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Portfolio (Quarterly) Guide ↗

EVERPAR ADVISORS LLC

· CIK 0002010410
13F Portfolio $352M AUM 302 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 44 New 141 Added 95 Reduced 24 Exited
Page 4 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 C CITIGROUP INC Financial Services 5,840.0 $817K 0.23% +320.0 +5.8% $139.96 -5.9%
62 APH AMPHENOL CORP Technology 4,564.0 $805K 0.23% +48.0 +1.1% $176.32 -11.0%
63 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,569.0 $787K 0.22% +183.0 +13.2% $501.36 +22.6%
64 ETN EATON CORP PLC Industrials 1,836.0 $782K 0.22% +157.0 +9.3% $426.19 -6.0%
65 MS MORGAN STANLEY Financial Services 3,691.0 $772K 0.22% +476.0 +14.8% $209.04 +2.0%
66 FIX COMFORT SYS USA INC Industrials 382.0 $757K 0.21% +190.0 +99.0% $1981.95 -23.6%
67 PNC PNC FINL SVCS GROUP INC Financial Services 2,988.0 $736K 0.21% +142.0 +5.0% $246.26 -2.4%
68 PWR QUANTA SVCS INC Industrials 1,011.0 $728K 0.21% +65.0 +6.9% $720.04 -16.2%
69 IBM INTERNATIONAL BUSINESS MACHS Technology 2,566.0 $722K 0.20% +227.0 +9.7% $281.21 -16.3%
70 COF CAPITAL ONE FINL CORP Financial Services 3,456.0 $693K 0.20% +168.0 +5.1% $200.62 +6.8%
71 WRB BERKLEY W R CORP Financial Services 9,670.0 $682K 0.19% +396.0 +4.3% $70.53 -3.3%
72 MDLZ MONDELEZ INTL INC Consumer Defensive 11,587.0 $670K 0.19% +2K +16.4% $57.84 +7.5%
73 TRV TRAVELERS COMPANIES INC Financial Services 2,001.0 $661K 0.19% +158.0 +8.6% $330.12 +11.4%
74 DE DEERE & CO Industrials 1,036.0 $657K 0.19% +33.0 +3.3% $634.33 +2.6%
75 TXN TEXAS INSTRS INC Technology 2,198.0 $655K 0.19% +220.0 +11.1% $298.07 -12.3%
76 BKNG BOOKING HOLDINGS INC Consumer Cyclical 3,568.0 $636K 0.18% +3K +2485.5% $178.24 +13.2%
77 ITW ILLINOIS TOOL WKS INC Industrials 2,345.0 $634K 0.18% +27.0 +1.2% $270.47 +2.5%
78 DIS DISNEY WALT CO Communication Services 6,442.0 $620K 0.18% +854.0 +15.3% $96.25 +11.9%
79 CMI CUMMINS INC Industrials 865.0 $617K 0.18% +28.0 +3.4% $713.21 -21.3%
80 LIN LINDE PLC Basic Materials 1,176.0 $610K 0.17% +147.0 +14.3% $518.94 -5.6%
Page 4 of 8  ·  141 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.9%
Financial Services 15.7%
Industrials 9.6%
Healthcare 8.0%
Consumer Cyclical 7.5%
Consumer Defensive 6.1%
Energy 6.0%
Communication Services 5.9%
Utilities 3.6%
Basic Materials 1.7%