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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 15 of 48  ·  943 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 OMF ONEMAIN HLDGS INC Financial Services 4.0 NEW
282 PR PERMIAN RESOURCES CORP Energy 2.0 NEW
283 PFE PFIZER INC Healthcare 7.0 NEW
284 OKE ONEOK INC NEW Energy 3.0 NEW
285 OMCL OMNICELL COM Healthcare 2.0 NEW
286 OMC OMNICOM GROUP INC Communication Services 1.0 NEW
287 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1.0 NEW
288 OKTA OKTA INC Technology 1.0 NEW
289 OII OCEANEERING INTL INC Energy 18.0 NEW
290 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 5.0 NEW
291 NYT NEW YORK TIMES CO Communication Services 3.0 NEW
292 POWI POWER INTEGRATIONS INC Technology 2.0 NEW
293 ADAMM ADAMAS TRUST INC. 15.0 NEW
294 RITM RITHM CAPITAL CORP Real Estate 80.0 NEW
295 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 3.0 NEW
296 AESI ATLAS ENERGY SOLUTIONS INC Energy 8.0 NEW
297 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 1.0 NEW
298 PSMT PRICESMART INC Consumer Defensive 3.0 NEW
299 NTCT NETSCOUT SYS INC Technology 3.0 NEW
300 PLD PROLOGIS INC. Real Estate 3.0 NEW
Page 15 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%