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Portfolio (Quarterly) Guide ↗

Evolution Advisers, Inc.

· CIK 0001906967
13F Portfolio $272M AUM 943 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 792 New 78 Added 19 Reduced 17 Exited
Page 4 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 UNH UNITEDHEALTH GROUP INC Healthcare 78.0 $32K 0.01% +3.0 +4.0% $410.26 -3.2%
62 IBM INTERNATIONAL BUSINESS MACHS Technology 101.0 $28K 0.01% +1.0 +1.0% $277.23 -15.3%
63 PAYX PAYCHEX INC Industrials 278.0 $27K 0.01% +3.0 +1.1% $97.12 +25.3%
64 CHD CHURCH & DWIGHT CO INC Consumer Defensive 283.0 $27K 0.01% +5.0 +1.8% $95.41 +3.3%
65 ACN ACCENTURE PLC IRELAND Technology 193.0 $24K 0.01% +1.0 +0.5% $124.35 +50.2%
66 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 1,016.0 $17K 0.01% +10.0 +1.0% $16.73 -5.9%
67 TSLA TESLA INC Consumer Cyclical 35.0 $14K 0.01% +8.0 +29.6% $400.00 -11.5%
68 AMTM AMENTUM HOLDINGS INC Industrials 650.0 $13K 0.01% +14.0 +2.2% $20.00 +0.3%
69 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 105.0 $12K 0.00% +2.0 +1.9% $114.29 -24.0%
70 T AT&T INC Communication Services 516.0 $10K 0.00% +22.0 +4.5% $19.38 +32.4%
71 DIS DISNEY WALT CO Communication Services 105.0 $10K 0.00% +5.0 +5.0% $95.24 +10.6%
72 F FORD MTR CO Consumer Cyclical 708.0 $9K 0.00% +8.0 +1.1% $12.71 +15.0%
73 VZ VERIZON COMMUNICATIONS INC Communication Services 163.0 $6K 0.00% +6.0 +3.8% $36.81 +36.2%
74 SYF SYNCHRONY FINANCIAL Financial Services 76.0 $5K 0.00% +2.0 +2.7% $65.79 +21.5%
75 HCA HCA HEALTHCARE INC Healthcare 12.0 $4K 0.00% +1.0 +9.1% $333.33 +21.5%
76 AWK AMERICAN WTR WKS CO INC NEW Utilities 17.0 $2K 0.00% +1.0 +6.2% $117.65 +19.6%
77 MS MORGAN STANLEY Financial Services 5.0 $1K +3.0 +150.0% $200.00 +8.8%
78 KO COCA COLA CO Consumer Defensive 8.0 +6.0 +300.0%
Page 4 of 4  ·  78 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 31.5%
Technology 22.5%
Industrials 11.7%
Consumer Cyclical 7.0%
Utilities 6.9%
Consumer Defensive 6.7%
Communication Services 6.5%
Healthcare 5.1%
Energy 1.1%
Basic Materials 0.9%