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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 22 of 48  ·  943 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 VIAV VIAVI SOLUTIONS INC Technology 18.0 NEW
422 VSAT VIASAT INC Technology 11.0 NEW
423 VRT VERTIV HOLDINGS CO Industrials 1.0 NEW
424 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1.0 NEW
425 VSNT VERSANT MEDIA GROUP INC Industrials 15.0 NEW
426 VCEL VERICEL CORP Healthcare 8.0 NEW
427 SF STIFEL FINL CORP Financial Services 1.0 NEW
428 SHC SOTERA HEALTH CO Healthcare 8.0 NEW
429 SO SOUTHERN CO Utilities 1.0 NEW
430 LUV SOUTHWEST AIRLS CO Industrials 4.0 NEW
431 SFM SPROUTS FMRS MKT INC Consumer Defensive 1.0 NEW
432 CXM SPRINKLR INC Technology 38.0 NEW
433 STAA STAAR SURGICAL CO Healthcare 4.0 NEW
434 SXI STANDEX INTL CORP Industrials 1.0 NEW
435 STLD STEEL DYNAMICS INC Basic Materials 1.0 NEW
436 SCL STEPAN CO Basic Materials 3.0 NEW
437 MSCI MSCI INC Financial Services 1.0 NEW
438 STEP STEPSTONE GROUP INC Financial Services 7.0 NEW
439 STC STEWART INFORMATION SVCS COR Financial Services 7.0 NEW
440 TJX TJX COS INC NEW Consumer Cyclical 4.0 NEW
Page 22 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%