EVERPAR ADVISORS LLC
Filing Date
Global Rank
#4,103
/ 8,700
▲ 788
Top Industry
Semiconductors
14.0%
Period ended 3 months ago
Filed Jul 9, 2026 · 2mo
11 quarters · since Dec 2023
Portfolio Concentration
258 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
6.2%
−4.8 pts
Top 5
22.5%
−4.1 pts
Top 10
33.4%
−6.7 pts
HHI
170
Diversified−85
Portfolio Trend
11 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 34.2% | $85,710,456 |
| Financial Services | 14.9% | $37,211,414 |
| Industrials | 9.6% | $23,964,978 |
| Healthcare | 8.2% | $20,426,099 |
| Consumer Cyclical | 7.6% | $18,971,986 |
| Energy | 6.3% | $15,788,864 |
| Communication Services | 6.0% | $14,922,738 |
| Consumer Defensive | 5.9% | $14,901,816 |
| Utilities | 3.2% | $7,973,617 |
| Basic Materials | 1.7% | $4,145,560 |
| Unclassified | 1.6% | $4,074,442 |
| Real Estate | 1.0% | $2,399,887 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| OKE | Oneok Inc /New/ | +5,178 | 61,637 | $5,358,720 | |
| DVN | Devon Energy Corp/De | +4,998 | 9,388 | $387,912 | |
| NVDA | Nvidia Corp | +3,857 | 77,449 | $15,496,770 | |
| KLAC | Kla Corp | +3,816 | 4,265 | $1,286,793 | |
| BKNG | Booking Holdings Inc. | +3,430 | 3,568 | $635,960 | |
| F | Ford Motor Co | +2,922 | 15,434 | $214,532 | |
| INTC | Intel Corp | +2,459 | 16,163 | $2,256,839 | |
| PCG | PG&E Corp | +2,415 | 14,471 | $243,402 | |
| CSCO | Cisco Systems, Inc. | +2,327 | 29,987 | $3,522,273 | |
| BAC | Bank Of America Corp /De/ | +1,983 | 20,405 | $1,162,676 | |
| MDLZ | Mondelez International, Inc. | +1,633 | 11,587 | $670,192 | |
| KVUE | Kenvue Inc. | +1,477 | 12,307 | $235,186 | |
| BX | Blackstone Inc. | +1,285 | 4,375 | $514,806 | |
| AMD | Advanced Micro Devices Inc | +1,235 | 4,360 | $2,532,767 | |
| ABT | Abbott Laboratories | +1,182 | 6,199 | $562,497 | |
| APO | Apollo Global Management, Inc. | +1,142 | 2,971 | $351,499 | |
| NI | Nisource Inc. | +1,079 | 5,985 | $284,586 | |
| PANW | Palo Alto Networks Inc | +1,060 | 4,402 | $1,501,170 | |
| V | Visa Inc. | +919 | 6,027 | $2,067,803 | |
| DIS | Walt Disney Co | +854 | 6,442 | $620,042 | |
| KMI | Kinder Morgan, Inc. | +852 | 8,507 | $271,968 | |
| AVGO | Broadcom Inc. | +695 | 16,721 | $6,316,357 | |
| DUK | Duke Energy CORP | +642 | 3,968 | $502,269 | |
| SPY | Spdr S&P 500 ETF Trust | +607 | 4,310 | $3,218,578 | |
| SO | Southern Co | +585 | 3,448 | $330,008 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −16,006 | 17,889 | $6,392,991 | |
| NFLX | Netflix Inc | −3,871 | 14,705 | $1,049,937 | |
| PFE | Pfizer Inc | −2,310 | 10,746 | $258,763 | |
| ON | On Semiconductor Corp | −1,622 | 2,497 | $236,066 | |
| MSFT | Microsoft Corp | −1,498 | 23,898 | $8,914,431 | |
| MUFG | Mitsubishi Ufj Financial Group Inc | −1,403 | 17,644 | $350,939 | |
| CRM | Salesforce, Inc. | −1,221 | 2,221 | $347,941 | |
| PLTR | Palantir Technologies Inc. | −953 | 6,254 | $729,654 | |
| FE | Firstenergy Corp | −888 | 4,600 | $218,684 | |
| FTI | TechnipFMC plc | −841 | 10,893 | $722,205 | |
| QCOM | Qualcomm Inc/De | −764 | 4,178 | $772,052 | |
| IBKR | Interactive Brokers Group, Inc. | −718 | 9,021 | $785,187 | |
| BMY | Bristol Myers Squibb Co | −700 | 8,874 | $511,319 | |
| PSX | Phillips 66 | −683 | 4,480 | $757,344 | |
| WMT | Walmart Inc. | −615 | 26,765 | $3,031,403 | |
| LOW | Lowes Companies Inc | −604 | 2,395 | $528,073 | |
| ZWS | Zurn Elkay Water Solutions Corp | −598 | 5,635 | $284,736 | |
| NOW | ServiceNow, Inc. | −596 | 2,196 | $218,018 | |
