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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 17 of 48  ·  943 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 2.0 NEW
322 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 4.0 NEW
323 SPGI S&P GLOBAL INC Financial Services 1.0 NEW
324 HTO H2O AMERICA Utilities 2.0 NEW
325 SEZL SEZZLE INC Financial Services 2.0 NEW
326 SLG SL GREEN RLTY CORP Real Estate 12.0 NEW
327 SM SM ENERGY CO Energy 18.0 NEW
328 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 16.0 NEW
329 XPO XPO INC Industrials 2.0 NEW
330 WS WORTHINGTON STL INC Basic Materials 2.0 NEW
331 WOR WORTHINGTON ENTERPRISES INC Industrials 3.0 NEW
332 WKC WORLD KINECT CORPORATION Energy 11.0 NEW
333 WRLD WORLD ACCEP CORPORATION Financial Services 2.0 NEW
334 WDAY WORKDAY INC Technology 1.0 NEW
335 WMB WILLIAMS COS INC Energy 2.0 NEW
336 WSR WHITESTONE REIT Real Estate 6.0 NEW
337 WLY WILEY JOHN & SONS INC Communication Services 6.0 NEW
338 XHR XENIA HOTELS & RESORTS INC Real Estate 10.0 NEW
339 WSC WILLSCOT HLDGS CORP Industrials 13.0 NEW
340 WT WISDOMTREE INC Financial Services 22.0 NEW
Page 17 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%