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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 23 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 1.0 NEW
442 MRSH MARSH & MCLENNAN COS INC Financial Services 3.0 NEW
443 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1.0 NEW
444 MRVL MARVELL TECHNOLOGY INC Technology 2.0 NEW
445 MAS MASCO CORP Industrials 2.0 NEW
446 MBC MASTERBRAND INC Consumer Cyclical 15.0 NEW
447 MTCH MATCH GROUP INC NEW Communication Services 20.0 NEW
448 MTRN MATERION CORP Basic Materials 1.0 NEW
449 MATX MATSON INC Industrials 2.0 NEW
450 MKC MCCORMICK & CO INC Consumer Defensive 2.0 NEW
451 MCD MCDONALDS CORP Consumer Cyclical 3.0 NEW
452 MPT MEDICAL PPTYS TRUST INC Financial Services 55.0 NEW
453 MD PEDIATRIX MEDICAL GROUP INC Healthcare 19.0 NEW
454 MBIN MERCHANTS BANCORP IND Financial Services 2.0 NEW
455 MRK MERCK & CO INC Healthcare 5.0 NEW
456 MRCY MERCURY SYS INC Industrials 4.0 NEW
457 MCY MERCURY GENL CORP NEW Financial Services 2.0 NEW
458 MMSI MERIT MED SYS INC Healthcare 8.0 NEW
459 MTH MERITAGE HOMES CORP Consumer Cyclical 8.0 NEW
460 MSTR STRATEGY INC Technology 2.0 NEW
Page 23 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%