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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 18 of 48  ·  943 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 XPO XPO INC Industrials 2.0 NEW
342 WS WORTHINGTON STL INC Basic Materials 2.0 NEW
343 WOR WORTHINGTON ENTERPRISES INC Industrials 3.0 NEW
344 WKC WORLD KINECT CORPORATION Energy 11.0 NEW
345 WRLD WORLD ACCEP CORPORATION Financial Services 2.0 NEW
346 WDAY WORKDAY INC Technology 1.0 NEW
347 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 16.0 NEW
348 WT WISDOMTREE INC Financial Services 22.0 NEW
349 WSC WILLSCOT HLDGS CORP Industrials 13.0 NEW
350 WMB WILLIAMS COS INC Energy 2.0 NEW
351 WLY WILEY JOHN & SONS INC Communication Services 6.0 NEW
352 WSR WHITESTONE REIT Real Estate 6.0 NEW
353 VIAV VIAVI SOLUTIONS INC Technology 18.0 NEW
354 VSH VISHAY INTERTECHNOLOGY INC Technology 18.0 NEW
355 VIRT VIRTU FINL INC Financial Services 6.0 NEW
356 VIR VIR BIOTECHNOLOGY INC Healthcare 17.0 NEW
357 VCTR VICTORY CAP HLDGS INC Financial Services 1.0 NEW
358 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 10.0 NEW
359 VTRS VIATRIS INC Healthcare 9.0 NEW
360 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1.0 NEW
Page 18 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%