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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 28 of 48  ·  943 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 KMPR KEMPER CORP Financial Services 12.0 NEW
542 KMT KENNAMETAL INC Industrials 9.0 NEW
543 KVUE KENVUE INC Consumer Defensive 8.0 NEW
544 KDP KEURIG DR PEPPER INC Consumer Defensive 6.0 NEW
545 KEY KEYCORP Financial Services 7.0 NEW
546 KMI KINDER MORGAN INC DEL Energy 3.0 NEW
547 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 3.0 NEW
548 KN KNOWLES CORP Technology 6.0 NEW
549 KGS KODIAK GAS SVCS INC Energy 6.0 NEW
550 KSS KOHLS CORP Consumer Cyclical 13.0 NEW
551 KTB KONTOOR BRANDS INC Consumer Cyclical 6.0 NEW
552 KOP KOPPERS HOLDINGS INC Basic Materials 8.0 NEW
553 KFY KORN FERRY Industrials 10.0 NEW
554 KR KROGER CO Consumer Defensive 3.0 NEW
555 KRYS KRYSTAL BIOTECH INC Healthcare 2.0 NEW
556 KLIC KULICKE & SOFFA INDS INC Technology 3.0 NEW
557 LCII LCI INDS Consumer Cyclical 3.0 NEW
558 LHX L3HARRIS TECHNOLOGIES INC Industrials 3.0 NEW
559 LZB LA Z BOY INC Consumer Cyclical 5.0 NEW
560 LKFN LAKELAND FINL CORP Financial Services 1.0 NEW
Page 28 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%