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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 19 of 48  ·  943 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 WRLD WORLD ACCEP CORPORATION Financial Services 2.0 NEW
362 WKC WORLD KINECT CORPORATION Energy 11.0 NEW
363 WOR WORTHINGTON ENTERPRISES INC Industrials 3.0 NEW
364 WS WORTHINGTON STL INC Basic Materials 2.0 NEW
365 XPO XPO INC Industrials 2.0 NEW
366 XHR XENIA HOTELS & RESORTS INC Real Estate 10.0 NEW
367 YELP YELP INC Communication Services 10.0 NEW
368 YUM YUM BRANDS INC Consumer Cyclical 1.0 NEW
369 ZION ZIONS BANCORPORATION N A Financial Services 2.0 NEW
370 ZS ZSCALER INC Technology 1.0 NEW
371 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 8.0 NEW
372 ADNT ADIENT PLC Consumer Cyclical 12.0 NEW
373 ALKS ALKERMES PLC Healthcare 19.0 NEW
374 ALLE ALLEGION PLC Industrials 1.0 NEW
375 AON AON PLC Financial Services 1.0 NEW
376 ACGL ARCH CAP GROUP LTD Financial Services 1.0 NEW
377 AGO ASSURED GUARANTY LTD Financial Services 5.0 NEW
378 MILLROSE PPTYS INC 10.0 NEW
379 FLAGSTAR BANK NATIONAL ASSOC 2.0 NEW
380 RALLIANT CORP 10.0 NEW
Page 19 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%