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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 5 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PLXS PLEXUS CORP Technology 3.0 NEW
82 POWI POWER INTEGRATIONS INC Technology 2.0 NEW
83 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 3.0 NEW
84 PSMT PRICESMART INC Consumer Defensive 3.0 NEW
85 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 5.0 NEW
86 PRVA PRIVIA HEALTH GROUP INC Healthcare 9.0 NEW
87 PRG PROG HOLDINGS INC Industrials 9.0 NEW
88 PRGS PROGRESS SOFTWARE CORP Technology 8.0 NEW
89 ROST ROSS STORES INC Consumer Cyclical 1.0 NEW
90 RNST RENASANT CORP Financial Services 20.0 NEW
91 RMD RESMED INC Healthcare 2.0 NEW
92 REZI RESIDEO TECHNOLOGIES INC Industrials 15.0 NEW
93 REX REX AMERICAN RES CORP Basic Materials 19.0 NEW
94 RNG RINGCENTRAL INC Technology 11.0 NEW
95 RHI ROBERT HALF INC. Industrials 4.0 NEW
96 ROK ROCKWELL AUTOMATION INC Industrials 1.0 NEW
97 ROG ROGERS CORP Technology 2.0 NEW
98 ROKU ROKU INC Communication Services 1.0 NEW
99 ROL ROLLINS INC Consumer Cyclical 2.0 NEW
100 SABR SABRE CORP Consumer Cyclical 80.0 NEW
Page 5 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%