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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 10 of 48  ·  943 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EQIX EQUINIX INC Real Estate 1.0 $1K NEW $1000.00 +3.6%
182 FBP FIRST BANCORP P R Financial Services 45.0 $1K NEW $22.22 +28.3%
183 FORM FORMFACTOR INC Technology 10.0 $1K NEW $100.00 +3.9%
184 ENVA ENOVA INTL INC Financial Services 7.0 $1K NEW $142.86 +61.4%
185 ABBV ABBVIE INC Healthcare 5.0 $1K NEW $200.00 +28.2%
186 VNQ VANGUARD INDEX FDS 20.0 $1K -96.0 -82.8% $50.00 +92.0%
187 OUTFRONT MEDIA INC 39.0 $1K NEW $25.64
188 CAT CATERPILLAR INC Industrials 1.0 $1K NEW $1000.00 -18.6%
189 CGCP CAPITAL GRP FIXED INCM ETF T 80.0 $1K $12.50 +75.0%
190 SMTC SEMTECH CORP Technology 8.0 $1K NEW $125.00 +18.3%
191 MS MORGAN STANLEY Financial Services 5.0 $1K +3.0 +150.0% $200.00 +8.8%
192 NPO ENPRO INC Industrials 3.0 $1K NEW $333.33 -10.9%
193 SANM SANMINA CORPORATION Technology 7.0 $1K NEW $142.86 +38.9%
194 MPC MARATHON PETE CORP Energy 5.0 $1K NEW $200.00 +94.5%
195 APP APPLOVIN CORP Technology 2.0 $1K NEW $500.00 -35.9%
196 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 2.0 $1K NEW $500.00 +69.9%
197 ACA ARCOSA INC Industrials 8.0 $1K NEW $125.00 +16.4%
198 POWL POWELL INDS INC Industrials 5.0 $1K NEW $200.00 -9.4%
199 INTC INTEL CORP Technology 11.0 $1K NEW $90.91 +5.4%
200 MOH MOLINA HEALTHCARE INC Healthcare 6.0 $1K NEW $166.67 +20.5%
Page 10 of 48  ·  943 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%