IE
Insider Edges

EVANSON ASSET MANAGEMENT, LLC 13F portfolio summary

EVANSON ASSET MANAGEMENT, LLC of EVANSON ASSET MANAGEMENT, LLC has 320 current stock holdings with a reported portfolio value of $1.86B. The portfolio 1 year return is +21.86%. Top holdings include GSG (0.00%), KRP (0.00%), BSV (0.00%), BAC-PL (0.00%), SPY (0.00%).

Back to investors

EVANSON ASSET MANAGEMENT, LLC

EVANSON ASSET MANAGEMENT, LLC
Latest filing: 2026-03-31

EVANSON ASSET MANAGEMENT, LLC runs EVANSON ASSET MANAGEMENT, LLC and currently holds 320 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $1.86B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. EVANSON ASSET MANAGEMENT, LLC ranks #812 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, EVANSON ASSET MANAGEMENT, LLC's portfolio at EVANSON ASSET MANAGEMENT, LLC has delivered returns of +21.86%. Their 3-year annualized return is +53.33%. Looking at the 5-year horizon, EVANSON ASSET MANAGEMENT, LLC has achieved +56.33% annualized returns at EVANSON ASSET MANAGEMENT, LLC.

Sign in to enable email alerts for this investor.
Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+21.86%
#586/1000
3 Year
+53.33%
#778/1000
5 Year
+56.33%
#760/1000

Portfolio Value

$1.86B

Alpha Score

42.9

#812 of 1000

Holdings

320

Showper page

0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change