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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 31 of 48  ·  943 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 MD PEDIATRIX MEDICAL GROUP INC Healthcare 19.0 NEW
602 MBIN MERCHANTS BANCORP IND Financial Services 2.0 NEW
603 MRK MERCK & CO INC Healthcare 5.0 NEW
604 MRCY MERCURY SYS INC Industrials 4.0 NEW
605 MCY MERCURY GENL CORP NEW Financial Services 2.0 NEW
606 MMSI MERIT MED SYS INC Healthcare 8.0 NEW
607 MTH MERITAGE HOMES CORP Consumer Cyclical 8.0 NEW
608 MSTR STRATEGY INC Technology 2.0 NEW
609 MSEX MIDDLESEX WTR CO Utilities 2.0 NEW
610 MLKN MILLERKNOLL INC Consumer Cyclical 5.0 NEW
611 MTX MINERALS TECHNOLOGIES INC Basic Materials 5.0 NEW
612 MIR MIRION TECHNOLOGIES INC Industrials 20.0 NEW
613 MRNA MODERNA INC Healthcare 4.0 NEW
614 MC MOELIS & CO Financial Services 5.0 NEW
615 MHK MOHAWK INDS INC Consumer Cyclical 2.0 NEW
616 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 1.0 NEW
617 MDLZ MONDELEZ INTL INC Consumer Defensive 4.0 NEW
618 MNRO MONRO INC Consumer Cyclical 4.0 NEW
619 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 4.0 NEW
620 MWA MUELLER WTR PRODS INC Industrials 3.0 NEW
Page 31 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%