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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 11 of 14  ·  268 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 DELL DELL TECHNOLOGIES INC Technology 2,349.0 $296K 0.11% NEW $125.88 +142.3%
202 LIN LINDE PLC Basic Materials 690.0 $294K 0.11% NEW $426.39 +20.8%
203 BK BANK NEW YORK MELLON CORP Financial Services 2,526.0 $293K 0.11% NEW $116.09 +21.5%
204 CL COLGATE PALMOLIVE CO Consumer Defensive 3,669.0 $290K 0.11% NEW $79.02 +13.7%
205 TER TERADYNE INC Technology 1,482.0 $287K 0.11% NEW $193.56 +101.0%
206 JKHY HENRY JACK & ASSOC INC Technology 1,564.0 $285K 0.11% NEW $182.48 -24.7%
207 COHEN & STEERS LTD DURATION 13,290.0 $281K 0.10% NEW $21.17
208 DG DOLLAR GEN CORP NEW Consumer Defensive 2,104.0 $279K 0.10% NEW $132.77 -21.9%
209 AZO AUTOZONE INC Consumer Cyclical 82.0 $278K 0.10% NEW $3391.50 -8.6%
210 WDC WESTERN DIGITAL CORP Technology 1,595.0 $275K 0.10% NEW $172.27 +204.6%
211 SLB SLB LIMITED Energy 7,147.0 $274K 0.10% NEW $38.38 +51.1%
212 NVS NOVARTIS AG Healthcare 1,986.0 $274K 0.10% NEW $137.87 +9.4%
213 INSM INSMED INC Healthcare 1,573.0 $274K 0.10% NEW $174.04 -37.4%
214 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,690.0 $274K 0.10% NEW $161.96 -7.0%
215 UNP UNION PAC CORP Industrials 1,183.0 $274K 0.10% NEW $231.32 +17.2%
216 MET METLIFE INC Financial Services 3,424.0 $270K 0.10% NEW $78.94 +5.5%
217 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 963.0 $269K 0.10% NEW $278.92 -4.0%
218 AME AMETEK INC Industrials 1,302.0 $267K 0.10% NEW $205.31 +11.8%
219 NTRA NATERA INC Healthcare 1,158.0 $265K 0.10% NEW $229.09 -12.3%
220 FICO FAIR ISAAC CORP Technology 156.0 $264K 0.10% NEW $1690.62 -25.5%
Page 11 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%