| COP | Conocophillips | −562 | 5,817 | $604,735 | |
| TJX | Tjx Companies Inc /De/ | −541 | 5,912 | $895,668 | |
| UBER | Uber Technologies, Inc | −537 | 4,514 | $325,730 | |
| SHOP | Shopify Inc. | −515 | 2,497 | $285,107 | |
| NEE | Nextera Energy Inc | −489 | 5,790 | $508,188 | |
| GLW | Corning Inc /Ny | −465 | 5,611 | $1,433,217 | |
| MDT | Medtronic plc | −460 | 4,218 | $329,974 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SNDK | Sandisk Corp | 433 | $984,525 | |
| FTNT | Fortinet, Inc. | 2,729 | $419,228 | |
| — | 1,860 | $381,374 | ||
| MRVL | Marvell Technology, Inc. | 1,270 | $378,320 | |
| CMS | Cms Energy Corp | 4,903 | $375,079 | |
| FLEX | Flex Ltd. | 2,285 | $370,329 | |
| JBL | Jabil Inc | 807 | $311,082 | |
| DDOG | Datadog, Inc. | 1,179 | $306,964 | |
| ED | Consolidated Edison Inc | 2,660 | $294,275 | |
| HOOD | Robinhood Markets, Inc. | 2,881 | $288,906 | |
| PAYX | Paychex Inc | 2,908 | $285,943 | |
| PNW | Pinnacle West Capital Corp | 2,575 | $275,525 | |
| EW | Edwards Lifesciences Corp | 2,947 | $266,585 | |
| CNP | Centerpoint Energy Inc | 5,905 | $260,056 | |
| ELV | Elevance Health, Inc. | 667 | $257,948 | |
| CARR | CARRIER GLOBAL Corp | 3,468 | $254,377 | |
| SNOW | Snowflake Inc. | 989 | $251,700 | |
| WM | Waste Management Inc | 1,108 | $246,951 | |
| MET | Metlife Inc | 2,869 | $242,746 | |
| MAR | Marriott International Inc /Md/ | 646 | $239,401 | |
| SPG | Simon Property Group Inc. | 1,050 | $234,832 | |
| EXE | EXPAND ENERGY Corp | 2,564 | $233,811 | |
| CNC | Centene Corp | 3,593 | $230,634 | |
| D | Dominion Energy, Inc | 3,320 | $226,722 | |
| TGT | Target Corp | 1,717 | $224,257 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | 161,480 | $31,684,294 | |
| BSCA | Invesco BulletShares 2036 Corporate Bond ETF | 488,701 | $9,124,901 | |
| VB | Vanguard Morningstar Small-Cap ETF | 45,900 | $9,026,757 | |
| BWX | State Street SPDR Bloomberg International Treasury Bond ETF | 45,764 | $4,480,753 | |
| BAI | iShares A.I. Innovation and Tech Active ETF | 60,554 | $3,523,031 | |
| FBCG | Fidelity Blue Chip Growth ETF | 10,811 | $2,249,228 | |
| CGDV | Capital Group Dividend Value ETF | 47,054 | $2,001,677 | |
| CGGR | Capital Group Growth ETF | 49,494 | $1,989,163 | |
| ACSG | American Century Small Cap Growth Insights ETF | 12,709 | $1,078,231 | |
| VXUS | Vanguard Total International Stock ETF | 11,079 | $854,301 | |
| IVZ | Invesco Ltd. | 31,458 | $679,723 | |
| CGUS | Capital Group Core Equity ETF | 16,806 | $645,686 | |
| ACES | ALPS Clean Energy ETF | 13,380 | $621,161 | |
| HON | Honeywell International Inc | 2,194 | $495,909 | |
| INTU | Intuit Inc. | 1,051 | $454,431 | |
| HII | Huntington Ingalls Industries, Inc. | 877 | $333,172 | |
| CMCSA | Comcast Corp | 11,537 | $331,227 | |
| ROL | Rollins Inc | 5,920 | $316,187 | |
| ICE | Intercontinental Exchange, Inc. | 1,941 | $305,280 | |
| HIG | Hartford Insurance Group, Inc. | 2,156 | $291,555 | |
| TMUS | T-Mobile US, Inc. | 1,343 | $282,070 | |
| BKF | iShares MSCI BIC ETF | 1,454 | $263,784 | |
| QQQ | Invesco Qqq Trust, Series 1 | 442 | $255,113 | |
| STZ | Constellation Brands, Inc. | 1,693 | $253,950 | |
| ADBE | Adobe Inc. | 1,037 | $252,073 | |
| No positions match the current search. | ||||
258 tracked positions ·
$250,491,857 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 258 positions by value
· page 1 of 6
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 77,449 | $15,496,770 | 6.19% | |
| AAPL |
Apple Inc.
