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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 27 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 PCG PG&E CORP Utilities 8.0 NEW
522 PJT PJT PARTNERS INC Financial Services 2.0 NEW
523 PNC PNC FINL SVCS GROUP INC Financial Services 1.0 NEW
524 PTCT PTC THERAPEUTICS INC Healthcare 5.0 NEW
525 PCAR PACCAR INC Industrials 3.0 NEW
526 PCRX PACIRA BIOSCIENCES INC Healthcare 6.0 NEW
527 PKG PACKAGING CORP AMER Consumer Cyclical 1.0 NEW
528 PLTR PALANTIR TECHNOLOGIES INC Technology 5.0 NEW
529 PANW PALO ALTO NETWORKS INC Technology 2.0 NEW
530 PLMR PALOMAR HLDGS INC Financial Services 3.0 NEW
531 PZZA PAPA JOHNS INTL INC Consumer Cyclical 3.0 NEW
532 PARR PAR PAC HOLDINGS INC Energy 7.0 NEW
533 PH PARKER-HANNIFIN CORP Industrials 1.0 NEW
534 PATK PATRICK INDS INC Consumer Cyclical 6.0 NEW
535 PTEN PATTERSON-UTI ENERGY INC Energy 37.0 NEW
536 PAYC PAYCOM SOFTWARE INC Technology 6.0 NEW
537 PCTY PAYLOCITY HLDG CORP Technology 2.0 NEW
538 PAYO PAYONEER GLOBAL INC Technology 38.0 NEW
539 BTU PEABODY ENERGY CORP Energy 9.0 NEW
540 PEB PEBBLEBROOK HOTEL TR Real Estate 8.0 NEW
Page 27 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%