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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 34 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 TOL TOLL BROTHERS INC Consumer Cyclical 2.0 NEW
662 TMP TOMPKINS FINL CORP Financial Services 4.0 NEW
663 TW TRADEWEB MKTS INC Financial Services 2.0 NEW
664 TMDX TRANSMEDICS GROUP INC Healthcare 4.0 NEW
665 TRV TRAVELERS COMPANIES INC Financial Services 1.0 NEW
666 TREX TREX CO INC Industrials 4.0 NEW
667 TRN TRINITY INDS INC Industrials 7.0 NEW
668 TRIP TRIPADVISOR INC Consumer Cyclical 11.0 NEW
669 TRUP TRUPANION INC Financial Services 11.0 NEW
670 TRST TRUSTCO BK CORP N Y Financial Services 3.0 NEW
671 TRMK TRUSTMARK CORP Financial Services 7.0 NEW
672 TSN TYSON FOODS INC Consumer Defensive 3.0 NEW
673 UFPT UFP TECHNOLOGIES INC Healthcare 1.0 NEW
674 UGI UGI CORP NEW Utilities 3.0 NEW
675 USB US BANCORP DEL Financial Services 2.0 NEW
676 UBER UBER TECHNOLOGIES INC Technology 6.0 NEW
677 UCTT ULTRA CLEAN HLDGS INC Technology 7.0 NEW
678 UAA UNDER ARMOUR INC Consumer Cyclical 6.0 NEW
679 UNF UNIFIRST CORP MASS Industrials 1.0 NEW
680 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 10.0 NEW
Page 34 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%