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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 6 of 48  ·  943 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ORCL ORACLE CORP Technology 384.0 $56K 0.02% +4.0 +1.1% $145.83 +8.9%
102 IWB ISHARES TR 135.0 $55K 0.02% NEW $407.41 +3.5%
103 ETN EATON CORP PLC Industrials 128.0 $54K 0.02% +2.0 +1.6% $421.88 -2.6%
104 NTR NUTRIEN LTD Basic Materials 867.0 $54K 0.02% $62.28 +27.6%
105 MA MASTERCARD INCORPORATED Financial Services 102.0 $52K 0.02% -95.0 -48.2% $509.80 +13.6%
106 CVX CHEVRON CORP NEW Energy 310.0 $51K 0.02% +210.0 +210.0% $164.52 +26.8%
107 FIW FIRST TR EXCHANGE-TRADED FD 456.0 $49K 0.02% $107.46 +1.3%
108 PPL PPL CORP Utilities 1,223.0 $44K 0.02% $35.98 -2.4%
109 LMT LOCKHEED MARTIN CORP Industrials 87.0 $44K 0.02% -45.0 -34.1% $505.75 +3.9%
110 MO ALTRIA GROUP INC Consumer Defensive 578.0 $41K 0.01% +304.0 +111.0% $70.93 -2.9%
111 IYF ISHARES TR 319.0 $40K 0.01% $125.39 +10.1%
112 SBUX STARBUCKS CORP Consumer Cyclical 386.0 $39K 0.01% +3.0 +0.8% $101.04 +3.4%
113 ADP AUTOMATIC DATA PROCESSING IN Industrials 177.0 $39K 0.01% +1.0 +0.6% $220.34 +26.0%
114 IWR ISHARES TR 350.0 $38K 0.01% NEW $108.57 +3.0%
115 UNILEVER PLC 622.0 $37K 0.01% NEW $59.49
116 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 54.0 $37K 0.01% $685.19 +0.9%
117 BAC BANK AMERICA CORP Financial Services 661.0 $37K 0.01% +536.0 +428.8% $55.98 +12.0%
118 GE GE AEROSPACE Industrials 97.0 $36K 0.01% +2.0 +2.1% $371.13 -9.2%
119 LIN LINDE PLC Basic Materials 71.0 $36K 0.01% -8.0 -10.1% $507.04 -5.8%
120 EXC EXELON CORP Utilities 760.0 $35K 0.01% $46.05 -5.2%
Page 6 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%