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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 25 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 5.0 NEW
482 NPK NATIONAL PRESTO INDS INC Industrials 2.0 NEW
483 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 8.0 NEW
484 NEOG NEOGEN CORP Healthcare 24.0 NEW
485 NEO NEOGENOMICS INC Healthcare 9.0 NEW
486 NTAP NETAPP INC Technology 1.0 NEW
487 NFLX NETFLIX INC Communication Services 12.0 NEW
488 NTCT NETSCOUT SYS INC Technology 3.0 NEW
489 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 1.0 NEW
490 AESI ATLAS ENERGY SOLUTIONS INC Energy 8.0 NEW
491 RITM RITHM CAPITAL CORP Real Estate 80.0 NEW
492 ADAMM ADAMAS TRUST INC. 15.0 NEW
493 NYT NEW YORK TIMES CO Communication Services 3.0 NEW
494 NWL NEWELL BRANDS INC Consumer Defensive 31.0 NEW
495 NEM NEWMONT CORP Basic Materials 6.0 NEW
496 NWSA NEWS CORP NEW Communication Services 5.0 NEW
497 NEE NEXTERA ENERGY INC Utilities 6.0 NEW
498 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 5.0 NEW
499 NOG NORTHERN OIL & GAS INC Energy 6.0 NEW
500 NWBI NORTHWEST BANCSHARES INC MD Financial Services 47.0 NEW
Page 25 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%