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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 40 of 48  ·  943 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 STEL STELLAR BANCORP INC Financial Services 4.0 NEW
782 STEP STEPSTONE GROUP INC Financial Services 7.0 NEW
783 STC STEWART INFORMATION SVCS COR Financial Services 7.0 NEW
784 SF STIFEL FINL CORP Financial Services 1.0 NEW
785 SNEX STONEX GROUP INC Financial Services 6.0 NEW
786 STRA STRATEGIC ED INC Consumer Defensive 3.0 NEW
787 LRN STRIDE INC Consumer Defensive 6.0 NEW
788 RUN SUNRUN INC Energy 31.0 NEW
789 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 3.0 NEW
790 SUPN SUPERNUS PHARMACEUTICALS INC Healthcare 5.0 NEW
791 SLVM SYLVAMO CORP Basic Materials 4.0 NEW
792 SNPS SYNOPSYS INC Technology 1.0 NEW
793 TJX TJX COS INC NEW Consumer Cyclical 4.0 NEW
794 TMUS T-MOBILE US INC Communication Services 4.0 NEW
795 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1.0 NEW
796 TALO TALOS ENERGY INC Energy 9.0 NEW
797 TNDM TANDEM DIABETES CARE INC Healthcare 5.0 NEW
798 SKT TANGER INC Real Estate 20.0 NEW
799 TGT TARGET CORP Consumer Defensive 1.0 NEW
800 TFX TELEFLEX INCORPORATED Healthcare 4.0 NEW
Page 40 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%