HolderBook

Evolution Advisers, Inc.

Reported holdings as of Q2 2026, from 19 quarterly filings.

CIK
1906967
Reported value
$272.1K
Positions
943
Top 10 weight
79.7%
Filed
2026-07-31
Days after quarter end
31

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
VANGUARD TAX-MANAGED FDSVEA$43.9K616,12516.14%-0.02pp19q+3.0%+$1.3K
VANGUARD INDEX FDSVUG$38.1K442,64114.01%+0.81pp19q+517.2%+$32.0K
VANGUARD INDEX FDSVTV$29.0K132,86110.64%-0.17pp19q+1.6%
VANGUARD CHARLOTTE FDSBNDX$26.8K553,3049.85%+0.71pp19q+22.6%+$4.9K
VANGUARD BD INDEX FDSBSV$21.0K269,3337.71%-0.65pp19q+6.5%+$1.3K
VANGUARD INTL EQUITY INDEX FVWO$16.8K280,9086.16%+0.08pp19q+5.2%
VANGUARD SCOTTSDALE FDSVMBS$11.6K247,4864.26%-0.34pp19q+6.6%
VANGUARD BD INDEX FDSBLV$10.4K150,3853.81%-0.02pp19q+13.9%+$1.3K
VANGUARD INDEX FDSVB$10.3K33,9033.78%+0.19pp19q+4.4%
VANGUARD BD INDEX FDSBIV$9.1K119,1493.36%-0.22pp19q+8.4%
NUSHARES ETF TRNUDM$8.3K208,2353.06%-0.11pp19qHELD
NUSHARES ETF TRNULG$5.0K42,7791.84%+0.22pp19q+1.0%
NUSHARES ETF TRNULV$3.8K75,6311.39%-0.06pp19qHELD
SCHWAB STRATEGIC TRSCHX$3.1K103,8981.12%+0.52pp19q+86.3%+$1.4K
NUSHARES ETF TRNUEM$3.0K71,7181.12%+0.02pp19q+1.0%
NUSHARES ETF TRNUBD$2.8K125,9021.02%-0.17pp19q-1.0%
VANGUARD INDEX FDSVOO$2.2K3,2770.83%+0.20pp19q+31.3%
INVESCO EXCHANGE TRADED FD TPWV$1.8K23,7960.66%-0.04pp19qHELD
GENWORTH FINL INCGNW$1.6K170,2210.60%+0.03pp13q+2.2%
APPLE INCAAPL$1.6K5,4420.58%flat19q+0.8%
NUSHARES ETF TRNUSC$1.1K20,3500.39%+0.01pp19q+0.6%
VANGUARD MUN BD FDSVTEB$99319,6360.36%-0.05pp15qHELD
DIMENSIONAL ETF TRUSTDFAC$73916,6800.27%flat19qHELD
VANGUARD INDEX FDSVOT$7312,3890.27%+0.01pp19qHELD
VANGUARD STAR FDSVXUS$7288,5240.27%-0.01pp18qHELD
VANGUARD BD INDEX FDSBND$7289,9180.27%-0.31pp11q-47.1%
ALPHABET INCGOOGL$6481,8130.24%+0.07pp19q+34.1%
VANGUARD INDEX FDSVV$6241,8160.23%flat15q-0.7%
ISHARES TRIAGG$58411,5570.21%-1.48pp7q-85.6%-$3.5K
VANGUARD BD INDEX FDSVUSB$57911,6500.21%+0.16pp2q+363.2%
VANGUARD SCOTTSDALE FDSVCSH$5637,1340.21%+0.06pp15q+60.2%
UNION PAC CORPUNP$5321,9570.20%-0.01pp19q-4.2%
SCHWAB STRATEGIC TRFNDF$4989,4530.18%-newNEW
BERKSHIRE HATHAWAY INC DELBRKB$4559110.17%-0.02pp19q+0.7%
SCHWAB STRATEGIC TRSCHF$43315,6450.16%+0.05pp19q+44.9%
