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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 9 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MNRO MONRO INC Consumer Cyclical 4.0 NEW
162 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 4.0 NEW
163 MWA MUELLER WTR PRODS INC Industrials 3.0 NEW
164 MUR MURPHY OIL CORP Energy 4.0 NEW
165 NBTB NBT BANCORP INC Financial Services 18.0 NEW
166 NABL N-ABLE INC Technology 1.0 NEW
167 VYX NCR VOYIX CORPORATION Technology 12.0 NEW
168 NMIH NMI HLDGS INC Financial Services 12.0 NEW
169 NRG NRG ENERGY INC Utilities 2.0 NEW
170 NOV NOV INC Energy 7.0 NEW
171 NATL NCR ATLEOS CORPORATION Technology 5.0 NEW
172 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 5.0 NEW
173 NPK NATIONAL PRESTO INDS INC Industrials 2.0 NEW
174 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 8.0 NEW
175 NEOG NEOGEN CORP Healthcare 24.0 NEW
176 OTIS OTIS WORLDWIDE CORP Industrials 1.0 NEW
177 OMF ONEMAIN HLDGS INC Financial Services 4.0 NEW
178 OGN ORGANON & CO Healthcare 27.0 NEW
179 OKE ONEOK INC NEW Energy 3.0 NEW
180 OTTR OTTER TAIL CORP Utilities 5.0 NEW
Page 9 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%