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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 16 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 WD WALKER & DUNLOP INC Financial Services 4.0 NEW
302 WPC WP CAREY INC Real Estate 1.0 NEW
303 WDFC WD 40 CO Basic Materials 1.0 NEW
304 VNO VORNADO RLTY TR Real Estate 8.0 NEW
305 COCO VITA COCO CO INC Consumer Defensive 2.0 NEW
306 VST VISTRA CORP Utilities 5.0 NEW
307 VSH VISHAY INTERTECHNOLOGY INC Technology 18.0 NEW
308 VIRT VIRTU FINL INC Financial Services 6.0 NEW
309 VIR VIR BIOTECHNOLOGY INC Healthcare 17.0 NEW
310 VCTR VICTORY CAP HLDGS INC Financial Services 1.0 NEW
311 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 10.0 NEW
312 VTRS VIATRIS INC Healthcare 9.0 NEW
313 VIAV VIAVI SOLUTIONS INC Technology 18.0 NEW
314 VSAT VIASAT INC Technology 11.0 NEW
315 VRT VERTIV HOLDINGS CO Industrials 1.0 NEW
316 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1.0 NEW
317 VSNT VERSANT MEDIA GROUP INC Industrials 15.0 NEW
318 STC STEWART INFORMATION SVCS COR Financial Services 7.0 NEW
319 STEL STELLAR BANCORP INC Financial Services 4.0 NEW
320 STEP STEPSTONE GROUP INC Financial Services 7.0 NEW
Page 16 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%