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Portfolio (Quarterly) Guide ↗

EVERPAR ADVISORS LLC

· CIK 0002010410
13F Portfolio $290M AUM 282 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 38 New 154 Added 73 Reduced 24 Exited
Page 14 of 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MSI MOTOROLA SOLUTIONS INC Technology 510.0 $221K 0.08% NEW $433.97 -5.4%
262 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 2,247.0 $221K 0.08% -404.0 -15.2% $98.42 -13.7%
263 DVN DEVON ENERGY CORP NEW Energy 4,390.0 $221K 0.08% NEW $50.32 -10.3%
264 XLC SELECT SECTOR SPDR TR 1,981.0 $220K 0.08% NEW $110.87 +4.2%
265 LEN LENNAR CORP Consumer Cyclical 2,504.0 $217K 0.07% -546.0 -17.9% $86.84 +2.8%
266 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,354.0 $217K 0.07% NEW $92.31 -2.6%
267 SYK STRYKER CORPORATION Healthcare 661.0 $217K 0.07% +9.0 +1.4% $328.59 -4.7%
268 EXPD EXPEDITORS INTL WASH INC Industrials 1,506.0 $216K 0.07% +78.0 +5.5% $143.23 +12.2%
269 VICI VICI PPTYS INC Real Estate 7,807.0 $213K 0.07% NEW $27.32 +4.8%
270 AMLP ALPS ETF TR 4,036.0 $212K 0.07% NEW $52.64 +1.3%
271 PCG PG&E CORP Utilities 12,056.0 $212K 0.07% -2K -13.9% $17.57 -6.5%
272 OSK OSHKOSH CORP Industrials 1,437.0 $212K 0.07% NEW $147.21 -12.1%
273 AEE AMEREN CORP Utilities 1,904.0 $209K 0.07% NEW $109.92 +1.0%
274 ROST ROSS STORES INC Consumer Cyclical 957.0 $207K 0.07% NEW $216.63 +8.3%
275 DASH DOORDASH INC Communication Services 1,362.0 $205K 0.07% -46.0 -3.3% $150.15 +2.6%
276 APOS APOLLO GLOBAL MGMT INC Financial Services 1,829.0 $204K 0.07% +115.0 +6.7% $111.42 -76.5%
277 LUV SOUTHWEST AIRLS CO Industrials 5,389.0 $202K 0.07% -517.0 -8.8% $37.57 +12.5%
278 SNA SNAP ON INC Industrials 557.0 $202K 0.07% NEW $363.22 +2.4%
279 TOTALENERGIES SE 2,218.0 $202K 0.07% NEW $90.98
280 KVUE KENVUE INC Consumer Defensive 10,830.0 $187K 0.06% NEW $17.24 +1.5%
Page 14 of 15  ·  282 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 29.2%
Financial Services 15.6%
Industrials 9.3%
Communication Services 8.8%
Healthcare 8.0%
Consumer Cyclical 8.0%
Energy 7.6%
Consumer Defensive 7.4%
Utilities 3.2%
Basic Materials 1.9%