Evolution-Advisers

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NTR",
  "TROW",
  "ACN",
  null,
  "ADBE",
  null,
  null,
  "GOOGL",
  "T",
  "GOLF",
  "AVGO",
  "LOW",
  "ARCC",
  null,
  "COF",
  null,
  null,
  "DUK",
  null,
  "D",
  "HON",
  "HD",
  null,
  "UNP",
  "GNW",
  "AMAT",
  "RIVN",
  null,
  null,
  null,
  "IJH",
  "KNSL",
  null,
  "MA",
  "MSFT",
  "EXC",
  null,
  "GE",
  "NI",
  "HSY",
  "IJR",
  "IWD",
  "ORCL",
  "PAYX",
  null,
  "PEP",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  null,
  null,
  "SCHX",
  null,
  "AMT",
  null,
  "IBM",
  "SYK",
  "SBUX",
  "TMO",
  "TFC",
  "UL",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "VXF",
  "VV",
  "VWO",
  null,
  null,
  "TTE",
  null,
  "VYM",
  "SEIC",
  "F",
  "FTNT",
  "GSLC",
  "AMZN",
  "SCHB",
  "HCA",
  "ESGD",
  "AMTM",
  "VEU",
  "ESGV",
  "VUG",
  "VLO",
  "VEA",
  "BLV",
  null,
  null,
  "VXUS",
  null,
  "BNDX",
  "VTEB",
  "BND",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WBD",
  "WMT",
  "WFC",
  "WSM",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "MKL",
  "SO",
  "PPL",
  "PSX",
  "CRM",
  "TDY",
  "ORI",
  null,
  "GEV",
  "MCK",
  "EXR",
  "SYF",
  "KMB",
  "ADP",
  "BAC",
  "BRK-B",
  "BAX",
  "CRC",
  "CVX",
  "CHD",
  "CTAS",
  "CSCO",
  "KO",
  "CEG",
  "COST",
  "CW",
  "DHR",
  "DAL",
  "DFAC",
  "J",
  "NKE",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "AWK",
  "MO",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 161
Total Value: 190001
Accession Number: 0001842974-25-000015
Form Type: 13F-HR
CIK: evolution-advisers
Manager Name: Evolution-Advisers

Data Enrichment

83% identified

134 identified27 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

161 positions • $190.0K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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GENWORTH FINANCIAL INC

GNW|37247D106

Shares:96.3K

Value:$680.0K

% of Portfolio:357.9% ($680.0K/$190.0K)

67092P607

Shares:15.9K

Value:$607.0K

% of Portfolio:319.5% ($607.0K/$190.0K)

922908538

VOT|922908538

Shares:2.4K

Value:$584.0K

% of Portfolio:307.4% ($584.0K/$190.0K)

EXXON MOBIL CORP

XOM|30231G102

Shares:4.9K

Value:$575.0K

% of Portfolio:302.6% ($575.0K/$190.0K)

25434V708

DFAC|25434V708

Shares:16.7K

Value:$550.0K

% of Portfolio:289.5% ($550.0K/$190.0K)

921909768

VXUS|921909768

Shares:8.8K

Value:$549.0K

% of Portfolio:288.9% ($549.0K/$190.0K)

UNION PACIFIC CORP

UNP|907818108

Shares:2.2K

Value:$515.0K

% of Portfolio:271.1% ($515.0K/$190.0K)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:905

Value:$481.0K

% of Portfolio:253.2% ($481.0K/$190.0K)

922908637

VV|922908637

Shares:1.8K

Value:$465.0K

% of Portfolio:244.7% ($465.0K/$190.0K)

92206C565

Shares:5.5K

Value:$381.0K

% of Portfolio:200.5% ($381.0K/$190.0K)

922908629

VO|922908629

Shares:1.4K

Value:$365.0K

% of Portfolio:192.1% ($365.0K/$190.0K)

92206C409

Shares:4.5K

Value:$351.0K

% of Portfolio:184.7% ($351.0K/$190.0K)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:4.4K

Value:$318.0K

% of Portfolio:167.4% ($318.0K/$190.0K)

46435G672

Shares:6.4K

Value:$318.0K

% of Portfolio:167.4% ($318.0K/$190.0K)

OLD REPUBLIC INTERNATIONAL CORP

ORI|680223104

Shares:7.9K

Value:$308.0K

% of Portfolio:162.1% ($308.0K/$190.0K)

Walmart Inc.

WMT|931142103

Shares:3.5K

Value:$302.0K

% of Portfolio:158.9% ($302.0K/$190.0K)

922042742

VT|922042742

Shares:2.1K

Value:$240.0K

% of Portfolio:126.3% ($240.0K/$190.0K)

NISOURCE INC.

