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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 46 of 48  ·  943 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 NE NOBLE CORP PLC Energy 16.0 NEW
902 ROIV ROIVANT SCIENCES LTD Healthcare 7.0 NEW
903 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 4.0 NEW
904 TT TRANE TECHNOLOGIES PLC Industrials 1.0 NEW
905 PRGO PERRIGO CO PLC Healthcare 26.0 NEW
906 CB CHUBB LIMITED Financial Services 2.0 NEW
907 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 4.0 NEW
908 LPG DORIAN LPG LTD Energy 1.0 NEW
909 INSW INTERNATIONAL SEAWAYS INC Energy 3.0 NEW
910 CENCORA INC 1.0 NEW
911 ASTRANA HEALTH INC 3.0 NEW
912 ARMOUR RESIDENTIAL REIT INC 10.0 NEW
913 ACADIAN ASSET MANAGEMENT INC 3.0 NEW
914 CSW INDUSTRIALS INC 1.0 NEW
915 CORE LABORATORIES INC 8.0 NEW
916 CORPAY INC 1.0 NEW
917 ETSY INC 10.0 NEW
918 FIRST HAWAIIAN INC 10.0 NEW
919 GLOBUS MED INC 2.0 NEW
920 INSTALLED BLDG PRODS INC 3.0 NEW
Page 46 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%