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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 3 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ACA ARCOSA INC Industrials 8.0 $1K NEW $125.00 +16.4%
42 EAT BRINKER INTL INC Consumer Cyclical 7.0 $1K NEW $142.86 +61.2%
43 GVA GRANITE CONSTR INC Industrials 10.0 $1K NEW $100.00 +19.3%
44 APP APPLOVIN CORP Technology 2.0 $1K NEW $500.00 -35.9%
45 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 2.0 $1K NEW $500.00 +69.9%
46 ENVA ENOVA INTL INC Financial Services 7.0 $1K NEW $142.86 +61.4%
47 MPC MARATHON PETE CORP Energy 5.0 $1K NEW $200.00 +94.5%
48 SANM SANMINA CORPORATION Technology 7.0 $1K NEW $142.86 +38.9%
49 MYRG MYR GROUP INC DEL Industrials 3.0 $1K NEW $333.33 -14.0%
50 ABBV ABBVIE INC Healthcare 5.0 $1K NEW $200.00 +28.2%
51 MXL MAXLINEAR INC Technology 9.0 $1K NEW $111.11 -43.5%
52 CAT CATERPILLAR INC Industrials 1.0 $1K NEW $1000.00 -18.6%
53 OUTFRONT MEDIA INC 39.0 $1K NEW $25.64
54 SMTC SEMTECH CORP Technology 8.0 $1K NEW $125.00 +18.3%
55 NPO ENPRO INC Industrials 3.0 $1K NEW $333.33 -10.9%
56 EQIX EQUINIX INC Real Estate 1.0 $1K NEW $1000.00 +3.6%
57 ESE ESCO TECHNOLOGIES INC Technology 3.0 $1K NEW $333.33 -17.8%
58 BEACON FINANCIAL CORP. 33.0 $1K NEW $30.30
59 APH AMPHENOL CORP NEW Technology 10.0 $1K NEW $100.00 -17.2%
60 MOH MOLINA HEALTHCARE INC Healthcare 6.0 $1K NEW $166.67 +20.5%
Page 3 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%