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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 32 of 48  ·  943 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 MUR MURPHY OIL CORP Energy 4.0 NEW
622 NBTB NBT BANCORP INC Financial Services 18.0 NEW
623 NABL N-ABLE INC Technology 1.0 NEW
624 VYX NCR VOYIX CORPORATION Technology 12.0 NEW
625 NMIH NMI HLDGS INC Financial Services 12.0 NEW
626 NRG NRG ENERGY INC Utilities 2.0 NEW
627 NOV NOV INC Energy 7.0 NEW
628 NATL NCR ATLEOS CORPORATION Technology 5.0 NEW
629 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 5.0 NEW
630 NPK NATIONAL PRESTO INDS INC Industrials 2.0 NEW
631 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 8.0 NEW
632 NEOG NEOGEN CORP Healthcare 24.0 NEW
633 NEO NEOGENOMICS INC Healthcare 9.0 NEW
634 NTAP NETAPP INC Technology 1.0 NEW
635 NFLX NETFLIX INC Communication Services 12.0 NEW
636 NTCT NETSCOUT SYS INC Technology 3.0 NEW
637 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 1.0 NEW
638 AESI ATLAS ENERGY SOLUTIONS INC Energy 8.0 NEW
639 RITM RITHM CAPITAL CORP Real Estate 80.0 NEW
640 ADAMM ADAMAS TRUST INC. 15.0 NEW
Page 32 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%