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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 11 of 48  ·  943 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BEACON FINANCIAL CORP. 33.0 $1K NEW $30.30
202 ISHARES TR 22.0 $1K $45.45
203 POWL POWELL INDS INC Industrials 5.0 $1K NEW $200.00 -9.4%
204 PHM PULTE GROUP INC Consumer Cyclical 3.0 NEW
205 STEL STELLAR BANCORP INC Financial Services 4.0 NEW
206 KWR QUAKER HOUGHTON Basic Materials 2.0 NEW
207 QRVO QORVO INC Technology 8.0 NEW
208 Q QNITY ELECTRONICS INC Technology 1.0 NEW
209 QCOM QUALCOMM INC Technology 3.0 NEW
210 NX QUANEX BLDG PRODS CORP Industrials 6.0 NEW
211 DGX QUEST DIAGNOSTICS INC Healthcare 1.0 NEW
212 QNST QUINSTREET INC Communication Services 7.0 NEW
213 RES RPC INC Energy 19.0 NEW
214 RXO RXO INC Industrials 12.0 NEW
215 NTAP NETAPP INC Technology 1.0 NEW
216 RDN RADIAN GROUP INC Financial Services 17.0 NEW
217 NATL NCR ATLEOS CORPORATION Technology 5.0 NEW
218 NPK NATIONAL PRESTO INDS INC Industrials 2.0 NEW
219 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 5.0 NEW
220 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 8.0 NEW
Page 11 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%