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 · 57d

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

-4.6%

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 101–150 of 240 positions by value · page 3 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
HWM	Howmet Aerospace Inc. Industrials	Added	1,591	+105	$366,661	+20.4%	0.17%
NDSN	Nordson Corp Industrials	Added	1,406	+4	$374,080	+11.0%	0.18%
BLK	BlackRock, Inc. Financial Services	Added	390	+25	$375,066	−4.0%	0.18%
AMP	Ameriprise Financial Inc Financial Services	Reduced	858	-21	$381,295	−11.5%	0.18%
WDC	Western Digital Corp Technology	Reduced	1,417	-178	$383,284	+39.5%	0.18%
TXN	Texas Instruments Inc Technology	Added	1,978	+180	$384,008	+23.1%	0.18%
UNP	Union Pacific Corp Industrials	Added	1,584	+401	$384,310	+40.4%	0.18%
IQV	Iqvia Holdings Inc. Healthcare	Added	2,260	+166	$385,420	−18.3%	0.18%
UPS	United Parcel Service Inc Industrials	Reduced	3,922	-29	$385,846	−1.5%	0.18%
SLB	Slb Limited/Nv Energy	Added	7,647	+500	$392,979	+43.3%	0.18%
XEL	Xcel Energy Inc Utilities	Added	4,961	+303	$394,101	+14.6%	0.18%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	1,014	+79	$395,875	−9.7%	0.19%
MLM	Martin Marietta Materials Inc Basic Materials	Reduced	673	-1	$396,181	−5.6%	0.19%
MDT	Medtronic plc Healthcare	Reduced	4,678	-281	$405,348	−14.9%	0.19%
CVS	CVS HEALTH Corp Healthcare	Added	5,673	+528	$407,434	−0.2%	0.19%
YUM	Yum Brands Inc Consumer Cyclical	Added	2,634	+198	$409,534	+11.1%	0.19%
TTWO	Take Two Interactive Software Inc Communication Services	Added	2,075	+201	$409,812	−14.6%	0.19%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	919	+121	$410,370	+13.4%	0.19%
TT	Trane Technologies plc Industrials	Added	993	+155	$413,822	+26.9%	0.19%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Added	543	+38	$419,543	+7.6%	0.20%
TER	Teradyne, Inc Technology	Reduced	1,424	-58	$422,159	+47.2%	0.20%
SCHW	Schwab Charles Corp Financial Services	Added	4,529	+804	$425,635	+14.4%	0.20%
CME	Cme Group Inc. Financial Services	Added	1,445	+206	$426,780	+26.1%	0.20%
AXP	American Express Co Financial Services	Added	1,432	+186	$433,151	−6.0%	0.20%
DUK	Duke Energy CORP Utilities	Added	3,326	+788	$435,506	+46.4%	0.20%
WELL	Welltower Inc. Real Estate	Added	2,216	+497	$438,125	+37.3%	0.21%
DELL	Dell Technologies Inc. Technology	Added	2,694	+345	$442,166	+49.5%	0.21%
ECL	Ecolab Inc. Basic Materials	Added	1,672	+8	$444,785	+1.8%	0.21%
CMI	Cummins Inc Industrials	Added	837	+41	$450,322	+10.8%	0.21%
INTU	Intuit Inc. Technology	Added	1,051	+90	$454,431	−28.6%	0.21%
MO	Altria Group, Inc. Consumer Defensive	Added	7,177	+1,755	$473,610	+51.5%	0.22%
MPC	Marathon Petroleum Corp Energy	Reduced	1,941	-6	$473,953	+49.7%	0.22%
PGR	Progressive Corp/Oh/ Financial Services	Added	2,419	+517	$479,542	+10.7%	0.23%
LMT	Lockheed Martin Corp Industrials	Added	801	+86	$484,116	+40.0%	0.23%
SLV	iShares Silver Trust	Reduced	7,160	-3,131	$487,882	−26.4%	0.23%
HON	Honeywell International Inc Industrials	Added	2,194	+336	$495,909	+36.8%	0.23%
ATO	Atmos Energy Corp Utilities	Reduced	2,757	-221	$509,273	+2.0%	0.24%
LIN	Linde PLC Basic Materials	Added	1,029	+339	$510,137	+73.4%	0.24%
ABT	Abbott Laboratories Healthcare	Added	5,017	+1,212	$515,095	+8.0%	0.24%
COR	Cencora, Inc. Healthcare	Added	1,640	+18	$515,189	−6.0%	0.24%
PWR	Quanta Services, Inc. Industrials	Added	946	+71	$519,372	+40.6%	0.24%
USB	US Bancorp De Financial Services	Added	10,063	+124	$523,376	−1.3%	0.25%
MS	Morgan Stanley Financial Services	Added	3,215	+118	$529,092	−3.8%	0.25%
PANW	Palo Alto Networks Inc Technology	Added	3,342	+387	$535,789	−1.6%	0.25%
TRV	Travelers Companies, Inc. Financial Services	Added	1,843	+345	$537,566	+23.7%	0.25%
DIS	Walt Disney Co Communication Services	Reduced	5,588	-680	$538,571	−24.5%	0.25%
MCK	Mckesson Corp Healthcare	Added	632	+77	$546,907	+20.1%	0.26%
BXSL	Blackstone Secured Lending Fund Financial Services	Reduced	23,175	-221	$549,015	−10.9%	0.26%
ISRG	Intuitive Surgical Inc Healthcare	Added	1,201	+53	$553,648	−14.8%	0.26%
DE	Deere & Co Industrials	Added	1,003	+312	$564,989	+75.6%	0.27%