EVERPAR ADVISORS LLC

CIK

2010410

Location

TULSA, OK

Portfolio Value

Small $250,491,857

Diversification

Diversified

Filing Date

Global Rank

#1,108 / 3,203 ▲ 2957

Top Industry

Semiconductors 14.0%

3Y Alpha vs SPY

-2.5%

Period ended 30 days ago

Filed Jul 9, 2026 · 21d

11 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+45.5%

SPY

+50.3%

Annualised alpha

-1.6%

Max drawdown

−18.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 10 quarters. Past performance does not predict future results.

Portfolio Concentration

258 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.2%

+0.2 pts

Top 5

22.5%

−1.1 pts

Top 10

33.4%

−1.6 pts

HHI

170

Diversified−9

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	34.2%	$85,710,456	49
Financial Services	14.9%	$37,211,414	41
Industrials	9.6%	$23,964,978	38
Healthcare	8.2%	$20,426,099	29
Consumer Cyclical	7.6%	$18,971,986	22
Energy	6.3%	$15,788,864	15
Communication Services	6.0%	$14,922,738	10
Consumer Defensive	5.9%	$14,901,816	14
Utilities	3.2%	$7,973,617	21
Basic Materials	1.7%	$4,145,560	7
Unclassified	1.6%	$4,074,442	4
Real Estate	1.0%	$2,399,887	8

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
GOOGL	Alphabet Inc.	+1,344	17,889	$6,392,991
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
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
AMAT	Applied Materials Inc /De	−419	3,400	$2,458,200
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SNDK	Sandisk Corp	433	$984,525
FTNT	Fortinet, Inc.	2,729	$419,228
EA	Electronic Arts Inc.	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

