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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 30 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 RMD RESMED INC Healthcare 2.0 NEW
582 REZI RESIDEO TECHNOLOGIES INC Industrials 15.0 NEW
583 REX REX AMERICAN RES CORP Basic Materials 19.0 NEW
584 RNG RINGCENTRAL INC Technology 11.0 NEW
585 RHI ROBERT HALF INC. Industrials 4.0 NEW
586 ROK ROCKWELL AUTOMATION INC Industrials 1.0 NEW
587 ROG ROGERS CORP Technology 2.0 NEW
588 ROKU ROKU INC Communication Services 1.0 NEW
589 ROL ROLLINS INC Consumer Cyclical 2.0 NEW
590 ROST ROSS STORES INC Consumer Cyclical 1.0 NEW
591 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 2.0 NEW
592 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 4.0 NEW
593 SPGI S&P GLOBAL INC Financial Services 1.0 NEW
594 HTO H2O AMERICA Utilities 2.0 NEW
595 SEZL SEZZLE INC Financial Services 2.0 NEW
596 SLG SL GREEN RLTY CORP Real Estate 12.0 NEW
597 SM SM ENERGY CO Energy 18.0 NEW
598 SABR SABRE CORP Consumer Cyclical 80.0 NEW
599 JOE ST JOE CO Real Estate 7.0 NEW
600 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 2.0 NEW
Page 30 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%