VANGUARD INDEX FDSVO$4275,3040.16%flat19q+300.0%
AMAZON COM INCAMZN$4081,7150.15%+0.02pp19q+18.3%
SCHWAB STRATEGIC TRSCHG$39211,5890.14%flat18qHELD
VANGUARD INTL EQUITY INDEX FVT$3852,4540.14%+0.02pp19q+18.3%
WELLS FARGO & COWFC$3584,3420.13%-0.01pp19qHELD
OLD REP INTL CORPORI$3147,6840.12%-0.01pp19qHELD
WALMART INCWMT$3012,6580.11%-0.09pp19q-29.0%
NISOURCE INCNI$2825,9320.10%-0.01pp19qHELD
VANGUARD SCOTTSDALE FDSVGIT$2804,7610.10%-newNEW
DOMINION ENERGY INCD$2784,0840.10%+0.05pp19q+107.6%
SCHWAB STRATEGIC TRSCHP$27710,4740.10%-newNEW
CURTISS WRIGHT CORPCW$2653500.10%flat19qHELD
VANGUARD WHITEHALL FDSVYM$2471,5690.09%-0.01pp19qHELD
SCHWAB STRATEGIC TRSCHV$2196,3060.08%-newNEW
VANGUARD INDEX FDSVTI$21840,3290.08%flat19qHELD
ALPHABET INCGOOG$2166130.08%+0.01pp19q+2.2%
JPMORGAN CHASE & COJPM$2166600.08%flat19q+1.4%
ISHARES TRDSI$1871,3140.07%-newNEW
SCHWAB STRATEGIC TRSCHE$1774,9080.07%flat19qHELD
SCHWAB STRATEGIC TRSCHZ$1767,6360.06%-0.01pp15qHELD
BROADCOM INCAVGO$1744630.06%+0.01pp11q+2.9%
KIMBERLY-CLARK CORPKMB$1741,5690.06%flat19qHELD
CISCO SYS INCCSCO$1711,4570.06%+0.02pp19q+0.6%
TELEDYNE TECHNOLOGIES INCTDY$1662500.06%flat19qHELD
VANGUARD INSTL INDEX FDVBIL$1592,1130.06%+0.05pp4q+860.5%
MARKEL GROUP INCMKL$154790.06%-0.01pp19q+1.3%
SCHWAB STRATEGIC TRSCHM$1544,1910.06%flat11qHELD
SCHWAB STRATEGIC TRSCHC$1513,1530.06%-newNEW
VANGUARD INDEX FDSVBR$1486100.05%-newNEW
VANGUARD WHITEHALL FDSVWOB$1382,0530.05%-newNEW
VANGUARD INTL EQUITY INDEX FVEU$1381,6490.05%flat11qHELD
STATE STR SPDR S&P 500 ETF TSPY$1331790.05%flat19qHELD
VISA INCV$1333880.05%flat19q+1.8%
ISHARES TRSUSA$1298420.05%-newNEW
JOHNSON & JOHNSONJNJ$1295090.05%+0.01pp19q+26.3%
MICROSOFT CORPMSFT$1293480.05%flat19q+6.7%
VANGUARD INDEX FDSVXF$1224980.04%flat11qHELD
LOWES COS INCLOW$1145200.04%-0.01pp11qHELD
SCHWAB STRATEGIC TRSCHA$1143,1650.04%+0.02pp19q+51.0%
PROFESIONALLY MANAGED PORTFOAKRE$1132,1290.04%-newNEW
VANGUARD SCOTTSDALE FDSVCIT$1131,3700.04%-newNEW
ELEVANCE HEALTH INC FORMERLYELV$1082810.04%+0.01pp19q+19.1%
ISHARES TRSHYG$1002,3760.04%-newNEW
ISHARES TRIVV$951280.03%flat11qHELD
STRYKER CORPORATIONSYK$943010.03%-0.01pp11qHELD
HOME DEPOT INCHD$932640.03%flat19q+1.5%
