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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 24 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 MSEX MIDDLESEX WTR CO Utilities 2.0 NEW
462 MLKN MILLERKNOLL INC Consumer Cyclical 5.0 NEW
463 MTX MINERALS TECHNOLOGIES INC Basic Materials 5.0 NEW
464 MIR MIRION TECHNOLOGIES INC Industrials 20.0 NEW
465 MRNA MODERNA INC Healthcare 4.0 NEW
466 MC MOELIS & CO Financial Services 5.0 NEW
467 MHK MOHAWK INDS INC Consumer Cyclical 2.0 NEW
468 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 1.0 NEW
469 MDLZ MONDELEZ INTL INC Consumer Defensive 4.0 NEW
470 MNRO MONRO INC Consumer Cyclical 4.0 NEW
471 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 4.0 NEW
472 MWA MUELLER WTR PRODS INC Industrials 3.0 NEW
473 MUR MURPHY OIL CORP Energy 4.0 NEW
474 NBTB NBT BANCORP INC Financial Services 18.0 NEW
475 NABL N-ABLE INC Technology 1.0 NEW
476 VYX NCR VOYIX CORPORATION Technology 12.0 NEW
477 NMIH NMI HLDGS INC Financial Services 12.0 NEW
478 NRG NRG ENERGY INC Utilities 2.0 NEW
479 NOV NOV INC Energy 7.0 NEW
480 NATL NCR ATLEOS CORPORATION Technology 5.0 NEW
Page 24 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%