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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 12 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 YELP YELP INC Communication Services 10.0 NEW
222 WLY WILEY JOHN & SONS INC Communication Services 6.0 NEW
223 WMB WILLIAMS COS INC Energy 2.0 NEW
224 WSC WILLSCOT HLDGS CORP Industrials 13.0 NEW
225 WT WISDOMTREE INC Financial Services 22.0 NEW
226 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 16.0 NEW
227 WDAY WORKDAY INC Technology 1.0 NEW
228 WRLD WORLD ACCEP CORPORATION Financial Services 2.0 NEW
229 WKC WORLD KINECT CORPORATION Energy 11.0 NEW
230 WOR WORTHINGTON ENTERPRISES INC Industrials 3.0 NEW
231 WS WORTHINGTON STL INC Basic Materials 2.0 NEW
232 XPO XPO INC Industrials 2.0 NEW
233 XHR XENIA HOTELS & RESORTS INC Real Estate 10.0 NEW
234 ALKS ALKERMES PLC Healthcare 19.0 NEW
235 FDP FRESH DEL MONTE PRODUCE INC Consumer Defensive 3.0 NEW
236 AGO ASSURED GUARANTY LTD Financial Services 5.0 NEW
237 ACGL ARCH CAP GROUP LTD Financial Services 1.0 NEW
238 AON AON PLC Financial Services 1.0 NEW
239 ALLE ALLEGION PLC Industrials 1.0 NEW
240 ZS ZSCALER INC Technology 1.0 NEW
Page 12 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%