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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 17 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 STAA STAAR SURGICAL CO Healthcare 4.0 NEW
322 SXI STANDEX INTL CORP Industrials 1.0 NEW
323 STLD STEEL DYNAMICS INC Basic Materials 1.0 NEW
324 SCL STEPAN CO Basic Materials 3.0 NEW
325 STEL STELLAR BANCORP INC Financial Services 4.0 NEW
326 STEP STEPSTONE GROUP INC Financial Services 7.0 NEW
327 STC STEWART INFORMATION SVCS COR Financial Services 7.0 NEW
328 SF STIFEL FINL CORP Financial Services 1.0 NEW
329 SNEX STONEX GROUP INC Financial Services 6.0 NEW
330 SNPS SYNOPSYS INC Technology 1.0 NEW
331 TNDM TANDEM DIABETES CARE INC Healthcare 5.0 NEW
332 TALO TALOS ENERGY INC Energy 9.0 NEW
333 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1.0 NEW
334 TMUS T-MOBILE US INC Communication Services 4.0 NEW
335 TJX TJX COS INC NEW Consumer Cyclical 4.0 NEW
336 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 3.0 NEW
337 LRN STRIDE INC Consumer Defensive 6.0 NEW
338 RUN SUNRUN INC Energy 31.0 NEW
339 LUV SOUTHWEST AIRLS CO Industrials 4.0 NEW
340 SUPN SUPERNUS PHARMACEUTICALS INC Healthcare 5.0 NEW
Page 17 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%