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Livermore
Livermore
ZHEN

Everpar Advisors LLC

SEC CIK
0002010410
Latest filing
Jul 9, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Jan 7, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
268
−8 vs. Q3 2025
Portfolio value
$269.6M
+$16.7M (+6.6%) vs. Q3 2025
Filed
Jan 7, 2026
SEC
Holdings of Everpar Advisors LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
MNSTMonster Beverage CorpCOM4,683$359.0K0.1%+434+10.2%AddedHistory
VRTXVertex Pharmaceuticals IncStock798$361.8K0.1%+45+6.0%AddedHistory
HONHoneywell International IncCOM1,858$362.5K0.1%+1,858NewHistory
iShares S&P 500 Value ETF464287408ETF1,715$363.7K0.1%−1,342−43.9%Reduced–
CEGConstellation Energy CorpStock1,033$364.9K0.1%+1,033NewHistory
YUMYum Brands IncStock2,436$368.5K0.1%−88−3.5%ReducedHistory
PWRQuanta Services, Inc.COM875$369.3K0.1%−8−0.9%ReducedHistory
SCHWSchwab Charles CorpStock3,725$372.2K0.1%+382+11.4%AddedHistory
ADSKAutodesk, Inc.COM1,265$374.5K0.1%+224+21.5%AddedHistory
MMM3M CoStock2,359$377.7K0.1%+39+1.7%AddedHistory
iShares S&P 500 Growth ETF464287309ETF3,124$385.0K0.1%−6,180−66.4%Reduced–
REGNRegeneron Pharmaceuticals, Inc.COM505$389.8K0.1%−112−18.2%ReducedHistory
BLKBlackRock, Inc.Stock365$390.7K0.1%+36+10.9%AddedHistory
UPSUnited Parcel Service IncStock3,951$391.9K0.1%+3,951NewHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF4,169$392.6K0.1%+1,008+31.9%Added–
GLDSPDR Gold TrustETF1,022$405.0K0.2%+190+22.8%AddedHistory
CMICummins IncStock796$406.3K0.2%+261+48.8%AddedHistory
CVSCVS Health CorpStock5,145$408.3K0.2%+122+2.4%AddedHistory
ADPAutomatic Data Processing IncStock1,593$409.8K0.2%−77−4.6%ReducedHistory
UBERUber Technologies, IncStock5,077$414.8K0.2%−4,264−45.6%ReducedHistory
INTCIntel CorpStock11,275$416.0K0.2%+443+4.1%AddedHistory
ROLRollins IncCOM6,943$416.7K0.2%−3,153−31.2%ReducedHistory
MLMMartin Marietta Materials IncCOM674$419.7K0.2%−132−16.4%ReducedHistory
NEENextera Energy IncStock5,338$428.5K0.2%−4−0.1%ReducedHistory
AMPAmeriprise Financial IncCOM879$431.0K0.2%−176−16.7%ReducedHistory
iShares Core MSCI Eafe ETF46432F842ETF4,838$432.8K0.2%+4,838New–
PGRProgressive CorpStock1,902$433.1K0.2%+189+11.0%AddedHistory
TRVTravelers Companies, Inc.Stock1,498$434.5K0.2%+330+28.3%AddedHistory
ECLEcolab Inc.Stock1,664$436.8K0.2%−265−13.7%ReducedHistory
CRWDCrowdStrike Holdings, Inc.Stock935$438.3K0.2%−94−9.1%ReducedHistory
KLACKLA CorpCOM NEW364$442.3K0.2%+364NewHistory
Invesco Exch Traded FD Tr II46138G508SR LN ETF21,538$452.3K0.2%+63+0.3%Added–
MCKMcKesson CorpStock555$455.3K0.2%+132+31.2%AddedHistory
AXPAmerican Express CoStock1,246$461.1K0.2%+260+26.4%AddedHistory
IQVIQVIA Holdings Inc.Stock2,094$472.0K0.2%+698+50.0%AddedHistory
MDTMedtronic plcStock4,959$476.4K0.2%−1,480−23.0%ReducedHistory
ABTAbbott LaboratoriesStock3,805$476.7K0.2%−658−14.7%ReducedHistory
TTWOTake Two Interactive Software IncCOM1,874$479.8K0.2%+719+62.3%AddedHistory
AIGAmerican International Group, Inc.Stock5,656$483.9K0.2%−1,260−18.2%ReducedHistory
CTVACorteva, Inc.Stock7,263$486.8K0.2%−1,560−17.7%ReducedHistory
GEVGE Vernova Inc.Stock747$488.2K0.2%+43+6.1%AddedHistory
TAT&T Inc.Stock19,751$490.6K0.2%+249+1.3%AddedHistory
