Evolution Advisers, Inc.

CIK

1906967

Location

RICHMOND, VA

Portfolio Value

Micro $2,114,351

Diversification

Diversified

Filing Date

Global Rank

#8,081 / 8,586 ▼ 66

Top Industry

Consumer Electronics 13.2%

3Y Alpha vs SPY

-5.3%

Period ended 3 months ago

Filed May 1, 2026 · 46d

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

+55.7%

SPY

+78.1%

Annualised alpha

-5.3%

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

13 positions · $2,114,351 total · Technology only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AMAT	Applied Materials Inc /De Technology	Held	0	NEW	$0	NEW	0.00%
CRM	Salesforce, Inc. Technology	Held	50	0	$9,333	−29.5%	0.44%
IBM	International Business Machines Corp Technology	Held	100	0	$24,239	−18.2%	1.15%
PAYX	Paychex Inc Technology	Held	275	0	$25,333	−17.9%	1.20%
FTNT	Fortinet, Inc. Technology	Held	390	0	$31,870	+2.9%	1.51%
ADP	Automatic Data Processing Inc Technology	Held	176	0	$35,759	−21.0%	1.69%
ACN	Accenture plc Technology	Held	192	0	$38,071	−26.1%	1.80%
ORCL	Oracle Corp Technology	Held	380	0	$55,901	−24.5%	2.64%
CSCO	Cisco Systems, Inc. Technology	Held	1,449	0	$112,427	+0.7%	5.32%
MSFT	Microsoft Corp Technology	Held	326	0	$120,675	−23.5%	5.71%
AVGO	Broadcom Inc. Technology	Held	450	0	$139,279	−10.6%	6.59%
TDY	Teledyne Technologies Inc Technology	Held	250	0	$151,252	+18.5%	7.15%
AAPL	Apple Inc. Technology	Reduced	5,399	-20	$1,370,212	−7.0%	64.81%