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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 18 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 SFM SPROUTS FMRS MKT INC Consumer Defensive 1.0 NEW
342 SHEN SHENANDOAH TELECOMMUNICATION Communication Services 9.0 NEW
343 SRPT SAREPTA THERAPEUTICS INC Healthcare 14.0 NEW
344 SCSC SCANSOURCE INC Technology 5.0 NEW
345 SNDR SCHNEIDER NATIONAL INC Industrials 4.0 NEW
346 SCHL SCHOLASTIC CORP Communication Services 3.0 NEW
347 SDGR SCHRODINGER INC Healthcare 12.0 NEW
348 PRKS UNITED PARKS & RESORTS INC Consumer Cyclical 3.0 NEW
349 SEM SELECT MED HLDGS CORP Healthcare 8.0 NEW
350 L LOEWS CORP Financial Services 1.0 NEW
351 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 3.0 NEW
352 NOW SERVICENOW INC Technology 5.0 NEW
353 SHAK SHAKE SHACK INC Consumer Cyclical 6.0 NEW
354 SNAP SNAP INC Communication Services 20.0 NEW
355 SO SOUTHERN CO Utilities 1.0 NEW
356 SHC SOTERA HEALTH CO Healthcare 8.0 NEW
357 SEDG SOLAREDGE TECHNOLOGIES INC Energy 4.0 NEW
358 SOFI SOFI TECHNOLOGIES INC Financial Services 5.0 NEW
359 SNOW SNOWFLAKE INC Technology 1.0 NEW
360 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 19.0 NEW
Page 18 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%