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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 26 of 48  ·  943 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1.0 NEW
502 HRL HORMEL FOODS CORP Consumer Defensive 5.0 NEW
503 HUBG HUB GROUP INC Industrials 5.0 NEW
504 HBAN HUNTINGTON BANCSHARES INC Financial Services 7.0 NEW
505 HII HUNTINGTON INGALLS INDS INC Industrials 1.0 NEW
506 IAC IAC INC Technology 8.0 NEW
507 ICUI ICU MED INC Healthcare 3.0 NEW
508 CRGY CRESCENT ENERGY COMPANY Energy 18.0 NEW
509 ITW ILLINOIS TOOL WKS INC Industrials 2.0 NEW
510 IMVT IMMUNOVANT INC Healthcare 4.0 NEW
511 PI IMPINJ INC Technology 3.0 NEW
512 NGVT INGEVITY CORP Basic Materials 7.0 NEW
513 NSIT INSIGHT ENTERPRISES INC Technology 4.0 NEW
514 IOSP INNOSPEC INC Basic Materials 2.0 NEW
515 IIIN INSTEEL INDS INC Industrials 2.0 NEW
516 NSP INSPERITY INC Industrials 3.0 NEW
517 INVA INNOVIVA INC Healthcare 8.0 NEW
518 IIPR INNOVATIVE INDL PPTYS INC Real Estate 1.0 NEW
519 PODD INSULET CORP Healthcare 1.0 NEW
520 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 5.0 NEW
Page 26 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%