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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 47 of 48  ·  943 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 IRIDIUM COMMUNICATIONS INC 9.0 NEW
922 JBT MAREL CORPORATION 3.0 NEW
923 LXP INDUSTRIAL TRUST 4.0 NEW
924 LIBERTY MEDIA CORP DEL 2.0 NEW
925 LIFE360 INC 6.0 NEW
926 PATHWARD FINANCIAL INC 5.0 NEW
927 MILLROSE PPTYS INC 10.0 NEW
928 FLAGSTAR BANK NATIONAL ASSOC 2.0 NEW
929 RALLIANT CORP 10.0 NEW
930 UPBOUND GROUP INC 4.0 NEW
931 SAFEHOLD INC 4.0 NEW
932 SIX FLAGS ENTERTAINMENT CORP 13.0 NEW
933 SOUTHSTATE BK CORP 2.0 NEW
934 BLOCK INC 2.0 NEW
935 SOMNIGROUP INTERNATIONAL INC 2.0 NEW
936 METALLUS INC 1.0 NEW
937 TWO HBRS INVT CORP 9.0 NEW
938 VENTURE GLOBAL INC 1.0 NEW
939 CRH PLC 2.0 NEW
940 CUSHMAN AND WAKEFIELD LTD 20.0 NEW
Page 47 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%