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Portfolio (Quarterly) Guide ↗

Evolution Advisers, Inc.

· CIK 0001906967
13F Portfolio $231M AUM 170 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 13 New 28 Added 11 Reduced
Page 6 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CTAS CINTAS CORP Industrials 180.0 $33K 0.01% $183.33 +9.3%
102 EXC EXELON CORP Utilities 760.0 $33K 0.01% $43.42 +0.5%
103 VGT VANGUARD WORLD FD 45.0 $33K 0.01% NEW $733.33 -83.5%
104 LIN LINDE PLC Basic Materials 79.0 $33K 0.01% $417.72 +14.3%
105 DFIV DIMENSIONAL ETF TRUST 659.0 $32K 0.01% NEW $48.56 +21.4%
106 PPA INVESCO EXCHANGE TRADED FD T 206.0 $32K 0.01% $155.34 +6.3%
107 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 54.0 $32K 0.01% $592.59 +16.7%
108 SBUX STARBUCKS CORP Consumer Cyclical 383.0 $32K 0.01% $83.55 +25.0%
109 PAYX PAYCHEX INC Industrials 275.0 $30K 0.01% $109.09 +11.6%
110 FORTINET INC 390.0 $30K 0.01% $76.92
111 GE GE AEROSPACE Industrials 95.0 $29K 0.01% $305.26 +10.4%
112 IBM INTERNATIONAL BUSINESS MACHS Technology 100.0 $29K 0.01% $290.00 -19.0%
113 IYW ISHARES TR 142.0 $28K 0.01% $197.18 +28.5%
114 HON HONEYWELL INTL INC Industrials 136.0 $26K 0.01% $191.18 +9.6%
115 JNK SPDR SERIES TRUST 249.0 $24K 0.01% NEW $96.39 -1.2%
116 UNH UNITEDHEALTH GROUP INC Healthcare 75.0 $24K 0.01% $320.00 +24.1%
117 ESGV VANGUARD WORLD FD 199.0 $24K 0.01% $120.60 +13.3%
118 CHD CHURCH & DWIGHT CO INC Consumer Defensive 278.0 $23K 0.01% $82.73 +19.1%
119 WSM WILLIAMS SONOMA INC Consumer Cyclical 132.0 $23K 0.01% $174.24 +30.5%
120 IEMG ISHARES INC 300.0 $20K 0.01% $66.67 +25.5%
Page 6 of 9  ·  170 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 30.2%
Technology 21.9%
Industrials 10.9%
Consumer Defensive 7.6%
Consumer Cyclical 6.7%
Energy 6.6%
Utilities 5.4%
Healthcare 5.3%
Communication Services 4.5%
Basic Materials 0.9%