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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 13 of 48  ·  943 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 NTAP NETAPP INC Technology 1.0 NEW
242 RXO RXO INC Industrials 12.0 NEW
243 RES RPC INC Energy 19.0 NEW
244 QNST QUINSTREET INC Communication Services 7.0 NEW
245 DGX QUEST DIAGNOSTICS INC Healthcare 1.0 NEW
246 NX QUANEX BLDG PRODS CORP Industrials 6.0 NEW
247 QCOM QUALCOMM INC Technology 3.0 NEW
248 Q QNITY ELECTRONICS INC Technology 1.0 NEW
249 QRVO QORVO INC Technology 8.0 NEW
250 KWR QUAKER HOUGHTON Basic Materials 2.0 NEW
251 PHM PULTE GROUP INC Consumer Cyclical 3.0 NEW
252 OC OWENS CORNING NEW Industrials 1.0 NEW
253 OGN ORGANON & CO Healthcare 27.0 NEW
254 OTIS OTIS WORLDWIDE CORP Industrials 1.0 NEW
255 OTTR OTTER TAIL CORP Utilities 5.0 NEW
256 OVV OVINTIV INC Energy 2.0 NEW
257 PCG PG&E CORP Utilities 8.0 NEW
258 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 2.0 NEW
259 PJT PJT PARTNERS INC Financial Services 2.0 NEW
260 OMF ONEMAIN HLDGS INC Financial Services 4.0 NEW
Page 13 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%