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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 9 of 48  ·  943 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 META META PLATFORMS INC Communication Services 6.0 $3K 0.00% NEW $500.00 +23.4%
162 LLY ELI LILLY & CO Healthcare 3.0 $3K 0.00% NEW $1000.00 +14.8%
163 LRCX LAM RESEARCH CORP Technology 7.0 $3K 0.00% NEW $428.57 -28.2%
164 GSLC GOLDMAN SACHS ETF TR 17.0 $2K 0.00% $117.65 +25.0%
165 AWK AMERICAN WTR WKS CO INC NEW Utilities 17.0 $2K 0.00% +1.0 +6.2% $117.65 +19.6%
166 IJH ISHARES TR 35.0 $2K 0.00% -530.0 -93.8% $57.14 +32.7%
167 SPGP INVESCO EXCHANGE TRADED FD T 18.0 $2K 0.00% $111.11 +12.4%
168 IOO ISHARES TR 19.0 $2K 0.00% $105.26 +37.8%
169 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 140.0 $2K 0.00% NEW $14.29 +35.2%
170 AMD ADVANCED MICRO DEVICES INC Technology 4.0 $2K 0.00% NEW $500.00 -4.5%
171 ISHARES TR 22.0 $1K $45.45
172 APH AMPHENOL CORP NEW Technology 10.0 $1K NEW $100.00 -17.2%
173 FBP FIRST BANCORP P R Financial Services 45.0 $1K NEW $22.22 +28.3%
174 EQIX EQUINIX INC Real Estate 1.0 $1K NEW $1000.00 +3.6%
175 SPMD SPDR SERIES TRUST 15.0 $1K $66.67 -0.3%
176 MXL MAXLINEAR INC Technology 9.0 $1K NEW $111.11 -43.5%
177 EAT BRINKER INTL INC Consumer Cyclical 7.0 $1K NEW $142.86 +61.2%
178 PBI PITNEY BOWES INC Industrials 61.0 $1K NEW $16.39 +6.1%
179 ESE ESCO TECHNOLOGIES INC Technology 3.0 $1K NEW $333.33 -17.8%
180 BEACON FINANCIAL CORP. 33.0 $1K NEW $30.30
Page 9 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%