23 positions

Ticker	Company	Shares	Value
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
CTRA	Coterra Energy Inc.	7,735	$271,807
QQQ	Invesco Qqq Trust, Series 1	442	$255,113
STZ	Constellation Brands, Inc.	1,693	$253,950
ADBE	Adobe Inc.	1,037	$252,073
GRMN	Garmin Ltd	1,070	$248,250
INSM	INSMED Inc	1,503	$245,770
ALLE	Allegion plc	1,670	$242,634
ULTA	Ulta Beauty, Inc.	447	$233,651
MSI	Motorola Solutions, Inc.	510	$221,324
BJ	BJ's Wholesale Club Holdings, Inc.	2,247	$221,149
ORLY	O Reilly Automotive Inc	2,354	$217,297
VICI	Vici Properties Inc.	7,807	$213,287
OSK	Oshkosh Corp	1,437	$211,540
TTE	TotalEnergies SE	2,218	$201,793
NGL	NGL Energy Partners LP	13,942	$171,904
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	77,449	+3,857	$15,496,770	+20.7%	6.19%
AAPL	Apple Inc. Technology	Added	48,301	+352	$13,976,377	+14.9%	5.58%
JPM	Jpmorgan Chase & Co Financial Services	Added	34,866	+551	$11,412,687	+13.1%	4.56%
MSFT	Microsoft Corp Technology	Reduced	23,898	-1,498	$8,914,431	−5.2%	3.56%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	27,986	-398	$6,670,183	+12.8%	2.66%
GOOGL	Alphabet Inc. Communication Services	Added	17,889	+1,344	$6,392,991	+34.4%	2.55%
AVGO	Broadcom Inc. Technology	Added	16,721	+695	$6,316,357	+27.3%	2.52%
OKE	Oneok Inc /New/ Energy	Added	61,637	+5,178	$5,358,720	+5.0%	2.14%
TSN	Tyson Foods, Inc. Consumer Defensive	Reduced	81,117	-206	$4,643,948	−10.9%	1.85%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	10,497	-314	$4,415,038	+9.9%	1.76%
META	Meta Platforms, Inc. Communication Services	Added	7,329	+146	$4,128,352	+0.5%	1.65%
MU	Micron Technology Inc Technology	Added	3,478	+378	$4,014,620	+283.3%	1.60%
CSCO	Cisco Systems, Inc. Technology	Added	29,987	+2,327	$3,522,273	+64.1%	1.41%
LLY	ELI LILLY & Co Healthcare	Added	2,780	+102	$3,334,415	+35.4%	1.33%
SPY	Spdr S&P 500 ETF Trust	Added	4,310	+607	$3,218,578	+33.7%	1.28%
JNJ	Johnson & Johnson Healthcare	Reduced	12,152	-144	$3,086,243	+2.7%	1.23%
WMT	Walmart Inc. Consumer Defensive	Reduced	26,765	-615	$3,031,403	−10.9%	1.21%
RTX	RTX Corp Industrials	Added	13,905	+72	$2,638,195	−1.1%	1.05%
AMD	Advanced Micro Devices Inc Technology	Added	4,360	+1,235	$2,532,767	+298.4%	1.01%
AMAT	Applied Materials Inc /De Technology	Reduced	3,400	-419	$2,458,200	+88.3%	0.98%
XOM	ExxonMobil Holdings Corp Energy	Reduced	16,981	-260	$2,321,642	−20.6%	0.93%
INTC	Intel Corp Technology	Added	16,163	+2,459	$2,256,839	+273.2%	0.90%
CVX	Chevron Corp Energy	Reduced	13,288	-66	$2,202,618	−20.3%	0.88%
CAT	Caterpillar Inc Industrials	Added	2,003	+93	$2,132,994	+57.6%	0.85%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,151	+322	$2,077,118	+13.2%	0.83%
V	Visa Inc. Financial Services	Added	6,027	+919	$2,067,803	+33.9%	0.83%
ORCL	Oracle Corp Technology	Added	13,088	+132	$1,918,046	+0.6%	0.77%
GWW	W.W. Grainger, Inc. Industrials	Added	1,380	+38	$1,877,352	+28.2%	0.75%
SFNC	Simmons First National Corp Financial Services	Added	79,653	+91	$1,804,140	+16.6%	0.72%
ABBV	AbbVie Inc. Healthcare	Added	6,863	+204	$1,727,005	+19.2%	0.69%
LRCX	Lam Research Corp Technology	Added	3,835	+350	$1,661,820	+123.2%	0.66%
SHW	Sherwin Williams Co Basic Materials	Added	4,439	+83	$1,528,436	+9.5%	0.61%
PANW	Palo Alto Networks Inc Technology	Added	4,402	+1,060	$1,501,170	+180.2%	0.60%
MA	Mastercard Inc Financial Services	Reduced	2,799	-114	$1,437,566	−1.2%	0.57%
GLW	Corning Inc /Ny Technology	Reduced	5,611	-465	$1,433,217	+73.5%	0.57%
AEP	American Electric Power Co Inc Utilities	Added	10,392	+202	$1,421,729	+6.4%	0.57%
ANET	Arista Networks, Inc. Technology	Added	7,675	+472	$1,303,829	+47.4%	0.52%
KLAC	Kla Corp Technology	Added	4,265	+3,816	$1,286,793	+94.6%	0.51%
DELL	Dell Technologies Inc. Technology	Added	2,955	+261	$1,274,964	+188.3%	0.51%
GS	Goldman Sachs Group Inc Financial Services	Added	1,253	+110	$1,267,246	+31.1%	0.51%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	2,552	-52	$1,218,758	+38.5%	0.49%
MRK	Merck & Co., Inc. Healthcare	Reduced	9,417	-123	$1,210,084	+5.4%	0.48%
KO	Coca Cola Co Consumer Defensive	Added	14,504	+125	$1,178,740	+7.8%	0.47%
GE	General Electric Co Industrials	Added	3,152	+144	$1,177,996	+38.0%	0.47%
WMB	Williams Companies, Inc. Energy	Reduced	15,797	-406	$1,174,348	−0.4%	0.47%
BAC	Bank Of America Corp /De/ Financial Services	Added	20,405	+1,983	$1,162,676	+29.5%	0.46%
GEV	GE Vernova Inc. Industrials	Added	945	+68	$1,110,242	+45.0%	0.44%
NFLX	Netflix Inc Communication Services	Reduced	14,705	-3,871	$1,049,937	−41.2%	0.42%
UNH	Unitedhealth Group Inc Healthcare	Added	2,485	+241	$1,032,840	+70.1%	0.41%
PH	Parker-Hannifin Corp Industrials	Reduced	1,042	-23	$1,019,201	+6.9%	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.