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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 5 of 48  ·  943 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HD HOME DEPOT INC Consumer Cyclical 264.0 $93K 0.03% +4.0 +1.5% $352.27 -8.9%
82 AGG ISHARES TR 900.0 $89K 0.03% NEW $98.89 -1.9%
83 DFAU DIMENSIONAL ETF TRUST 1,699.0 $87K 0.03% $51.21 +4.0%
84 TROW PRICE T ROWE GROUP INC Financial Services 728.0 $82K 0.03% $112.64 -2.5%
85 TMO THERMO FISHER SCIENTIFIC INC Healthcare 161.0 $80K 0.03% +1.0 +0.6% $496.89 +23.5%
86 MBB ISHARES TR 849.0 $80K 0.03% NEW $94.23 -1.6%
87 BNDW VANGUARD SCOTTSDALE FDS 1,132.0 $77K 0.03% +31.0 +2.8% $68.02 -1.3%
88 SEIC SEI INVTS CO Financial Services 873.0 $76K 0.03% $87.06 +26.8%
89 J JACOBS SOLUTIONS INC Industrials 600.0 $75K 0.03% $125.00 +17.0%
90 AMGN AMGEN INC Healthcare 202.0 $73K 0.03% +2.0 +1.0% $361.39 +21.0%
91 PPA INVESCO EXCHANGE TRADED FD T 406.0 $71K 0.03% +200.0 +97.1% $174.88 -5.5%
92 PEP PEPSICO INC Consumer Defensive 528.0 $71K 0.03% $134.47 +2.4%
93 DAL DELTA AIR LINES INC DEL Industrials 759.0 $71K 0.03% $93.54 -14.3%
94 IJR ISHARES TR 474.0 $70K 0.03% +30.0 +6.8% $147.68 -1.6%
95 HSY HERSHEY CO Consumer Defensive 381.0 $66K 0.02% $173.23 -0.0%
96 ESGD ISHARES TR 650.0 $66K 0.02% $101.54 +5.7%
97 PSX PHILLIPS 66 Energy 355.0 $60K 0.02% -18.0 -4.8% $169.01 +50.9%
98 FORTINET INC 393.0 $60K 0.02% +3.0 +0.8% $152.67
99 CEG CONSTELLATION ENERGY CORP Utilities 233.0 $58K 0.02% $248.93 +20.1%
100 COF CAPITAL ONE FINL CORP Financial Services 286.0 $57K 0.02% +54.0 +23.3% $199.30 +10.2%
Page 5 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%