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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 37 of 48  ·  943 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 RXO RXO INC Industrials 12.0 NEW
722 RDN RADIAN GROUP INC Financial Services 17.0 NEW
723 RDNT RADNET INC Healthcare 6.0 NEW
724 RTX RTX CORPORATION Industrials 4.0 NEW
725 O REALTY INCOME CORP Real Estate 1.0 NEW
726 RWT REDWOOD TRUST INC Real Estate 25.0 NEW
727 REGCO REGENCY CTRS CORP 2.0 NEW
728 RELY REMITLY GLOBAL INC Technology 14.0 NEW
729 RNST RENASANT CORP Financial Services 20.0 NEW
730 RMD RESMED INC Healthcare 2.0 NEW
731 REZI RESIDEO TECHNOLOGIES INC Industrials 15.0 NEW
732 REX REX AMERICAN RES CORP Basic Materials 19.0 NEW
733 RNG RINGCENTRAL INC Technology 11.0 NEW
734 RHI ROBERT HALF INC. Industrials 4.0 NEW
735 ROK ROCKWELL AUTOMATION INC Industrials 1.0 NEW
736 ROG ROGERS CORP Technology 2.0 NEW
737 ROKU ROKU INC Communication Services 1.0 NEW
738 ROL ROLLINS INC Consumer Cyclical 2.0 NEW
739 ROST ROSS STORES INC Consumer Cyclical 1.0 NEW
740 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 2.0 NEW
Page 37 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%