EVERPAR ADVISORS LLC

CIK

2010410

Location

TULSA, OK

Portfolio Value

Small $213,091,033

Diversification

Diversified

Filing Date

Global Rank

#4,057 / 8,586 ▲ 244

Top Industry

Semiconductors 10.9%

3Y Alpha vs SPY

-4.5%

Period ended 3 months ago

Filed Apr 21, 2026 · 56d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+42.5%

SPY

+55.8%

Annualised alpha

-4.5%

Max drawdown

−18.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

240 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.0%

−0.1 pts

Top 5

23.7%

−1.9 pts

Top 10

35.0%

−2.1 pts

HHI

179

Diversified−18

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.4%	$62,570,806	44
Financial Services	15.0%	$32,062,240	39
Industrials	9.5%	$20,296,232	37
Healthcare	8.5%	$18,090,177	26
Energy	8.2%	$17,370,658	17
Consumer Cyclical	8.1%	$17,311,755	20
Consumer Defensive	7.4%	$15,815,275	15
Communication Services	6.6%	$13,976,649	10
Utilities	2.8%	$6,028,495	14
Basic Materials	1.9%	$4,001,751	7
Unclassified	1.6%	$3,509,205	4
Real Estate	1.0%	$2,057,790	7

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+7,699	73,592	$12,834,444
AAPL	Apple Inc.	+6,174	47,949	$12,168,976
PFE	Pfizer Inc	+3,816	13,056	$366,612
T	At&T Inc.	+3,636	23,387	$677,989
AMZN	Amazon Com Inc	+2,529	28,384	$5,911,535
MSFT	Microsoft Corp	+2,437	25,396	$9,400,837
INTC	Intel Corp	+2,429	13,704	$604,757
XOM	Exxon Mobil Corp	+2,297	17,241	$2,925,108
NFLX	Netflix Inc	+2,165	18,576	$1,786,082
VZ	Verizon Communications Inc	+2,108	15,489	$777,547
GOOGL	Alphabet Inc.	+2,028	16,545	$4,757,680
MO	Altria Group, Inc.	+1,755	7,177	$473,610
KO	Coca Cola Co	+1,742	14,379	$1,093,522
MRK	Merck & Co., Inc.	+1,313	9,540	$1,147,566
PLTR	Palantir Technologies Inc.	+1,270	7,207	$1,054,239
ABT	Abbott Laboratories	+1,212	5,017	$515,095
CVX	Chevron Corp	+1,162	13,354	$2,762,942
JNJ	Johnson & Johnson	+1,002	12,296	$3,005,634
ORCL	Oracle Corp	+965	12,956	$1,905,957
AVGO	Broadcom Inc.	+945	16,026	$4,960,207
NEE	Nextera Energy Inc	+941	6,279	$583,193
FE	Firstenergy Corp	+920	5,488	$278,022
CRM	Salesforce, Inc.	+914	3,442	$642,518
SFNC	Simmons First National Corp	+898	79,562	$1,547,480
CMCSA	Comcast Corp	+851	11,537	$331,227
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NGL	NGL Energy Partners LP	−10,558	13,942	$171,904
SLV	iShares Silver Trust	−3,131	7,160	$487,882
PCG	PG&E Corp	−1,946	12,056	$211,823
CTRA	Coterra Energy Inc.	−1,866	7,735	$271,807
GLW	Corning Inc /Ny	−1,719	6,076	$826,153
ZWS	Zurn Elkay Water Solutions Corp	−1,345	6,233	$279,487
MUFG	Mitsubishi Ufj Financial Group Inc	−1,300	19,047	$323,227
BAC	Bank Of America Corp /De/	−1,174	18,422	$898,072
ROL	Rollins Inc	−1,023	5,920	$316,187
QCOM	Qualcomm Inc/De	−965	4,942	$636,430
AIG	American International Group, Inc.	−916	4,740	$356,685
BX	Blackstone Inc.	−894	3,090	$355,319
DIS	Walt Disney Co	−680	5,588	$538,571
FCX	Freeport-Mcmoran Inc	−617	6,054	$355,854
IBKR	Interactive Brokers Group, Inc.	−578	9,739	$653,194
LEN	Lennar Corp /New/	−546	2,504	$217,447
FTI	TechnipFMC plc	−541	11,734	$811,171
LUV	Southwest Airlines Co	−517	5,389	$202,464
COP	Conocophillips	−483	6,379	$842,028
MRSH	Marsh & Mclennan Companies, Inc.	−442	1,288	$223,403
BJ	BJ's Wholesale Club Holdings, Inc.	−404	2,247	$221,149
LPLA	LPL Financial Holdings Inc.	−381	1,006	$302,634
WMB	Williams Companies, Inc.	−374	16,203	$1,179,254
ALLE	Allegion plc	−363	1,670	$242,634
LLY	ELI LILLY & Co	−363	2,678	$2,463,144
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	2,964	$584,560
VLO	Valero Energy Corp/Tx	1,397	$345,170
NEM	NEWMONT Corp /DE/	2,740	$296,605
NOW	ServiceNow, Inc.	2,792	$291,903
O	Realty Income Corp	4,586	$280,571
FDX	Fedex Corp	778	$277,108
SO	Southern Co	2,863	$276,336
FIX	Comfort Systems USA Inc	192	$264,766
EBAY	Ebay Inc	2,889	$262,956
QQQ	Invesco Qqq Trust, Series 1	442	$255,113
ON	On Semiconductor Corp	4,119	$255,048
AMT	American Tower Corp /Ma/	1,477	$254,900
GRMN	Garmin Ltd	1,070	$248,250
EOG	Eog Resources Inc	1,648	$238,251
BSVN	Bank7 Corp.	5,937	$236,767
FANG	Diamondback Energy, Inc.	1,177	$232,798
NI	Nisource Inc.	4,906	$228,913
EQIX	Equinix Inc	233	$228,395
CIEN	Ciena Corp	586	$227,502
RF	Regions Financial Corp	8,587	$224,292
MCHP	Microchip Technology Inc	3,437	$222,064
MSI	Motorola Solutions, Inc.	510	$221,324
DVN	Devon Energy Corp/De	4,390	$220,904
ORLY	O Reilly Automotive Inc	2,354	$217,297
VICI	Vici Properties Inc.	7,807	$213,287
No positions match the current search.

