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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 6 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ROKU ROKU INC Communication Services 1.0 NEW
102 ROG ROGERS CORP Technology 2.0 NEW
103 ROK ROCKWELL AUTOMATION INC Industrials 1.0 NEW
104 RHI ROBERT HALF INC. Industrials 4.0 NEW
105 RNG RINGCENTRAL INC Technology 11.0 NEW
106 REX REX AMERICAN RES CORP Basic Materials 19.0 NEW
107 REZI RESIDEO TECHNOLOGIES INC Industrials 15.0 NEW
108 RMD RESMED INC Healthcare 2.0 NEW
109 RNST RENASANT CORP Financial Services 20.0 NEW
110 PHM PULTE GROUP INC Consumer Cyclical 3.0 NEW
111 NX QUANEX BLDG PRODS CORP Industrials 6.0 NEW
112 QCOM QUALCOMM INC Technology 3.0 NEW
113 Q QNITY ELECTRONICS INC Technology 1.0 NEW
114 QRVO QORVO INC Technology 8.0 NEW
115 KWR QUAKER HOUGHTON Basic Materials 2.0 NEW
116 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 5.0 NEW
117 PGNY PROGYNY INC Healthcare 7.0 NEW
118 PLD PROLOGIS INC. Real Estate 3.0 NEW
119 DGX QUEST DIAGNOSTICS INC Healthcare 1.0 NEW
120 PRLB PROTO LABS INC Industrials 2.0 NEW
Page 6 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%