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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 4 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PR PERMIAN RESOURCES CORP Energy 2.0 NEW
62 PLAB PHOTRONICS INC Technology 12.0 NEW
63 PRGS PROGRESS SOFTWARE CORP Technology 8.0 NEW
64 PRG PROG HOLDINGS INC Industrials 9.0 NEW
65 JOE ST JOE CO Real Estate 7.0 NEW
66 PFE PFIZER INC Healthcare 7.0 NEW
67 PARR PAR PAC HOLDINGS INC Energy 7.0 NEW
68 PH PARKER-HANNIFIN CORP Industrials 1.0 NEW
69 PATK PATRICK INDS INC Consumer Cyclical 6.0 NEW
70 PTEN PATTERSON-UTI ENERGY INC Energy 37.0 NEW
71 PM PHILIP MORRIS INTL INC Consumer Defensive 4.0 NEW
72 PAYC PAYCOM SOFTWARE INC Technology 6.0 NEW
73 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 2.0 NEW
74 PRDO PERDOCEO ED CORP Consumer Defensive 5.0 NEW
75 PENN PENN ENTERTAINMENT INC Consumer Cyclical 9.0 NEW
76 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 3.0 NEW
77 BTU PEABODY ENERGY CORP Energy 9.0 NEW
78 POWI POWER INTEGRATIONS INC Technology 2.0 NEW
79 PAYO PAYONEER GLOBAL INC Technology 38.0 NEW
80 PLXS PLEXUS CORP Technology 3.0 NEW
Page 4 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%