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Everpar Advisors LLC

SEC CIK
0002010410
Latest filing
Jul 9, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Feb 6, 2024. Long positions only.

Institution overview
Positions
276
No filing for Q3 2023
Portfolio value
$214.8M
No filing for Q3 2023
Filed
Feb 6, 2024
SEC

Everpar Advisors LLC did not file a 13F for Q3 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Everpar Advisors LLC in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock45,651$8.79M4.1%––History
MSFTMicrosoft CorpStock22,591$8.50M4.0%––History
JPMJPMorgan Chase & CoStock32,302$5.49M2.6%––History
OKEONEOK IncCOM55,160$3.87M1.8%––History
TSNTyson Foods, Inc.Stock62,965$3.38M1.6%––History
AMZNAmazon Com IncStock20,691$3.14M1.5%––History
NVDANVIDIA CorpStock5,768$2.86M1.3%––History
METAMeta Platforms, Inc.Stock6,198$2.19M1.0%––History
MRKMerck & Co., Inc.Stock19,731$2.15M1.0%––History
SPYSPDR S&P 500 ETF TrustETF4,509$2.14M1.0%––History
QCOMQualcomm IncStock14,780$2.14M1.0%––History
TSLATesla, Inc.Stock8,588$2.13M1.0%––History
AVGOBroadcom Inc.Stock1,878$2.10M1.0%––History
GOOGAlphabet Inc.Stock14,446$2.04M0.9%––History
ANSSAnsys IncCOM5,260$1.91M0.9%––History
LOWLowes Companies IncStock8,443$1.88M0.9%––History
CSCOCisco Systems, Inc.Stock36,620$1.85M0.9%––History
LLYEli Lilly & CoStock3,165$1.84M0.9%––History
BXBlackstone Inc.COM13,878$1.82M0.8%––History
MAMastercard IncStock4,047$1.73M0.8%––History
ADBEAdobe Inc.Stock2,761$1.65M0.8%––History
SFNCSimmons First National CorpCL A $1 PAR78,652$1.56M0.7%––History
OCSLOaktree Specialty Lending CorpCOM75,569$1.54M0.7%––History
PGProcter & Gamble CoStock9,925$1.45M0.7%––History
CVXChevron CorpStock9,429$1.41M0.7%––History
LENLennar CorpCL A9,026$1.35M0.6%––History
PHParker-Hannifin CorpStock2,905$1.34M0.6%––History
LIILennox International IncCOM2,941$1.32M0.6%––History
COOCooper Companies, Inc.COM NEW3,386$1.28M0.6%––History
KOCoca Cola CoStock21,494$1.27M0.6%––History
MLMMartin Marietta Materials IncCOM2,411$1.20M0.6%––History
iShares Russell 1000 Value ETF464287598ETF7,090$1.17M0.5%–––
SHWSherwin Williams CoCOM3,747$1.17M0.5%––History
BACBank of America CorpStock34,709$1.17M0.5%––History
GOOGLAlphabet Inc.Stock8,296$1.16M0.5%––History
AMGNAmgen IncStock4,014$1.16M0.5%––History
POOLPool CorpCOM2,893$1.15M0.5%––History
MDLZMondelez International, Inc.Stock15,887$1.15M0.5%––History
JNJJohnson & JohnsonStock7,306$1.15M0.5%––History
GWWW.W. Grainger, Inc.Stock1,375$1.14M0.5%––History
WRBBerkley W R CorpCOM16,062$1.14M0.5%––History
AMPAmeriprise Financial IncCOM2,955$1.12M0.5%––History
WMBWilliams Companies, Inc.COM32,119$1.12M0.5%––History
MCHPMicrochip Technology IncStock12,392$1.12M0.5%––History
BSYBentley Systems IncCOM CL B21,204$1.11M0.5%––History
PNCPNC Financial Services Group, Inc.Stock7,083$1.10M0.5%––History
