Evolution Advisers, Inc.
- SEC CIK
- 0001906967
- Latest filing
- Jul 31, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 31, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 942
- +782 vs. Q1 2026
- Portfolio value
- $272.1M
- +$34.8M (+14.7%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ADIAnalog Devices Inc | Stock | 1 | $0 | 0.0% | +1 | New | History |
| PAYCPaycom Software, Inc. | Stock | 6 | $0 | 0.0% | +6 | New | History |
| TSNTyson Foods, Inc. | Stock | 3 | $0 | 0.0% | +3 | New | History |
| ANETArista Networks, Inc. | Stock | 3 | $0 | 0.0% | +3 | New | History |
| AVNSAvanos Medical, Inc. | Stock | 15 | $0 | 0.0% | +15 | New | History |
| ACLSAxcelis Technologies Inc | Stock | 5 | $0 | 0.0% | +5 | New | History |
| QRVOQorvo, Inc. | Stock | 8 | $0 | 0.0% | +8 | New | History |
| PMPhilip Morris International Inc. | Stock | 4 | $0 | 0.0% | +4 | New | History |
| PHParker-Hannifin Corp | Stock | 1 | $0 | 0.0% | +1 | New | History |
| PNCPNC Financial Services Group, Inc. | Stock | 1 | $0 | 0.0% | +1 | New | History |
| BMYBristol Myers Squibb Co | Stock | 8 | $0 | 0.0% | +8 | New | History |
| ORealty Income Corp | REIT | 1 | $0 | 0.0% | +1 | New | History |
| CCitigroup Inc | Stock | 6 | $0 | 0.0% | +6 | New | History |
| TRVTravelers Companies, Inc. | Stock | 1 | $0 | 0.0% | +1 | New | History |
| DEDeere & Co | Stock | 1 | $0 | 0.0% | +1 | New | History |
| APLEApple Hospitality REIT, Inc. | REIT | 10 | $0 | 0.0% | +10 | New | History |
| CCChemours Co | Stock | 23 | $0 | 0.0% | +23 | New | History |
| CBSHCommerce Bancshares Inc | Stock | 5 | $0 | 0.0% | +5 | New | History |
| CAHCardinal Health Inc | Stock | 2 | $0 | 0.0% | +2 | New | History |
| ABTAbbott Laboratories | Stock | 4 | $0 | 0.0% | +4 | New | History |
| TTDTrade Desk, Inc. | Stock | 11 | $0 | 0.0% | +11 | New | History |
| DOCUDocuSign, Inc. | Stock | 2 | $0 | 0.0% | +2 | New | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1 | $0 | 0.0% | +1 | New | History |
| PLTRPalantir Technologies Inc. | Stock | 5 | $0 | 0.0% | +5 | New | History |
| HOSHornbeck Offshore Services, Inc. | Stock | 11 | $0 | 0.0% | +11 | New | History |
| ACIWAci Worldwide, Inc. | Stock | 15 | $0 | 0.0% | +15 | New | History |
| INTUIntuit Inc. | Stock | 1 | $0 | 0.0% | +1 | New | History |
| FRPTFreshpet, Inc. | Stock | 5 | $0 | 0.0% | +5 | New | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 3 | $0 | 0.0% | +3 | New | History |
| BSXBoston Scientific Corp | Stock | 6 | $0 | 0.0% | +6 | New | History |
| CAGConagra Brands Inc. | Stock | 16 | $0 | 0.0% | +16 | New | History |
| ECGEverus Construction Group, Inc. | Stock | 3 | $0 | 0.0% | +3 | New | History |
| FISVFiserv Inc | Stock | 4 | $0 | 0.0% | +4 | New | History |
| HALHalliburton Co | Stock | 8 | $0 | 0.0% | +8 | New | History |
| KVUEKenvue Inc. | Stock | 8 | $0 | 0.0% | +8 | New | History |
| KSSKOHLS Corp | Stock | 13 | $0 | 0.0% | +13 | New | History |
| LWLamb Weston Holdings, Inc. | Stock | 14 | $0 | 0.0% | +14 | New | History |
| NTAPNetApp, Inc. | Stock | 1 | $0 | 0.0% | +1 | New | History |
| UBERUber Technologies, Inc | Stock | 6 | $0 | 0.0% | +6 | New | History |
| UAAUnder Armour, Inc. | Stock | 6 | $0 | 0.0% | +6 | New | History |
| ZSZscaler, Inc. | Stock | 1 | $0 | 0.0% | +1 | New | History |
| ATENA10 Networks, Inc. | Stock | 11 | $0 | 0.0% | +11 | New | History |
| CECelanese Corp | Stock | 9 | $0 | 0.0% | +9 | New | History |
| DASHDoorDash, Inc. | Stock | 1 | $0 | 0.0% | +1 | New | History |
| ENPHEnphase Energy, Inc. | Stock | 12 | $0 | 0.0% | +12 | New | History |
| EXPEExpedia Group, Inc. | Stock | 1 | $0 | 0.0% | +1 | New | History |
| GMEDGlobus Medical Inc | Stock | 2 | $0 | 0.0% | +2 | New | History |
| GBXGreenbrier Companies Inc | Stock | 3 | $0 | 0.0% | +3 | New | History |
| NRGNRG Energy, Inc. | Stock | 2 | $0 | 0.0% | +2 | New | History |
| PLMRPalomar Holdings, Inc. | Stock | 3 | $0 | 0.0% | +3 | New | History |
