Evolution Advisers, Inc.

13F filer · CIK 0001906967

Reported Jul 31, 2026

Net buyer this quarter

13F portfolio value$272MU.S. long equity reported on 13F

Positions860772 new · 3 closed

Net flow last quarter+$1.44MBuys minus sells

Top 10 positions weight10.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 31, 2026860 positions
BSVNBank7 Corp.	$21M	7.71%	2.83%	+6.5%	Q4 2021
GNWGenworth Financial Inc	$1.62M	0.60%	0.05%	+2.2%	Q1 2023
AAPLApple Inc.	$1.57M	0.58%	0.00%	+0.8%	Q4 2021
VOTVan Kampen Municipal Opportunity Trust II	$731K	0.27%	Not reported	Not reported	Q4 2021
GOOGLAlphabet Inc.	$648K	0.24%	0.00%	+34.1%	Q4 2021
UNPUnion Pacific Corp	$532K	0.20%	0.00%	-4.2%	Q4 2021
FNDFSchwab Strategic Trust	$498K	0.18%	Not reported	Not reported	Q4 2021
BRK.BBerkshire Hathaway Inc	$455K	0.17%	Not reported	+0.7%	Q4 2021
AMZNAmazon Com Inc	$408K	0.15%	0.00%	+18.3%	Q4 2021
WFCWells Fargo & Company	$358K	0.13%	0.00%	+0.2%	Q4 2021
ORIOld Republic International Corp	$314K	0.12%	0.00%	0.0%	Q4 2021
WMTWalmart Inc.	$301K	0.11%	0.00%	-29.0%	Q4 2021
NINisource Inc.	$282K	0.10%	0.00%	Not reported	Q4 2021
DDominion Energy, Inc	$278K	0.10%	0.00%	+107.6%	Q4 2021
CWCurtiss Wright Corp	$265K	0.10%	0.00%	Not reported	Q4 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$247K	0.09%	Not reported	Not reported	Q4 2021
JPMJPMorgan Chase & Co	$216K	0.08%	0.00%	+1.4%	Q4 2021
GOOGAlphabet Inc.	$216K	0.08%	Not reported	+2.2%	Q4 2021
AVGOBroadcom Inc.	$174K	0.06%	0.00%	+2.9%	Q4 2023
KMBKimberly Clark Corp	$174K	0.06%	0.00%	+0.1%	Q4 2021
CSCOCisco Systems, Inc.	$171K	0.06%	0.00%	+0.6%	Q4 2021