APPAppLovin CorpCOM CL A730$491.9K0.2%+448+158.9%AddedHistory
LPLALPL Financial Holdings Inc.COM1,387$495.4K0.2%−659−32.2%ReducedHistory
BMYBristol Myers Squibb CoStock9,200$496.2K0.2%−161−1.7%ReducedHistory
ATOAtmos Energy CorpCOM2,978$499.2K0.2%−652−18.0%ReducedHistory
CBChubb LtdStock1,619$505.3K0.2%+457+39.3%AddedHistory
Vanguard Information Technology ETF92204A702ETF673$507.3K0.2%00.0%Unchanged–
ETNEaton Corp plcStock1,593$507.5K0.2%−512−24.3%ReducedHistory
ACNAccenture plcStock1,892$507.5K0.2%+671+55.0%AddedHistory
SHOPShopify Inc.Stock3,215$517.5K0.2%+151+4.9%AddedHistory
AMDAdvanced Micro Devices IncStock2,418$517.8K0.2%+273+12.7%AddedHistory
TDYTeledyne Technologies IncCOM1,020$520.9K0.2%−415−28.9%ReducedHistory
GDGeneral Dynamics CorpStock1,553$522.8K0.2%−336−17.8%ReducedHistory
USBUS Bancorp DECOM NEW9,939$530.3K0.2%−2,242−18.4%ReducedHistory
GILDGilead Sciences, Inc.Stock4,387$538.5K0.2%+934+27.0%AddedHistory
PANWPalo Alto Networks IncStock2,955$544.3K0.2%−110−3.6%ReducedHistory
VZVerizon Communications IncStock13,381$545.0K0.2%−4,590−25.5%ReducedHistory
LRCXLam Research CorpStock3,188$545.7K0.2%+1,388+77.1%AddedHistory
COSTCostco Wholesale CorpStock633$545.9K0.2%−7−1.1%ReducedHistory
ALLAllstate CorpStock2,624$546.2K0.2%+131+5.3%AddedHistory
FTITechnipFMC plcCOM12,275$547.0K0.2%−368−2.9%ReducedHistory
CORCencora, Inc.Stock1,622$547.8K0.2%+594+57.8%AddedHistory
MDLZMondelez International, Inc.Stock10,210$549.6K0.2%−1,928−15.9%ReducedHistory
MSMorgan StanleyStock3,097$549.8K0.2%+184+6.3%AddedHistory
ITWIllinois Tool Works IncStock2,253$554.9K0.2%−321−12.5%ReducedHistory
AZNAstraZeneca PLCSPONSORED ADR6,043$555.5K0.2%−1,000−14.2%ReducedHistory
OGSONE Gas, Inc.COM7,269$561.5K0.2%−312−4.1%ReducedHistory
Alps ETF Tr00162Q395OSHARES US SMLCP12,885$563.6K0.2%−21,798−62.8%Reduced–
APHAmphenol CorpCL A4,217$569.9K0.2%+499+13.4%AddedHistory
UNHUnitedHealth Group IncStock1,788$590.2K0.2%+215+13.7%AddedHistory
PNCPNC Financial Services Group, Inc.Stock2,916$608.8K0.2%−888−23.3%ReducedHistory
BXBlackstone Inc.COM3,984$614.1K0.2%−323−7.5%ReducedHistory
BXSLBlackstone Secured Lending FundCOMMON STOCK23,396$616.0K0.2%−2,633−10.1%ReducedHistory
iShares Core High Dividend ETF46429B663ETF5,077$617.4K0.2%+1,431+39.2%Added–
PSXPhillips 66Stock4,902$632.6K0.2%−455−8.5%ReducedHistory
CCitigroup IncStock5,444$635.3K0.2%+134+2.5%AddedHistory
INTUIntuit Inc.Stock961$636.6K0.2%+56+6.2%AddedHistory
COPConocoPhillipsStock6,862$642.4K0.2%−2,940−30.0%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW1,148$650.2K0.2%+132+13.0%AddedHistory
AMGNAmgen IncStock2,005$656.2K0.2%−103−4.9%ReducedHistory
iShares Core Dividend Growth ETF46434V621ETF9,478$657.9K0.2%+3,574+60.5%Added–
WRBBerkley W R CorpCOM9,437$661.7K0.2%−1,367−12.7%ReducedHistory
SLViShares Silver TrustETF10,291$662.9K0.2%00.0%UnchangedHistory
IBKRInteractive Brokers Group, Inc.Stock10,317$663.5K0.2%−5,579−35.1%ReducedHistory
IBMInternational Business Machines CorpStock2,243$664.4K0.2%+276+14.0%AddedHistory
CRMSalesforce, Inc.Stock2,528$669.7K0.2%+568+29.0%AddedHistory
GLWCorning IncCOM7,795$682.5K0.3%−730−8.6%ReducedHistory
PEPPepsiCo IncStock4,763$683.6K0.3%+984+26.0%AddedHistory
