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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 25 of 48  ·  943 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 2.0 NEW
482 DINO HF SINCLAIR CORP Energy 2.0 NEW
483 HAL HALLIBURTON CO Energy 8.0 NEW
484 HAFC HANMI FINL CORP Financial Services 3.0 NEW
485 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 11.0 NEW
486 HLIT HARMONIC INC Technology 8.0 NEW
487 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 4.0 NEW
488 HIG HARTFORD INSURANCE GROUP INC Financial Services 1.0 NEW
489 HAS HASBRO INC Consumer Cyclical 3.0 NEW
490 HWKN HAWKINS INC Basic Materials 2.0 NEW
491 HAYW HAYWARD HLDGS INC Industrials 3.0 NEW
492 HSTM HEALTHSTREAM INC Healthcare 12.0 NEW
493 HR HEALTHCARE RLTY TR Real Estate 10.0 NEW
494 HTLD HEARTLAND EXPRESS INC Industrials 8.0 NEW
495 HLX HELIX ENERGY SOLUTIONS GRP I Energy 11.0 NEW
496 HP HELMERICH & PAYNE INC Energy 14.0 NEW
497 HFWA HERITAGE FINL CORP WASH Financial Services 28.0 NEW
498 HTZ HERTZ GLOBAL HLDGS INC Industrials 15.0 NEW
499 HPE HEWLETT PACKARD ENTERPRISE C Technology 9.0 NEW
500 HIW HIGHWOODS PPTYS INC Real Estate 20.0 NEW
Page 25 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%