TDYTeledyne Technologies Inc	$166K	0.06%	0.00%	Not reported	Q4 2021
MKLMarkel Group Inc.	$154K	0.06%	0.00%	+1.3%	Q4 2021
VVisa Inc.	$133K	0.05%	0.00%	+1.8%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$133K	0.05%	Not reported	Not reported	Q4 2021
MSFTMicrosoft Corp	$129K	0.05%	0.00%	+6.8%	Q4 2021
JNJJohnson & Johnson	$129K	0.05%	0.00%	+26.3%	Q4 2021
SUSASouthern USA Resources Inc.	$129K	0.05%	Not reported	New	Q2 2026
LOWLowes Companies Inc	$114K	0.04%	0.00%	+0.4%	Q4 2023
ELVElevance Health, Inc.	$108K	0.04%	0.00%	+19.1%	Q4 2021
SYKStryker Corp	$94K	0.03%	0.00%	+0.3%	Q4 2023
HDHome Depot, Inc.	$93K	0.03%	0.00%	+1.5%	Q4 2021
TROWPrice T Rowe Group Inc	$82K	0.03%	0.00%	Not reported	Q4 2021
TMOThermo Fisher Scientific Inc.	$80K	0.03%	0.00%	+0.6%	Q4 2021
SEICSei Investments Co	$76K	0.03%	0.00%	Not reported	Q4 2023
JJacobs Solutions Inc.	$75K	0.03%	0.00%	Not reported	Q4 2023
AMGNAmgen Inc	$73K	0.03%	0.00%	+1.0%	Q4 2023
PEPPepsico Inc	$71K	0.03%	0.00%	+0.4%	Q4 2021
DALDelta Air Lines, Inc.	$71K	0.03%	0.00%	Not reported	Q4 2021
HSYHershey Co	$66K	0.02%	0.00%	Not reported	Q4 2021
FTNTFortinet, Inc.	$60K	0.02%	0.00%	+0.8%	Q4 2023
PSXPhillips 66	$60K	0.02%	0.00%	-4.8%	Q4 2021
CEGConstellation Energy Corp	$58K	0.02%	0.00%	+0.4%	Q1 2022
COFCapital One Financial Corp	$57K	0.02%	0.00%	+1.4%	Q1 2022
ORCLOracle Corp	$56K	0.02%	0.00%	+1.1%	Q4 2021
ETNEaton Corp plc	$54K	0.02%	0.00%	+1.6%	Q1 2022
NTRNutrien Ltd.	$54K	0.02%	0.00%	Not reported	Q4 2023
MAMastercard Inc	$52K	0.02%	0.00%	-48.2%	Q4 2021
CVXChevron Corp	$51K	0.02%	0.00%	+51.2%	Q4 2021
LMTLockheed Martin Corp	$44K	0.02%	0.00%	-34.1%	Q4 2021