ISHARES TRAGG$899000.03%+0.01pp2q+50.0%
DIMENSIONAL ETF TRUSTDFAU$871,6990.03%flat11qHELD
PRICE T ROWE GROUP INCTROW$827280.03%flat19qHELD
ISHARES TRMBB$808490.03%-newNEW
THERMO FISHER SCIENTIFIC INCTMO$801610.03%flat19q+0.6%
VANGUARD SCOTTSDALE FDSBNDW$771,1320.03%flat14q+2.9%
SEI INVTS COSEIC$768730.03%flat11qHELD
JACOBS SOLUTIONS INCJ$756000.03%flat11qHELD
AMGEN INCAMGN$732020.03%flat11q+1.0%
DELTA AIR LINES INCDAL$717590.03%+0.01pp19qHELD
INVESCO EXCHANGE TRADED FD TPPA$714060.03%+0.01pp4q+97.1%
PEPSICO INCPEP$715280.03%-0.01pp19qHELD
ISHARES TRIJR$704740.03%flat19q+2.2%
HERSHEY COHSY$663810.02%-0.01pp19qHELD
ISHARES TRESGD$666500.02%flat11qHELD
FORTINET INCFTNT$603930.02%+0.01pp11q+0.8%
PHILLIPS 66PSX$603550.02%-0.01pp19q-4.8%
CONSTELLATION ENERGY CORPCEG$582330.02%-0.01pp18qHELD
CAPITAL ONE FINL CORPCOF$572860.02%flat12q+1.4%
ORACLE CORPORCL$563840.02%flat19q+1.1%
ISHARES TRIWB$551350.02%+0.01pp2q+50.0%
NUTRIEN LTDNTR$548670.02%-0.01pp11qHELD
EATON CORP PLCETN$541280.02%flat18q+1.6%
MASTERCARD INCORPORATEDMA$521020.02%-0.02pp19q-48.2%
CHEVRON CORPORATIONCVX$513100.02%flat19q+51.2%
FIRST TR EXCHANGE TRADED FDFIW$494560.02%flat19qHELD
LOCKHEED MARTIN CORPLMT$44870.02%-0.02pp19q-34.1%
PPL CORPPPL$441,2230.02%flat19qHELD
ALTRIA GROUP INCMO$415780.02%+0.01pp19q+110.9%
ISHARES TRIYF$403190.01%flat4qHELD
AUTOMATIC DATA PROCESSING INADP$391770.01%flat11q+0.6%
STARBUCKS CORPSBUX$393860.01%flat11q+0.8%
ISHARES TRIWR$383500.01%flat2q+50.2%
BANK OF AMER CORPBAC$376610.01%+0.01pp19q+428.8%
STATE STR SPDR S&P MIDCAP 40MDY$37540.01%flat18qHELD
UNILEVER PLCUL$376220.01%-newNEW
GE AEROSPACEGE$36970.01%flat19q+3.2%
LINDE PLCLIN$36710.01%flat4q+2.9%
EXELON CORPEXC$357600.01%flat19qHELD
UNITEDHEALTH GROUP INCUNH$32780.01%flat18q+4.0%
TOTALENERGIES SETTE$324240.01%-newNEW
ISHARES TRIYW$311240.01%flat4qHELD
CINTAS CORPCTAS$301800.01%flat19qHELD
WILLIAMS SONOMA INCWSM$301320.01%flat11qHELD
INTERNATIONAL BUSINESS MACHSIBM$281010.01%flat19q+1.0%
CHURCH & DWIGHT CO INCCHD$272830.01%flat19q+1.8%
GE VERNOVA INCGEV$27230.01%flat9qHELD
PAYCHEX INCPAYX$272780.01%flat19q+1.1%
VANGUARD WORLD FDESGV$261990.01%flat11qHELD
NORTHROP GRUMMAN CORPNOC$25510.01%-newNEW
