Everpar Advisors LLC
- SEC CIK
- 0002010410
- Latest filing
- Jul 9, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Apr 21, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 282
- +14 vs. Q4 2025
- Portfolio value
- $290.4M
- +$20.8M (+7.7%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FCXFreeport-McMoran Inc | Stock | 6,054 | $355.9K | 0.1% | −617−9.2% | Reduced | History |
| CLColgate Palmolive Co | Stock | 4,183 | $356.5K | 0.1% | +514+14.0% | Added | History |
| AIGAmerican International Group, Inc. | Stock | 4,740 | $356.7K | 0.1% | −916−16.2% | Reduced | History |
| SHOPShopify Inc. | Stock | 3,012 | $357.3K | 0.1% | −203−6.3% | Reduced | History |
| BNYBank of New York Mellon Corp | Stock | 3,014 | $357.6K | 0.1% | +488+19.3% | Added | History |
| GLDSPDR Gold Trust | ETF | 832 | $358.0K | 0.1% | −190−18.6% | Reduced | History |
| STXSeagate Technology Holdings plc | ORD SHS | 925 | $362.4K | 0.1% | +65+7.6% | Added | History |
| UBERUber Technologies, Inc | Stock | 5,051 | $363.3K | 0.1% | −26−0.5% | Reduced | History |
| CEGConstellation Energy Corp | Stock | 1,311 | $366.1K | 0.1% | +278+26.9% | Added | History |
| PFEPfizer Inc | Stock | 13,056 | $366.6K | 0.1% | +3,816+41.3% | Added | History |
| HWMHowmet Aerospace Inc. | Stock | 1,591 | $366.7K | 0.1% | +105+7.1% | Added | History |
| NDSNNordson Corp | COM | 1,406 | $374.1K | 0.1% | +4+0.3% | Added | History |
| BLKBlackRock, Inc. | Stock | 390 | $375.1K | 0.1% | +25+6.8% | Added | History |
| AMPAmeriprise Financial Inc | COM | 858 | $381.3K | 0.1% | −21−2.4% | Reduced | History |
| WDCWestern Digital Corp | COM | 1,417 | $383.3K | 0.1% | −178−11.2% | Reduced | History |
| TXNTexas Instruments Inc | Stock | 1,978 | $384.0K | 0.1% | +180+10.0% | Added | History |
| UNPUnion Pacific Corp | Stock | 1,584 | $384.3K | 0.1% | +401+33.9% | Added | History |
| IQVIQVIA Holdings Inc. | Stock | 2,260 | $385.4K | 0.1% | +166+7.9% | Added | History |
| UPSUnited Parcel Service Inc | Stock | 3,922 | $385.9K | 0.1% | −29−0.7% | Reduced | History |
| SLBSLB Limited | Stock | 7,647 | $393.0K | 0.1% | +500+7.0% | Added | History |
| XELXcel Energy Inc | Stock | 4,961 | $394.1K | 0.1% | +303+6.5% | Added | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,014 | $395.9K | 0.1% | +79+8.4% | Added | History |
| MLMMartin Marietta Materials Inc | COM | 673 | $396.2K | 0.1% | −1−0.1% | Reduced | History |
| MDTMedtronic plc | Stock | 4,678 | $405.4K | 0.1% | −281−5.7% | Reduced | History |
| CVSCVS Health Corp | Stock | 5,673 | $407.4K | 0.1% | +528+10.3% | Added | History |
| Alps ETF Tr00162Q395 | OSHARES US SMLCP | 9,344 | $408.7K | 0.1% | −3,541−27.5% | Reduced | – |
| YUMYum Brands Inc | Stock | 2,634 | $409.5K | 0.1% | +198+8.1% | Added | History |
| TTWOTake Two Interactive Software Inc | COM | 2,075 | $409.8K | 0.1% | +201+10.7% | Added | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 919 | $410.4K | 0.1% | +121+15.2% | Added | History |
| TTTrane Technologies plc | SHS | 993 | $413.8K | 0.1% | +155+18.5% | Added | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 543 | $419.5K | 0.1% | +38+7.5% | Added | History |