Q1 2026Reported May 1, 202691 positions
BSVNBank7 Corp.	$19.8M	8.36%	2.66%	+8.5%	Q4 2021
AAPLApple Inc.	$1.37M	0.58%	0.00%	-0.4%	Q4 2021
GNWGenworth Financial Inc	$1.35M	0.57%	0.04%	+36.7%	Q1 2023
XOMExxonMobil Holdings Corp	$838K	0.35%	0.00%	-0.3%	Q4 2021
VOTVan Kampen Municipal Opportunity Trust II	$614K	0.26%	Not reported	Not reported	Q4 2021
UNPUnion Pacific Corp	$495K	0.21%	0.00%	Not reported	Q4 2021
WMTWalmart Inc.	$465K	0.20%	0.00%	-1.0%	Q4 2021
BRK.BBerkshire Hathaway Inc	$433K	0.18%	Not reported	Not reported	Q4 2021
GOOGLAlphabet Inc.	$388K	0.16%	0.00%	-0.5%	Q4 2021
WFCWells Fargo & Company	$345K	0.15%	0.00%	Not reported	Q4 2021
ORIOld Republic International Corp	$306K	0.13%	0.00%	Not reported	Q4 2021
AMZNAmazon Com Inc	$301K	0.13%	0.00%	-4.4%	Q4 2021
NINisource Inc.	$276K	0.12%	0.00%	Not reported	Q4 2021
CWCurtiss Wright Corp	$238K	0.10%	0.00%	Not reported	Q4 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$232K	0.10%	Not reported	-6.5%	Q4 2021
JPMJPMorgan Chase & Co	$191K	0.08%	0.00%	Not reported	Q4 2021
GOOGAlphabet Inc.	$172K	0.07%	Not reported	Not reported	Q4 2021
KMBKimberly Clark Corp	$151K	0.06%	0.00%	Not reported	Q4 2021
TDYTeledyne Technologies Inc	$151K	0.06%	0.00%	Not reported	Q4 2021
MKLMarkel Group Inc.	$149K	0.06%	0.00%	+1.3%	Q4 2021
AVGOBroadcom Inc.	$139K	0.06%	0.00%	Not reported	Q4 2023
LOWLowes Companies Inc	$122K	0.05%	0.00%	-0.8%	Q4 2023
DDominion Energy, Inc	$121K	0.05%	0.00%	Not reported	Q4 2021
MSFTMicrosoft Corp	$120K	0.05%	0.00%	Not reported	Q4 2021
SPYSPDR S&P 500 ETF Trust	$116K	0.05%	Not reported	Not reported	Q4 2021
VVisa Inc.	$115K	0.05%	0.00%	Not reported	Q4 2021
CSCOCisco Systems, Inc.	$112K	0.05%	0.00%	Not reported	Q4 2021
JNJJohnson & Johnson	$98K	0.04%	0.00%	Not reported	Q4 2021
MAMastercard Inc	$98K	0.04%	0.00%	Not reported	Q4 2021
SYKStryker Corp	$98K	0.04%	0.00%	Not reported	Q4 2023
HDHome Depot, Inc.	$85K	0.04%	0.00%	Not reported	Q4 2021
PEPPepsico Inc	$81K	0.03%	0.00%	Not reported	Q4 2021
LMTLockheed Martin Corp	$79K	0.03%	0.00%	Not reported	Q4 2021
HSYHershey Co	$79K	0.03%	0.00%	Not reported	Q4 2021
TMOThermo Fisher Scientific Inc.	$78K	0.03%	0.00%	Not reported	Q4 2021
JJacobs Solutions Inc.	$76K	0.03%	0.00%	Not reported	Q4 2023
AMGNAmgen Inc	$70K	0.03%	0.00%	Not reported	Q4 2023
ELVElevance Health, Inc.	$69K	0.03%	0.00%	Not reported	Q4 2021
SEICSei Investments Co	$68K	0.03%	0.00%	Not reported	Q4 2023
PSXPhillips 66	$67K	0.03%	0.00%	Not reported	Q4 2021
KNSLKinsale Capital Group, Inc.	$67K	0.03%	0.00%	Not reported	Q4 2021
NTRNutrien Ltd.	$65K	0.03%	0.00%	Not reported	Q4 2023
TROWPrice T Rowe Group Inc	$65K	0.03%	0.00%	Not reported	Q4 2021
CEGConstellation Energy Corp	$64K	0.03%	0.00%	Not reported	Q1 2022
ORCLOracle Corp	$55K	0.02%	0.00%	Not reported	Q4 2021
COFCapital One Financial Corp	$51K	0.02%	0.00%	+21.6%	Q1 2022
DALDelta Air Lines, Inc.	$50K	0.02%	0.00%	Not reported	Q4 2021
PPLPPL Corp	$46K	0.02%	0.00%	Not reported	Q4 2021
ETNEaton Corp plc	$45K	0.02%	0.00%	Not reported	Q1 2022
CVXChevron Corp	$42K	0.02%	0.00%	+105.0%	Q4 2021

