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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 36 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 VIAV VIAVI SOLUTIONS INC Technology 18.0 NEW
702 VTRS VIATRIS INC Healthcare 9.0 NEW
703 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 10.0 NEW
704 VCTR VICTORY CAP HLDGS INC Financial Services 1.0 NEW
705 VIR VIR BIOTECHNOLOGY INC Healthcare 17.0 NEW
706 VIRT VIRTU FINL INC Financial Services 6.0 NEW
707 VSH VISHAY INTERTECHNOLOGY INC Technology 18.0 NEW
708 VST VISTRA CORP Utilities 5.0 NEW
709 COCO VITA COCO CO INC Consumer Defensive 2.0 NEW
710 VNO VORNADO RLTY TR Real Estate 8.0 NEW
711 WDFC WD 40 CO Basic Materials 1.0 NEW
712 WPC WP CAREY INC Real Estate 1.0 NEW
713 WD WALKER & DUNLOP INC Financial Services 4.0 NEW
714 HCC WARRIOR MET COAL INC Energy 8.0 NEW
715 WAFD WAFD INC Financial Services 5.0 NEW
716 WEN WENDYS CO Consumer Cyclical 16.0 NEW
717 WERN WERNER ENTERPRISES INC Industrials 10.0 NEW
718 WU WESTERN UN CO Financial Services 34.0 NEW
719 WLK WESTLAKE CORPORATION Basic Materials 3.0 NEW
720 WSR WHITESTONE REIT Real Estate 6.0 NEW
Page 36 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%