| TERTeradyne, Inc | Stock | 1,424 | $422.2K | 0.1% | −58−3.9% | Reduced | History |
| SCHWSchwab Charles Corp | Stock | 4,529 | $425.7K | 0.1% | +804+21.6% | Added | History |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 20,907 | $426.7K | 0.1% | −631−2.9% | Reduced | – |
| CMECME Group Inc. | COM | 1,445 | $426.8K | 0.1% | +206+16.6% | Added | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 4,610 | $427.5K | 0.1% | +441+10.6% | Added | – |
| AXPAmerican Express Co | Stock | 1,432 | $433.3K | 0.1% | +186+14.9% | Added | History |
| DUKDuke Energy CORP | Stock | 3,326 | $435.5K | 0.1% | +788+31.0% | Added | History |
| WELLWelltower Inc. | REIT | 2,216 | $438.1K | 0.2% | +497+28.9% | Added | History |
| DELLDell Technologies Inc. | Stock | 2,694 | $442.2K | 0.2% | +345+14.7% | Added | History |
| ECLEcolab Inc. | Stock | 1,672 | $444.8K | 0.2% | +8+0.5% | Added | History |
| CMICummins Inc | Stock | 837 | $450.3K | 0.2% | +41+5.2% | Added | History |
| INTUIntuit Inc. | Stock | 1,051 | $454.4K | 0.2% | +90+9.4% | Added | History |
| MOAltria Group, Inc. | Stock | 7,177 | $473.6K | 0.2% | +1,755+32.4% | Added | History |
| MPCMarathon Petroleum Corp | Stock | 1,941 | $474.0K | 0.2% | −6−0.3% | Reduced | History |
| PGRProgressive Corp | Stock | 2,419 | $479.5K | 0.2% | +517+27.2% | Added | History |
| LMTLockheed Martin Corp | Stock | 801 | $484.1K | 0.2% | +86+12.0% | Added | History |
| SLViShares Silver Trust | ETF | 7,160 | $487.9K | 0.2% | −3,131−30.4% | Reduced | History |
| HONHoneywell International Inc | COM | 2,194 | $495.9K | 0.2% | +336+18.1% | Added | History |
| ATOAtmos Energy Corp | COM | 2,757 | $509.3K | 0.2% | −221−7.4% | Reduced | History |
| LINLinde PLC | Stock | 1,029 | $510.1K | 0.2% | +339+49.1% | Added | History |
| ABTAbbott Laboratories | Stock | 5,017 | $515.1K | 0.2% | +1,212+31.9% | Added | History |
| CORCencora, Inc. | Stock | 1,640 | $515.2K | 0.2% | +18+1.1% | Added | History |
| PWRQuanta Services, Inc. | COM | 946 | $519.4K | 0.2% | +71+8.1% | Added | History |
| USBUS Bancorp DE | COM NEW | 10,063 | $523.4K | 0.2% | +124+1.2% | Added | History |
| MSMorgan Stanley | Stock | 3,215 | $529.1K | 0.2% | +118+3.8% | Added | History |
| Vanguard Information Technology ETF92204A702 | ETF | 762 | $531.7K | 0.2% | +89+13.2% | Added | – |
| PANWPalo Alto Networks Inc | Stock | 3,342 | $535.8K | 0.2% | +387+13.1% | Added | History |
| TRVTravelers Companies, Inc. | Stock | 1,843 | $537.6K | 0.2% | +345+23.0% | Added | History |
| DISWalt Disney Co | Stock | 5,588 | $538.6K | 0.2% | −680−10.8% | Reduced | History |
| MCKMcKesson Corp | Stock | 632 | $546.9K | 0.2% | +77+13.9% | Added | History |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 23,175 | $549.0K | 0.2% | −221−0.9% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 1,201 | $553.6K | 0.2% | +53+4.6% | Added | History |
| DEDeere & Co | Stock | 1,003 | $565.0K | 0.2% | +312+45.2% | Added | History |
