Long-term investor

Leo H. Evart, Inc. @leohevartinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001920405).

Record

  • Tracked since 2023-03-31 (1270 days), 104 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +2.6%
  • Max drawdown n/a · win rate 8% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 46436E718 · 15.2% · long · since 2026-03-31
  • 808524300 · 9.0% · long · since 2023-03-31
  • 922908744 · 5.4% · long · since 2023-03-31
  • 921937835 · 4.6% · long · since 2023-03-31
  • 922908736 · 4.4% · long · since 2023-03-31
  • 14020W106 · 4.3% · long · since 2026-03-31
  • 921937819 · 4.2% · long · since 2023-03-31
  • 808524805 · 3.6% · long · since 2023-03-31
  • 381430529 · 2.9% · long · since 2023-03-31
  • 921908844 · 2.7% · long · since 2023-03-31
  • AAPL · 2.6% · long · since 2023-03-31
  • 808524508 · 2.4% · long · since 2023-03-31

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