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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 30 of 48  ·  943 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 MSCI MSCI INC Financial Services 1.0 NEW
582 MAC MACERICH CO Real Estate 19.0 NEW
583 SHOO MADDEN STEVEN LTD Consumer Cyclical 13.0 NEW
584 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 1.0 NEW
585 MGY MAGNOLIA OIL & GAS CORP Energy 18.0 NEW
586 MAN MANPOWERGROUP INC WIS Industrials 2.0 NEW
587 MARA MARA HOLDINGS INC Financial Services 37.0 NEW
588 MMI MARCUS & MILLICHAP INC Real Estate 8.0 NEW
589 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 1.0 NEW
590 MRSH MARSH & MCLENNAN COS INC Financial Services 3.0 NEW
591 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1.0 NEW
592 MRVL MARVELL TECHNOLOGY INC Technology 2.0 NEW
593 MAS MASCO CORP Industrials 2.0 NEW
594 MBC MASTERBRAND INC Consumer Cyclical 15.0 NEW
595 MTCH MATCH GROUP INC NEW Communication Services 20.0 NEW
596 MTRN MATERION CORP Basic Materials 1.0 NEW
597 MATX MATSON INC Industrials 2.0 NEW
598 MKC MCCORMICK & CO INC Consumer Defensive 2.0 NEW
599 MCD MCDONALDS CORP Consumer Cyclical 3.0 NEW
600 MPT MEDICAL PPTYS TRUST INC Financial Services 55.0 NEW
Page 30 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%