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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 8 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NABL N-ABLE INC Technology 1.0 NEW
142 NBTB NBT BANCORP INC Financial Services 18.0 NEW
143 MUR MURPHY OIL CORP Energy 4.0 NEW
144 MWA MUELLER WTR PRODS INC Industrials 3.0 NEW
145 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 4.0 NEW
146 MNRO MONRO INC Consumer Cyclical 4.0 NEW
147 MDLZ MONDELEZ INTL INC Consumer Defensive 4.0 NEW
148 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 1.0 NEW
149 MHK MOHAWK INDS INC Consumer Cyclical 2.0 NEW
150 MC MOELIS & CO Financial Services 5.0 NEW
151 MRNA MODERNA INC Healthcare 4.0 NEW
152 MIR MIRION TECHNOLOGIES INC Industrials 20.0 NEW
153 MTX MINERALS TECHNOLOGIES INC Basic Materials 5.0 NEW
154 MAS MASCO CORP Industrials 2.0 NEW
155 MKC MCCORMICK & CO INC Consumer Defensive 2.0 NEW
156 MATX MATSON INC Industrials 2.0 NEW
157 MTRN MATERION CORP Basic Materials 1.0 NEW
158 MTCH MATCH GROUP INC NEW Communication Services 20.0 NEW
159 MBC MASTERBRAND INC Consumer Cyclical 15.0 NEW
160 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1.0 NEW
Page 8 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%