Technology
|
Added | 48,301 | $13,976,377 | 5.58% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 34,866 | $11,412,687 | 4.56% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 23,898 | $8,914,431 | 3.56% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 27,986 | $6,670,183 | 2.66% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 17,889 | $6,392,991 | 2.55% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 16,721 | $6,316,357 | 2.52% | |
| OKE |
Oneok Inc /New/
Energy
|
Added | 61,637 | $5,358,720 | 2.14% | |
| TSN |
Tyson Foods, Inc.
Consumer Defensive
|
Reduced | 81,117 | $4,643,948 | 1.85% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 10,497 | $4,415,038 | 1.76% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 7,329 | $4,128,352 | 1.65% | |
| MU |
Micron Technology Inc
Technology
|
Added | 3,478 | $4,014,620 | 1.60% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 29,987 | $3,522,273 | 1.41% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 2,780 | $3,334,415 | 1.33% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 4,310 | $3,218,578 | 1.28% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 12,152 | $3,086,243 | 1.23% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 26,765 | $3,031,403 | 1.21% | |
| RTX |
RTX Corp
Industrials
|
Added | 13,905 | $2,638,195 | 1.05% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 4,360 | $2,532,767 | 1.01% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 3,400 | $2,458,200 | 0.98% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 16,981 | $2,321,642 | 0.93% | |
| INTC |
Intel Corp
Technology
|
Added | 16,163 | $2,256,839 | 0.90% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 13,288 | $2,202,618 | 0.88% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 2,003 | $2,132,994 | 0.85% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 4,151 | $2,077,118 | 0.83% | |
| V |
Visa Inc.
Financial Services
|
Added | 6,027 | $2,067,803 | 0.83% | |
| ORCL |
Oracle Corp
Technology
|
Added | 13,088 | $1,918,046 | 0.77% | |
| GWW |
W.W. Grainger, Inc.
Industrials
|
Added | 1,380 | $1,877,352 | 0.75% | |
| SFNC |
Simmons First National Corp
Financial Services
|
Added | 79,653 | $1,804,140 | 0.72% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 6,863 | $1,727,005 | 0.69% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 3,835 | $1,661,820 | 0.66% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Added | 4,439 | $1,528,436 | 0.61% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 4,402 | $1,501,170 | 0.60% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 2,799 | $1,437,566 | 0.57% | |
| GLW |
Corning Inc /Ny
Technology
|
Reduced | 5,611 | $1,433,217 | 0.57% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Added | 10,392 | $1,421,729 | 0.57% | |
| ANET |
Arista Networks, Inc.
Technology
|
Added | 7,675 | $1,303,829 | 0.52% | |
| KLAC |
Kla Corp
Technology
|
Added | 4,265 | $1,286,793 | 0.51% | |
| DELL |
Dell Technologies Inc.
Technology
|
Added | 2,955 | $1,274,964 | 0.51% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 1,253 | $1,267,246 | 0.51% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 2,552 | $1,218,758 | 0.49% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 9,417 | $1,210,084 | 0.48% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 14,504 | $1,178,740 | 0.47% | |
| GE |
General Electric Co
Industrials
|
Added | 3,152 | $1,177,996 | 0.47% | |
| WMB |
Williams Companies, Inc.
Energy
|
Reduced | 15,797 | $1,174,348 | 0.47% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 20,405 | $1,162,676 | 0.46% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 945 | $1,110,242 | 0.44% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 14,705 | $1,049,937 | 0.42% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 2,485 | $1,032,840 | 0.41% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Reduced | 1,042 | $1,019,201 | 0.41% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.