LPLALPL Financial Holdings Inc.COM4,660$1.06M0.5%––History
UNHUnitedHealth Group IncStock1,992$1.05M0.5%––History
HDHome Depot, Inc.Stock2,986$1.03M0.5%––History
VZVerizon Communications IncStock26,860$1.01M0.5%––History
USBUS Bancorp DECOM NEW23,250$1.01M0.5%––History
ATOAtmos Energy CorpCOM8,635$1.00M0.5%––History
ORCLOracle CorpStock9,469$998.3K0.5%––History
RTXRTX CorpStock11,846$996.7K0.5%––History
FCXFreeport-McMoran IncStock23,271$990.6K0.5%––History
ADSKAutodesk, Inc.COM4,065$989.7K0.5%––History
PCGPG&E CorpStock54,604$984.5K0.5%––History
FTITechnipFMC plcCOM48,761$982.0K0.5%––History
iShares Core S&P Mid-Cap ETF464287507ETF3,518$975.0K0.5%–––
DLBDolby Laboratories, Inc.COM CL A11,203$965.5K0.4%––History
CTVACorteva, Inc.Stock20,009$958.8K0.4%––History
WMTWalmart Inc.Stock6,043$952.7K0.4%––History
PANWPalo Alto Networks IncStock3,228$951.9K0.4%––History
ABBVAbbVie Inc.Stock6,107$946.4K0.4%––History
STZConstellation Brands, Inc.Stock3,910$945.2K0.4%––History
COFCapital One Financial CorpStock7,205$944.7K0.4%––History
TERTeradyne, IncStock8,676$941.5K0.4%––History
MCDMcDonalds CorpStock3,158$936.4K0.4%––History
NDSNNordson CorpCOM3,529$932.2K0.4%––History
CRLCharles River Laboratories International, Inc.COM3,884$918.2K0.4%––History
PSXPhillips 66Stock6,880$916.0K0.4%––History
Vanguard Morningstar Total Stock Market ETF922908769ETF3,823$906.9K0.4%–––
SONYSony Group CorpSPONSORED ADR9,574$906.6K0.4%––History
HONHoneywell International IncCOM4,298$901.3K0.4%––History
MSMorgan StanleyStock9,665$901.3K0.4%––History
XOMExxonMobil Holdings CorpCOM8,998$899.6K0.4%––History
GDGeneral Dynamics CorpStock3,447$895.1K0.4%––History
WFCWells Fargo & CompanyStock18,167$894.2K0.4%––History
TDYTeledyne Technologies IncCOM2,003$893.9K0.4%––History
DHRDanaher CorpStock3,847$890.0K0.4%––History
JKHYJack Henry & Associates IncStock5,442$889.3K0.4%––History
THOThor Industries IncCOM7,508$887.8K0.4%––History
AMATApplied Materials IncStock5,382$872.3K0.4%––History
AEPAmerican Electric Power Co IncStock10,687$868.0K0.4%––History
RPMRPM International IncCOM7,743$864.4K0.4%––History
CICigna GroupStock2,883$863.3K0.4%––History
CTRACoterra Energy Inc.Stock33,400$852.4K0.4%––History
XYLXylem Inc.COM7,444$851.3K0.4%––History
MPCMarathon Petroleum CorpStock5,605$831.6K0.4%––History
NFLXNetflix IncStock1,698$826.7K0.4%––History
ZBRAZebra Technologies CorpCL A2,998$819.4K0.4%––History
PMPhilip Morris International Inc.Stock8,695$818.0K0.4%––History
Barrick Gold Corp067901108COM44,849$811.3K0.4%–––
TJXTJX Companies IncStock8,633$809.9K0.4%––History
EFXEquifax IncCOM3,241$801.5K0.4%––History
INTUIntuit Inc.Stock1,251$781.9K0.4%––History
REGNRegeneron Pharmaceuticals, Inc.COM890$781.7K0.4%––History
ALCAlcon IncStock9,977$779.4K0.4%––History
WSOWatsco IncCOM1,818$779.0K0.4%––History
ECLEcolab Inc.Stock3,895$772.6K0.4%––History