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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 20 of 48  ·  943 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 JBT MAREL CORPORATION 3.0 NEW
382 LXP INDUSTRIAL TRUST 4.0 NEW
383 LIBERTY MEDIA CORP DEL 2.0 NEW
384 LIFE360 INC 6.0 NEW
385 PATHWARD FINANCIAL INC 5.0 NEW
386 MILLROSE PPTYS INC 10.0 NEW
387 FLAGSTAR BANK NATIONAL ASSOC 2.0 NEW
388 RALLIANT CORP 10.0 NEW
389 UPBOUND GROUP INC 4.0 NEW
390 SAFEHOLD INC 4.0 NEW
391 VENTURE GLOBAL INC 1.0 NEW
392 BUNGE GLOBAL SA 1.0 NEW
393 SIRIUSPOINT LTD 32.0 NEW
394 FLUTTER ENTMT PLC 1.0 NEW
395 CUSHMAN AND WAKEFIELD LTD 20.0 NEW
396 CRH PLC 2.0 NEW
397 SOMNIGROUP INTERNATIONAL INC 2.0 NEW
398 SOUTHSTATE BK CORP 2.0 NEW
399 BLOCK INC 2.0 NEW
400 GLOBUS MED INC 2.0 NEW
Page 20 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%