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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 39 of 48  ·  943 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 SHAK SHAKE SHACK INC Consumer Cyclical 6.0 NEW
762 SHEN SHENANDOAH TELECOMMUNICATION Communication Services 9.0 NEW
763 SHW SHERWIN WILLIAMS CO Basic Materials 1.0 NEW
764 SPG SIMON PPTY GROUP INC NEW Real Estate 3.0 NEW
765 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 19.0 NEW
766 SKY CHAMPION HOMES INC Consumer Cyclical 4.0 NEW
767 SKYW SKYWEST INC Industrials 8.0 NEW
768 SNAP SNAP INC Communication Services 20.0 NEW
769 SNOW SNOWFLAKE INC Technology 1.0 NEW
770 SOFI SOFI TECHNOLOGIES INC Financial Services 5.0 NEW
771 SEDG SOLAREDGE TECHNOLOGIES INC Energy 4.0 NEW
772 SHC SOTERA HEALTH CO Healthcare 8.0 NEW
773 SO SOUTHERN CO Utilities 1.0 NEW
774 LUV SOUTHWEST AIRLS CO Industrials 4.0 NEW
775 SFM SPROUTS FMRS MKT INC Consumer Defensive 1.0 NEW
776 CXM SPRINKLR INC Technology 38.0 NEW
777 STAA STAAR SURGICAL CO Healthcare 4.0 NEW
778 SXI STANDEX INTL CORP Industrials 1.0 NEW
779 STLD STEEL DYNAMICS INC Basic Materials 1.0 NEW
780 SCL STEPAN CO Basic Materials 3.0 NEW
Page 39 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%