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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
Q4 2025 Q3 2025 · All 13 New 28 Added 11 Reduced 3 Exited
Page 9 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 KO COCA COLA CO Consumer Defensive 2.0
162 COST COSTCO WHSL CORP NEW Consumer Defensive -100.0%
163 NFLT ETFIS SER TR I 17.0
164 FBND FIDELITY MERRIMACK STR TR 17.0
165 DIVI FRANKLIN TEMPLETON ETF TR 2.0
166 IDRV ISHARES TR 5.0
167 MS MORGAN STANLEY Financial Services 2.0 NEW
168 NKE NIKE INC Consumer Cyclical 2.0
169 SPMD SPDR SERIES TRUST 15.0
170 WBD WARNER BROS DISCOVERY INC Communication Services 79.0
Page 9 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 29.6%
Technology 21.5%
Industrials 10.7%
Consumer Defensive 7.5%
Consumer Cyclical 6.5%
Energy 6.5%
Communication Services 6.3%
Utilities 5.3%
Healthcare 5.2%
Basic Materials 0.8%