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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 1 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 HON HONEYWELL INTL INC Industrials 2,194 $496K 0.17% SOLD
2 INTU INTUIT Technology 1,051 $454K 0.16% SOLD
3 HII HUNTINGTON INGALLS INDS INC Industrials 877 $333K 0.12% SOLD
4 CMCSA COMCAST CORP NEW Communication Services 11,537 $331K 0.11% SOLD
5 ROL ROLLINS INC Consumer Cyclical 5,920 $316K 0.11% SOLD
6 IVE ISHARES TR 1,450 $306K 0.10% SOLD
7 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,941 $305K 0.10% SOLD
8 HIG HARTFORD INSURANCE GROUP INC Financial Services 2,156 $292K 0.10% SOLD
9 TMUS T-MOBILE US INC Communication Services 1,343 $282K 0.10% SOLD
10 CTRA COTERRA ENERGY INC Energy 7,735 $272K 0.09% SOLD
11 QQQ INVESCO QQQ TR Financial Services 442 $255K 0.09% SOLD
12 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,693 $254K 0.09% SOLD
13 ADBE ADOBE INC Technology 1,037 $252K 0.09% SOLD
14 GRMN GARMIN LTD Technology 1,070 $248K 0.09% SOLD
15 INSM INSMED INC Healthcare 1,503 $246K 0.09% SOLD
16 ALLE ALLEGION PLC Industrials 1,670 $243K 0.08% SOLD
17 ULTA ULTA BEAUTY INC Consumer Cyclical 447 $234K 0.08% SOLD
18 MSI MOTOROLA SOLUTIONS INC Technology 510 $221K 0.08% SOLD
19 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 2,247 $221K 0.08% SOLD
20 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,354 $217K 0.07% SOLD
Page 1 of 2  ·  24 positions
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%