| PZZAPapa Johns International Inc | Stock | 3 | $0 | 0.0% | +3 | New | History |
| TDCTeradata Corp | Stock | 7 | $0 | 0.0% | +7 | New | History |
| VSTVistra Corp. | Stock | 5 | $0 | 0.0% | +5 | New | History |
| SKYChampion Homes, Inc. | Stock | 4 | $0 | 0.0% | +4 | New | History |
| PODDInsulet Corp | Stock | 1 | $0 | 0.0% | +1 | New | History |
| NWLNewell Brands Inc. | Stock | 31 | $0 | 0.0% | +31 | New | History |
| NTNXNutanix, Inc. | Stock | 2 | $0 | 0.0% | +2 | New | History |
| RALRalliant Corp | Stock | 10 | $0 | 0.0% | +10 | New | History |
| TWTradeweb Markets Inc. | Stock | 2 | $0 | 0.0% | +2 | New | History |
| ACMRACM Research, Inc. | Stock | 2 | $0 | 0.0% | +2 | New | History |
| AGXArgan Inc | Stock | 1 | $0 | 0.0% | +1 | New | History |
| STZConstellation Brands, Inc. | Stock | 4 | $0 | 0.0% | +4 | New | History |
| EOGEOG Resources Inc | Stock | 1 | $0 | 0.0% | +1 | New | History |
| FIGFigma, Inc. | Stock | 12 | $0 | 0.0% | +12 | New | History |
| FULFuller H B Co | Stock | 1 | $0 | 0.0% | +1 | New | History |
| GILDGilead Sciences, Inc. | Stock | 4 | $0 | 0.0% | +4 | New | History |
| IBKRInteractive Brokers Group, Inc. | Stock | 8 | $0 | 0.0% | +8 | New | History |
| SRESempra | Stock | 1 | $0 | 0.0% | +1 | New | History |
| MSTRStrategy Inc | Stock | 2 | $0 | 0.0% | +2 | New | History |
| WAFDWafd Inc | Stock | 5 | $0 | 0.0% | +5 | New | History |
| XYZBlock, Inc. | CL A | 2 | $0 | 0.0% | +2 | New | History |
| COINCoinbase Global, Inc. | COM CL A | 1 | $0 | 0.0% | +1 | New | History |
| CRHCRH Public Ltd Co | ORD | 2 | $0 | 0.0% | +2 | New | History |
| FGF&G Annuities & Life, Inc. | COMMON STOCK | 3 | $0 | 0.0% | +3 | New | History |
| iShares Tr46435U366 | SELF DRIVNG EV | 5 | $0 | 0.0% | 00.0% | Unchanged | – |
| KKRKKR & Co. Inc. | COM | 6 | $0 | 0.0% | +6 | New | History |
| MASMasco Corp | COM | 2 | $0 | 0.0% | +2 | New | History |
| SXTSensient Technologies Corp | COM | 3 | $0 | 0.0% | +3 | New | History |
| TTWOTake Two Interactive Software Inc | COM | 1 | $0 | 0.0% | +1 | New | History |
| Two Harbors Investment Corp.90187B804 | COM | 9 | $0 | 0.0% | +9 | New | – |
| GNLGlobal Net Lease, Inc. | COM NEW | 45 | $0 | 0.0% | +45 | New | History |
| HRHealthcare Realty Trust Inc | CL A COM | 10 | $0 | 0.0% | +10 | New | History |
| PENNPENN Entertainment, Inc. | COM | 9 | $0 | 0.0% | +9 | New | History |
| BXBlackstone Inc. | COM | 2 | $0 | 0.0% | +2 | New | History |
| SHWSherwin Williams Co | COM | 1 | $0 | 0.0% | +1 | New | History |
| AONAon plc | CL A | 1 | $0 | 0.0% | +1 | New | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 1 | $0 | 0.0% | +1 | New | History |
| AZZAzz Inc | COM | 1 | $0 | 0.0% | +1 | New | History |
| MTRNMATERION Corp | COM | 1 | $0 | 0.0% | +1 | New | History |
| BKRBaker Hughes Co | CL A | 2 | $0 | 0.0% | +2 | New | History |
| AGOAssured Guaranty Ltd | COM | 5 | $0 | 0.0% | +5 | New | History |
| ACADAcadia Pharmaceuticals Inc | COM | 10 | $0 | 0.0% | +10 | New | History |
| RHPRyman Hospitality Properties, Inc. | COM | 4 | $0 | 0.0% | +4 | New | History |
| PRVAPrivia Health Group, Inc. | COM | 9 | $0 | 0.0% | +9 | New | History |
| CINFCincinnati Financial Corp | COM | 1 | $0 | 0.0% | +1 | New | History |
| EPACEnerpac Tool Group Corp | CL A COM | 8 | $0 | 0.0% | +8 | New | History |
| EFXEquifax Inc | COM | 1 | $0 | 0.0% | +1 | New | History |
| BHEBenchmark Electronics Inc | COM | 2 | $0 | 0.0% | +2 | New | History |
| CENXCentury Aluminum Co | COM | 2 | $0 | 0.0% | +2 | New | History |
| DNOWDNOW Inc. | COM | 10 | $0 | 0.0% | +10 | New | History |
Sold out since Q1 2026 (4)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | 4,941 | $838.0K | 0.4% | History |
| KNSLKinsale Capital Group, Inc. | Stock | 199 | $67.0K | <0.1% | History |
| TCW ETF Trust29287L874 | HIGH YIELD BOND | 2,245 | $66.0K | <0.1% | – |
| HONHoneywell International Inc | COM | 136 | $30.0K | <0.1% | History |