Capital Group Core Equity Et14020V108SHS CREAT UNIT17,006$684.2K0.3%00.0%Unchanged–
HDHome Depot, Inc.Stock1,997$687.3K0.3%−779−28.1%ReducedHistory
DISWalt Disney CoStock6,268$713.1K0.3%+906+16.9%AddedHistory
BKNGBooking Holdings Inc.Stock134$717.6K0.3%−5−3.6%ReducedHistory
PMPhilip Morris International Inc.Stock4,527$726.1K0.3%+185+4.3%AddedHistory
PGProcter & Gamble CoStock5,126$734.6K0.3%−783−13.3%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock1,273$737.6K0.3%+282+28.5%AddedHistory
GEGeneral Electric CoStock2,409$742.0K0.3%+116+5.1%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR2,476$752.3K0.3%+1,061+75.0%AddedHistory
Vanguard Morningstar Large-Cap ETF922908637ETF2,450$771.3K0.3%00.0%Unchanged–
LOWLowes Companies IncStock3,236$780.4K0.3%−46−1.4%ReducedHistory

Sold out since Q3 2025 (43)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Everpar Advisors LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
Invesco Exch TRD SLF Idx FD46138J825BULSHS 2025 CB55,664$1.15M0.5%–
iShares Tr464287549EXPND TEC SC ETF4,462$562.0K0.2%–
iShares Tr46435U713US INFRASTRUC8,181$432.1K0.2%–
ZBRAZebra Technologies CorpCL A1,355$402.7K0.2%History
POOLPool CorpCOM1,295$401.5K0.2%History
WSOWatsco IncCOM922$372.8K0.1%History
EMREmerson Electric CoStock2,659$348.8K0.1%History
AMTAmerican Tower CorpREIT1,786$343.5K0.1%History
VSTVistra Corp.Stock1,727$338.4K0.1%History
OLLIOllie's Bargain Outlet Holdings, Inc.Stock2,521$323.7K0.1%History
LHLabcorp Holdings Inc.Stock1,092$313.5K0.1%History
APDAir Products & Chemicals, Inc.Stock1,147$312.8K0.1%History
NOWServiceNow, Inc.Stock338$311.1K0.1%History
THOThor Industries IncCOM2,925$303.3K0.1%History
COOCooper Companies, Inc.COM4,269$292.7K0.1%History
CNCCentene CorpStock8,194$292.4K0.1%History
TELTE Connectivity plcStock1,298$284.9K0.1%History
TTETotalEnergies SESPONSORED ADS4,691$280.0K0.1%History
MCHPMicrochip Technology IncStock4,286$275.2K0.1%History
OLEDUniversal Display CorpCOM1,867$268.2K0.1%History
BFAMBright Horizons Family Solutions Inc.COM2,458$266.9K0.1%History
ULSUL Solutions Inc.CLASS A COM SHS3,696$261.9K0.1%History
BOKFBok Financial CorpCOM NEW2,231$248.6K0.1%History
FLUTFlutter Entertainment plcSHS972$246.9K0.1%History
SAIASaia IncCOM818$244.9K0.1%History
ORealty Income CorpREIT3,999$243.1K0.1%History
iShares Russell 1000 Value ETF464287598ETF1,192$242.6K0.1%–
FLEXFlex Ltd.Stock4,177$242.1K0.1%History
AWKAmerican Water Works Company, Inc.Stock1,731$240.9K0.1%History
MCOMoodys CorpStock500$238.2K0.1%History
SPOTSpotify Technology S.A.Stock331$231.0K0.1%History
DALDelta Air Lines, Inc.COM NEW4,056$230.2K0.1%History
OSKOshkosh CorpCOM1,769$229.4K0.1%History
SNASnap-on IncCOM643$222.8K0.1%History
ALCAlcon IncStock2,975$221.7K0.1%History
FASTFastenal CoStock4,507$221.0K0.1%History
CCLCarnival Corp Ltd.UNIT 99/99/99997,469$215.9K0.1%History
ORLYO Reilly Automotive IncStock1,974$212.8K0.1%History
EOGEOG Resources IncStock1,865$209.1K0.1%History
ONOn Semiconductor CorpStock4,167$205.5K0.1%History
PYPLPayPal Holdings, Inc.Stock3,010$201.9K0.1%History
ELEstee Lauder Companies IncCL A2,283$201.2K0.1%History
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF1,994$200.8K0.1%–