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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 33 of 48  ·  943 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 NYT NEW YORK TIMES CO Communication Services 3.0 NEW
642 NWL NEWELL BRANDS INC Consumer Defensive 31.0 NEW
643 NEM NEWMONT CORP Basic Materials 6.0 NEW
644 NWSA NEWS CORP NEW Communication Services 5.0 NEW
645 NEE NEXTERA ENERGY INC Utilities 6.0 NEW
646 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 5.0 NEW
647 NKE NIKE INC Consumer Cyclical 2.0
648 NOG NORTHERN OIL & GAS INC Energy 6.0 NEW
649 NWBI NORTHWEST BANCSHARES INC MD Financial Services 47.0 NEW
650 NWN NORTHWEST NAT HLDG CO Utilities 2.0 NEW
651 DNOW DNOW INC Energy 10.0 NEW
652 NTNX NUTANIX INC Technology 2.0 NEW
653 OGE OGE ENERGY CORP Utilities 5.0 NEW
654 OI O-I GLASS INC Consumer Cyclical 23.0 NEW
655 OSIS OSI SYSTEMS INC Technology 1.0 NEW
656 OXY OCCIDENTAL PETE CORP Energy 2.0 NEW
657 OII OCEANEERING INTL INC Energy 18.0 NEW
658 OKTA OKTA INC Technology 1.0 NEW
659 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1.0 NEW
660 OMC OMNICOM GROUP INC Communication Services 1.0 NEW
Page 33 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%