EVERPAR ADVISORS LLC
Filing Date
Global Rank
#4,789
/ 8,819
▲ 145
Top Industry
Semiconductors
13.6%
Period ended 4 months ago
Filed Jul 9, 2026 · 4mo
11 quarters · since Dec 2023
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Unknown
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Style
Diversified active
Top 10 weight 40.8%, 36.8 effective positions, active share 37.4% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests
Turnover
Low turnover
22.7% over the last four quarters (under 30%)
Horizon
Medium horizon
Value-weighted holding period 9.0 quarters (4 to under 12)
Closest benchmark: every 13F filer's combined book, active share 37.4%; sector active share 16.8% against the combined 13F book's sector weights.
Over time 11 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
302 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
11.9%
+0.9 pts
Top 5
28.0%
+1.0 pts
Top 10
40.8%
+0.2 pts
HHI
272
Diversified+15
Portfolio Trend
11 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 27.5% | $96,643,296 |
| Technology | 24.6% | $86,438,492 |
| Financial Services | 10.8% | $37,944,679 |
| Industrials | 6.8% | $23,964,978 |
| Communication Services | 6.2% | $21,917,612 |
| Healthcare | 5.8% | $20,426,099 |
| Consumer Cyclical | 5.4% | $18,971,986 |
| Energy | 4.5% | $15,788,864 |
| Consumer Defensive | 4.2% | $14,901,816 |
| Utilities | 2.3% | $7,973,617 |
| Basic Materials | 1.2% | $4,145,560 |
| Real Estate | 0.7% | $2,399,887 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VUG | VANGUARD GROWTH INDEX FUND | +37,494 | 43,693 | $3,763,715 | |
| — | +26,945 | 31,690 | $868,622 | ||
| SPYG | State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF | +19,125 | 64,889 | $7,721,142 | |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | +15,065 | 75,619 | $5,142,848 | |
| BSCW | +11,887 | 63,159 | $1,295,391 | ||
| BSCV | +10,188 | 90,601 | $1,484,497 | ||
| BSCU | Invesco BulletShares 2030 Corporate Bond ETF | +10,093 | 91,642 | $1,525,381 | |
| BSCT | Invesco BulletShares 2029 Corporate Bond ETF | +8,936 | 80,914 | $1,502,977 | |
| BSCS | Invesco BulletShares 2028 Corporate Bond ETF | +8,169 | 73,940 | $1,506,157 | |
| BSCR | Invesco BulletShares 2027 Corporate Bond ETF | +8,001 | 76,599 | $1,502,489 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | +6,717 | 7,479 | $893,890 | |
| BSCQ | Invesco BulletShares 2026 Corporate Bond ETF | +6,639 | 75,759 | $1,479,194 | |
| OKE | Oneok Inc | +5,178 | 61,637 | $5,358,720 | |
| IVV | iShares Core S&P 500 ETF | +5,046 | 34,120 | $25,552,126 | |
| DVN | Devon Energy Corp | +4,998 | 9,388 | $387,912 | |
| LRGF | iShares U.S. Equity Factor ETF | +4,777 | 48,653 | $3,679,626 | |
| DGRO | iShares Core Dividend Growth ETF | +4,712 | 14,233 | $1,078,719 | |
| FTEC | Fidelity MSCI Information Technology Index ETF | +4,020 | 14,831 | $4,235,436 | |
| NVDA | Nvidia Corp | +3,857 | 77,449 | $15,496,770 | |
| KLAC | Kla Corp | +3,816 | 4,265 | $1,286,793 | |
| BKLN | Invesco Ltd. | +3,692 | 24,599 | $501,081 | |
| 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 | |
| GOOG | Alphabet Inc. | +2,447 | 19,797 | $6,994,874 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CGDV | Capital Group Dividend Value ETF | −14,627 | 32,427 | $1,598,002 | |
| CGGR | Capital Group Growth ETF | −14,108 | 35,386 | $1,670,219 | |
| IJH | iShares Core S&P Mid-Cap ETF | −4,680 | 23,769 | $1,832,827 | |
| OUSM | ALPS | OShares U.S. Small-Cap Quality Dividend ETF | −3,981 | 5,363 | $254,849 | |
| 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 | |
| IEFA | iShares Core MSCI EAFE ETF | −1,011 | 2,434 | $235,075 | |
| VRP | Invesco Ltd. | −1,000 | 9,551 | $232,184 | |
| 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 | −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 | |
| CGUS | Capital Group Core Equity ETF | −650 | 16,156 | $718,618 | |
| 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 | |
| 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 | 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
24 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| 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 | |
| IVE | iShares S&P 500 Value ETF | 1,450 | $306,167 | |
| 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 | |
| — | 7,735 | $271,808 | ||
| 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. | ||||
302 tracked positions ·
$351,516,886 total
· filing declares
302 positions · $351,517,466
· 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 302 positions by value
· page 1 of 7
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IVV |
iShares Core S&P 500 ETF
|
Added | 34,120 | $25,552,126 | 7.27% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 77,449 | $15,496,770 | 4.41% | |
| AAPL |
Apple Inc.
