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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 20 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 ISRG INTUITIVE SURGICAL INC Healthcare 2.0 NEW
382 INVH INVITATION HOMES INC Real Estate 4.0 NEW
383 IONS IONIS PHARMACEUTICALS INC Healthcare 2.0 NEW
384 ITRI ITRON INC Technology 5.0 NEW
385 JBGS JBG SMITH PPTYS Real Estate 10.0 NEW
386 JJSF J & J SNACK FOODS CORP Consumer Defensive 2.0 NEW
387 JXN JACKSON FINANCIAL INC Financial Services 6.0 NEW
388 ZD ZIFF DAVIS INC Communication Services 2.0 NEW
389 OPLN OPENLANE INC Consumer Cyclical 19.0 NEW
390 KKR KKR & CO INC 6.0 NEW
391 KAI KADANT INC Industrials 1.0 NEW
392 KALU KAISER ALUMINUM CORP Basic Materials 1.0 NEW
393 KMPR KEMPER CORP Financial Services 12.0 NEW
394 KMT KENNAMETAL INC Industrials 9.0 NEW
395 KVUE KENVUE INC Consumer Defensive 8.0 NEW
396 KDP KEURIG DR PEPPER INC Consumer Defensive 6.0 NEW
397 KEY KEYCORP Financial Services 7.0 NEW
398 KMI KINDER MORGAN INC DEL Energy 3.0 NEW
399 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 3.0 NEW
400 KN KNOWLES CORP Technology 6.0 NEW
Page 20 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%