Evansbrook LLC

SEC CIK
0002069478

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 4, 2026.SEC

Positions
127
+10 vs. Q1 2026
Total value
$167.65M
+$17.89M (+11.9%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

Evansbrook LLC holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
SPYSTATE STREET SPDR S&P 500 ETFETF56,390$42.11M25.12%−2,188−3.7%ReducedView
ISHARES TR464287150CORE S&P TTL STK103,519$17.01M10.14%+3,616+3.6%Added–
NVDANVIDIA CORPORATION COMStock34,292$6.86M4.09%−2,462−6.7%ReducedView
J P MORGAN EXCHANGE TRADED F46641Q217BETABULDRS JAPAN46,042$3.47M2.07%00.0%Unchanged–
VANGUARD MORNINGSTAR VALUE ETF922908744ETF14,153$3.08M1.84%+709+5.3%Added–
GOOGLALPHABET INC CAP STK CL AStock8,275$2.96M1.76%−1,247−13.1%ReducedView
J P MORGAN EXCHANGE TRADED F46641Q225BETA CDA ETF NEW27,569$2.74M1.63%00.0%Unchanged–
VANGUARD SCOTTSDALE FDS92206C706INTER TERM TREAS43,778$2.58M1.54%00.0%Unchanged–
XOMEXXON MOBIL CORPCOM17,919$2.45M1.46%−44−0.2%ReducedView
J P MORGAN EXCHANGE TRADED F46641Q191BETA EURO ET NE31,430$2.44M1.46%00.0%Unchanged–
ASMLASML HLDG NV N Y REGISTRY SHSADR1,140$2.27M1.35%+12+1.1%AddedView
MSFTMICROSOFT CORP COMStock6,008$2.24M1.34%−52−0.9%ReducedView
STXSEAGATE TECHNOLOGY HLDNGS PLORD SHS2,276$2.2M1.31%00.0%UnchangedView
AAPLAPPLE INC COMStock6,433$1.86M1.11%−1,662−20.5%ReducedView
JPMJPMORGAN CHASE & CO COMStock5,652$1.85M1.10%−7−0.1%ReducedView
AMZNAMAZON COM INC COMStock7,740$1.84M1.10%+287+3.9%AddedView
LLYELI LILLY & CO COMStock1,503$1.8M1.08%+58+4.0%AddedView
VANGUARD MUN BD FDS922907746TAX EXEMPT BD34,960$1.77M1.05%00.0%Unchanged–
VANGUARD SCOTTSDALE FDS92206C102SHORT TERM TREAS29,297$1.71M1.02%00.0%Unchanged–
WMTWALMART INC COMStock14,495$1.64M0.98%+85+0.6%AddedView
GSGOLDMAN SACHS GROUP INC COMStock1,554$1.57M0.94%00.0%UnchangedView
DKNGDRAFTKINGS INC NEW COM CL AStock60,704$1.53M0.91%00.0%UnchangedView
MSMORGAN STANLEY COM NEWStock7,016$1.47M0.87%00.0%UnchangedView
PHPARKER-HANNIFIN CORP COMStock1,454$1.42M0.85%00.0%UnchangedView
INTCINTEL CORP COMStock10,170$1.42M0.85%+1,075+11.8%AddedView
UNHUNITEDHEALTH GROUP INC COMStock3,380$1.4M0.84%+8+0.2%AddedView
CRWDCROWDSTRIKE HLDGS INC CL AStock1,826$1.39M0.83%+30+1.7%AddedView
JNJJOHNSON & JOHNSON COMStock5,466$1.39M0.83%+13+0.2%AddedView
BACBANK OF AMER CORP COMStock23,854$1.36M0.81%00.0%UnchangedView
HDHOME DEPOT INC COMStock3,412$1.2M0.72%−101−2.9%ReducedView
NEENEXTERA ENERGY INC COMStock13,099$1.15M0.69%00.0%UnchangedView
ANETARISTA NETWORKS INC COM SHSStock6,767$1.15M0.69%+45+0.7%AddedView
