Institutional Fund
Evexia Wealth LLC
Stevens Point, WICIK 19757105 filings on record
Portfolio Value
$363.74M
Q1 2026
Holdings
84
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+1.6%
from $357.90M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Kla Corp6.1%
- Broadcom Inc6.0%
- Barrick Mng Corp4.8%
- Eli Lilly & Co4.6%
- Hubbell Inc4.5%
- Caseys Gen Stores Inc4.1%
- Other70.0%
Portfolio Holdings
84 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Kla Corp | 12.6K | $22.22M | 6.1% | −3.1K | Reduced |
| 2 | Broadcom Inc | 57.0K | $21.65M | 6.0% | +7.8K | Added |
| 3 | Barrick Mng Corp | 404.0K | $17.38M | 4.8% | +28.9K | Added |
| 4 | Eli Lilly & Co | 17.9K | $16.65M | 4.6% | −2.6K | Reduced |
| 5 | Hubbell Inc | 30.1K | $16.26M | 4.5% | −3.1K | Reduced |
| 6 | Caseys Gen Stores Inc | 20.1K | $14.79M | 4.1% | −1.3K | Reduced |
| 7 | Blackrock Inc | 13.7K | $14.03M | 3.9% | +1.3K | Added |
| 8 | Microsoft Corp | 35.2K | $13.54M | 3.7% | +6.4K | Added |
| 9 | Parker-Hannifin Corp | 13.5K | $13.41M | 3.7% | −2.1K | Reduced |
| 10 | Intuit | 32.4K | $11.96M | 3.3% | +11.0K | Added |
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