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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 6 of 16  ·  302 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FIX COMFORT SYS USA INC Industrials 382.0 $757K 0.21% +190.0 +99.0% $1981.95 -23.4%
102 PNC PNC FINL SVCS GROUP INC Financial Services 2,988.0 $736K 0.21% +142.0 +5.0% $246.26 -1.6%
103 PLTR PALANTIR TECHNOLOGIES INC Technology 6,254.0 $730K 0.21% -953.0 -13.2% $116.67 +59.7%
104 PWR QUANTA SVCS INC Industrials 1,011.0 $728K 0.21% +65.0 +6.9% $720.04 -16.3%
105 TECHNIPFMC PLC 10,893.0 $722K 0.20% -841.0 -7.2% $66.30
106 IBM INTERNATIONAL BUSINESS MACHS Technology 2,566.0 $722K 0.20% +227.0 +9.7% $281.21 -16.2%
107 CGUS CAPITAL GROUP CORE EQUITY ET 16,156.0 $719K 0.20% -650.0 -3.9% $44.48 +1.9%
108 COF CAPITAL ONE FINL CORP Financial Services 3,456.0 $693K 0.20% +168.0 +5.1% $200.62 +7.5%
109 MCD MCDONALDS CORP Consumer Cyclical 2,547.0 $688K 0.20% -414.0 -14.0% $270.31 -2.0%
110 WRB BERKLEY W R CORP Financial Services 9,670.0 $682K 0.19% +396.0 +4.3% $70.53 -3.0%
111 MDLZ MONDELEZ INTL INC Consumer Defensive 11,587.0 $670K 0.19% +2K +16.4% $57.84 +7.8%
112 TRV TRAVELERS COMPANIES INC Financial Services 2,001.0 $661K 0.19% +158.0 +8.6% $330.12 +12.1%
113 DE DEERE & CO Industrials 1,036.0 $657K 0.19% +33.0 +3.3% $634.33 -0.6%
114 TXN TEXAS INSTRS INC Technology 2,198.0 $655K 0.19% +220.0 +11.1% $298.07 -13.2%
115 CB CHUBB LIMITED Financial Services 1,910.0 $651K 0.18% $340.74 -0.2%
116 VZ VERIZON COMMUNICATIONS INC Communication Services 15,355.0 $650K 0.18% -134.0 -0.9% $42.34 +18.3%
117 TER TERADYNE INC Technology 1,318.0 $638K 0.18% -106.0 -7.4% $483.84 -26.6%
118 BKNG BOOKING HOLDINGS INC Consumer Cyclical 3,568.0 $636K 0.18% +3K +2485.5% $178.24 +15.4%
119 ITW ILLINOIS TOOL WKS INC Industrials 2,345.0 $634K 0.18% +27.0 +1.2% $270.47 +3.6%
120 DIS DISNEY WALT CO Communication Services 6,442.0 $620K 0.18% +854.0 +15.3% $96.25 +12.3%
Page 6 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%