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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 38 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 AON AON PLC Financial Services 1.0 NEW
742 ACGL ARCH CAP GROUP LTD Financial Services 1.0 NEW
743 AGO ASSURED GUARANTY LTD Financial Services 5.0 NEW
744 FDP FRESH DEL MONTE PRODUCE INC Consumer Defensive 3.0 NEW
745 GTES GATES INDL CORP PLC Industrials 11.0 NEW
746 ICHR ICHOR HOLDINGS Technology 3.0 NEW
747 WFRD WEATHERFORD INTL PLC Energy 1.0 NEW
748 JCI JOHNSON CTLS INTL PLC Industrials 2.0 NEW
749 JOBY JOBY AVIATION INC Industrials 5.0 NEW
750 NE NOBLE CORP PLC Energy 16.0 NEW
751 ROIV ROIVANT SCIENCES LTD Healthcare 7.0 NEW
752 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 4.0 NEW
753 TT TRANE TECHNOLOGIES PLC Industrials 1.0 NEW
754 PRGO PERRIGO CO PLC Healthcare 26.0 NEW
755 CB CHUBB LIMITED Financial Services 2.0 NEW
756 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 4.0 NEW
757 LPG DORIAN LPG LTD Energy 1.0 NEW
758 INSW INTERNATIONAL SEAWAYS INC Energy 3.0 NEW
759 CENCORA INC 1.0 NEW
760 ASTRANA HEALTH INC 3.0 NEW
Page 38 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%