ISHARES TRIEFA$242530.01%flat2q+49.7%
ISHARES INCIEMG$243000.01%flat18qHELD
ACCENTURE PLC IRELANDACN$241930.01%-0.01pp18q+0.5%
DIMENSIONAL ETF TRUSTDFAT$202880.01%-newNEW
SCHWAB STRATEGIC TRSCHB$196570.01%flat16qHELD
PROCTER & GAMBLE COPG$181230.01%-newNEW
ISHARES TRIWD$17710.01%flat19qHELD
RIVIAN AUTOMOTIVE INCRIVN$171,0160.01%flat10q+1.0%
INVESCO QQQ TRQQQ$16220.01%flat4qHELD
NVIDIA CORPORATIONNVDA$14700.01%-newNEW
TESLA INCTSLA$14350.01%flat19q+29.6%
AMENTUM HOLDINGS INCAMTM$136500.00%flat8q+2.2%
ACUSHNET HLDGS CORPGOLF$121050.00%flat17q+1.9%
LISTED FDS TRMETV$116000.00%flat15qHELD
AT&T INCT$105160.00%flat19q+4.5%
DISNEY WALT CODIS$101050.00%flat19q+5.0%
ISHARES TRUSHY$102790.00%flat2q+50.0%
DANAHER CORP DELDHR$9500.00%flat19qHELD
FORD MTR COF$97080.00%flat19q+1.1%
UNITED PARCEL SVCS INCUPS$8790.00%flat19qHELD
EXTRA SPACE STORAGE INCEXR$7500.00%flat19qHELD
DIMENSIONAL ETF TRUSTDFAE$61600.00%-newNEW
VERIZON COMMUNICATIONS INCVZ$61630.00%flat19q+3.8%
ARES CAPITAL CORPARCC$53180.00%flat14qHELD
MICRON TECHNOLOGY INCMU$550.00%-newNEW
SYNCHRONY FINANCIALSYF$5760.00%flat19q+2.7%
HCA HEALTHCARE INCHCA$4120.00%flat19q+9.1%
ISHARES TRTIP$4420.00%-newNEW
META PLATFORMS INCMETA$360.00%-newNEW
KLA CORPKLAC$3100.00%-newNEW
LAM RESEARCH CORPLRCX$370.00%-newNEW
ELI LILLY & COLLY$330.00%-newNEW
ADVANCED MICRO DEVICES INCAMD$240.00%-newNEW
AMERICAN WTR WKS CO INC NEWAWK$2170.00%flat19q+6.2%
GOLDMAN SACHS ETF TRGSLC$2170.00%flat11qHELD
INVESCO EXCHANGE TRADED FD TSPGP$2180.00%flat11qHELD
ISHARES TRIJH$2350.00%-0.02pp19q-93.8%
ISHARES TRIOO$2190.00%flat19qHELD
MAGNUM ICE CREAM CO NVMICC$21400.00%-newNEW
ABBVIE INCABBV$150.00%-newNEW
AMPHENOL CORPAPH$1100.00%-newNEW
APPLOVIN CORPAPP$120.00%-newNEW
ARCOSA INCACA$180.00%-newNEW
AXOS FINANCIAL INCAX$1120.00%-newNEW
BEACON FINANCIAL CORP.BBT$1330.00%-newNEW
BRINKER INTL INCEAT$170.00%-newNEW
CAPITAL GRP FIXED INCM ETF TCGCP$1800.00%flat6qHELD
CATERPILLAR INCCAT$110.00%-newNEW
ENPRO INCNPO$130.00%-newNEW
ENOVA INTL INCENVA$170.00%-newNEW
EQUINIX INCEQIX$110.00%-newNEW
ESCO TECHNOLOGIES INCESE$130.00%-newNEW
FIRST BANCORP CORPORATIONFBP$1450.00%-newNEW
FORMFACTOR INCFORM$1100.00%-newNEW
