We are live on
!
Find out more
EA
Evolution Advisers Portfolio holdings
AUM
$272M
1-Year Est. Return
14.96%
This Fund
S&P 500
This Quarter
Est. Return
+9.26%
1 Year Est. Return
+14.96%
3 Year Est. Return
+40.78%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$272M
AUM Growth
+$34.8M
(+15%)
Cap. Flow
+$14M
Cap. Flow
% of AUM
5.13%
Top 10 Holdings %
Top 10 Hldgs %
79.72%
Holding
946
New
786
Increased
86
Reduced
12
Closed
4
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total International Bond ETF
BNDX
|
+$4.91M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
+$1.37M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.28M |
| 4 |
Vanguard Long-Term Bond ETF
BLV
|
+$1.26M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.26M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$3.46M |
| 2 |
ExxonMobil
XOM
|
+$838K |
| 3 |
Vanguard Total Bond Market
BND
|
+$648K |
| 4 |
Walmart Inc
WMT
|
+$135K |
| 5 |
Kinsale Capital Group
KNSL
|
+$67K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 1.31% |
| 2 | Technology | 0.91% |
| 3 | Industrials | 0.44% |
| 4 | Communication Services | 0.33% |
| 5 | Consumer Discretionary | 0.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
551
Keurig Dr Pepper
KDP
$43.4B
| $0 | ﹤0.01% |
+6
| New | +$175 |
|
552
KeyCorp
KEY
$23.3B
| $0 | ﹤0.01% |
+7
| New | +$153 |
|
553
Korn Ferry
KFY
$4.34B
| $0 | ﹤0.01% |
+10
| New | +$677 |
|
554
Kodiak Gas Services
KGS
$6.07B
| $0 | ﹤0.01% |
+6
| New | +$408 |
|
555
KKR & Co
KKR
$96.4B
| $0 | ﹤0.01% |
+6
| New | +$582 |
|
556
Kulicke & Soffa
KLIC
$4.4B
| $0 | ﹤0.01% |
+3
| New | +$294 |
|
557
Kinder Morgan
KMI
$69.4B
| $0 | ﹤0.01% |
+3
| New | +$97 |
|
558
Kemper
KMPR
$1.63B
| $0 | ﹤0.01% |
+12
| New | +$349 |
|
559
Kennametal
KMT
$2.22B
| $0 | ﹤0.01% |
+9
| New | +$328 |
|
560
CarMax
KMX
$9.09B
| $0 | ﹤0.01% |
+15
| New | +$653 |
|
561
Knowles
KN
$2.87B
| $0 | ﹤0.01% |
+6
| New | +$208 |
|
|
562
Kinsale Capital Group
KNSL
$8.97B
| – | – |
-199
| Closed | -$67K |
|
563
Kinetik
KNTK
$4.41B
| $0 | ﹤0.01% |
+4
| New | +$191 |
|
564
Knight Transportation
KNX
$11.2B
| $0 | ﹤0.01% |
+3
| New | +$208 |
|
565
Coca-Cola
KO
$394B
| $0 | ﹤0.01% |
8
+6
| +300% | +$474 |
|
566
Koppers
KOP
$863M
| $0 | ﹤0.01% |
+8
| New | +$327 |
|
567
Kroger
KR
$35.7B
| $0 | ﹤0.01% |
+3
| New | +$196 |
|
568
Krystal Biotech
KRYS
$10.5B
| $0 | ﹤0.01% |
+2
| New | +$598 |
|
569
Kohl's
KSS
$2.03B
| $0 | ﹤0.01% |
+13
| New | +$193 |
|
570
Kontoor Brands
KTB
$4.35B
| $0 | ﹤0.01% |
+6
| New | +$438 |
|
571
Kenvue
KVUE
$37.1B
| $0 | ﹤0.01% |
+8
| New | +$141 |
|
572
Quaker Houghton
KWR
$2.83B
| $0 | ﹤0.01% |
+2
| New | +$281 |
|
573
Loews
L
$22.7B
| $0 | ﹤0.01% |
+1
| New | +$108 |
|
574
Liberty Energy
LBRT
$3.02B
| $0 | ﹤0.01% |
+14
| New | +$419 |
|
575
LCI Industries
LCII
$2.53B
| $0 | ﹤0.01% |
+3
| New | +$330 |
|
Similar funds
FF
MCP
MPPW
FWM
LWM
BB
RWM
AGC
Evolution Advisers's Q2 2026 Portfolio in Review
As of Q2 2026, Evolution Advisers held 946 positions worth $272M, up 15% from $237M the previous quarter. Its ten largest holdings account for 80% of the portfolio.
Evolution Advisers deployed $14M of net new capital in Q2 2026, opening 786 new positions and adding to 86 existing holdings. Its largest new stake was Schwab Fundamental International Large Company Index ETF: 9,453 shares worth $498K.
By sector, the portfolio is most concentrated in Financials at 1.3% of assets, down from 1.4% a quarter earlier, followed by Technology and Industrials.
On the sell side, the largest reduction was iShares Core International Aggregate Bond Fund, an estimated $3.46M trimmed.
- Evolution Advisers's largest Q2 2026 buy was Schwab Fundamental International Large Company Index ETF: 9,453 shares worth $498K.
- Evolution Advisers added most to Vanguard Total International Bond ETF in Q2 2026, an estimated $4.91M increase.
- Evolution Advisers's biggest Q2 2026 reduction was iShares Core International Aggregate Bond Fund, cutting an estimated $3.46M.
- Evolution Advisers fully exited ExxonMobil in Q2 2026, selling an estimated $838K.
- Evolution Advisers's ten largest holdings make up 80% of its $272M portfolio in Q2 2026.
- Evolution Advisers opened 786 new positions and closed 4 in Q2 2026.
- Evolution Advisers's portfolio value rose 15% quarter-over-quarter to $272M.
Based on Evolution Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.