TSLATESLA INC COMStock2,591$1.09M0.65%−500−16.2%ReducedView
ADIANALOG DEVICES INC COMStock2,706$1.07M0.64%00.0%UnchangedView
PGPROCTER & GAMBLE CO COMStock6,660$976.57K0.58%−30.0%ReducedView
TXNTEXAS INSTRS INC COMStock3,236$964.56K0.58%00.0%UnchangedView
RTXRTX CORPORATION COMStock5,068$961.55K0.57%00.0%UnchangedView
WFCWELLS FARGO & CO COMStock11,543$953.91K0.57%00.0%UnchangedView
INVESCO QQQ TRUST SERIES I46090E103ETF1,281$943.33K0.56%+211+19.7%Added–
ETNEATON CORP PLC SHSStock2,199$937.04K0.56%+25+1.1%AddedView
MCDMCDONALDS CORP COMStock3,462$935.81K0.56%−11−0.3%ReducedView
DEDEERE & CO COMStock1,472$933.73K0.56%+70+5.0%AddedView
BLKBLACKROCK INC COMStock939$902.91K0.54%00.0%UnchangedView
PMPHILIP MORRIS INTL INC COMStock4,924$890.8K0.53%00.0%UnchangedView
ABBVABBVIE INC COMStock3,504$881.82K0.53%−27−0.8%ReducedView
TJXTJX COS INC NEW COMStock5,599$848.25K0.51%+65+1.2%AddedView
NFLXNETFLIX INC. COMStock10,800$771.12K0.46%+100+0.9%AddedView
CBCHUBB LIMITED COMStock2,258$769.39K0.46%00.0%UnchangedView
GOOGALPHABET INC CAP STK CL CStock2,118$748.35K0.45%−1,270−37.5%ReducedView
USBUS BANCORPCOM NEW12,012$725.53K0.43%−4,574−27.6%ReducedView
AXPAMERICAN EXPRESS CO COMStock2,026$685.3K0.41%00.0%UnchangedView
CVXCHEVRON CORPORATION COMStock3,981$659.97K0.39%+5+0.1%AddedView
COSTCOSTCO WHOLESALE CORPORATION COMStock693$648.42K0.39%+44+6.8%AddedView
ISHARES CORE S&P SMALL CAP ETF464287804ETF4,304$638.33K0.38%00.0%Unchanged–
VANGUARD S&P 500 ETF922908363ETF913$627.16K0.37%+58+6.8%Added–
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSADR1,308$624.66K0.37%+52+4.1%AddedView
CSCOCISCO SYS INC COMStock5,274$619.48K0.37%−50−0.9%ReducedView
COPCONOCOPHILLIPS COMStock5,894$612.74K0.37%00.0%UnchangedView
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock1,224$612.48K0.37%−5−0.4%ReducedView
ISRGINTUITIVE SURGICAL INCCOM NEW1,525$606.46K0.36%−126−7.6%ReducedView
NSCNORFOLK SOUTHN CORP COMStock1,916$602.75K0.36%−8−0.4%ReducedView
PNCPNC FINL SVCS GROUP INC COMStock2,442$601.27K0.36%00.0%UnchangedView
MDLZMONDELEZ INTL INC CL AStock10,207$590.4K0.35%+662+6.9%AddedView
DOVDOVER CORPCOM2,629$589.63K0.35%00.0%UnchangedView
ISHARES CORE S&P 500 ETF464287200ETF772$578.14K0.34%00.0%Unchanged–
GDGENERAL DYNAMICS CORP COMStock1,561$552.97K0.33%−1,332−46.0%ReducedView
CMECME GROUP INCCOM2,342$517.18K0.31%00.0%UnchangedView
APDAIR PRODUCTS AND CHEMICALS INC COMStock1,755$514.53K0.31%+33+1.9%AddedView
BMYBRISTOL-MYERS SQUIBB CO COMStock8,612$496.22K0.30%00.0%UnchangedView
