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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 10 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PCAR PACCAR INC Industrials 3.0 NEW
182 PTCT PTC THERAPEUTICS INC Healthcare 5.0 NEW
183 PNC PNC FINL SVCS GROUP INC Financial Services 1.0 NEW
184 PJT PJT PARTNERS INC Financial Services 2.0 NEW
185 PCG PG&E CORP Utilities 8.0 NEW
186 OXM OXFORD INDS INC Consumer Cyclical 2.0 NEW
187 OC OWENS CORNING NEW Industrials 1.0 NEW
188 OVV OVINTIV INC Energy 2.0 NEW
189 OTTR OTTER TAIL CORP Utilities 5.0 NEW
190 OTIS OTIS WORLDWIDE CORP Industrials 1.0 NEW
191 OGN ORGANON & CO Healthcare 27.0 NEW
192 OMF ONEMAIN HLDGS INC Financial Services 4.0 NEW
193 OKE ONEOK INC NEW Energy 3.0 NEW
194 OMCL OMNICELL COM Healthcare 2.0 NEW
195 OMC OMNICOM GROUP INC Communication Services 1.0 NEW
196 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1.0 NEW
197 OKTA OKTA INC Technology 1.0 NEW
198 OII OCEANEERING INTL INC Energy 18.0 NEW
199 NYT NEW YORK TIMES CO Communication Services 3.0 NEW
200 RITM RITHM CAPITAL CORP Real Estate 80.0 NEW
Page 10 of 40  ·  792 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%