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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 3 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PGR PROGRESSIVE CORP Financial Services 2,377.0 $519K 0.15% -42.0 -1.7% $218.45 +0.2%
42 BMY BRISTOL-MYERS SQUIBB CO Healthcare 8,874.0 $511K 0.14% -700.0 -7.3% $57.62 +15.4%
43 NEE NEXTERA ENERGY INC Utilities 5,790.0 $508K 0.14% -489.0 -7.8% $87.77 -6.5%
44 ATO ATMOS ENERGY CORP Utilities 2,531.0 $436K 0.12% -226.0 -8.2% $172.27 -3.5%
45 UNP UNION PAC CORP Industrials 1,555.0 $423K 0.12% -29.0 -1.8% $272.00 +11.5%
46 NDSN NORDSON CORP Industrials 1,382.0 $417K 0.12% -24.0 -1.7% $301.69 +7.6%
47 ECL ECOLAB INC Basic Materials 1,490.0 $415K 0.12% -182.0 -10.9% $278.61 +2.6%
48 UPS UNITED PARCEL SVCS INC Industrials 3,847.0 $414K 0.12% -75.0 -1.9% $107.51 -3.2%
49 YUM YUM BRANDS INC Consumer Cyclical 2,574.0 $411K 0.12% -60.0 -2.3% $159.86 -3.8%
50 CENCORA INC 1,427.0 $404K 0.12% -213.0 -13.0% $282.98
51 AMP AMERIPRISE FINL INC Financial Services 852.0 $391K 0.11% -6.0 -0.7% $458.76 +21.4%
52 IQVIA HLDGS INC 1,980.0 $383K 0.11% -280.0 -12.4% $193.22
53 LMT LOCKHEED MARTIN CORP Industrials 748.0 $381K 0.11% -53.0 -6.6% $509.46 +9.9%
54 CL COLGATE PALMOLIVE CO Consumer Defensive 4,152.0 $381K 0.11% -31.0 -0.7% $91.68 -1.6%
55 FCX FREEPORT MCMORAN INC Basic Materials 6,011.0 $378K 0.11% -43.0 -0.7% $62.89 +20.0%
56 ISRG INTUITIVE SURGICAL INC Healthcare 901.0 $358K 0.10% -300.0 -25.0% $397.68 -5.9%
57 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 17,644.0 $351K 0.10% -1K -7.4% $19.89 +14.9%
58 CRM SALESFORCE INC Technology 2,221.0 $348K 0.10% -1K -35.5% $156.66 +65.4%
59 SLB SLB LIMITED Energy 7,434.0 $346K 0.10% -213.0 -2.8% $46.49 +26.0%
60 LII LENNOX INTL INC Industrials 602.0 $345K 0.10% -49.0 -7.5% $572.95 -32.4%
Page 3 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%