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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 4 of 48  ·  943 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MKL MARKEL GROUP INC Financial Services 79.0 $154K 0.06% +2.0 +2.6% $1949.37 -6.3%
62 SCHM SCHWAB STRATEGIC TR 4,191.0 $154K 0.06% $36.75 -2.5%
63 SCHC SCHWAB STRATEGIC TR 3,153.0 $151K 0.06% NEW $47.89 +7.8%
64 VBR VANGUARD INDEX FDS 610.0 $148K 0.05% NEW $242.62 +1.8%
65 VEU VANGUARD INTL EQUITY INDEX F 1,649.0 $138K 0.05% $83.69 +3.3%
66 VWOB VANGUARD WHITEHALL FDS 2,053.0 $138K 0.05% +2K +10000.0% $67.22 -2.3%
67 V VISA INC Financial Services 388.0 $133K 0.05% +7.0 +1.8% $342.78 +9.4%
68 SPY SPDR S&P 500 ETF TR Financial Services 179.0 $133K 0.05% $743.02 +3.7%
69 SUSA ISHARES TR 842.0 $129K 0.05% NEW $153.21 +3.2%
70 JNJ JOHNSON & JOHNSON Healthcare 509.0 $129K 0.05% +106.0 +26.3% $253.44 +8.6%
71 MSFT MICROSOFT CORP Technology 348.0 $129K 0.05% +22.0 +6.8% $370.69 +34.8%
72 VXF VANGUARD INDEX FDS 498.0 $122K 0.04% $244.98 -0.9%
73 SCHA SCHWAB STRATEGIC TR 3,165.0 $114K 0.04% +301.0 +10.5% $36.02 -4.1%
74 LOW LOWES COS INC Consumer Cyclical 520.0 $114K 0.04% $219.23 -6.7%
75 AKRE PROFESIONALLY MANAGED PORTFO 2,129.0 $113K 0.04% NEW $53.08 +12.2%
76 VCIT VANGUARD SCOTTSDALE FDS 1,370.0 $113K 0.04% NEW $82.48 -2.4%
77 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 281.0 $108K 0.04% +45.0 +19.1% $384.34 +6.0%
78 SHYG ISHARES TR 2,376.0 $100K 0.04% NEW $42.09 -0.2%
79 IVV ISHARES TR 128.0 $95K 0.04% +28.0 +28.0% $742.19 +4.3%
80 SYK STRYKER CORPORATION Healthcare 301.0 $94K 0.04% $312.29 -2.9%
Page 4 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%