GRANITE CONSTR INCGVA$1100.00%-newNEW
INTEL CORPINTC$1110.00%-newNEW
ISHARES TRIQLT$1220.00%flat3qHELD
MYR GROUP INCMYRG$130.00%-newNEW
MARATHON PETE CORPMPC$150.00%-newNEW
MAXLINEAR INCMXL$190.00%-newNEW
MOLINA HEALTHCARE INCMOH$160.00%-newNEW
MONOLITHIC PWR SYS INCMPWR$110.00%-newNEW
MORGAN STANLEYMS$150.00%-newNEW
OUTFRONT MEDIA INCOUT$1390.00%-newNEW
PITNEY BOWES INCPBI$1610.00%-newNEW
POWELL INDS INCPOWL$150.00%-newNEW
SPDR SERIES TRUSTSPMD$1150.00%-newNEW
SANMINA CORPSANM$170.00%-newNEW
SEMTECH CORPSMTC$180.00%-newNEW
VANGUARD INDEX FDSVNQ$1200.00%flat19qHELD
WESTERN DIGITAL CORPWDC$120.00%-newNEW
SEAGATE TECHNOLOGY HLDNGS PLSTX$120.00%-newNEW
AAR CORPAIR$020.00%-newNEW
ADMA BIOLOGICS INCADMA$0300.00%-newNEW
ADT INC DELADT$0590.00%-newNEW
ABM INDS INCABM$010.00%-newNEW
AFLAC INCAFL$020.00%-newNEW
ACM RESH INCACMR$020.00%-newNEW
AMN HEALTHCARE SVCS INCAMN$040.00%-newNEW
ANI PHARMACEUTICALS INCANIP$030.00%-newNEW
ANGI INCANGI$010.00%-newNEW
A10 NETWORKS INCATEN$0110.00%-newNEW
AZZ INCAZZ$010.00%-newNEW
ABBOTT LABORATORIESABT$040.00%-newNEW
ACADEMY SPORTS & OUTDOORS INASO$030.00%-newNEW
ACADIA HEALTHCARE COMPANY INACHC$090.00%-newNEW
ACADIA PHARMACEUTICALS INCACAD$0100.00%-newNEW
ACADIA RLTY TRAKR$0210.00%-newNEW
ACI WORLDWIDE INCACIW$0150.00%-newNEW
ADAPTHEALTH CORPAHCO$080.00%-newNEW
ADDUS HOMECARE CORPADUS$020.00%-newNEW
ADEIA INCADEA$080.00%-newNEW
COVISTA INCCVSA$030.00%-newNEW
ADVANCE AUTO PARTS INCAAP$030.00%-newNEW
AECOMACM$040.00%-newNEW
AGILYSYS INCAGYS$030.00%-newNEW
ALAMO GROUP INCALG$010.00%-newNEW
ALBANY INTL CORPAIN$030.00%-newNEW
ALEXANDRIA REAL ESTATE EQ INARE$020.00%-newNEW
ALIGNMENT HEALTHCARE INCALHC$070.00%-newNEW
ALLEGIANT TRAVEL COALGT$040.00%-newNEW
BREAD FINANCIAL HOLDINGS INCBFH$020.00%-newNEW
ALPHA METALLURGICAL RESOUR IAMR$010.00%-newNEW
KINETIK HOLDINGS INCKNTK$040.00%-newNEW
AMEREN CORPAEE$020.00%-newNEW
AMERICAN ASSETS TR INCAAT$0190.00%-newNEW
DAUCH CORPDCH$0190.00%-newNEW
AMERICAN EAGLE OUTFITTERS INAEO$0140.00%-newNEW
AMERICAN EXPRESS COAXP$010.00%-newNEW
AMER STATES WTR COAWR$070.00%-newNEW
AMERISAFE INCAMSF$030.00%-newNEW
CENCORA INCCOR$010.00%-newNEW
AMERIPRISE FINL INCAMP$010.00%-newNEW
AMPHASTAR PHARMACEUTICALS INAMPH$040.00%-newNEW
