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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 7 of 48  ·  943 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TOTALENERGIES SE 424.0 $32K 0.01% NEW $75.47
122 UNH UNITEDHEALTH GROUP INC Healthcare 78.0 $32K 0.01% +3.0 +4.0% $410.26 -3.2%
123 IYW ISHARES TR 124.0 $31K 0.01% -18.0 -12.7% $250.00 +1.3%
124 WSM WILLIAMS SONOMA INC Consumer Cyclical 132.0 $30K 0.01% $227.27 +0.1%
125 CTAS CINTAS CORP Industrials 180.0 $30K 0.01% $166.67 +20.3%
126 IBM INTERNATIONAL BUSINESS MACHS Technology 101.0 $28K 0.01% +1.0 +1.0% $277.23 -15.3%
127 PAYX PAYCHEX INC Industrials 278.0 $27K 0.01% +3.0 +1.1% $97.12 +25.3%
128 CHD CHURCH & DWIGHT CO INC Consumer Defensive 283.0 $27K 0.01% +5.0 +1.8% $95.41 +3.3%
129 GEV GE VERNOVA INC Utilities 23.0 $27K 0.01% $1173.91 -19.8%
130 ESGV VANGUARD WORLD FD 199.0 $26K 0.01% $130.65 +4.6%
131 NOC NORTHROP GRUMMAN CORP Industrials 51.0 $25K 0.01% NEW $490.20 +5.1%
132 IEFA ISHARES TR 253.0 $24K 0.01% NEW $94.86 +6.6%
133 ACN ACCENTURE PLC IRELAND Technology 193.0 $24K 0.01% +1.0 +0.5% $124.35 +50.2%
134 IEMG ISHARES INC 300.0 $24K 0.01% $80.00 +4.6%
135 DFAT DIMENSIONAL ETF TRUST 288.0 $20K 0.01% NEW $69.44 +3.4%
136 SCHB SCHWAB STRATEGIC TR 657.0 $19K 0.01% $28.92 +2.8%
137 PG PROCTER AND GAMBLE CO Consumer Defensive 123.0 $18K 0.01% NEW $146.34 +0.1%
138 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 1,016.0 $17K 0.01% +10.0 +1.0% $16.73 -5.9%
139 IWD ISHARES TR 71.0 $17K 0.01% $239.44 +7.6%
140 QQQ INVESCO QQQ TR Financial Services 22.0 $16K 0.01% -3.0 -12.0% $727.27 -1.1%
Page 7 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%