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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 19 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 TJX TJX COS INC NEW Consumer Cyclical 4.0 NEW
362 TMUS T-MOBILE US INC Communication Services 4.0 NEW
363 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1.0 NEW
364 TALO TALOS ENERGY INC Energy 9.0 NEW
365 TNDM TANDEM DIABETES CARE INC Healthcare 5.0 NEW
366 UVV UNIVERSAL CORP VA Consumer Defensive 2.0 NEW
367 UFPT UFP TECHNOLOGIES INC Healthcare 1.0 NEW
368 UGI UGI CORP NEW Utilities 3.0 NEW
369 USB US BANCORP DEL Financial Services 2.0 NEW
370 UBER UBER TECHNOLOGIES INC Technology 6.0 NEW
371 UCTT ULTRA CLEAN HLDGS INC Technology 7.0 NEW
372 UAA UNDER ARMOUR INC Consumer Cyclical 6.0 NEW
373 UNF UNIFIRST CORP MASS Industrials 1.0 NEW
374 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 10.0 NEW
375 UAL UNITED AIRLS HLDGS INC Industrials 1.0 NEW
376 UNFI UNITED NAT FOODS INC Consumer Defensive 9.0 NEW
377 UNIT UNITI GROUP LLC Real Estate 11.0 NEW
378 VECO VEECO INSTRS INC DEL Technology 8.0 NEW
379 VLYPN VALLEY NATL BANCORP 2.0 NEW
380 VRNS VARONIS SYS INC Technology 4.0 NEW
Page 19 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%