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Portfolio (Quarterly) Guide ↗

Evolution Advisers, Inc.

· CIK 0001906967
13F Portfolio $222M AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 161 New
Page 6 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CTAS CINTAS CORP Industrials 180.0 $36K 0.02% NEW $200.00 -13.5%
102 LIN LINDE PLC Basic Materials 79.0 $36K 0.02% NEW $455.70 +10.2%
103 EXC EXELON CORP Utilities 760.0 $34K 0.01% NEW $44.74 +1.9%
104 PAYX PAYCHEX INC Industrials 275.0 $34K 0.01% NEW $123.64 -22.7%
105 FORTINET INC 390.0 $33K 0.01% NEW $84.62
106 PPA INVESCO EXCHANGE TRADED FD T 206.0 $32K 0.01% NEW $155.34 +14.6%
107 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 54.0 $32K 0.01% NEW $592.59 +14.6%
108 SBUX STARBUCKS CORP Consumer Cyclical 383.0 $32K 0.01% NEW $83.55 +20.6%
109 GE GE AEROSPACE Industrials 95.0 $28K 0.01% NEW $294.74 +8.8%
110 HON HONEYWELL INTL INC Industrials 136.0 $28K 0.01% NEW $205.88 +13.2%
111 IBM INTERNATIONAL BUSINESS MACHS Technology 100.0 $28K 0.01% NEW $280.00 -5.6%
112 IYW ISHARES TR 142.0 $28K 0.01% NEW $197.18 +26.5%
113 UNH UNITEDHEALTH GROUP INC Healthcare 75.0 $26K 0.01% NEW $346.67 +10.8%
114 COST COSTCO WHSL CORP NEW Consumer Defensive 28.0 $25K 0.01% NEW $892.86 +11.5%
115 TTE TOTALENERGIES SE Energy 424.0 $25K 0.01% NEW $58.96 +47.8%
116 WSM WILLIAMS SONOMA INC Consumer Cyclical 132.0 $25K 0.01% NEW $189.39 +7.3%
117 CHD CHURCH & DWIGHT CO INC Consumer Defensive 278.0 $24K 0.01% NEW $86.33 +13.1%
118 ESGV VANGUARD WORLD FD 199.0 $23K 0.01% NEW $115.58 +15.6%
119 ADBE ADOBE INC Technology 60.0 $20K 0.01% NEW $333.33 -27.6%
120 IEMG ISHARES INC 300.0 $19K 0.01% NEW $63.33 +31.9%
Page 6 of 9  ·  161 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 28.7%
Technology 21.7%
Industrials 10.8%
Consumer Defensive 8.1%
Consumer Cyclical 6.8%
Healthcare 6.4%
Energy 6.2%
Utilities 5.4%
Communication Services 4.9%
Basic Materials 0.8%