NI|65473P105

Shares:5.9K

Value:$237.0K

% of Portfolio:124.7% ($237.0K/$190.0K)

921946406

VYM|921946406

Shares:1.8K

Value:$235.0K

% of Portfolio:123.7% ($235.0K/$190.0K)

KIMBERLY CLARK CORP

KMB|494368103

Shares:1.6K

Value:$228.0K

% of Portfolio:120.0% ($228.0K/$190.0K)

Instrument	Shares		Other Manager	Value	% of Portfolio
GENWORTH FINANCIAL INC(GNWcusip37247D106)	96.3K	QoQ +134.12% (+55.1K) YoY +134.12% (+55.1K)	All Managers (Combined)	$680.0K	357.9% ($680.0K/$190.0K)	QoQ +136.93% (+$0) YoY +156.60% (+$0)
(cusip67092P607)✕	15.9K	QoQ +2.88% (-445) YoY +11.54% (+1.6K)	All Managers (Combined)	$607.0K	319.5% ($607.0K/$190.0K)	QoQ -5.89% (-$0) YoY +2.53% (+$0)
(VOTcusip922908538)	2.4K	QoQ 0.00% (-0) YoY -6.67% (-171)	All Managers (Combined)	$584.0K	307.4% ($584.0K/$190.0K)	QoQ -3.63% (-$0) YoY -3.31% (-$0)
EXXON MOBIL CORP(XOMcusip30231G102)	4.9K	QoQ 0.00% (+0) YoY +0.66% (+32)	All Managers (Combined)	$575.0K	302.6% ($575.0K/$190.0K)	QoQ +10.36% (+$0) YoY +2.49% (+$0)
(DFACcusip25434V708)	16.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$550.0K	289.5% ($550.0K/$190.0K)	QoQ -4.51% (-$0) YoY +3.18% (+$0)
(VXUScusip921909768)	8.8K	QoQ +51.65% (+3.0K) YoY +51.65% (+3.0K)	All Managers (Combined)	$549.0K	288.9% ($549.0K/$190.0K)	QoQ +60.05% (+$0) YoY +55.96% (+$0)
UNION PACIFIC CORP(UNPcusip907818108)	2.2K	QoQ 0.00% (+0) YoY -1.13% (-25)	All Managers (Combined)	$515.0K	271.1% ($515.0K/$190.0K)	QoQ +3.62% (+$0) YoY -5.15% (-$0)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	905	QoQ -0.76% (-7) YoY 0.00% (+0)	All Managers (Combined)	$481.0K	253.2% ($481.0K/$190.0K)	QoQ +16.46% (-$0) YoY +26.24% (+$0)
(VVcusip922908637)	1.8K	QoQ +2284.21% (+1.7K) YoY +2284.21% (+1.7K)	All Managers (Combined)	$465.0K	244.7% ($465.0K/$190.0K)	QoQ +2225.00% (+$0) YoY +2347.36% (+$0)
(cusip92206C565)✕	5.5K	QoQ +452.64% (+4.5K) YoY +456.52% (+4.5K)	All Managers (Combined)	$381.0K	200.5% ($381.0K/$190.0K)	QoQ +460.29% (+$0) YoY +452.17% (+$0)
(VOcusip922908629)	1.4K	QoQ +1099.15% (+1.3K) YoY +422.14% (+1.1K)	All Managers (Combined)	$365.0K	192.1% ($365.0K/$190.0K)	QoQ +1077.41% (+$0) YoY +436.76% (+$0)
(cusip92206C409)✕	4.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$351.0K	184.7% ($351.0K/$190.0K)	QoQ +1.15% (+$0) YoY +1.73% (+$0)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	4.4K	QoQ -7.68% (-370) YoY -34.78% (-2.4K)	All Managers (Combined)	$318.0K	167.4% ($318.0K/$190.0K)	QoQ -5.63% (-$0) YoY -19.49% (-$0)
(cusip46435G672)✕	6.4K	QoQ 0.00% (+0) YoY NEW(+6.4K)	All Managers (Combined)	$318.0K	167.4% ($318.0K/$190.0K)	QoQ +0.31% (+$0) YoY NEW(+$0)
OLD REPUBLIC INTERNATIONAL CORP(ORIcusip680223104)	7.9K	QoQ 0.00% (+0) YoY -18.59% (-1.8K)	All Managers (Combined)	$308.0K	162.1% ($308.0K/$190.0K)	QoQ +8.45% (+$0) YoY +3.35% (-$0)
Walmart Inc.(WMTcusip931142103)	3.5K	QoQ -0.43% (-15) YoY -0.37% (-13)	All Managers (Combined)	$302.0K	158.9% ($302.0K/$190.0K)	QoQ -3.51% (-$0) YoY +44.49% (-$0)
(VTcusip922042742)	2.1K	QoQ -10.76% (-250) YoY -3.22% (-69)	All Managers (Combined)	$240.0K	126.3% ($240.0K/$190.0K)	QoQ -11.76% (-$0) YoY +1.26% (-$0)
NISOURCE INC.(NIcusip65473P105)	5.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$237.0K	124.7% ($237.0K/$190.0K)	QoQ +8.71% (+$0) YoY +43.63% (+$0)
(VYMcusip921946406)	1.8K	QoQ -1.08% (-20) YoY -4.24% (-81)	All Managers (Combined)	$235.0K	123.7% ($235.0K/$190.0K)	QoQ 0.00% (-$0) YoY +1.29% (-$0)
KIMBERLY CLARK CORP(KMBcusip494368103)	1.6K	QoQ 0.00% (+0) YoY -20.05% (-403)	All Managers (Combined)	$228.0K	120.0% ($228.0K/$190.0K)	QoQ +8.57% (+$0) YoY -12.30% (-$0)