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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 36 of 48  ·  943 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 3.0 NEW
702 PSMT PRICESMART INC Consumer Defensive 3.0 NEW
703 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 5.0 NEW
704 PRVA PRIVIA HEALTH GROUP INC Healthcare 9.0 NEW
705 PRG PROG HOLDINGS INC Industrials 9.0 NEW
706 PRGS PROGRESS SOFTWARE CORP Technology 8.0 NEW
707 PGR PROGRESSIVE CORP Financial Services 1.0 NEW
708 PGNY PROGYNY INC Healthcare 7.0 NEW
709 PLD PROLOGIS INC. Real Estate 3.0 NEW
710 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 5.0 NEW
711 PRLB PROTO LABS INC Industrials 2.0 NEW
712 PHM PULTE GROUP INC Consumer Cyclical 3.0 NEW
713 KWR QUAKER HOUGHTON Basic Materials 2.0 NEW
714 QRVO QORVO INC Technology 8.0 NEW
715 Q QNITY ELECTRONICS INC Technology 1.0 NEW
716 QCOM QUALCOMM INC Technology 3.0 NEW
717 NX QUANEX BLDG PRODS CORP Industrials 6.0 NEW
718 DGX QUEST DIAGNOSTICS INC Healthcare 1.0 NEW
719 QNST QUINSTREET INC Communication Services 7.0 NEW
720 RES RPC INC Energy 19.0 NEW
Page 36 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%