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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 13 of 16  ·  302 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 GLD SPDR GOLD TR Financial Services 717.0 $264K 0.07% -115.0 -13.8% $368.38 +11.0%
242 LEN LENNAR CORP Consumer Cyclical 2,917.0 $264K 0.07% +413.0 +16.5% $90.49 -4.6%
243 SNPS SYNOPSYS INC Technology 587.0 $262K 0.07% $446.07 -0.8%
244 ITT ITT INC Industrials 1,320.0 $261K 0.07% -66.0 -4.8% $197.76 +2.6%
245 CNP CENTERPOINT ENERGY INC Utilities 5,905.0 $260K 0.07% NEW $44.04 -10.9%
246 LPLA LPL FINL HLDGS INC Financial Services 921.0 $259K 0.07% -85.0 -8.4% $281.68 +31.6%
247 PFE PFIZER INC Healthcare 10,746.0 $259K 0.07% -2K -17.7% $24.08 +16.1%
248 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 667.0 $258K 0.07% NEW $386.73 +2.0%
249 LUV SOUTHWEST AIRLS CO Industrials 4,997.0 $257K 0.07% -392.0 -7.3% $51.42 -22.9%
250 OUSM ALPS ETF TR 5,363.0 $255K 0.07% -4K -42.6% $47.52 +3.7%
251 CARR CARRIER GLOBAL CORPORATION Industrials 3,468.0 $254K 0.07% NEW $73.35 -19.9%
252 SNOW SNOWFLAKE INC Technology 989.0 $252K 0.07% NEW $254.50 +28.9%
253 WM WASTE MGMT INC DEL Industrials 1,108.0 $247K 0.07% NEW $222.88 -1.4%
254 BND VANGUARD BD INDEX FDS 3,333.0 $245K 0.07% $73.41 -1.5%
255 PCG PG&E CORP Utilities 14,471.0 $243K 0.07% +2K +20.0% $16.82 -1.3%
256 MET METLIFE INC Financial Services 2,869.0 $243K 0.07% NEW $84.61 +14.1%
257 ROST ROSS STORES INC Consumer Cyclical 1,137.0 $242K 0.07% +180.0 +18.8% $212.85 +7.4%
258 AEE AMEREN CORP Utilities 2,127.0 $240K 0.07% +223.0 +11.7% $113.04 -6.1%
259 MAR MARRIOTT INTL INC NEW Consumer Cyclical 646.0 $239K 0.07% NEW $370.59 -5.3%
260 ON ON SEMICONDUCTOR CORP Technology 2,497.0 $236K 0.07% -2K -39.4% $94.54 -23.2%
Page 13 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%