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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 29 of 48  ·  943 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 LW LAMB WESTON HLDGS INC Consumer Defensive 14.0 NEW
562 LVS LAS VEGAS SANDS CORP Consumer Cyclical 1.0 NEW
563 LEG LEGGETT & PLATT INC Consumer Cyclical 23.0 NEW
564 LZ LEGALZOOM COM INC Industrials 21.0 NEW
565 LMAT LEMAITRE VASCULAR INC Healthcare 1.0 NEW
566 LBRT LIBERTY ENERGY INC Energy 14.0 NEW
567 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 13.0 NEW
568 LGND LIGAND PHARMACEUTICALS INC Healthcare 2.0 NEW
569 LNC LINCOLN NATL CORP IND Financial Services 28.0 NEW
570 LNN LINDSAY CORP Industrials 1.0 NEW
571 LQDT LIQUIDITY SVCS INC Consumer Cyclical 4.0 NEW
572 RAMP LIVERAMP HLDGS INC Technology 14.0 NEW
573 L LOEWS CORP Financial Services 1.0 NEW
574 LUMN LUMEN TECHNOLOGIES INC Communication Services 90.0 NEW
575 LYFT LYFT INC Technology 30.0 NEW
576 MTB M & T BK CORP Financial Services 1.0 NEW
577 MDU MDU RES GROUP INC Industrials 10.0 NEW
578 MGEE MGE ENERGY INC Utilities 4.0 NEW
579 MHO M/I HOMES INC Consumer Cyclical 4.0 NEW
580 MSM MSC INDL DIRECT INC Industrials 1.0 NEW
Page 29 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%