ANALOG DEVICES INCADI$010.00%-newNEW
ANDERSONS INCANDE$050.00%-newNEW
APA CORPORATIONAPA$050.00%-newNEW
APOLLO COML REAL ESTATE FINARI$030.00%-newNEW
ASTRANA HEALTH INCASTH$030.00%-newNEW
APPLE HOSPITALITY REIT INCAPLE$0100.00%-newNEW
APPLIED INDL TECHNOLOGIES INAIT$020.00%-newNEW
APPLIED MATLS INCAMAT$000.00%-newNEW
APTARGROUP INCATR$010.00%-newNEW
ARCBEST CORPARCB$030.00%-newNEW
ARCHER AVIATION INCACHR$0490.00%-newNEW
ARCHROCK INCAROC$0230.00%-newNEW
ARCUS BIOSCIENCES INCRCUS$0180.00%-newNEW
ARES MANAGEMENT CORPORATIONARES$010.00%-newNEW
ARGAN INCAGX$010.00%-newNEW
ARISTA NETWORKS INCANET$030.00%-newNEW
ARLO TECHNOLOGIES INCARLO$0250.00%-newNEW
ARMOUR RESIDENTIAL REIT INCARR$0100.00%-newNEW
ARMSTRONG WORLD INDS INC NEWAWI$010.00%-newNEW
ASBURY AUTOMOTIVE GROUP INCABG$030.00%-newNEW
ASTEC INDS INCASTE$030.00%-newNEW
ATLASSIAN CORPORATIONTEAM$030.00%-newNEW
AURORA INNOVATION INCAUR$0300.00%-newNEW
AUTODESK INCADSK$010.00%-newNEW
AUTOLIV INCALV$010.00%-newNEW
AVANOS MED INCAVNS$0150.00%-newNEW
AVANTOR INCAVTR$0190.00%-newNEW
AVISTA CORPAVA$0140.00%-newNEW
AXCELIS TECHNOLOGIES INCACLS$050.00%-newNEW
BADGER METER INCBMI$040.00%-newNEW
BAKER HUGHES COMPANYBKR$020.00%-newNEW
BALCHEM CORPBCPC$040.00%-newNEW
BANCFIRST CORPBANF$010.00%-newNEW
BANCORP INC DELTBBK$090.00%-newNEW
BANC OF CALIFORNIA INCBANC$0190.00%-newNEW
BANK HAWAII CORPBOH$050.00%-newNEW
BANKUNITED INCBKU$060.00%-newNEW
BANNER CORPBANR$070.00%-newNEW
BAXTER INTL INCBAX$060.00%-newNEW
BECTON DICKINSON & COBDX$010.00%-newNEW
BENCHMARK ELECTRS INCBHE$020.00%-newNEW
BGC GROUP INCBGC$0190.00%-newNEW
BIOLIFE SOLUTIONS INCBLFS$040.00%-newNEW
BIOGEN INCBIIB$010.00%-newNEW
BJS RESTAURANTS INCBJRI$050.00%-newNEW
BLACKLINE INCBL$080.00%-newNEW
BLACKSTONE MORTGAGE TRUST INBXMT$0110.00%-newNEW
BLACKSTONE INCBX$020.00%-newNEW
BLUE OWL CAPITAL INCOWL$070.00%-newNEW
BOEING COBA$020.00%-newNEW
BOISE CASCADE CO DELBCC$060.00%-newNEW
BOOT BARN HLDGS INCBOOT$030.00%-newNEW
BORGWARNER INCBWA$0110.00%-newNEW
BXP INCBXP$010.00%-newNEW
BOSTON SCIENTIFIC CORPBSX$060.00%-newNEW
BOX INCBOX$0200.00%-newNEW
BOYD GAMING CORPBYD$060.00%-newNEW
BRADY CORPBRC$050.00%-newNEW
