Evolution Advisers, Inc.

CIK

1906967

Location

RICHMOND, VA

Portfolio Value

Micro $10,566,956

Diversification

Diversified

Filing Date

Global Rank

#7,729 / 8,232 ▲ 56

Top Industry

Consumer Electronics 13.2%

3Y Alpha vs SPY

-4.6%

Period ended 2 months ago

Filed May 1, 2026 · 44d

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+56.8%

SPY

+76.3%

Annualised alpha

-4.6%

Max drawdown

−18.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

87 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

13.0%

−12.8 pts

Top 5

42.8%

−8.9 pts

Top 10

59.6%

−6.6 pts

HHI

537

Diversified−401

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	30.9%	$3,262,736	16
Technology	20.0%	$2,114,351	13
Industrials	10.6%	$1,117,786	12
Energy	9.0%	$948,657	3
Consumer Defensive	7.8%	$821,286	8
Consumer Cyclical	5.8%	$611,262	10
Utilities	5.2%	$549,322	6
Healthcare	4.3%	$450,168	8
Communication Services	4.0%	$422,790	5
Unclassified	1.5%	$162,412	3
Basic Materials	0.9%	$99,630	2
Real Estate	0.1%	$6,556	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
GNW	Genworth Financial Inc	+44,702	166,551	$1,352,394
CVX	Chevron Corp	+105	205	$42,414
COF	Capital One Financial Corp	+50	282	$51,445
MKL	Markel Group Inc.	+1	78	$149,297
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	−66	1,450	$301,991
WMT	Walmart Inc.	−37	3,742	$465,055
AAPL	Apple Inc.	−20	5,399	$1,370,212
XOM	Exxon Mobil Corp	−14	4,941	$838,290
LIN	Linde PLC	−10	69	$34,207
GOOGL	Alphabet Inc.	−7	1,352	$388,781
LOW	Lowes Companies Inc	−4	518	$122,393
QQQ	Invesco Qqq Trust, Series 1	−3	22	$12,697
GE	General Electric Co	−1	94	$26,674
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
TFC	Truist Financial Corp	73,840	$3,633,666
MCK	Mckesson Corp	83	$68,084
GLD	Spdr Gold Trust	28	$11,096
MTZ	Mastec Inc	15	$3,260
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

87 positions · $10,566,956 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 87 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	5,399	-20	$1,370,212	−7.0%	12.97%
GNW	Genworth Financial Inc Financial Services	Added	166,551	+44,702	$1,352,394	+22.9%	12.80%
XOM	Exxon Mobil Corp Energy	Reduced	4,941	-14	$838,290	+40.6%	7.93%
UNP	Union Pacific Corp Industrials	Held	2,042	0	$495,430	+4.9%	4.69%
WMT	Walmart Inc. Consumer Defensive	Reduced	3,742	-37	$465,055	+10.5%	4.40%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	905	0	$433,676	−4.7%	4.10%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,352	-7	$388,781	−8.6%	3.68%
WFC	Wells Fargo & Company/Mn Financial Services	Held	4,334	0	$345,029	−14.6%	3.27%
ORI	Old Republic International Corp Financial Services	Held	7,682	0	$306,511	−12.6%	2.90%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,450	-66	$301,991	−13.7%	2.86%
NI	Nisource Inc. Utilities	Held	5,932	0	$276,787	+11.7%	2.62%
CW	Curtiss Wright Corp Industrials	Held	350	0	$238,392	+23.6%	2.26%
JPM	Jpmorgan Chase & Co Financial Services	Held	651	0	$191,498	−8.7%	1.81%
TDY	Teledyne Technologies Inc Technology	Held	250	0	$151,252	+18.5%	1.43%
KMB	Kimberly Clark Corp Consumer Defensive	Held	1,567	0	$151,168	−4.4%	1.43%
MKL	Markel Group Inc. Financial Services	Added	78	+1	$149,297	−9.8%	1.41%
AVGO	Broadcom Inc. Technology	Held	450	0	$139,279	−10.6%	1.32%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	518	-4	$122,393	−2.8%	1.16%
D	Dominion Energy, Inc Utilities	Held	1,967	0	$121,599	+5.5%	1.15%
MSFT	Microsoft Corp Technology	Held	326	0	$120,675	−23.5%	1.14%
SPY	Spdr S&P 500 ETF Trust	Held	179	0	$116,410	−4.6%	1.10%
V	Visa Inc. Financial Services	Held	381	0	$115,153	−13.8%	1.09%
CSCO	Cisco Systems, Inc. Technology	Held	1,449	0	$112,427	+0.7%	1.06%
SYK	Stryker Corp Healthcare	Held	300	0	$98,577	−6.5%	0.93%
JNJ	Johnson & Johnson Healthcare	Held	403	0	$98,509	+18.1%	0.93%
MA	Mastercard Inc Financial Services	Held	197	0	$98,433	−12.5%	0.93%
HD	Home Depot, Inc. Consumer Cyclical	Held	260	0	$85,511	−4.4%	0.81%
PEP	Pepsico Inc Consumer Defensive	Held	526	0	$81,682	+8.2%	0.77%
LMT	Lockheed Martin Corp Industrials	Held	132	0	$79,779	+25.0%	0.75%
HSY	Hershey Co Consumer Defensive	Held	381	0	$79,206	+14.2%	0.75%
TMO	Thermo Fisher Scientific Inc. Healthcare	Held	160	0	$78,644	−15.2%	0.74%
J	Jacobs Solutions Inc. Industrials	Held	600	0	$76,368	−3.9%	0.72%
AMGN	Amgen Inc Healthcare	Held	200	0	$70,370	+7.5%	0.67%
ELV	Elevance Health, Inc. Healthcare	Held	236	0	$69,089	−16.5%	0.65%
SEIC	Sei Investments Co Financial Services	Held	873	0	$68,504	−4.3%	0.65%
KNSL	Kinsale Capital Group, Inc. Financial Services	Held	199	0	$67,990	−12.6%	0.64%
PSX	Phillips 66 Energy	Held	373	0	$67,953	+41.2%	0.64%
TROW	Price T Rowe Group Inc Financial Services	Held	728	0	$65,621	−12.0%	0.62%
NTR	Nutrien Ltd. Basic Materials	Held	867	0	$65,423	+22.3%	0.62%
CEG	Constellation Energy Corp Utilities	Held	232	0	$64,786	−21.0%	0.61%
ORCL	Oracle Corp Technology	Held	380	0	$55,901	−24.5%	0.53%
COF	Capital One Financial Corp Financial Services	Added	282	+50	$51,445	−8.5%	0.49%
DAL	Delta Air Lines, Inc. Industrials	Held	759	0	$50,458	−4.2%	0.48%
PPL	PPL Corp Utilities	Held	1,223	0	$46,718	+9.1%	0.44%
ETN	Eaton Corp plc Industrials	Held	126	0	$45,066	+12.3%	0.43%
CVX	Chevron Corp Energy	Added	205	+105	$42,414	+178.3%	0.40%
ACN	Accenture plc Technology	Held	192	0	$38,071	−26.1%	0.36%
EXC	Exelon Corp Utilities	Held	760	0	$37,255	+12.5%	0.35%
ADP	Automatic Data Processing Inc Technology	Held	176	0	$35,759	−21.0%	0.34%
SBUX	Starbucks Corp Consumer Cyclical	Held	383	0	$34,312	+6.4%	0.32%