Evolution Advisers, Inc.
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 SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Financial Services | 30.9% | $3,262,736 |
| Technology | 20.0% | $2,114,351 |
| Industrials | 10.6% | $1,117,786 |
| Energy | 9.0% | $948,657 |
| Consumer Defensive | 7.8% | $821,286 |
| Consumer Cyclical | 5.8% | $611,262 |
| Utilities | 5.2% | $549,322 |
| Healthcare | 4.3% | $450,168 |
| Communication Services | 4.0% | $422,790 |
| Unclassified | 1.5% | $162,412 |
| Basic Materials | 0.9% | $99,630 |
| Real Estate | 0.1% | $6,556 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
4 positions
Trimmed
Positions the filer reduced
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 quarterNo qualifying positions this quarter.
2 positions ·
$99,630 total
· Basic Materials 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NTR |
Nutrien Ltd.
Basic Materials
|
Held | 867 | $65,423 | 65.67% | |
| LIN |
Linde PLC
Basic Materials
|
Reduced | 69 | $34,207 | 34.33% |