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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 12 of 16  ·  302 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 AZO AUTOZONE INC Consumer Cyclical 90.0 $288K 0.08% -6.0 -6.2% $3195.94 -7.3%
222 PAYX PAYCHEX INC Industrials 2,908.0 $286K 0.08% NEW $98.34 +29.2%
223 SHOP SHOPIFY INC Technology 2,497.0 $285K 0.08% -515.0 -17.1% $114.18 +33.9%
224 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 5,635.0 $285K 0.08% -598.0 -9.6% $50.53 -4.9%
225 NI NISOURCE INC Utilities 5,985.0 $285K 0.08% +1K +22.0% $47.55 -14.7%
226 COHEN & STEERS LTD DURATION 13,290.0 $281K 0.08% $21.16
227 EOG EOG RES INC Energy 2,164.0 $281K 0.08% +516.0 +31.3% $129.73 +10.5%
228 MSDL MORGAN STANLEY DIRECT LENDIN Financial Services 18,547.0 $280K 0.08% $15.12 +0.4%
229 CFR CULLEN FROST BANKERS INC Financial Services 1,798.0 $278K 0.08% -42.0 -2.3% $154.52 +4.6%
230 REGN REGENERON PHARMACEUTICALS Healthcare 445.0 $277K 0.08% -98.0 -18.1% $623.54 +27.4%
231 PNW PINNACLE WEST CAP CORP Utilities 2,575.0 $276K 0.08% NEW $107.00 -8.8%
232 EQIX EQUINIX INC Real Estate 264.0 $275K 0.08% +31.0 +13.3% $1042.39 +0.2%
233 RF REGIONS FINANCIAL CORP NEW Financial Services 9,038.0 $273K 0.08% +451.0 +5.2% $30.20 +0.4%
234 KMI KINDER MORGAN INC DEL Energy 8,507.0 $272K 0.08% +852.0 +11.1% $31.97 -1.3%
235 SRE SEMPRA Utilities 2,932.0 $272K 0.08% -40.0 -1.4% $92.71 -9.0%
236 CME CME GROUP INC Financial Services 1,224.0 $270K 0.08% -221.0 -15.3% $220.83 +29.4%
237 VO VANGUARD INDEX FDS 3,328.0 $268K 0.08% +2K +216.7% $80.57 +2.4%
238 DG DOLLAR GEN CORP Consumer Defensive 2,328.0 $268K 0.08% -249.0 -9.7% $115.11 +6.8%
239 EW EDWARDS LIFESCIENCES CORP Healthcare 2,947.0 $267K 0.08% NEW $90.46 -0.3%
240 O REALTY INCOME CORP Real Estate 4,295.0 $266K 0.08% -291.0 -6.3% $61.96 +0.0%
Page 12 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%