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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 42 of 48  ·  943 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 TRMK TRUSTMARK CORP Financial Services 7.0 NEW
822 TSN TYSON FOODS INC Consumer Defensive 3.0 NEW
823 UFPT UFP TECHNOLOGIES INC Healthcare 1.0 NEW
824 UGI UGI CORP NEW Utilities 3.0 NEW
825 USB US BANCORP DEL Financial Services 2.0 NEW
826 UBER UBER TECHNOLOGIES INC Technology 6.0 NEW
827 UCTT ULTRA CLEAN HLDGS INC Technology 7.0 NEW
828 UAA UNDER ARMOUR INC Consumer Cyclical 6.0 NEW
829 UNF UNIFIRST CORP MASS Industrials 1.0 NEW
830 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 10.0 NEW
831 UAL UNITED AIRLS HLDGS INC Industrials 1.0 NEW
832 UNFI UNITED NAT FOODS INC Consumer Defensive 9.0 NEW
833 UNIT UNITI GROUP LLC Real Estate 11.0 NEW
834 UVV UNIVERSAL CORP VA Consumer Defensive 2.0 NEW
835 UNM UNUM GROUP Financial Services 2.0 NEW
836 URBN URBAN OUTFITTERS INC Consumer Cyclical 9.0 NEW
837 UE URBAN EDGE PPTYS Real Estate 15.0 NEW
838 VFC V F CORP Consumer Cyclical 3.0 NEW
839 VSEC VSE CORP Industrials 1.0 NEW
840 VLO VALERO ENERGY CORP Energy 1.0 NEW
Page 42 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%