Portfolio (Quarterly) Guide ↗

EverSource Wealth Advisors, LLC

· CIK 0001710537

13F Portfolio $3.0B AUM 21,449 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds

Q2 2026 · All 226 New 1379 Added 2385 Reduced

Page 39 of 69 · 1,379 positions

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
761	CRGY	CRESCENT ENERGY COMPANY CL A COM	Energy	1,412.0	$14K	—	+180.0	+14.6%	$9.82	+43.2%
762	—	UPBOUND GROUP INC COM	—	653.0	$14K	—	+296.0	+82.9%	$21.22	—
763	BBSI	BARRETT BUSINESS SVCS INC COM	Industrials	390.0	$14K	—	+269.0	+222.3%	$35.52	-5.5%
764	SLP	SIMULATIONS PLUS INC COM	Healthcare	755.0	$14K	—	+407.0	+117.0%	$18.31	+0.5%
765	BJRI	BJS RESTAURANTS INC COM	Consumer Cyclical	227.0	$14K	—	+54.0	+31.2%	$60.74	+9.9%
766	LMUB	ISHARES LONG-TERM NATIONAL MUNI BOND ETF	—	269.0	$14K	—	+121.0	+81.8%	$51.22	-3.3%
767	CTOS	CUSTOM TRUCK ONE SOURCE INC COM CL A	Industrials	1,165.0	$14K	—	+67.0	+6.1%	$11.81	-17.3%
768	CXT	CRANE NXT CO COM	Industrials	267.0	$14K	—	+52.0	+24.2%	$51.16	-1.9%
769	—	DIVERSIFIED ENERGY CO COMMON STOCK	—	983.0	$14K	—	+43.0	+4.6%	$13.86	—
770	—	KLARNA GROUP PLC SHS	—	667.0	$14K	—	+338.0	+102.7%	$20.24	—
771	RVLV	REVOLVE GROUP INC CL A	Consumer Cyclical	589.0	$13K	—	+35.0	+6.3%	$22.89	+3.8%
772	TVTX	TRAVERE THERAPEUTICS INC COM	Healthcare	236.0	$13K	—	+15.0	+6.8%	$56.81	+15.7%
773	BLKB	BLACKBAUD INC COM	Technology	448.0	$13K	—	+68.0	+17.9%	$29.62	+60.4%
774	CURB	CURBLINE PPTYS CORP COM	Real Estate	435.0	$13K	—	+67.0	+18.2%	$30.40	-3.3%
775	BOOT	BOOT BARN HLDGS INC COM	Consumer Cyclical	80.0	$13K	—	+3.0	+3.9%	$164.28	+0.8%
776	DIN	DINE BRANDS GLOBAL INC COM	Consumer Cyclical	364.0	$13K	—	+153.0	+72.5%	$35.90	-0.2%
777	ANGO	ANGIODYNAMICS INC COM	Healthcare	1,000.0	$13K	—	+869.0	+663.4%	$13.01	+21.1%
778	NOG	NORTHERN OIL & GAS INC COM	Energy	715.0	$13K	—	+428.0	+149.1%	$18.15	+50.7%
779	ALKT	ALKAMI TECHNOLOGY INC COM	Technology	710.0	$13K	—	+108.0	+17.9%	$18.12	+12.5%
780	TARS	TARSUS PHARMACEUTICALS INC COM	Healthcare	203.0	$13K	—	+180.0	+782.6%	$62.95	+15.5%

Page 39 of 69 · 1,379 positions

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① 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 33.5%

Financial Services 22.2%

Consumer Cyclical 10.2%

Industrials 9.6%

Healthcare 6.8%

Communication Services 5.4%

Energy 4.0%

Consumer Defensive 2.9%

Utilities 2.2%

Basic Materials 1.7%