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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 5 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GD GENERAL DYNAMICS CORP Industrials 1,715.0 $608K 0.17% +10.0 +0.6% $354.24 +4.6%
82 CVS CVS HEALTH CORP Healthcare 5,756.0 $595K 0.17% +83.0 +1.5% $103.45 -9.8%
83 AXP AMERICAN EXPRESS CO Financial Services 1,746.0 $591K 0.17% +314.0 +21.9% $338.34 -2.1%
84 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 2,353.0 $588K 0.17% +278.0 +13.4% $249.98 -12.1%
85 ABT ABBOTT LABORATORIES Healthcare 6,199.0 $562K 0.16% +1K +23.6% $90.74 +21.3%
86 URI UNITED RENTALS INC Industrials 495.0 $561K 0.16% +51.0 +11.5% $1132.89 -9.8%
87 WELL WELLTOWER INC Real Estate 2,410.0 $547K 0.16% +194.0 +8.8% $226.97 +3.1%
88 MO ALTRIA GROUP INC Consumer Defensive 7,602.0 $547K 0.16% +425.0 +5.9% $71.95 -4.7%
89 USMV ISHARES TR 5,616.0 $542K 0.15% +1K +21.8% $96.46 +5.2%
90 MCK MCKESSON CORP Healthcare 683.0 $516K 0.15% +51.0 +8.1% $755.60 +17.7%
91 BX BLACKSTONE INC Financial Services 4,375.0 $515K 0.15% +1K +41.6% $117.67 +21.5%
92 DUK DUKE ENERGY CORP NEW Utilities 3,968.0 $502K 0.14% +642.0 +19.3% $126.58 -5.2%
93 TT TRANE TECHNOLOGIES PLC Industrials 1,022.0 $502K 0.14% +29.0 +2.9% $491.16 -9.4%
94 BKLN INVESCO EXCH TRADED FD TR II 24,599.0 $501K 0.14% +4K +17.7% $20.37 +0.9%
95 VRTX VERTEX PHARMACEUTICALS INC Healthcare 986.0 $490K 0.14% +67.0 +7.3% $496.73 +8.4%
96 T AT&T INC Communication Services 23,643.0 $489K 0.14% +256.0 +1.1% $20.70 +25.9%
97 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 4,948.0 $476K 0.14% +190.0 +4.0% $96.12 -52.0%
98 BK BANK OF NY MELLON CORP Financial Services 3,269.0 $473K 0.13% +255.0 +8.5% $144.61 -1.9%
99 HWM HOWMET AEROSPACE INC Industrials 1,718.0 $462K 0.13% +127.0 +8.0% $268.86 -8.8%
100 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,944.0 $435K 0.12% +454.0 +30.5% $223.95 +28.0%
Page 5 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%