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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 26 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 NWN NORTHWEST NAT HLDG CO Utilities 2.0 NEW
502 DNOW DNOW INC Energy 10.0 NEW
503 NTNX NUTANIX INC Technology 2.0 NEW
504 OGE OGE ENERGY CORP Utilities 5.0 NEW
505 OI O-I GLASS INC Consumer Cyclical 23.0 NEW
506 OSIS OSI SYSTEMS INC Technology 1.0 NEW
507 OXY OCCIDENTAL PETE CORP Energy 2.0 NEW
508 OII OCEANEERING INTL INC Energy 18.0 NEW
509 OKTA OKTA INC Technology 1.0 NEW
510 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1.0 NEW
511 OMC OMNICOM GROUP INC Communication Services 1.0 NEW
512 OMCL OMNICELL COM Healthcare 2.0 NEW
513 OKE ONEOK INC NEW Energy 3.0 NEW
514 OMF ONEMAIN HLDGS INC Financial Services 4.0 NEW
515 OGN ORGANON & CO Healthcare 27.0 NEW
516 OTIS OTIS WORLDWIDE CORP Industrials 1.0 NEW
517 OTTR OTTER TAIL CORP Utilities 5.0 NEW
518 OVV OVINTIV INC Energy 2.0 NEW
519 OC OWENS CORNING NEW Industrials 1.0 NEW
520 OXM OXFORD INDS INC Consumer Cyclical 2.0 NEW
Page 26 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%