Q4 2021
BRK.BBerkshire Hathaway Inc	$175K	0.14%	Not reported	Not reported	Q1 2026
GEGeneral Electric Co	$165K	0.13%	0.00%	Not reported	Q1 2026
GEVGE Vernova Inc.	$160K	0.13%	0.00%	Not reported	Q1 2026
CSCOCisco Systems, Inc.	$157K	0.12%	0.00%	Not reported	Q1 2026
EIXEdison International	$151K	0.12%	0.00%	Not reported	Q1 2026
ABBVAbbVie Inc.	$144K	0.11%	0.00%	Not reported	Q1 2026
EMEEMCOR Group, Inc.	$142K	0.11%	0.00%	Not reported	Q1 2026
BABoeing Co	$133K	0.11%	0.00%	Not reported	Q1 2026
LOGILogitech International S.A.	$126K	0.10%	0.00%	-9.4%	Q4 2021
WMTWalmart Inc.	$117K	0.09%	0.00%	+0.1%	Q1 2026
AMATApplied Materials Inc	$108K	0.09%	0.00%	Not reported	Q4 2021
PEPPepsico Inc	$108K	0.09%	0.00%	+16.8%	Q1 2026
AXPAmerican Express Co	$108K	0.08%	0.00%	Not reported	Q1 2026
PSAPublic Storage	$106K	0.08%	0.00%	-16.9%	Q1 2026
PGPROCTER & GAMBLE Co	$106K	0.08%	0.00%	Not reported	Q1 2026
PMPhilip Morris International Inc.	$104K	0.08%	0.00%	Not reported	Q1 2026
SCHWSchwab Charles Corp	$104K	0.08%	0.00%	+0.4%	Q1 2026
SPCXSpace Exploration Technologies Corp	$103K	0.08%	Not reported	New	Q2 2026
EXPDExpeditors International of Washington Inc	$103K	0.08%	0.00%	-21.4%	Q4 2021
MOAltria Group, Inc.	$101K	0.08%	0.00%	+0.3%	Q1 2026
TAt&T Inc.	$98K	0.08%	0.00%	Not reported	Q1 2026
PLDPrologis, Inc.	$97.7K	0.08%	0.00%	-28.0%	Q1 2026
MDLZMondelez International, Inc.	$91.9K	0.07%	0.00%	Not reported	Q1 2026
AMPAmeriprise Financial Inc	$89.5K	0.07%	0.00%	Not reported	Q1 2026
SBUXStarbucks Corp	$86.3K	0.07%	0.00%	+0.1%	Q4 2021
AEPAmerican Electric Power Co Inc	$81.3K	0.06%	0.00%	+0.7%	Q1 2026

Q1 2026Reported May 14, 2026222 positions
AAPLApple Inc.	$3.39M	2.90%	0.00%	-13.6%	Q4 2021
BSVNBank7 Corp.	$2.9M	2.48%	0.39%	+18.7%	Q4 2021
ORCLOracle Corp	$2.07M	1.77%	0.00%	-4.6%	Q4 2021
GLDSPDR Gold Trust	$1.2M	1.03%	0.00%	New	Q1 2026
TSLATesla, Inc.	$791K	0.68%	0.00%	+15.3%	Q4 2021
CVXChevron Corp	$561K	0.48%	0.00%	+35.9%	Q4 2021
AMZNAmazon Com Inc	$544K	0.47%	0.00%	+55.9%	Q4 2021
SRESempra	$508K	0.43%	0.00%	+2.0%	Q4 2021
MSFTMicrosoft Corp	$496K	0.42%	0.00%	+19.9%	Q4 2021
SGOLabrdn Gold ETF Trust	$476K	0.41%	0.01%	New	Q1 2026
GOOGLAlphabet Inc.	$454K	0.39%	0.00%	Not reported	Q1 2022
XOMExxonMobil Holdings Corp	$451K	0.39%	0.00%	+26.1%	Q4 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$445K	0.38%	Not reported	Not reported	Q4 2021
GOOGAlphabet Inc.	$424K	0.36%	Not reported	New	Q1 2026
METAMeta Platforms, Inc.	$413K	0.35%	Not reported	Not reported	Q4 2021
SPYSPDR S&P 500 ETF Trust	$382K	0.33%	Not reported	New	Q1 2026
NVDANvidia Corp	$284K	0.24%	0.00%	New	Q1 2026
IOTSamsara Inc.	$258K	0.22%	Not reported	New	Q1 2026
JNJJohnson & Johnson	$231K	0.20%	0.00%	-27.3%	Q4 2021
UNHUnitedhealth Group Inc	$185K	0.16%	0.00%	-16.9%	Q4 2021
HDHome Depot, Inc.	$169K	0.14%	0.00%	Not reported	Q4 2021
BRK.BBerkshire Hathaway Inc	$168K	0.14%	Not reported	New	Q1 2026
LLYELI LILLY & Co	$153K	0.13%	0.00%	New	Q1 2026
EIXEdison International	$148K	0.13%	0.00%	New	Q1 2026
TAt&T Inc.	$137K	0.12%	0.00%	New	Q1 2026
LOGILogitech International S.A.	$134K	0.12%	0.00%	Not reported	Q4 2021
PLDPrologis, Inc.	$132K	0.11%	0.00%	New	Q1 2026
QQQInvesco QQQ Trust, Series 1	$129K	0.11%	Not reported	Not reported	Q4 2021
WMTWalmart Inc.	$128K	0.11%	0.00%	New	Q1 2026
EMEEMCOR Group, Inc.	$126K	0.11%	0.00%	New	Q1 2026
GEGeneral Electric Co	$125K	0.11%	0.00%	New	Q1 2026
ABBVAbbVie Inc.	$124K	0.11%	0.00%	New	Q1 2026
BABoeing Co	$122K	0.10%	0.00%	New	Q1 2026
GEVGE Vernova Inc.	$119K	0.10%	0.00%	New	Q1 2026
EXPDExpeditors International of Washington Inc	$115K	0.10%	0.00%	-76.6%	Q4 2021
PSAPublic Storage	$109K	0.09%	0.00%	New	Q1 2026
PEPPepsico Inc	$106K	0.09%	0.00%	New	Q1 2026
SCHWSchwab Charles Corp	$106K	0.09%	0.00%	New	Q1 2026
PGPROCTER & GAMBLE Co	$104K	0.09%	0.00%	New	Q1 2026
CSCOCisco Systems, Inc.	$104K	0.09%	0.00%	New	Q1 2026
HCAHCA Healthcare, Inc.	$103K	0.09%	0.00%	New	Q1 2026
AXPAmerican Express Co	$96.2K	0.08%	0.00%	New	Q1 2026
PMPhilip Morris International Inc.	$95.4K	0.08%	0.00%	New	Q1 2026
MOAltria Group, Inc.	$92.3K	0.08%	0.00%	New	Q1 2026
MDLZMondelez International, Inc.	$91.6K	0.08%	0.00%	New	Q1 2026
UPWKUpwork, Inc	$89.6K	0.08%	0.01%	Not reported	Q4 2021
ACMAecom	$88.2K	0.08%	0.00%	New	Q1 2026
AMPAmeriprise Financial Inc	$86.7K	0.07%	0.00%	New	Q1 2026
VZVerizon Communications Inc	$85.4K	0.07%	0.00%	New	Q1 2026
ABTAbbott Laboratories	$83K	0.07%	0.00%	New	Q1 2026

