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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 3 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMZN AMAZON COM INC Consumer Cyclical 1,035.0 $228K 0.10% NEW $220.29 +22.0%
42 JPM JPMORGAN CHASE & CO. Financial Services 651.0 $202K 0.09% NEW $310.29 -3.6%
43 VTI VANGUARD INDEX FDS 39,187.0 $198K 0.09% NEW $5.05 +7209.0%
44 KMB KIMBERLY-CLARK CORP Consumer Defensive 1,567.0 $195K 0.09% NEW $124.44 -19.9%
45 CW CURTISS WRIGHT CORP Industrials 350.0 $189K 0.09% NEW $540.00 +37.9%
46 SCHZ SCHWAB STRATEGIC TR 7,636.0 $179K 0.08% NEW $23.44 -1.5%
47 HD HOME DEPOT INC Consumer Cyclical 440.0 $174K 0.08% NEW $395.45 -19.6%
48 SCHE SCHWAB STRATEGIC TR 4,857.0 $163K 0.07% NEW $33.56 +7.6%
49 HCA HCA HEALTHCARE INC Healthcare 355.0 $151K 0.07% NEW $425.35 -8.2%
50 AVGO BROADCOM INC Technology 450.0 $150K 0.07% NEW $333.33 +26.0%
51 GOOG ALPHABET INC Communication Services 600.0 $147K 0.07% NEW $245.00 +56.4%
52 MKL MARKEL GROUP INC Financial Services 76.0 $144K 0.07% NEW $1894.74 -2.1%
53 TDY TELEDYNE TECHNOLOGIES INC Technology 250.0 $143K 0.06% NEW $572.00 +8.5%
54 V VISA INC Financial Services 381.0 $132K 0.06% NEW $346.46 -6.3%
55 LOW LOWES COS INC Consumer Cyclical 522.0 $129K 0.06% NEW $247.13 -12.4%
56 SCHM SCHWAB STRATEGIC TR 4,191.0 $124K 0.06% NEW $29.59 +18.1%
57 SPY SPDR S&P 500 ETF TR Financial Services 179.0 $119K 0.05% NEW $664.80 +12.8%
58 D DOMINION ENERGY INC Utilities 1,967.0 $119K 0.05% NEW $60.50 +12.6%
59 VEU VANGUARD INTL EQUITY INDEX F 1,649.0 $118K 0.05% NEW $71.56 +16.1%
60 MA MASTERCARD INCORPORATED Financial Services 205.0 $117K 0.05% NEW $570.73 -13.8%
Page 3 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%