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

+42.6%

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 151–200 of 240 positions by value · page 4 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IBM	International Business Machines Corp Technology	Added	2,339	+96	$566,950	−14.7%	0.27%
APH	Amphenol Corp /De/ Technology	Added	4,516	+299	$570,596	+0.1%	0.27%
MDLZ	Mondelez International, Inc. Consumer Defensive	Reduced	9,954	-256	$573,748	+4.4%	0.27%
BMY	Bristol Myers Squibb Co Healthcare	Added	9,574	+374	$580,663	+17.0%	0.27%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	138	+4	$581,024	−19.0%	0.27%
NEE	Nextera Energy Inc Utilities	Added	6,279	+941	$583,193	+36.1%	0.27%
AZN	Astrazeneca PLC Healthcare	NEW	2,964	NEW	$584,560	NEW	0.27%
GD	General Dynamics Corp Industrials	Added	1,705	+152	$585,190	+11.9%	0.27%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	2,846	-70	$592,224	−2.7%	0.28%
TDY	Teledyne Technologies Inc Technology	Reduced	988	-32	$597,749	+14.7%	0.28%
COF	Capital One Financial Corp Financial Services	Held	3,288	0	$599,829	−24.7%	0.28%
ETN	Eaton Corp plc Industrials	Added	1,679	+86	$600,527	+18.4%	0.28%
CTVA	Corteva, Inc. Basic Materials	Reduced	7,190	-73	$601,874	+23.6%	0.28%
ITW	Illinois Tool Works Inc Industrials	Added	2,318	+65	$603,352	+8.7%	0.28%
INTC	Intel Corp Technology	Added	13,704	+2,429	$604,757	+45.4%	0.28%
UNH	Unitedhealth Group Inc Healthcare	Added	2,244	+456	$607,203	+2.9%	0.28%
WRB	Berkley W R Corp Financial Services	Reduced	9,274	-163	$614,680	−7.1%	0.29%
CB	Chubb Ltd Financial Services	Added	1,906	+287	$621,222	+22.9%	0.29%
C	Citigroup Inc Financial Services	Added	5,520	+76	$626,023	−1.5%	0.29%
OGS	ONE Gas, Inc. Utilities	Held	7,269	0	$626,078	+11.5%	0.29%
AMD	Advanced Micro Devices Inc Technology	Added	3,125	+707	$635,718	+22.8%	0.30%
QCOM	Qualcomm Inc/De Technology	Reduced	4,942	-965	$636,430	−37.0%	0.30%
CRM	Salesforce, Inc. Technology	Added	3,442	+914	$642,518	−4.1%	0.30%
IBKR	Interactive Brokers Group, Inc. Financial Services	Reduced	9,739	-578	$653,194	−1.6%	0.31%
ALL	Allstate Corp Financial Services	Added	3,165	+541	$656,231	+20.1%	0.31%
KLAC	Kla Corp Technology	Added	449	+85	$661,112	+49.5%	0.31%
GILD	Gilead Sciences, Inc. Healthcare	Added	4,862	+475	$677,616	+25.8%	0.32%
T	At&T Inc. Communication Services	Added	23,387	+3,636	$677,989	+38.2%	0.32%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	1,386	+113	$681,260	−7.6%	0.32%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	2,999	-237	$708,603	−9.2%	0.33%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,159	+162	$710,073	+3.3%	0.33%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	9,301	-97	$740,452	−15.5%	0.35%
PEP	Pepsico Inc Consumer Defensive	Added	4,769	+6	$740,578	+8.3%	0.35%
LRCX	Lam Research Corp Technology	Added	3,485	+297	$744,605	+36.4%	0.35%
GEV	GE Vernova Inc. Industrials	Added	877	+130	$765,533	+56.8%	0.36%
VZ	Verizon Communications Inc Communication Services	Added	15,489	+2,108	$777,547	+42.7%	0.36%
AMGN	Amgen Inc Healthcare	Added	2,244	+239	$789,551	+20.3%	0.37%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	5,523	+397	$797,742	+8.6%	0.37%
FTI	TechnipFMC plc Energy	Reduced	11,734	-541	$811,171	+48.3%	0.38%
BA	Boeing Co Industrials	Added	4,121	+327	$820,202	−0.4%	0.38%
GLW	Corning Inc /Ny Technology	Reduced	6,076	-1,719	$826,153	+21.0%	0.39%
NSC	Norfolk Southern Corp Industrials	Reduced	2,924	-239	$839,188	−8.1%	0.39%
COP	Conocophillips Energy	Reduced	6,379	-483	$842,028	+31.1%	0.40%
GE	General Electric Co Industrials	Added	3,008	+599	$853,580	+15.0%	0.40%
PM	Philip Morris International Inc. Consumer Defensive	Added	5,204	+677	$860,429	+18.5%	0.40%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,604	+128	$880,021	+17.0%	0.41%
ANET	Arista Networks, Inc. Technology	Added	7,203	+254	$884,384	−2.9%	0.42%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	18,422	-1,174	$898,072	−16.7%	0.42%
MCD	Mcdonalds Corp Consumer Cyclical	Added	2,961	+353	$920,249	+15.5%	0.43%
PSX	Phillips 66 Energy	Added	5,163	+261	$940,595	+48.7%	0.44%