BRIGHT HORIZONS FAM SOL IN DBFAM$080.00%-newNEW
ACADIAN ASSET MANAGEMENT INCAAMI$030.00%-newNEW
BRIGHTSPRING HEALTH SVCS INCBTSG$080.00%-newNEW
BRISTOL-MYERS SQUIBB COBMY$080.00%-newNEW
BROADRIDGE FINL SOLUTIONS INBR$010.00%-newNEW
AZENTA INCAZTA$040.00%-newNEW
BRUKER CORPBRKR$010.00%-newNEW
BUILDERS FIRSTSOURCE INCBLDR$020.00%-newNEW
CBOE GLOBAL MKTS INCCBOE$010.00%-newNEW
CF INDUSTRIES HOLDCF$010.00%-newNEW
C H ROBINSON WORLDWIDE INCHRW$010.00%-newNEW
THE CIGNA GROUPCI$010.00%-newNEW
CME GROUP INCCME$010.00%-newNEW
CNA FINL CORPCNA$010.00%-newNEW
CSW INDUSTRIALS INCCSW$010.00%-newNEW
CSX CORPCSX$050.00%-newNEW
CVB FINL CORPCVBF$0190.00%-newNEW
CVR ENERGY INCCVI$030.00%-newNEW
CVS HEALTH CORPCVS$010.00%-newNEW
CACTUS INCWHD$050.00%-newNEW
CAESARS ENTERTAINMENT INC NECZR$0180.00%-newNEW
CAL MAINE FOODS INCCALM$050.00%-newNEW
CALIFORNIA RES CORPCRC$030.00%-newNEW
CALIFORNIA WTR SVC GROUPCWT$010.00%-newNEW
CALIX INCCALX$060.00%-newNEW
THE CAMPBELLS COMPANYCPB$0100.00%-newNEW
CARDINAL HEALTH INCCAH$020.00%-newNEW
CARGURUS INCCARG$080.00%-newNEW
CARMAX INCKMX$0150.00%-newNEW
CARRIER GLOBAL CORPORATIONCARR$010.00%-newNEW
CARTERS INCCRI$010.00%-newNEW
CARVANA COCVNA$050.00%-newNEW
CASELLA WASTE SYS INCCWST$070.00%-newNEW
CATALYST PHARMACEUTICALS INCCPRX$070.00%-newNEW
CAVA GROUP INCCAVA$040.00%-newNEW
CATHAY GEN BANCORPCATY$040.00%-newNEW
CAVCO INDS INC DELCVCO$010.00%-newNEW
CELANESE CORP DELCE$090.00%-newNEW
CENTENE CORP DELCNC$010.00%-newNEW
CENTERSPACECSR$010.00%-newNEW
CENTRAL GARDEN & PET COCENTA$060.00%-newNEW
CENTURY ALUM COCENX$020.00%-newNEW
CENTURY COMMUNITIES INCCCS$040.00%-newNEW
CERTARA INCCERT$0260.00%-newNEW
CHEESECAKE FACTORY INCCAKE$070.00%-newNEW
CHEFS WHSE INCCHEF$030.00%-newNEW
CHEMOURS COCC$0230.00%-newNEW
CHESAPEAKE UTILS CORPCPK$020.00%-newNEW
CIENA CORPCIEN$020.00%-newNEW
CINCINNATI FINL CORPCINF$010.00%-newNEW
CINEMARK HLDGS INCCNK$0120.00%-newNEW
CITIGROUP INCC$060.00%-newNEW
CITY HLDG COCHCO$030.00%-newNEW
CLEANSPARK INCCLSK$0250.00%-newNEW
CLEAR SECURE INCYOU$080.00%-newNEW
CLEARWAY ENERGY INCCWEN$0100.00%-newNEW
COCA COLA COKO$080.00%-newNEW
COGENT COMM HOLDINGS INCCCOI$080.00%-newNEW
COHEN & STEERS INCCNS$020.00%-newNEW
COHU INCCOHU$040.00%-newNEW
