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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 28 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 PENN PENN ENTERTAINMENT INC Consumer Cyclical 9.0 NEW
542 PRDO PERDOCEO ED CORP Consumer Defensive 5.0 NEW
543 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 2.0 NEW
544 PR PERMIAN RESOURCES CORP Energy 2.0 NEW
545 PFE PFIZER INC Healthcare 7.0 NEW
546 PM PHILIP MORRIS INTL INC Consumer Defensive 4.0 NEW
547 PECO PHILLIPS EDISON & CO INC Real Estate 6.0 NEW
548 PHIN PHINIA INC Consumer Cyclical 4.0 NEW
549 PLAB PHOTRONICS INC Technology 12.0 NEW
550 PLXS PLEXUS CORP Technology 3.0 NEW
551 POWI POWER INTEGRATIONS INC Technology 2.0 NEW
552 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 3.0 NEW
553 PSMT PRICESMART INC Consumer Defensive 3.0 NEW
554 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 5.0 NEW
555 PRVA PRIVIA HEALTH GROUP INC Healthcare 9.0 NEW
556 PRG PROG HOLDINGS INC Industrials 9.0 NEW
557 PRGS PROGRESS SOFTWARE CORP Technology 8.0 NEW
558 PGR PROGRESSIVE CORP Financial Services 1.0 NEW
559 PGNY PROGYNY INC Healthcare 7.0 NEW
560 PLD PROLOGIS INC. Real Estate 3.0 NEW
Page 28 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%