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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 35 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 UAL UNITED AIRLS HLDGS INC Industrials 1.0 NEW
682 UNFI UNITED NAT FOODS INC Consumer Defensive 9.0 NEW
683 UNIT UNITI GROUP LLC Real Estate 11.0 NEW
684 UVV UNIVERSAL CORP VA Consumer Defensive 2.0 NEW
685 UNM UNUM GROUP Financial Services 2.0 NEW
686 URBN URBAN OUTFITTERS INC Consumer Cyclical 9.0 NEW
687 UE URBAN EDGE PPTYS Real Estate 15.0 NEW
688 VFC V F CORP Consumer Cyclical 3.0 NEW
689 VSEC VSE CORP Industrials 1.0 NEW
690 VLO VALERO ENERGY CORP Energy 1.0 NEW
691 VLYPN VALLEY NATL BANCORP 2.0 NEW
692 VRNS VARONIS SYS INC Technology 4.0 NEW
693 VECO VEECO INSTRS INC DEL Technology 8.0 NEW
694 VCYT VERACYTE INC Healthcare 8.0 NEW
695 VRSK VERISK ANALYTICS INC Industrials 1.0 NEW
696 VCEL VERICEL CORP Healthcare 8.0 NEW
697 VSNT VERSANT MEDIA GROUP INC Industrials 15.0 NEW
698 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1.0 NEW
699 VRT VERTIV HOLDINGS CO Industrials 1.0 NEW
700 VSAT VIASAT INC Technology 11.0 NEW
Page 35 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%