COINBASE GLOBAL INCCOIN$010.00%-newNEW
ENOVIS CORPORATIONENOV$050.00%-newNEW
COLLEGIUM PHARMACEUTICAL INCCOLL$060.00%-newNEW
COLUMBIA BKG SYS INCCOLB$040.00%-newNEW
COMMERCE BANCSHARES INCCBSH$050.00%-newNEW
COMMERCIAL METALS COCMC$030.00%-newNEW
COMMUNITY FINANCIAL SYSTEM ICBU$020.00%-newNEW
COMMVAULT SYS INCCVLT$010.00%-newNEW
COMSTOCK RES INCCRK$0150.00%-newNEW
CONAGRA BRANDS INCCAG$0160.00%-newNEW
CONCENTRA GROUP HOLDINGS PARCON$080.00%-newNEW
CONMED CORPCNMD$030.00%-newNEW
CONSTELLATION BRANDS INCSTZ$040.00%-newNEW
COPART INCCPRT$0210.00%-newNEW
CORCEPT THERAPEUTICS INCCORT$090.00%-newNEW
CORE LABORATORIES INCCLB$080.00%-newNEW
CORECIVIC INCCXW$060.00%-newNEW
CORE NATURAL RESOURCES INCCNR$040.00%-newNEW
QUIDELORTHO CORPQDEL$0100.00%-newNEW
CORPAY INCCPAY$010.00%-newNEW
CORSAIR GAMING INCCRSR$0120.00%-newNEW
CORVEL CORPCRVL$060.00%-newNEW
COSTCO WHOLESALE CORPORATIONCOST$010.00%-newNEW
COSTAR GROUP INCCSGP$010.00%-newNEW
CRACKER BARREL OLD CTRY STORCBRL$060.00%-newNEW
CROWDSTRIKE HLDGS INCCRWD$010.00%-newNEW
ARTIVION INCAORT$040.00%-newNEW
CULLEN FROST BANKERS INCCFR$040.00%-newNEW
CUMMINS INCCMI$010.00%-newNEW
CUSTOMERS BANCORP INCCUBI$0120.00%-newNEW
CYTOKINETICS INCCYTK$010.00%-newNEW
D R HORTON INCDHI$020.00%-newNEW
DXP ENTERPRISES INCDXPE$040.00%-newNEW
DXC TECHNOLOGY CODXC$0200.00%-newNEW
DANA INCDAN$0120.00%-newNEW
DECKERS OUTDOOR CORPDECK$020.00%-newNEW
DEERE & CODE$010.00%-newNEW

Showing the largest 400 of 943 positions.

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$272.1K9437977511479.7%31
Q1 2026$237.3K150624231579.3%31
Q4 2025$230.9K159122810481.2%23
Q3 2025$222.4K15182215281.8%115
Q2 2025$204.0K14511224781.2%25
Q1 2025$190.0K151632211081.3%39
Q4 2024$183.0K155631161780.5%29
Q3 2024$183.7K166112826282.5%18
Q2 2024$174.0K157842183582.9%26
Q1 2024$169.4K1841733284682.5%33
Q4 2023$156.6K213895412882.2%33
Q3 2023$138.2K132226221784.5%20
Q2 2023$141.7K14792517183.5%14
Q1 2023$139.1K13953111784.4%35
Q4 2022$128.5K141133713783.5%30
Q3 2022$114.8M13531919385.0%32
Q2 2022$122.5M1356276384.4%22
Q1 2022$135.1M1321835152986.4%34
Q4 2021$136.0M143000087.1%40

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.