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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 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MSFT MICROSOFT CORP Technology 23,898.0 $8.9M 2.54% -1K -5.9% $373.02 +37.7%
2 AMZN AMAZON COM INC Consumer Cyclical 27,986.0 $6.7M 1.90% -398.0 -1.4% $238.34 +11.8%
3 TSLA TESLA INC Consumer Cyclical 10,497.0 $4.4M 1.26% -314.0 -2.9% $420.62 -17.1%
4 JNJ JOHNSON & JOHNSON Healthcare 12,152.0 $3.1M 0.88% -144.0 -1.2% $253.97 +5.5%
5 WMT WALMART INC Consumer Defensive 26,765.0 $3.0M 0.86% -615.0 -2.2% $113.26 -9.0%
6 AMAT APPLIED MATLS INC Technology 3,400.0 $2.5M 0.70% -419.0 -11.0% $723.00 -36.1%
7 XOM EXXON MOBIL CORP Energy 16,981.0 $2.3M 0.66% -260.0 -1.5% $136.72 +14.6%
8 IJH ISHARES TR 23,769.0 $1.8M 0.52% -5K -16.4% $77.11 -1.8%
9 VTI VANGUARD INDEX FDS 4,643.0 $1.7M 0.49% -35.0 -0.8% $370.04 +2.5%
10 CGGR CAPITAL GROUP GROWTH ETF 35,386.0 $1.7M 0.47% -14K -28.5% $47.20 -0.4%
11 CGDV CAPITAL GROUP DIVIDEND VALUE 32,427.0 $1.6M 0.46% -15K -31.1% $49.28 +2.2%
12 MA MASTERCARD INCORPORATED Financial Services 2,799.0 $1.4M 0.41% -114.0 -3.9% $513.60 +15.9%
13 GLW CORNING INC Technology 5,611.0 $1.4M 0.41% -465.0 -7.7% $255.43 -41.7%
14 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,552.0 $1.2M 0.35% -52.0 -2.0% $477.49 -12.6%
15 MRK MERCK & CO INC Healthcare 9,417.0 $1.2M 0.34% -123.0 -1.3% $128.49 +15.4%
16 WMB WILLIAMS COS INC Energy 15,797.0 $1.2M 0.33% -406.0 -2.5% $74.34 -0.8%
17 NFLX NETFLIX INC. Communication Services 14,705.0 $1.0M 0.30% -4K -20.8% $71.40 +14.5%
18 PH PARKER-HANNIFIN CORP Industrials 1,042.0 $1.0M 0.29% -23.0 -2.2% $978.12 +1.7%
19 NSC NORFOLK SOUTHN CORP Industrials 2,892.0 $910K 0.26% -32.0 -1.1% $314.59 +10.8%
20 TJX TJX COS INC NEW Consumer Cyclical 5,912.0 $896K 0.26% -541.0 -8.4% $151.50 -10.8%
Page 1 of 5  ·  95 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%