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Portfolio (Quarterly) Guide ↗

EVERPAR ADVISORS LLC

· CIK 0002010410
13F Portfolio $270M AUM 268 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 268 New
Page 10 of 14  ·  268 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 TT TRANE TECHNOLOGIES PLC Industrials 838.0 $326K 0.12% NEW $389.20 +18.6%
182 ALLE ALLEGION PLC Industrials 2,033.0 $324K 0.12% NEW $159.22 -17.3%
183 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 20,347.0 $323K 0.12% NEW $15.86 +21.9%
184 DE DEERE & CO Industrials 691.0 $322K 0.12% NEW $465.57 +13.6%
185 MRSH MARSH & MCLENNAN COS INC Financial Services 1,730.0 $321K 0.12% NEW $185.52 -12.7%
186 CMCSA COMCAST CORP NEW Communication Services 10,686.0 $319K 0.12% NEW $29.89 -15.9%
187 WELL WELLTOWER INC Real Estate 1,719.0 $319K 0.12% NEW $185.61 +17.5%
188 DASH DOORDASH INC Communication Services 1,408.0 $319K 0.12% NEW $226.48 -32.0%
189 MPC MARATHON PETE CORP Energy 1,947.0 $317K 0.12% NEW $162.63 +52.5%
190 LEN LENNAR CORP Consumer Cyclical 3,050.0 $314K 0.12% NEW $102.80 -13.1%
191 MO ALTRIA GROUP INC Consumer Defensive 5,422.0 $313K 0.12% NEW $57.66 +25.5%
192 TXN TEXAS INSTRS INC Technology 1,798.0 $312K 0.12% NEW $173.49 +87.3%
193 ADBE ADOBE INC Technology 889.0 $311K 0.12% NEW $349.99 -31.3%
194 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 881.0 $309K 0.12% NEW $350.55 +10.6%
195 SNPS SYNOPSYS INC Technology 657.0 $309K 0.11% NEW $469.72 +13.8%
196 MSDL MORGAN STANLEY DIRECT LENDIN Financial Services 18,547.0 $306K 0.11% NEW $16.48 -6.9%
197 HWM HOWMET AEROSPACE INC Industrials 1,486.0 $305K 0.11% NEW $205.02 +27.7%
198 URI UNITED RENTALS INC Industrials 371.0 $300K 0.11% NEW $809.32 +19.0%
199 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,344.0 $300K 0.11% NEW $223.17 -34.2%
200 DUK DUKE ENERGY CORP NEW Utilities 2,538.0 $297K 0.11% NEW $117.21 +6.6%
Page 10 of 14  ·  268 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 31.1%
Financial Services 17.4%
Communication Services 9.0%
Industrials 8.5%
Healthcare 8.4%
Consumer Cyclical 8.3%
Consumer Defensive 6.7%
Energy 5.6%
Utilities 2.6%
Basic Materials 1.9%