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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 5 of 16  ·  302 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NSC NORFOLK SOUTHN CORP Industrials 2,892.0 $910K 0.26% -32.0 -1.1% $314.59 +10.8%
82 VV VANGUARD INDEX FDS 2,623.0 $902K 0.26% +173.0 +7.1% $343.91 +3.1%
83 TJX TJX COS INC NEW Consumer Cyclical 5,912.0 $896K 0.26% -541.0 -8.4% $151.50 -10.8%
84 VGT VANGUARD WORLD FD 7,479.0 $894K 0.25% +7K +881.5% $119.52 +0.5%
85 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 944.0 $883K 0.25% -53.0 -5.3% $935.47 +1.1%
86 HD HOME DEPOT INC Consumer Cyclical 2,485.0 $876K 0.25% +326.0 +15.1% $352.68 -6.4%
87 BA BOEING CO Industrials 4,034.0 $873K 0.25% -87.0 -2.1% $216.44 -3.1%
88 HDV ISHARES TR 31,690.0 $869K 0.25% +27K +567.9% $27.41 +7.4%
89 ALL ALLSTATE CORP Financial Services 3,438.0 $818K 0.23% +273.0 +8.6% $237.94 +9.5%
90 C CITIGROUP INC Financial Services 5,840.0 $817K 0.23% +320.0 +5.8% $139.96 -5.1%
91 APH AMPHENOL CORP Technology 4,564.0 $805K 0.23% +48.0 +1.1% $176.32 -10.5%
92 AMGN AMGEN INC Healthcare 2,218.0 $803K 0.23% -26.0 -1.2% $362.10 +19.4%
93 PG PROCTER & GAMBLE CO Consumer Defensive 5,383.0 $789K 0.23% -140.0 -2.5% $146.64 -2.0%
94 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,569.0 $787K 0.22% +183.0 +13.2% $501.36 +24.1%
95 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 9,021.0 $785K 0.22% -718.0 -7.4% $87.04 +10.1%
96 ETN EATON CORP PLC Industrials 1,836.0 $782K 0.22% +157.0 +9.3% $426.19 -5.5%
97 QCOM QUALCOMM INC Technology 4,178.0 $772K 0.22% -764.0 -15.5% $184.79 -11.1%
98 MS MORGAN STANLEY Financial Services 3,691.0 $772K 0.22% +476.0 +14.8% $209.04 +2.7%
99 WFC WELLS FARGO & CO Financial Services 9,288.0 $768K 0.22% $82.64 +4.9%
100 PSX PHILLIPS 66 Energy 4,480.0 $757K 0.21% -683.0 -13.2% $169.03 +44.4%
Page 5 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%