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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 14 of 48  ·  943 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 OMF ONEMAIN HLDGS INC Financial Services 4.0 NEW
262 OGN ORGANON & CO Healthcare 27.0 NEW
263 OTIS OTIS WORLDWIDE CORP Industrials 1.0 NEW
264 OTTR OTTER TAIL CORP Utilities 5.0 NEW
265 OVV OVINTIV INC Energy 2.0 NEW
266 OC OWENS CORNING NEW Industrials 1.0 NEW
267 OXM OXFORD INDS INC Consumer Cyclical 2.0 NEW
268 PCG PG&E CORP Utilities 8.0 NEW
269 PJT PJT PARTNERS INC Financial Services 2.0 NEW
270 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 2.0 NEW
271 PLMR PALOMAR HLDGS INC Financial Services 3.0 NEW
272 PTCT PTC THERAPEUTICS INC Healthcare 5.0 NEW
273 PH PARKER-HANNIFIN CORP Industrials 1.0 NEW
274 PARR PAR PAC HOLDINGS INC Energy 7.0 NEW
275 PZZA PAPA JOHNS INTL INC Consumer Cyclical 3.0 NEW
276 PLTR PALANTIR TECHNOLOGIES INC Technology 5.0 NEW
277 PKG PACKAGING CORP AMER Consumer Cyclical 1.0 NEW
278 PCAR PACCAR INC Industrials 3.0 NEW
279 PATK PATRICK INDS INC Consumer Cyclical 6.0 NEW
280 PANW PALO ALTO NETWORKS INC Technology 2.0 NEW
Page 14 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%