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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 40 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 SIX FLAGS ENTERTAINMENT CORP 13.0 NEW
782 SOUTHSTATE BK CORP 2.0 NEW
783 BLOCK INC 2.0 NEW
784 SOMNIGROUP INTERNATIONAL INC 2.0 NEW
785 METALLUS INC 1.0 NEW
786 TWO HBRS INVT CORP 9.0 NEW
787 VENTURE GLOBAL INC 1.0 NEW
788 CRH PLC 2.0 NEW
789 CUSHMAN AND WAKEFIELD LTD 20.0 NEW
790 FLUTTER ENTMT PLC 1.0 NEW
791 SIRIUSPOINT LTD 32.0 NEW
792 BUNGE GLOBAL SA 1.0 NEW
Page 40 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%