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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 38 of 48  ·  943 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 4.0 NEW
742 SPGI S&P GLOBAL INC Financial Services 1.0 NEW
743 HTO H2O AMERICA Utilities 2.0 NEW
744 SEZL SEZZLE INC Financial Services 2.0 NEW
745 SLG SL GREEN RLTY CORP Real Estate 12.0 NEW
746 SM SM ENERGY CO Energy 18.0 NEW
747 SABR SABRE CORP Consumer Cyclical 80.0 NEW
748 JOE ST JOE CO Real Estate 7.0 NEW
749 CRM SALESFORCE INC Technology 3.0 -47.0 -94.0%
750 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 2.0 NEW
751 SRPT SAREPTA THERAPEUTICS INC Healthcare 14.0 NEW
752 SCSC SCANSOURCE INC Technology 5.0 NEW
753 SNDR SCHNEIDER NATIONAL INC Industrials 4.0 NEW
754 SCHL SCHOLASTIC CORP Communication Services 3.0 NEW
755 SDGR SCHRODINGER INC Healthcare 12.0 NEW
756 PRKS UNITED PARKS & RESORTS INC Consumer Cyclical 3.0 NEW
757 SEM SELECT MED HLDGS CORP Healthcare 8.0 NEW
758 SRE SEMPRA Utilities 1.0 NEW
759 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 3.0 NEW
760 NOW SERVICENOW INC Technology 5.0 NEW
Page 38 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%