Q4 2025Reported Jan 23, 202695 positions
BSVNBank7 Corp.	$18.4M	7.95%	2.46%	+5.0%	Q4 2021
AAPLApple Inc.	$1.47M	0.64%	0.00%	Not reported	Q4 2021
GNWGenworth Financial Inc	$1.1M	0.48%	0.03%	Not reported	Q1 2023
VOTVan Kampen Municipal Opportunity Trust II	$667K	0.29%	Not reported	Not reported	Q4 2021
XOMExxonMobil Holdings Corp	$596K	0.26%	0.00%	0.0%	Q4 2021
UNPUnion Pacific Corp	$472K	0.20%	0.00%	Not reported	Q4 2021
BRK.BBerkshire Hathaway Inc	$454K	0.20%	Not reported	Not reported	Q4 2021
GOOGLAlphabet Inc.	$425K	0.18%	0.00%	Not reported	Q4 2021
WMTWalmart Inc.	$421K	0.18%	0.00%	Not reported	Q4 2021
WFCWells Fargo & Company	$403K	0.17%	0.00%	Not reported	Q4 2021
ORIOld Republic International Corp	$350K	0.15%	0.00%	Not reported	Q4 2021
AMZNAmazon Com Inc	$349K	0.15%	0.00%	+46.5%	Q4 2021
NINisource Inc.	$247K	0.11%	0.00%	Not reported	Q4 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$240K	0.10%	Not reported	Not reported	Q4 2021
JPMJPMorgan Chase & Co	$209K	0.09%	0.00%	Not reported	Q4 2021
CWCurtiss Wright Corp	$192K	0.08%	0.00%	Not reported	Q4 2021
GOOGAlphabet Inc.	$188K	0.08%	Not reported	Not reported	Q4 2021
MKLMarkel Group Inc.	$166K	0.07%	0.00%	+1.3%	Q4 2021
KMBKimberly Clark Corp	$160K	0.07%	0.00%	Not reported	Q4 2021
MSFTMicrosoft Corp	$157K	0.07%	0.00%	-31.2%	Q4 2021
AVGOBroadcom Inc.	$155K	0.07%	0.00%	Not reported	Q4 2023
VVisa Inc.	$133K	0.06%	0.00%	Not reported	Q4 2021
TDYTeledyne Technologies Inc	$127K	0.05%	0.00%	Not reported	Q4 2021
LOWLowes Companies Inc	$126K	0.05%	0.00%	Not reported	Q4 2023
SPYSPDR S&P 500 ETF Trust	$122K	0.05%	Not reported	Not reported	Q4 2021
DDominion Energy, Inc	$115K	0.05%	0.00%	Not reported	Q4 2021
MAMastercard Inc	$112K	0.05%	0.00%	-3.9%	Q4 2021
CSCOCisco Systems, Inc.	$111K	0.05%	0.00%	Not reported	Q4 2021
SYKStryker Corp	$105K	0.05%	0.00%	Not reported	Q4 2023
TMOThermo Fisher Scientific Inc.	$92K	0.04%	0.00%	Not reported	Q4 2021
HDHome Depot, Inc.	$89K	0.04%	0.00%	-40.9%	Q4 2021
JNJJohnson & Johnson	$83K	0.04%	0.00%	Not reported	Q4 2021
CEGConstellation Energy Corp	$82K	0.04%	0.00%	Not reported	Q1 2022
ELVElevance Health, Inc.	$82K	0.04%	0.00%	Not reported	Q4 2021
JJacobs Solutions Inc.	$79K	0.03%	0.00%	Not reported	Q4 2023
KNSLKinsale Capital Group, Inc.	$77K	0.03%	0.00%	Not reported	Q4 2021
PEPPepsico Inc	$76K	0.03%	0.00%	Not reported	Q4 2021
ORCLOracle Corp	$74K	0.03%	0.00%	Not reported	Q4 2021
TROWPrice T Rowe Group Inc	$74K	0.03%	0.00%	Not reported	Q4 2021
TFCTruist Financial Corp	$73K	0.03%	0.01%	-1.2%	Q4 2021
SEICSei Investments Co	$71K	0.03%	0.00%	Not reported	Q4 2023
HSYHershey Co	$69K	0.03%	0.00%	Not reported	Q4 2021
MCKMckesson Corp	$68K	0.03%	0.00%	Not reported	Q4 2021
AMGNAmgen Inc	$65K	0.03%	0.00%	Not reported	Q4 2023
LMTLockheed Martin Corp	$63K	0.03%	0.00%	Not reported	Q4 2021
COFCapital One Financial Corp	$56K	0.02%	0.00%	-41.7%	Q1 2022
NTRNutrien Ltd.	$53K	0.02%	0.00%	Not reported	Q4 2023
DALDelta Air Lines, Inc.	$52K	0.02%	0.00%	Not reported	Q4 2021
ACNAccenture plc	$51K	0.02%	0.00%	Not reported	Q1 2022
PSXPhillips 66	$48K	0.02%	0.00%	Not reported	Q4 2021

