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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 43 of 48  ·  943 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 VLYPN VALLEY NATL BANCORP 2.0 NEW
842 VRNS VARONIS SYS INC Technology 4.0 NEW
843 VECO VEECO INSTRS INC DEL Technology 8.0 NEW
844 VCYT VERACYTE INC Healthcare 8.0 NEW
845 VRSK VERISK ANALYTICS INC Industrials 1.0 NEW
846 VCEL VERICEL CORP Healthcare 8.0 NEW
847 VSNT VERSANT MEDIA GROUP INC Industrials 15.0 NEW
848 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1.0 NEW
849 VRT VERTIV HOLDINGS CO Industrials 1.0 NEW
850 VSAT VIASAT INC Technology 11.0 NEW
851 VIAV VIAVI SOLUTIONS INC Technology 18.0 NEW
852 VTRS VIATRIS INC Healthcare 9.0 NEW
853 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 10.0 NEW
854 VCTR VICTORY CAP HLDGS INC Financial Services 1.0 NEW
855 VIR VIR BIOTECHNOLOGY INC Healthcare 17.0 NEW
856 VIRT VIRTU FINL INC Financial Services 6.0 NEW
857 VSH VISHAY INTERTECHNOLOGY INC Technology 18.0 NEW
858 VST VISTRA CORP Utilities 5.0 NEW
859 COCO VITA COCO CO INC Consumer Defensive 2.0 NEW
860 VNO VORNADO RLTY TR Real Estate 8.0 NEW
Page 43 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%