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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 45 of 48  ·  943 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 WS WORTHINGTON STL INC Basic Materials 2.0 NEW
882 XPO XPO INC Industrials 2.0 NEW
883 XHR XENIA HOTELS & RESORTS INC Real Estate 10.0 NEW
884 YELP YELP INC Communication Services 10.0 NEW
885 YUM YUM BRANDS INC Consumer Cyclical 1.0 NEW
886 ZION ZIONS BANCORPORATION N A Financial Services 2.0 NEW
887 ZS ZSCALER INC Technology 1.0 NEW
888 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 8.0 NEW
889 ADNT ADIENT PLC Consumer Cyclical 12.0 NEW
890 ALKS ALKERMES PLC Healthcare 19.0 NEW
891 ALLE ALLEGION PLC Industrials 1.0 NEW
892 AON AON PLC Financial Services 1.0 NEW
893 ACGL ARCH CAP GROUP LTD Financial Services 1.0 NEW
894 AGO ASSURED GUARANTY LTD Financial Services 5.0 NEW
895 FDP FRESH DEL MONTE PRODUCE INC Consumer Defensive 3.0 NEW
896 GTES GATES INDL CORP PLC Industrials 11.0 NEW
897 ICHR ICHOR HOLDINGS Technology 3.0 NEW
898 WFRD WEATHERFORD INTL PLC Energy 1.0 NEW
899 JCI JOHNSON CTLS INTL PLC Industrials 2.0 NEW
900 JOBY JOBY AVIATION INC Industrials 5.0 NEW
Page 45 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%