Q3 2025Reported Jan 23, 202697 positions
BSVNBank7 Corp.	$17.6M	7.89%	2.35%	+7.3%	Q4 2021
AAPLApple Inc.	$1.38M	0.62%	0.00%	+2.9%	Q4 2021
GNWGenworth Financial Inc	$1.08M	0.48%	0.03%	-44.1%	Q1 2023
VOTVan Kampen Municipal Opportunity Trust II	$702K	0.32%	Not reported	Not reported	Q4 2021
XOMExxonMobil Holdings Corp	$554K	0.25%	0.00%	+2.5%	Q4 2021
UNPUnion Pacific Corp	$479K	0.22%	0.00%	Not reported	Q4 2021
BRK.BBerkshire Hathaway Inc	$450K	0.20%	Not reported	Not reported	Q4 2021
WMTWalmart Inc.	$385K	0.17%	0.00%	+9.4%	Q4 2021
WFCWells Fargo & Company	$350K	0.16%	0.00%	Not reported	Q4 2021
GOOGLAlphabet Inc.	$332K	0.15%	0.00%	+4.5%	Q4 2021
ORIOld Republic International Corp	$328K	0.15%	0.00%	Not reported	Q4 2021
NINisource Inc.	$255K	0.11%	0.00%	Not reported	Q4 2021
MSFTMicrosoft Corp	$246K	0.11%	0.00%	+21.5%	Q4 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$236K	0.11%	Not reported	-8.3%	Q4 2021
AMZNAmazon Com Inc	$228K	0.10%	0.00%	-0.8%	Q4 2021
JPMJPMorgan Chase & Co	$202K	0.09%	0.00%	Not reported	Q4 2021
KMBKimberly Clark Corp	$195K	0.09%	0.00%	Not reported	Q4 2021
CWCurtiss Wright Corp	$189K	0.08%	0.00%	Not reported	Q4 2021
HDHome Depot, Inc.	$174K	0.08%	0.00%	Not reported	Q4 2021
HCAHCA Healthcare, Inc.	$151K	0.07%	0.00%	Not reported	Q4 2021
AVGOBroadcom Inc.	$150K	0.07%	0.00%	Not reported	Q4 2023
GOOGAlphabet Inc.	$147K	0.07%	Not reported	Not reported	Q4 2021
MKLMarkel Group Inc.	$144K	0.06%	0.00%	Not reported	Q4 2021
TDYTeledyne Technologies Inc	$143K	0.06%	0.00%	Not reported	Q4 2021
VVisa Inc.	$132K	0.06%	0.00%	Not reported	Q4 2021
LOWLowes Companies Inc	$129K	0.06%	0.00%	+26.4%	Q4 2023
DDominion Energy, Inc	$119K	0.05%	0.00%	Not reported	Q4 2021
SPYSPDR S&P 500 ETF Trust	$119K	0.05%	Not reported	Not reported	Q4 2021
MAMastercard Inc	$117K	0.05%	0.00%	Not reported	Q4 2021
TFCTruist Financial Corp	$116K	0.05%	0.01%	Not reported	Q4 2021
ORCLOracle Corp	$109K	0.05%	0.00%	Not reported	Q4 2021
SYKStryker Corp	$109K	0.05%	0.00%	Not reported	Q4 2023
CSCOCisco Systems, Inc.	$99K	0.04%	0.00%	Not reported	Q4 2021
JJacobs Solutions Inc.	$91K	0.04%	0.00%	Not reported	Q4 2023
TSLATesla, Inc.	$88K	0.04%	0.00%	-23.5%	Q4 2021
COFCapital One Financial Corp	$85K	0.04%	0.00%	Not reported	Q1 2022
TMOThermo Fisher Scientific Inc.	$84K	0.04%	0.00%	Not reported	Q4 2021
KNSLKinsale Capital Group, Inc.	$83K	0.04%	0.00%	Not reported	Q4 2021
CEGConstellation Energy Corp	$81K	0.04%	0.00%	Not reported	Q1 2022
ELVElevance Health, Inc.	$78K	0.04%	0.00%	Not reported	Q4 2021
JNJJohnson & Johnson	$75K	0.03%	0.00%	+0.3%	Q4 2021
PEPPepsico Inc	$75K	0.03%	0.00%	Not reported	Q4 2021
TROWPrice T Rowe Group Inc	$73K	0.03%	0.00%	Not reported	Q4 2021
SEICSei Investments Co	$73K	0.03%	0.00%	Not reported	Q4 2023
HSYHershey Co	$72K	0.03%	0.00%	Not reported	Q4 2021
LMTLockheed Martin Corp	$65K	0.03%	0.00%	Not reported	Q4 2021
MCKMckesson Corp	$63K	0.03%	0.00%	Not reported	Q4 2021
AMGNAmgen Inc	$59K	0.03%	0.00%	Not reported	Q4 2023
ADPAutomatic Data Processing Inc	$51K	0.02%	0.00%	Not reported	Q4 2023
PSXPhillips 66	$50K	0.02%	0.00%	Not reported	Q4 2021

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