SCHWAB U.S. LARGE-CAP ETF808524201ETF16,639$489.69K0.29%+1,354+8.9%Added–
AVGOBROADCOM INC COMStock1,293$488.62K0.29%+179+16.1%AddedView
IBMINTERNATIONAL BUSINESS MACHS COMStock1,727$485.65K0.29%00.0%UnchangedView
PLDPROLOGIS INC. COMREIT3,541$479.77K0.29%+361+11.4%AddedView
RDDTREDDIT INC CL AStock2,735$474.74K0.28%−10.0%ReducedView
VVISA INC COM CL AStock1,308$448.88K0.27%−22−1.7%ReducedView
MDTMEDTRONIC PLC SHSStock5,622$439.81K0.26%00.0%UnchangedView
PEPPEPSICO INC COMStock3,179$430.44K0.26%00.0%UnchangedView
KLACKLA CORPCOM NEW1,400$422.39K0.25%+1,260+900.0%AddedView
KOCOCA COLA CO COMStock5,196$422.28K0.25%+500+10.6%AddedView
PEVERPURE INCCL A5,206$410.18K0.24%00.0%UnchangedView
ISHARES CORE S&P MID-CAP ETF464287507ETF5,255$405.21K0.24%00.0%Unchanged–
METAMETA PLATFORMS INC CL AStock715$402.75K0.24%+47+7.0%AddedView
STATE STREET SPDR S&P REGIONAL BANKING ETF78464A698ETF5,290$395.96K0.24%00.0%Unchanged–
PPGPPG INDS INC COMStock3,259$395.28K0.24%00.0%UnchangedView
PANWPALO ALTO NETWORKS INC COMStock1,132$386.04K0.23%+1,132NewView
TERTERADYNE INC COMStock794$384.17K0.23%+102+14.7%AddedView
SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF886364801ETF6,490$373.18K0.22%+1,454+28.9%Added–
EOGEOG RES INC COMStock2,853$370.12K0.22%00.0%UnchangedView
CITHE CIGNA GROUP COMStock1,313$361.97K0.22%00.0%UnchangedView
XELXCEL ENERGY INC COMStock4,507$361.91K0.22%00.0%UnchangedView
SYYSYSCO CORP COMStock4,327$361.65K0.22%−3,517−44.8%ReducedView
MRKMERCK & CO INC COMStock2,813$361.52K0.22%+446+18.8%AddedView
CMSCMS ENERGY CORPCOM4,499$344.17K0.21%00.0%UnchangedView
PLTRPALANTIR TECHNOLOGIES INC CL AStock2,896$337.88K0.20%00.0%UnchangedView
SOLSSOLSTICE ADVANCED MATLS INCCOM SHS3,788$335.62K0.20%+3,788NewView
RACEFERRARI N VCOM876$326.13K0.19%00.0%UnchangedView
AJGGALLAGHER ARTHUR J & COCOM1,392$319.56K0.19%00.0%UnchangedView
AMATAPPLIED MATLS INC COMStock430$310.89K0.19%+430NewView
RSGREPUBLIC SVCS INCCOM1,459$310.88K0.19%00.0%UnchangedView
BEBLOOM ENERGY CORPCOM CL A1,020$308.75K0.18%+1,020NewView

Sold out since Q1 2026 (2)

Positions held at the end of Q1 2026 that are no longer in this filing.

Evansbrook LLC positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
TXTTEXTRON INCCOM4,356$381.45K0.25%
UBERUBER TECHNOLOGIES INC COMStock3,036$218.38K0.15%

13F filings by quarter

Evansbrook LLC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 4, 2026127$167.65Mvs. Q1 2026SEC
Q1 2026Jun 4, 2026117$149.76Mvs. Q4 2025SEC
Q4 2025Feb 19, 2026113$149.49M–SEC