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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 14 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ZS ZSCALER INC Technology 1.0 NEW
262 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 8.0 NEW
263 ADNT ADIENT PLC Consumer Cyclical 12.0 NEW
264 ALKS ALKERMES PLC Healthcare 19.0 NEW
265 ALLE ALLEGION PLC Industrials 1.0 NEW
266 AON AON PLC Financial Services 1.0 NEW
267 ACGL ARCH CAP GROUP LTD Financial Services 1.0 NEW
268 AGO ASSURED GUARANTY LTD Financial Services 5.0 NEW
269 FDP FRESH DEL MONTE PRODUCE INC Consumer Defensive 3.0 NEW
270 PATHWARD FINANCIAL INC 5.0 NEW
271 SAFEHOLD INC 4.0 NEW
272 UPBOUND GROUP INC 4.0 NEW
273 RALLIANT CORP 10.0 NEW
274 FLAGSTAR BANK NATIONAL ASSOC 2.0 NEW
275 MILLROSE PPTYS INC 10.0 NEW
276 LXP INDUSTRIAL TRUST 4.0 NEW
277 IRIDIUM COMMUNICATIONS INC 9.0 NEW
278 JBT MAREL CORPORATION 3.0 NEW
279 SIX FLAGS ENTERTAINMENT CORP 13.0 NEW
280 LIBERTY MEDIA CORP DEL 2.0 NEW
Page 14 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%