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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 10 of 16  ·  302 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CL COLGATE PALMOLIVE CO Consumer Defensive 4,152.0 $381K 0.11% -31.0 -0.7% $91.68 -1.6%
182 MRVL MARVELL TECHNOLOGY INC Technology 1,270.0 $378K 0.11% NEW $297.89 -29.1%
183 FCX FREEPORT MCMORAN INC Basic Materials 6,011.0 $378K 0.11% -43.0 -0.7% $62.89 +20.0%
184 CMS CMS ENERGY CORP Utilities 4,903.0 $375K 0.11% NEW $76.50 -11.1%
185 MMM 3M CO Industrials 2,311.0 $374K 0.11% +57.0 +2.5% $161.91 +6.8%
186 FLEX FLEX LTD Technology 2,285.0 $370K 0.10% NEW $162.07 -32.5%
187 SBUX STARBUCKS CORP Consumer Cyclical 3,580.0 $366K 0.10% $102.19 +4.7%
188 NVS NOVARTIS AG Healthcare 2,326.0 $365K 0.10% +203.0 +9.6% $156.72 -2.8%
189 SYK STRYKER CORPORATION Healthcare 1,146.0 $361K 0.10% +485.0 +73.4% $314.84 +4.0%
190 ISRG INTUITIVE SURGICAL INC Healthcare 901.0 $358K 0.10% -300.0 -25.0% $397.68 -5.9%
191 CEG CONSTELLATION ENERGY CORP Utilities 1,427.0 $354K 0.10% +116.0 +8.8% $248.37 +11.9%
192 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,113.0 $353K 0.10% +175.0 +18.7% $317.53 -14.0%
193 APOS APOLLO GLOBAL MGMT INC 2,971.0 $351K 0.10% +1K +62.4% $118.31
194 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 17,644.0 $351K 0.10% -1K -7.4% $19.89 +14.9%
195 CRM SALESFORCE INC Technology 2,221.0 $348K 0.10% -1K -35.5% $156.66 +65.4%
196 CAH CARDINAL HEALTH INC Healthcare 1,459.0 $347K 0.10% +13.0 +0.9% $237.56 -0.3%
197 EBAY EBAY INC. Consumer Cyclical 3,096.0 $346K 0.10% +207.0 +7.2% $111.75 -7.2%
198 SLB SLB LIMITED Energy 7,434.0 $346K 0.10% -213.0 -2.8% $46.49 +26.0%
199 LII LENNOX INTL INC Industrials 602.0 $345K 0.10% -49.0 -7.5% $572.95 -32.4%
200 CSX CSX CORP Industrials 7,233.0 $344K 0.10% +212.0 +3.0% $47.53 +6.7%
Page 10 of 16  ·  302 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%