Sold Out

Positions the filer fully exited

19 positions

Ticker	Company	Shares	Value
ACN	Accenture plc	1,892	$507,623
SONY	Sony Group Corp	13,190	$337,664
ELV	Elevance Health, Inc.	881	$308,834
BR	Broadridge Financial Solutions, Inc.	1,344	$299,940
JKHY	Jack Henry & Associates Inc	1,564	$285,398
MET	Metlife Inc	3,424	$270,290
FICO	Fair Isaac Corp	156	$263,736
B	Barrick Mining Corp	5,930	$258,251
SPGI	S&P Global Inc.	488	$255,023
SNOW	Snowflake Inc.	1,144	$250,947
HOOD	Robinhood Markets, Inc.	2,202	$249,046
ALNY	Alnylam Pharmaceuticals, Inc.	620	$246,543
THC	Tenet Healthcare Corp	1,230	$244,425
NKE	NIKE, Inc.	3,734	$237,893
BSY	Bentley Systems Inc	6,164	$235,249
RPM	Rpm International Inc/De/	2,196	$228,384
NVO	Novo Nordisk A S	4,145	$210,897
EFX	Equifax Inc	945	$205,046
AES	Aes Corp	13,986	$200,559
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

240 positions · $213,091,033 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 51–100 of 240 positions by value · page 2 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LDP	Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. Financial Services	Held	13,290	0	$265,401	−5.7%	0.12%
CTRA	Coterra Energy Inc. Energy	Reduced	7,735	-1,866	$271,807	+7.6%	0.13%
SO	Southern Co Utilities	NEW	2,863	NEW	$276,336	NEW	0.13%
FDX	Fedex Corp Industrials	NEW	778	NEW	$277,108	NEW	0.13%
FE	Firstenergy Corp Utilities	Added	5,488	+920	$278,022	+35.9%	0.13%
ZWS	Zurn Elkay Water Solutions Corp Industrials	Reduced	6,233	-1,345	$279,487	−20.7%	0.13%
O	Realty Income Corp Real Estate	NEW	4,586	NEW	$280,571	NEW	0.13%
TMUS	T-Mobile US, Inc. Communication Services	Added	1,343	+290	$282,070	+31.9%	0.13%
WEC	Wec Energy Group, Inc. Utilities	Added	2,465	+498	$285,373	+37.6%	0.13%
CSX	Csx Corp Industrials	Reduced	7,021	-205	$288,212	+10.0%	0.14%
SRE	Sempra Utilities	Added	2,972	+7	$288,789	+10.3%	0.14%
HIG	Hartford Insurance Group, Inc. Financial Services	Added	2,156	+553	$291,555	+32.0%	0.14%
NOW	ServiceNow, Inc. Technology	NEW	2,792	NEW	$291,903	NEW	0.14%
AME	Ametek Inc/ Industrials	Added	1,368	+66	$293,244	+9.7%	0.14%
PLD	Prologis, Inc. Real Estate	Added	2,222	+502	$293,703	+33.8%	0.14%
NEM	NEWMONT Corp /DE/ Basic Materials	NEW	2,740	NEW	$296,605	NEW	0.14%
ADI	Analog Devices Inc Technology	Added	939	+198	$298,733	+48.7%	0.14%
LII	Lennox International Inc Industrials	Reduced	651	-50	$302,148	−11.2%	0.14%
LPLA	LPL Financial Holdings Inc. Financial Services	Reduced	1,006	-381	$302,634	−38.9%	0.14%
