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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 14 of 16  ·  302 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 AMT AMERICAN TOWER CORP Real Estate 1,439.0 $235K 0.07% -38.0 -2.6% $163.57 +7.7%
262 KVUE KENVUE INC Consumer Defensive 12,307.0 $235K 0.07% +1K +13.6% $19.11 +0.3%
263 IEFA ISHARES TR 2,434.0 $235K 0.07% -1K -29.4% $96.58 +4.0%
264 SPG SIMON PPTY GROUP INC NEW Real Estate 1,050.0 $235K 0.07% NEW $223.65 -4.1%
265 EXPAND ENERGY CORPORATION 2,564.0 $234K 0.07% NEW $91.19
266 VRP INVESCO EXCH TRADED FD TR II 9,551.0 $232K 0.07% -1K -9.5% $24.31 -0.7%
267 NOC NORTHROP GRUMMAN CORP Industrials 454.0 $231K 0.07% -19.0 -4.0% $509.31 +7.1%
268 CNC CENTENE CORP DEL Healthcare 3,593.0 $231K 0.07% NEW $64.19 +0.9%
269 NEM NEWMONT CORP Basic Materials 2,467.0 $230K 0.07% -273.0 -10.0% $93.40 +37.0%
270 FDX FEDEX CORP Industrials 735.0 $230K 0.07% -43.0 -5.5% $313.33 +5.6%
271 FANG DIAMONDBACK ENERGY INC Energy 1,293.0 $227K 0.07% +116.0 +9.9% $175.78 +12.5%
272 D DOMINION ENERGY INC Utilities 3,320.0 $227K 0.06% NEW $68.29 -4.1%
273 SNA SNAP ON INC Industrials 560.0 $225K 0.06% +3.0 +0.5% $402.40 -2.6%
274 TGT TARGET CORP Consumer Defensive 1,717.0 $224K 0.06% NEW $130.61 +24.9%
275 LITE LUMENTUM HLDGS INC Technology 261.0 $224K 0.06% NEW $858.06 +4.3%
276 MRSH MARSH & MCLENNAN COS INC Financial Services 1,343.0 $224K 0.06% +55.0 +4.3% $166.67 +15.6%
277 ADSK AUTODESK INC Technology 1,140.0 $222K 0.06% -295.0 -20.6% $194.42 +34.1%
278 NEBIUS GROUP N.V. 800.0 $221K 0.06% NEW $276.17
279 NKE NIKE INC Consumer Cyclical 5,340.0 $219K 0.06% NEW $41.05 -3.5%
280 FE FIRSTENERGY CORP Utilities 4,600.0 $219K 0.06% -888.0 -16.2% $47.54 -3.5%
Page 14 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%