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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 39 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 ARMOUR RESIDENTIAL REIT INC 10.0 NEW
762 ACADIAN ASSET MANAGEMENT INC 3.0 NEW
763 CSW INDUSTRIALS INC 1.0 NEW
764 CORE LABORATORIES INC 8.0 NEW
765 CORPAY INC 1.0 NEW
766 ETSY INC 10.0 NEW
767 FIRST HAWAIIAN INC 10.0 NEW
768 GLOBUS MED INC 2.0 NEW
769 INSTALLED BLDG PRODS INC 3.0 NEW
770 IRIDIUM COMMUNICATIONS INC 9.0 NEW
771 JBT MAREL CORPORATION 3.0 NEW
772 LXP INDUSTRIAL TRUST 4.0 NEW
773 LIBERTY MEDIA CORP DEL 2.0 NEW
774 LIFE360 INC 6.0 NEW
775 PATHWARD FINANCIAL INC 5.0 NEW
776 MILLROSE PPTYS INC 10.0 NEW
777 FLAGSTAR BANK NATIONAL ASSOC 2.0 NEW
778 RALLIANT CORP 10.0 NEW
779 UPBOUND GROUP INC 4.0 NEW
780 SAFEHOLD INC 4.0 NEW
Page 39 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%