ADP	Automatic Data Processing Inc Technology	Reduced	1,490	-103	$302,738	−26.1%	0.14%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	1,941	+251	$305,280	+11.5%	0.14%
CAH	Cardinal Health Inc Healthcare	Added	1,446	+176	$305,554	+17.1%	0.14%
DG	Dollar General Corp Consumer Defensive	Added	2,577	+473	$305,967	+9.5%	0.14%
APP	AppLovin Corp Communication Services	Added	769	+39	$306,062	−37.8%	0.14%
HLT	Hilton Worldwide Holdings Inc. Consumer Cyclical	Added	1,037	+275	$315,330	+44.1%	0.15%
ROL	Rollins Inc Consumer Cyclical	Reduced	5,920	-1,023	$316,187	−24.1%	0.15%
SBUX	Starbucks Corp Consumer Cyclical	Added	3,569	+642	$319,746	+29.7%	0.15%
NOC	Northrop Grumman Corp /De/ Industrials	Added	473	+63	$322,699	+38.0%	0.15%
MUFG	Mitsubishi Ufj Financial Group Inc Financial Services	Reduced	19,047	-1,300	$323,227	+0.2%	0.15%
URI	United Rentals, Inc. Industrials	Added	444	+73	$323,480	+7.7%	0.15%
AZO	Autozone Inc Consumer Cyclical	Added	96	+14	$324,266	+16.6%	0.15%
NVS	Novartis AG Healthcare	Added	2,123	+137	$324,288	+18.4%	0.15%
MMM	3M Co Industrials	Reduced	2,254	-105	$327,348	−13.3%	0.15%
CMCSA	Comcast Corp Communication Services	Added	11,537	+851	$331,227	+10.6%	0.16%
HII	Huntington Ingalls Industries, Inc. Industrials	Added	877	+128	$333,172	+30.8%	0.16%
ADSK	Autodesk, Inc. Technology	Added	1,435	+170	$343,539	−8.3%	0.16%
MNST	Monster Beverage Corp Consumer Defensive	Added	4,758	+75	$344,764	−4.0%	0.16%
VLO	Valero Energy Corp/Tx Energy	NEW	1,397	NEW	$345,170	NEW	0.16%
CBRE	Cbre Group, Inc. Real Estate	Added	2,575	+432	$348,809	+1.2%	0.16%
BX	Blackstone Inc. Financial Services	Reduced	3,090	-894	$355,319	−42.1%	0.17%
FCX	Freeport-Mcmoran Inc Basic Materials	Reduced	6,054	-617	$355,854	+5.0%	0.17%
CL	Colgate Palmolive Co Consumer Defensive	Added	4,183	+514	$356,517	+23.0%	0.17%
AIG	American International Group, Inc. Financial Services	Reduced	4,740	-916	$356,685	−26.3%	0.17%
SHOP	Shopify Inc. Technology	Reduced	3,012	-203	$357,283	−31.0%	0.17%
BNY	Bank of New York Mellon Corp Financial Services	Added	3,014	+488	$357,550	+21.9%	0.17%
GLD	Spdr Gold Trust	Reduced	832	-190	$358,001	−11.6%	0.17%
STX	Seagate Technology Holdings plc Technology	Added	925	+65	$362,378	+53.0%	0.17%
UBER	Uber Technologies, Inc Technology	Reduced	5,051	-26	$363,318	−12.4%	0.17%
CEG	Constellation Energy Corp Utilities	Added	1,311	+278	$366,096	+0.3%	0.17%
PFE	Pfizer Inc Healthcare	Added	13,056	+3,816	$366,612	+59.3%	0.17%