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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 34 of 48  ·  943 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 OMCL OMNICELL COM Healthcare 2.0 NEW
662 OKE ONEOK INC NEW Energy 3.0 NEW
663 OMF ONEMAIN HLDGS INC Financial Services 4.0 NEW
664 OGN ORGANON & CO Healthcare 27.0 NEW
665 OTIS OTIS WORLDWIDE CORP Industrials 1.0 NEW
666 OTTR OTTER TAIL CORP Utilities 5.0 NEW
667 OVV OVINTIV INC Energy 2.0 NEW
668 OC OWENS CORNING NEW Industrials 1.0 NEW
669 OXM OXFORD INDS INC Consumer Cyclical 2.0 NEW
670 PCG PG&E CORP Utilities 8.0 NEW
671 PJT PJT PARTNERS INC Financial Services 2.0 NEW
672 PNC PNC FINL SVCS GROUP INC Financial Services 1.0 NEW
673 PTCT PTC THERAPEUTICS INC Healthcare 5.0 NEW
674 PCAR PACCAR INC Industrials 3.0 NEW
675 PCRX PACIRA BIOSCIENCES INC Healthcare 6.0 NEW
676 PKG PACKAGING CORP AMER Consumer Cyclical 1.0 NEW
677 PLTR PALANTIR TECHNOLOGIES INC Technology 5.0 NEW
678 PANW PALO ALTO NETWORKS INC Technology 2.0 NEW
679 PLMR PALOMAR HLDGS INC Financial Services 3.0 NEW
680 PZZA PAPA JOHNS INTL INC Consumer Cyclical 3.0 NEW
Page 34 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%