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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
LUVSouthwest Airlines CoCOM14,446$417.2K0.2%––History
ISRGIntuitive Surgical IncCOM NEW1,251$422.0K0.2%––History
ONOn Semiconductor CorpStock5,184$433.0K0.2%––History
LMTLockheed Martin CorpStock961$435.6K0.2%––History
PWRQuanta Services, Inc.COM2,026$437.2K0.2%––History
MRSHMarsh & McLennan Companies, Inc.Stock2,319$439.4K0.2%––History
VVisa Inc.Stock1,698$442.1K0.2%––History
Vanguard Morningstar Growth ETF922908736ETF1,443$448.6K0.2%–––
ADPAutomatic Data Processing IncStock1,936$451.0K0.2%––History
LRCXLam Research CorpCOM578$452.7K0.2%––History
APDAir Products & Chemicals, Inc.Stock1,657$453.7K0.2%––History
Capital Group Core Equity Et14020V108SHS CREAT UNIT16,106$455.8K0.2%–––
BFAMBright Horizons Family Solutions Inc.COM4,853$457.3K0.2%––History
ASMLASML Holding NVADR621$470.0K0.2%––History
SBUXStarbucks CorpStock4,897$470.2K0.2%––History
ROSTRoss Stores, Inc.COM3,399$470.4K0.2%––History
ABTAbbott LaboratoriesStock4,304$473.7K0.2%––History
INTCIntel CorpStock9,523$478.5K0.2%––History
OGSONE Gas, Inc.COM7,535$480.1K0.2%––History
TTTrane Technologies plcSHS1,987$484.6K0.2%––History
AMDAdvanced Micro Devices IncStock3,314$488.5K0.2%––History
SPGIS&P Global Inc.Stock1,121$493.8K0.2%––History
TMOThermo Fisher Scientific Inc.Stock940$498.9K0.2%––History
ANETArista Networks, Inc.COM2,129$501.4K0.2%––History
BKNGBooking Holdings Inc.Stock142$503.7K0.2%––History
Vanguard Morningstar Large-Cap ETF922908637ETF2,320$506.1K0.2%–––
CFRCullen/Frost Bankers, Inc.COM4,687$508.5K0.2%––History
Capital Group Dividend Value14020W106SHS CREAT UNIT17,050$508.8K0.2%–––
CCICrown Castle Inc.REIT4,427$509.9K0.2%––History
CNCCentene CorpStock6,899$512.0K0.2%––History
iShares Core High Dividend ETF46429B663ETF5,054$515.5K0.2%–––
METMetlife IncStock7,932$524.5K0.2%––History
First Tr Exch Traded FD III33739E108PFD SECS INC ETF31,164$525.4K0.2%–––
AMEAmetek IncCOM3,201$527.8K0.2%––History
MDTMedtronic plcStock6,618$545.2K0.3%––History
IBKRInteractive Brokers Group, Inc.Stock6,610$548.0K0.3%––History
SITESiteOne Landscape Supply, Inc.COM3,400$552.5K0.3%––History
CHEChemed CorpCOM947$553.8K0.3%––History
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF5,577$556.5K0.3%–––
FICOFair Isaac CorpCOM483$562.2K0.3%––History
TDCTeradata CorpStock12,950$563.5K0.3%––History
CCitigroup IncStock10,973$564.5K0.3%––History
OSKOshkosh CorpCOM5,270$571.3K0.3%––History
EXPOExponent IncCOM6,518$573.8K0.3%––History
BLKBlackRock, Inc.COM707$573.9K0.3%––History
UBERUber Technologies, IncStock9,413$579.6K0.3%––History
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS67,555$581.6K0.3%––History
SAIASaia IncCOM1,335$585.0K0.3%––History
ZWSZurn Elkay Water Solutions CorpCOM20,370$599.1K0.3%––History
ALLEAllegion plcORD SHS4,779$605.5K0.3%––History
AESAES CorpStock31,798$612.1K0.3%––History
BMYBristol Myers Squibb CoStock11,996$615.5K0.3%––History
ROLRollins IncCOM14,272$623.3K0.3%––History
Capital Group Growth ETF14020G101SHS CREAT UNIT22,420$632.9K0.3%–––
NVONovo Nordisk A SADR6,127$633.8K0.3%––History
HUMHumana IncStock1,408$644.6K0.3%––History
SMGScotts Miracle-Gro CoStock10,150$647.1K0.3%––History
AIGAmerican International Group, Inc.Stock9,554$647.3K0.3%––History
NSCNorfolk Southern CorpStock2,745$648.9K0.3%––History
BRBroadridge Financial Solutions, Inc.Stock3,271$673.0K0.3%––History
CSXCSX CorpStock19,539$677.4K0.3%––History
PGRProgressive CorpStock4,258$678.2K0.3%––History
CATCaterpillar IncStock2,304$681.2K0.3%––History
ELSEquity Lifestyle Properties IncCOM9,668$682.0K0.3%––History
Vanguard Morningstar Value ETF922908744ETF4,578$684.4K0.3%–––
SYYSysco CorpStock9,545$698.0K0.3%––History
XELXcel Energy IncStock11,276$698.1K0.3%––History
AZPNAspen Technology, Inc.COM3,219$708.7K0.3%––History
ETNEaton Corp plcStock2,948$709.9K0.3%––History
PEPPepsiCo IncStock4,331$735.6K0.3%––History
ITWIllinois Tool Works IncStock2,824$739.7K0.3%––History
AZNAstraZeneca PLCSPONSORED ADR11,018$742.1K0.3%––History
FEFirstenergy CorpCOM20,474$750.6K0.3%––History
GLWCorning IncCOM24,944$759.5K0.4%––History
SNPSSynopsys IncCOM1,485$764.6K0.4%––History
BXSLBlackstone Secured Lending FundCOMMON STOCK27,923$771.8K0.4%––History
ECLEcolab Inc.Stock3,895$772.6K0.4%––History
WSOWatsco IncCOM1,818$779.0K0.4%––History
ALCAlcon IncStock9,977$779.4K0.4%––History
REGNRegeneron Pharmaceuticals, Inc.COM890$781.7K0.4%––History
INTUIntuit Inc.Stock1,251$781.9K0.4%––History
EFXEquifax IncCOM3,241$801.5K0.4%––History
TJXTJX Companies IncStock8,633$809.9K0.4%––History
Barrick Gold Corp067901108COM44,849$811.3K0.4%–––
PMPhilip Morris International Inc.Stock8,695$818.0K0.4%––History
ZBRAZebra Technologies CorpCL A2,998$819.4K0.4%––History
NFLXNetflix IncStock1,698$826.7K0.4%––History
MPCMarathon Petroleum CorpStock5,605$831.6K0.4%––History
XYLXylem Inc.COM7,444$851.3K0.4%––History
CTRACoterra Energy Inc.Stock33,400$852.4K0.4%––History
CICigna GroupStock2,883$863.3K0.4%––History
RPMRPM International IncCOM7,743$864.4K0.4%––History
AEPAmerican Electric Power Co IncStock10,687$868.0K0.4%––History
AMATApplied Materials IncStock5,382$872.3K0.4%––History
THOThor Industries IncCOM7,508$887.8K0.4%––History
JKHYJack Henry & Associates IncStock5,442$889.3K0.4%––History
DHRDanaher CorpStock3,847$890.0K0.4%––History
TDYTeledyne Technologies IncCOM2,003$893.9K0.4%––History
WFCWells Fargo & CompanyStock18,167$894.2K0.4%––History
GDGeneral Dynamics CorpStock3,447$895.1K0.4%––History