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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 2 of 16  ·  302 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CSCO CISCO SYS INC Technology 29,987.0 $3.5M 1.00% +2K +8.4% $117.46 -6.4%
22 IJS ISHARES TR 25,341.0 $3.5M 0.98% $136.68 +0.6%
23 LLY ELI LILLY & CO Healthcare 2,780.0 $3.3M 0.95% +102.0 +3.8% $1199.43 -2.2%
24 SPY STATE STR SPDR S&P 500 ETF T Financial Services 4,310.0 $3.2M 0.92% +607.0 +16.4% $746.72 +3.0%
25 MTUM ISHARES TR 9,188.0 $3.1M 0.90% +2K +34.5% $342.83 -12.6%
26 JNJ JOHNSON & JOHNSON Healthcare 12,152.0 $3.1M 0.88% -144.0 -1.2% $253.97 +5.5%
27 WMT WALMART INC Consumer Defensive 26,765.0 $3.0M 0.86% -615.0 -2.2% $113.26 -9.0%
28 RTX RTX CORPORATION Industrials 13,905.0 $2.6M 0.75% +72.0 +0.5% $189.73 +11.6%
29 AMD ADVANCED MICRO DEVICES INC Technology 4,360.0 $2.5M 0.72% +1K +39.5% $580.91 -19.9%
30 AMAT APPLIED MATLS INC Technology 3,400.0 $2.5M 0.70% -419.0 -11.0% $723.00 -36.1%
31 XOM EXXON MOBIL CORP Energy 16,981.0 $2.3M 0.66% -260.0 -1.5% $136.72 +14.6%
32 INTC INTEL CORP Technology 16,163.0 $2.3M 0.64% +2K +17.9% $139.63 -35.9%
33 CVX CHEVRON CORPORATION Energy 13,288.0 $2.2M 0.63% $165.76 +21.8%
34 CAT CATERPILLAR INC Industrials 2,003.0 $2.1M 0.61% +93.0 +4.9% $1064.90 -24.9%
35 BERKSHIRE HATHAWAY INC DEL 4,151.0 $2.1M 0.59% +322.0 +8.4% $500.39
36 V VISA INC Financial Services 6,027.0 $2.1M 0.59% +919.0 +18.0% $343.09 +11.2%
37 ORCL ORACLE CORP Technology 13,088.0 $1.9M 0.55% +132.0 +1.0% $146.55 +2.8%
38 GWW WW GRAINGER INC Industrials 1,380.0 $1.9M 0.53% +38.0 +2.8% $1360.40 -4.0%
39 QUAL ISHARES TR 8,388.0 $1.8M 0.52% +2K +27.9% $219.44 +1.9%
40 IJH ISHARES TR 23,769.0 $1.8M 0.52% -5K -16.4% $77.11 -1.8%
Page 2 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%