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Portfolio (Quarterly) Guide ↗

EVOLUTION WEALTH MANAGEMENT INC.

· CIK 0002010029
13F Portfolio $170M AUM 939 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 132 New 257 Added 114 Reduced 49 Exited
Page 11 of 13  ·  257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ENTERGY CORP NEW 174.0 $20K 0.01% +142.0 +443.8% $114.86
202 SO SOUTHERN CO Utilities 205.0 $20K 0.01% +110.0 +115.8% $95.71 -7.8%
203 KRP KIMBELL RTY PARTNERS LP Energy 1,350.0 $20K 0.01% +1K +285.7% $14.53 +2.6%
204 PZA INVESCO EXCH TRADED FD TR II 824.0 $19K 0.01% +718.0 +677.4% $23.52 -3.7%
205 WFC WELLS FARGO & CO Financial Services 224.0 $19K 0.01% +82.0 +57.8% $82.64 +4.9%
206 TJX TJX COS INC NEW Consumer Cyclical 121.0 $18K 0.01% +60.0 +98.4% $151.50 -10.8%
207 RKLB ROCKET LAB CORP Industrials 175.0 $18K 0.01% +44.0 +33.6% $101.44 -36.5%
208 CSX CSX CORP Industrials 346.0 $16K 0.01% +37.0 +12.0% $47.53 +7.9%
209 BMY BRISTOL-MYERS SQUIBB CO Healthcare 283.0 $16K 0.01% +153.0 +117.7% $57.62 +15.6%
210 JAAA JANUS DETROIT STR TR 316.0 $16K 0.01% +78.0 +32.8% $50.49 +0.4%
211 MGK VANGUARD WORLD FD 180.0 $16K 0.01% +144.0 +400.0% $87.91 +2.5%
212 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 127.0 $16K 0.01% +63.0 +98.4% $123.11 +31.9%
213 BKNG BOOKING HOLDINGS INC Consumer Cyclical 86.0 $15K 0.01% +84.0 +4200.0% $178.24 +15.4%
214 EPD ENTERPRISE PRODS PARTNERS L 414.0 $15K 0.01% +100.0 +31.9% $36.76
215 CB CHUBB LIMITED Financial Services 44.0 $15K 0.01% +26.0 +144.4% $340.75 -0.2%
216 MCHP MICROCHIP TECHNOLOGY INC. Technology 161.0 $15K 0.01% +89.0 +123.6% $91.20 -20.0%
217 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 58.0 $14K 0.01% +9.0 +18.4% $249.98 -5.8%
218 PNC PNC FINL SVCS GROUP INC Financial Services 58.0 $14K 0.01% +54.0 +1350.0% $246.22 -1.6%
219 DVN DEVON ENERGY CORP NEW Energy 334.0 $14K 0.01% +3.0 +0.9% $41.32 +14.6%
220 TT TRANE TECHNOLOGIES PLC Industrials 25.0 $12K 0.01% +4.0 +19.1% $491.16 -8.6%
Page 11 of 13  ·  257 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
Technology 36.4%
Financial Services 23.4%
Consumer Cyclical 9.5%
Healthcare 6.8%
Industrials 6.3%
Communication Services 5.4%
Utilities 3.5%
Consumer Defensive 3.5%
Energy 2.3%
Basic Materials 1.5%