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Portfolio (Quarterly) Guide ↗

Evolution Advisers, Inc.

· CIK 0001906967
13F Portfolio $231M AUM 170 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 13 New 28 Added 11 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BNDX VANGUARD CHARLOTTE FDS 458,070.0 $22.1M 9.58% -10K -2.2% $48.32 -1.8%
2 BLV VANGUARD BD INDEX FDS 127,930.0 $8.9M 3.85% -2K -1.6% $69.51 -5.3%
3 MSFT MICROSOFT CORP Technology 326.0 $157K 0.07% -148.0 -31.2% $481.60 +3.8%
4 MA MASTERCARD INCORPORATED Financial Services 197.0 $112K 0.05% -8.0 -3.9% $568.53 +1.9%
5 HD HOME DEPOT INC Consumer Cyclical 260.0 $89K 0.04% -180.0 -40.9% $342.31 -6.2%
6 TFC TRUIST FINL CORP Financial Services 73,840.0 $73K 0.03% -930.0 -1.2% $0.99 +5124.4%
7 COF CAPITAL ONE FINL CORP Financial Services 232.0 $56K 0.02% -166.0 -41.7% $241.38 -9.0%
8 TSLA TESLA INC Consumer Cyclical 27.0 $12K 0.01% -165.0 -85.9% $444.44 -20.3%
9 HCA HCA HEALTHCARE INC Healthcare 11.0 $5K 0.00% -344.0 -96.9% $454.55 -10.9%
10 AWK AMERICAN WTR WKS CO INC NEW Utilities 16.0 $2K 0.00% -64.0 -80.0% $125.00 +12.6%
11 COST COSTCO WHSL CORP NEW Consumer Defensive -100.0%

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 30.2%
Technology 21.9%
Industrials 10.9%
Consumer Defensive 7.6%
Consumer Cyclical 6.7%
Energy 6.6%
Utilities 5.4%
Healthcare 5.3%
Communication Services 4.5%
Basic Materials 0.9%