Technology
|
Added | 48,301 | $13,976,377 | 3.98% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 34,866 | $11,412,687 | 3.25% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 23,898 | $8,914,431 | 2.54% | |
| SPYG |
State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF
|
Added | 64,889 | $7,721,142 | 2.20% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 19,797 | $6,994,874 | 1.99% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Added | 31,436 | $6,850,847 | 1.95% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 27,986 | $6,670,183 | 1.90% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 17,889 | $6,392,991 | 1.82% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 16,721 | $6,316,357 | 1.80% | |
| OKE |
Oneok Inc
Energy
|
Added | 61,637 | $5,358,720 | 1.52% | |
| DYNF |
iShares U.S. Equity Factor Rotation Active ETF
|
Added | 75,619 | $5,142,848 | 1.46% | |
| TSN |
Tyson Foods, Inc.
Consumer Defensive
|
Reduced | 81,117 | $4,643,948 | 1.32% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 10,497 | $4,415,038 | 1.26% | |
| FTEC |
Fidelity MSCI Information Technology Index ETF
|
Added | 14,831 | $4,235,436 | 1.20% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 7,329 | $4,128,352 | 1.17% | |
| MU |
Micron Technology Inc
Technology
|
Added | 3,478 | $4,014,620 | 1.14% | |
| VUG |
VANGUARD GROWTH INDEX FUND
|
Added | 43,693 | $3,763,715 | 1.07% | |
| LRGF |
iShares U.S. Equity Factor ETF
|
Added | 48,653 | $3,679,626 | 1.05% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 29,987 | $3,522,273 | 1.00% | |
| IJS |
iShares S&P Small-Cap 600 Value ETF
|
Held | 25,341 | $3,463,607 | 0.99% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 2,780 | $3,334,415 | 0.95% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 4,310 | $3,218,578 | 0.92% | |
| MTUM |
iShares MSCI USA Momentum Factor ETF
|
Added | 9,188 | $3,149,922 | 0.90% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 12,152 | $3,086,243 | 0.88% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 26,765 | $3,031,403 | 0.86% | |
| RTX |
RTX Corp
Industrials
|
Added | 13,905 | $2,638,195 | 0.75% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 4,360 | $2,532,767 | 0.72% | |
| AMAT |
Applied Materials Inc
Technology
|
Reduced | 3,400 | $2,458,200 | 0.70% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 16,981 | $2,321,642 | 0.66% | |
| INTC |
Intel Corp
Technology
|
Added | 16,163 | $2,256,839 | 0.64% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 13,288 | $2,202,618 | 0.63% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 2,003 | $2,132,994 | 0.61% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 4,151 | $2,077,118 | 0.59% | |
| V |
Visa Inc.
Financial Services
|
Added | 6,027 | $2,067,803 | 0.59% | |
| ORCL |
Oracle Corp
Technology
|
Added | 13,088 | $1,918,046 | 0.55% | |
| GWW |
W.W. Grainger, Inc.
Industrials
|
Added | 1,380 | $1,877,352 | 0.53% | |
| QUAL |
iShares MSCI USA Quality Factor ETF
|
Added | 8,388 | $1,840,578 | 0.52% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Reduced | 23,769 | $1,832,827 | 0.52% | |
| SFNC |
Simmons First National Corp
Financial Services
|
Added | 79,653 | $1,804,140 | 0.51% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 6,863 | $1,727,005 | 0.49% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Reduced | 4,643 | $1,718,095 | 0.49% | |
| CGGR |
Capital Group Growth ETF
|
Reduced | 35,386 | $1,670,219 | 0.48% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 3,835 | $1,661,820 | 0.47% | |
| CGDV |
Capital Group Dividend Value ETF
|
Reduced | 32,427 | $1,598,002 | 0.45% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Added | 4,439 | $1,528,436 | 0.43% | |
| BSCU |
Invesco BulletShares 2030 Corporate Bond ETF
|
Added | 91,642 | $1,525,381 | 0.43% | |
| BSCS |
Invesco BulletShares 2028 Corporate Bond ETF
|
Added | 73,940 | $1,506,157 | 0.43% | |
| BSCT |
Invesco BulletShares 2029 Corporate Bond ETF
|
Added | 80,914 | $1,502,977 | 0.43% |
Showing the top 50 of 302 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.