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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 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MDT MEDTRONIC PLC Healthcare 4,218.0 $330K 0.09% -460.0 -9.8% $78.23 +16.4%
62 ASML ASML HLDG NV Technology 164.0 $326K 0.09% -23.0 -12.3% $1989.44 -15.1%
63 UBER UBER TECHNOLOGIES INC Technology 4,514.0 $326K 0.09% -537.0 -10.6% $72.16 +5.3%
64 CBRE CBRE GROUP INC Real Estate 2,417.0 $326K 0.09% -158.0 -6.1% $134.69 +9.6%
65 AME AMETEK INC Industrials 1,336.0 $323K 0.09% -32.0 -2.3% $241.94 -2.9%
66 AIG AMERICAN INTL GROUP INC Financial Services 4,330.0 $323K 0.09% -410.0 -8.7% $74.53 +2.6%
67 IVW ISHARES TR 2,229.0 $307K 0.09% -94.0 -4.0% $137.55 +1.2%
68 NTRA NATERA INC Healthcare 1,114.0 $302K 0.09% -19.0 -1.7% $271.45 +17.8%
69 AZO AUTOZONE INC Consumer Cyclical 90.0 $288K 0.08% -6.0 -6.2% $3195.94 -7.0%
70 SHOP SHOPIFY INC Technology 2,497.0 $285K 0.08% -515.0 -17.1% $114.18 +28.5%
71 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 5,635.0 $285K 0.08% -598.0 -9.6% $50.53 -5.9%
72 CFR CULLEN FROST BANKERS INC Financial Services 1,798.0 $278K 0.08% -42.0 -2.3% $154.52 +3.8%
73 REGN REGENERON PHARMACEUTICALS Healthcare 445.0 $277K 0.08% -98.0 -18.1% $623.54 +27.9%
74 SRE SEMPRA Utilities 2,932.0 $272K 0.08% -40.0 -1.4% $92.71 -11.9%
75 CME CME GROUP INC Financial Services 1,224.0 $270K 0.08% -221.0 -15.3% $220.83 +29.7%
76 DG DOLLAR GEN CORP Consumer Defensive 2,328.0 $268K 0.08% -249.0 -9.7% $115.11 +10.1%
77 O REALTY INCOME CORP Real Estate 4,295.0 $266K 0.08% -291.0 -6.3% $61.96 -1.0%
78 GLD SPDR GOLD TR Financial Services 717.0 $264K 0.07% -115.0 -13.8% $368.38 +10.3%
79 ITT ITT INC Industrials 1,320.0 $261K 0.07% -66.0 -4.8% $197.76 +2.0%
80 LPLA LPL FINL HLDGS INC Financial Services 921.0 $259K 0.07% -85.0 -8.4% $281.68 +31.9%
Page 4 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%