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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 8 of 48  ·  943 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TSLA TESLA INC Consumer Cyclical 35.0 $14K 0.01% +8.0 +29.6% $400.00 -11.5%
142 NVDA NVIDIA CORPORATION Technology 70.0 $14K 0.01% NEW $200.00 +15.2%
143 AMTM AMENTUM HOLDINGS INC Industrials 650.0 $13K 0.01% +14.0 +2.2% $20.00 +0.3%
144 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 105.0 $12K 0.00% +2.0 +1.9% $114.29 -24.0%
145 METV LISTED FDS TR 600.0 $11K 0.00% $18.33 +11.3%
146 DIS DISNEY WALT CO Communication Services 105.0 $10K 0.00% +5.0 +5.0% $95.24 +10.6%
147 USHY ISHARES TR 279.0 $10K 0.00% NEW $35.84 +2.1%
148 T AT&T INC Communication Services 516.0 $10K 0.00% +22.0 +4.5% $19.38 +32.4%
149 F FORD MTR CO Consumer Cyclical 708.0 $9K 0.00% +8.0 +1.1% $12.71 +15.0%
150 DHR DANAHER CORPORATION Healthcare 50.0 $9K 0.00% $180.00 +15.4%
151 UPS UNITED PARCEL SERVICE INC Industrials 79.0 $8K 0.00% $101.27 +1.0%
152 EXR EXTRA SPACE STORAGE INC Real Estate 50.0 $7K 0.00% $140.00 -0.5%
153 DFAE DIMENSIONAL ETF TRUST 160.0 $6K 0.00% NEW $37.50 +8.2%
154 VZ VERIZON COMMUNICATIONS INC Communication Services 163.0 $6K 0.00% +6.0 +3.8% $36.81 +36.2%
155 SYF SYNCHRONY FINANCIAL Financial Services 76.0 $5K 0.00% +2.0 +2.7% $65.79 +21.5%
156 MU MICRON TECHNOLOGY INC Technology 5.0 $5K 0.00% NEW $1000.00 +1.7%
157 ARCC ARES CAPITAL CORP Financial Services 318.0 $5K 0.00% $15.72 +27.5%
158 HCA HCA HEALTHCARE INC Healthcare 12.0 $4K 0.00% +1.0 +9.1% $333.33 +21.5%
159 TIP ISHARES TR 42.0 $4K 0.00% NEW $95.24 +12.3%
160 KLAC KLA CORP Technology 10.0 $3K 0.00% NEW $300.00 -38.1%
Page 8 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%