Q3 2023Reported Nov 15, 202314 positions
AAPLApple Inc.	$2.65M	4.06%	0.00%	-1.7%	Q4 2021
BSVNBank7 Corp.	$2.35M	3.60%	0.34%	-19.1%	Q4 2021
ORCLOracle Corp	$1.56M	2.39%	0.00%	-1.8%	Q4 2021
TSLATesla, Inc.	$462K	0.71%	0.00%	-1.3%	Q4 2021
UNHUnitedhealth Group Inc	$414K	0.63%	0.00%	+0.4%	Q4 2021
EXPDExpeditors International of Washington Inc	$394K	0.61%	0.00%	Not reported	Q4 2021
MSFTMicrosoft Corp	$353K	0.54%	0.00%	-32.0%	Q4 2021
SRESempra	$349K	0.54%	0.00%	Not reported	Q4 2021
CVXChevron Corp	$336K	0.52%	0.00%	Not reported	Q4 2021
XOMExxonMobil Holdings Corp	$248K	0.38%	Not reported	Not reported	Q4 2022
AMZNAmazon Com Inc	$213K	0.33%	0.00%	-11.8%	Q4 2021
SBUXStarbucks Corp	$205K	0.32%	0.00%	0.0%	Q4 2021
AMATApplied Materials Inc	$203K	0.31%	0.00%	Not reported	Q4 2021
JNJJohnson & Johnson	$203K	0.31%	0.00%	-13.7%	Q4 2021
Q2 2023Reported Aug 7, 202315 positions
AAPLApple Inc.	$3.05M	4.23%	0.00%	-0.1%	Q4 2021
BSVNBank7 Corp.	$2.91M	4.04%	0.42%	+1.2%	Q4 2021
ORCLOracle Corp	$1.79M	2.48%	0.00%	-0.8%	Q4 2021
MSFTMicrosoft Corp	$559K	0.78%	0.00%	+0.1%	Q4 2021
TSLATesla, Inc.	$490K	0.68%	0.00%	Not reported	Q4 2021
EXPDExpeditors International of Washington Inc	$417K	0.58%	0.00%	Not reported	Q4 2021
UNHUnitedhealth Group Inc	$393K	0.55%	0.00%	+0.5%	Q4 2021
SRESempra	$373K	0.52%	0.00%	Not reported	Q4 2021
CVXChevron Corp	$314K	0.44%	0.00%	Not reported	Q4 2021
JNJJohnson & Johnson	$249K	0.35%	0.00%	Not reported	Q4 2021
AMZNAmazon Com Inc	$248K	0.34%	0.00%	Not reported	Q4 2021
XOMExxonMobil Holdings Corp	$226K	0.31%	Not reported	Not reported	Q4 2022
SBUXStarbucks Corp	$223K	0.31%	0.00%	+0.1%	Q4 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$223K	0.31%	Not reported	+0.1%	Q4 2021
AMATApplied Materials Inc	$212K	0.29%	0.00%	Not reported	Q4 2021

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