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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 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 CELH CELSIUS HLDGS INC Consumer Defensive 50 $2K 0.00% SOLD
42 DGX QUEST DIAGNOSTICS INC Healthcare 7 $1K 0.00% SOLD
43 SSSS SURO CAPITAL CORP Financial Services 100 $1K 0.00% SOLD
44 GPC GENUINE PARTS CO Consumer Cyclical 8 $846.0 0.00% SOLD
45 KMB KIMBERLY-CLARK CORP Consumer Defensive 5 $482.0 SOLD
46 CTRA COTERRA ENERGY INC Energy 5 $176.0 SOLD
47 ONCOLYTICS BIOTECH INC 105 $89.0 SOLD
48 FIRST FNDTN INC 4 $24.0 SOLD
49 ON24 INC 2 $16.0 SOLD
Page 3 of 3  ·  49 positions
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%