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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 27 of 48  ·  943 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 ITGR INTEGER HLDGS CORP Healthcare 4.0 NEW
522 IPAR INTERPARFUMS INC Consumer Defensive 3.0 NEW
523 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 8.0 NEW
524 TILE INTERFACE INC Consumer Cyclical 1.0 NEW
525 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 5.0 NEW
526 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 1.0 NEW
527 INTU INTUIT Technology 1.0 NEW
528 ISRG INTUITIVE SURGICAL INC Healthcare 2.0 NEW
529 INVH INVITATION HOMES INC Real Estate 4.0 NEW
530 IONS IONIS PHARMACEUTICALS INC Healthcare 2.0 NEW
531 IDRV ISHARES TR 5.0
532 ITRI ITRON INC Technology 5.0 NEW
533 JBGS JBG SMITH PPTYS Real Estate 10.0 NEW
534 JJSF J & J SNACK FOODS CORP Consumer Defensive 2.0 NEW
535 JXN JACKSON FINANCIAL INC Financial Services 6.0 NEW
536 ZD ZIFF DAVIS INC Communication Services 2.0 NEW
537 OPLN OPENLANE INC Consumer Cyclical 19.0 NEW
538 KKR KKR & CO INC 6.0 NEW
539 KAI KADANT INC Industrials 1.0 NEW
540 KALU KAISER ALUMINUM CORP Basic Materials 1.0 NEW
Page 27 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%