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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 29 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 5.0 NEW
562 PRLB PROTO LABS INC Industrials 2.0 NEW
563 PHM PULTE GROUP INC Consumer Cyclical 3.0 NEW
564 KWR QUAKER HOUGHTON Basic Materials 2.0 NEW
565 QRVO QORVO INC Technology 8.0 NEW
566 Q QNITY ELECTRONICS INC Technology 1.0 NEW
567 QCOM QUALCOMM INC Technology 3.0 NEW
568 NX QUANEX BLDG PRODS CORP Industrials 6.0 NEW
569 DGX QUEST DIAGNOSTICS INC Healthcare 1.0 NEW
570 QNST QUINSTREET INC Communication Services 7.0 NEW
571 RES RPC INC Energy 19.0 NEW
572 RXO RXO INC Industrials 12.0 NEW
573 RDN RADIAN GROUP INC Financial Services 17.0 NEW
574 RDNT RADNET INC Healthcare 6.0 NEW
575 RTX RTX CORPORATION Industrials 4.0 NEW
576 O REALTY INCOME CORP Real Estate 1.0 NEW
577 RWT REDWOOD TRUST INC Real Estate 25.0 NEW
578 REGCO REGENCY CTRS CORP 2.0 NEW
579 RELY REMITLY GLOBAL INC Technology 14.0 NEW
580 RNST RENASANT CORP Financial Services 20.0 NEW
Page 29 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%