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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 35 of 48  ·  943 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 PARR PAR PAC HOLDINGS INC Energy 7.0 NEW
682 PH PARKER-HANNIFIN CORP Industrials 1.0 NEW
683 PATK PATRICK INDS INC Consumer Cyclical 6.0 NEW
684 PTEN PATTERSON-UTI ENERGY INC Energy 37.0 NEW
685 PAYC PAYCOM SOFTWARE INC Technology 6.0 NEW
686 PCTY PAYLOCITY HLDG CORP Technology 2.0 NEW
687 PAYO PAYONEER GLOBAL INC Technology 38.0 NEW
688 BTU PEABODY ENERGY CORP Energy 9.0 NEW
689 PEB PEBBLEBROOK HOTEL TR Real Estate 8.0 NEW
690 PENN PENN ENTERTAINMENT INC Consumer Cyclical 9.0 NEW
691 PRDO PERDOCEO ED CORP Consumer Defensive 5.0 NEW
692 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 2.0 NEW
693 PR PERMIAN RESOURCES CORP Energy 2.0 NEW
694 PFE PFIZER INC Healthcare 7.0 NEW
695 PM PHILIP MORRIS INTL INC Consumer Defensive 4.0 NEW
696 PECO PHILLIPS EDISON & CO INC Real Estate 6.0 NEW
697 PHIN PHINIA INC Consumer Cyclical 4.0 NEW
698 PLAB PHOTRONICS INC Technology 12.0 NEW
699 PLXS PLEXUS CORP Technology 3.0 NEW
700 POWI POWER INTEGRATIONS INC Technology 2.0 NEW
Page 35 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%