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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 13 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 16.0 NEW
242 WT WISDOMTREE INC Financial Services 22.0 NEW
243 WSC WILLSCOT HLDGS CORP Industrials 13.0 NEW
244 WMB WILLIAMS COS INC Energy 2.0 NEW
245 WLY WILEY JOHN & SONS INC Communication Services 6.0 NEW
246 VST VISTRA CORP Utilities 5.0 NEW
247 VSNT VERSANT MEDIA GROUP INC Industrials 15.0 NEW
248 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1.0 NEW
249 VRT VERTIV HOLDINGS CO Industrials 1.0 NEW
250 VSAT VIASAT INC Technology 11.0 NEW
251 VIAV VIAVI SOLUTIONS INC Technology 18.0 NEW
252 VTRS VIATRIS INC Healthcare 9.0 NEW
253 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 10.0 NEW
254 VCTR VICTORY CAP HLDGS INC Financial Services 1.0 NEW
255 VIR VIR BIOTECHNOLOGY INC Healthcare 17.0 NEW
256 VIRT VIRTU FINL INC Financial Services 6.0 NEW
257 VSH VISHAY INTERTECHNOLOGY INC Technology 18.0 NEW
258 WERN WERNER ENTERPRISES INC Industrials 10.0 NEW
259 WAFD WAFD INC Financial Services 5.0 NEW
260 WEN WENDYS CO Consumer Cyclical 16.0 NEW
Page 13 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%