| IBMInternational Business Machines Corp | Stock | 2,339 | $567.0K | 0.2% | +96+4.3% | Added | History |
| APHAmphenol Corp | CL A | 4,516 | $570.6K | 0.2% | +299+7.1% | Added | History |
| MDLZMondelez International, Inc. | Stock | 9,954 | $573.7K | 0.2% | −256−2.5% | Reduced | History |
| BMYBristol Myers Squibb Co | Stock | 9,574 | $580.7K | 0.2% | +374+4.1% | Added | History |
| BKNGBooking Holdings Inc. | Stock | 138 | $581.0K | 0.2% | +4+3.0% | Added | History |
| NEENextera Energy Inc | Stock | 6,279 | $583.2K | 0.2% | +941+17.6% | Added | History |
| AZNAstraZeneca PLC | ADR | 2,964 | $584.6K | 0.2% | −58−1.9% | ReducedConverted for a 1-for-2 split | History |
| GDGeneral Dynamics Corp | Stock | 1,705 | $585.2K | 0.2% | +152+9.8% | Added | History |
| PNCPNC Financial Services Group, Inc. | Stock | 2,846 | $592.3K | 0.2% | −70−2.4% | Reduced | History |
| TDYTeledyne Technologies Inc | COM | 988 | $597.8K | 0.2% | −32−3.1% | Reduced | History |
| COFCapital One Financial Corp | Stock | 3,288 | $599.8K | 0.2% | 00.0% | Unchanged | History |
| ETNEaton Corp plc | Stock | 1,679 | $600.6K | 0.2% | +86+5.4% | Added | History |
| CTVACorteva, Inc. | Stock | 7,190 | $601.9K | 0.2% | −73−1.0% | Reduced | History |
| ITWIllinois Tool Works Inc | Stock | 2,318 | $603.4K | 0.2% | +65+2.9% | Added | History |
| INTCIntel Corp | Stock | 13,704 | $604.8K | 0.2% | +2,429+21.5% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 2,244 | $607.2K | 0.2% | +456+25.5% | Added | History |
| WRBBerkley W R Corp | COM | 9,274 | $614.7K | 0.2% | −163−1.7% | Reduced | History |
| CBChubb Ltd | Stock | 1,906 | $621.2K | 0.2% | +287+17.7% | Added | History |
| CCitigroup Inc | Stock | 5,520 | $626.0K | 0.2% | +76+1.4% | Added | History |
| OGSONE Gas, Inc. | COM | 7,269 | $626.1K | 0.2% | 00.0% | Unchanged | History |
| AMDAdvanced Micro Devices Inc | Stock | 3,125 | $635.7K | 0.2% | +707+29.2% | Added | History |
| QCOMQualcomm Inc | Stock | 4,942 | $636.4K | 0.2% | −965−16.3% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 3,442 | $642.5K | 0.2% | +914+36.2% | Added | History |
| iShares Core High Dividend ETF46429B663 | ETF | 4,745 | $644.0K | 0.2% | −332−6.5% | Reduced | – |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 16,806 | $645.7K | 0.2% | −200−1.2% | Reduced | – |
| IBKRInteractive Brokers Group, Inc. | Stock | 9,739 | $653.2K | 0.2% | −578−5.6% | Reduced | History |
| ALLAllstate Corp | Stock | 3,165 | $656.2K | 0.2% | +541+20.6% | Added | History |
| KLACKLA Corp | COM NEW | 449 | $661.1K | 0.2% | +85+23.4% | Added | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 9,521 | $668.2K | 0.2% | +43+0.5% | Added | – |
| GILDGilead Sciences, Inc. | Stock | 4,862 | $677.6K | 0.2% | +475+10.8% | Added | History |
| TAT&T Inc. | Stock | 23,387 | $678.0K | 0.2% | +3,636+18.4% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 1,386 | $681.3K | 0.2% | +113+8.9% | Added | History |
| LOWLowes Companies Inc | Stock | 2,999 | $708.6K | 0.2% | −237−7.3% | Reduced | History |
| HDHome Depot, Inc. | Stock | 2,159 | $710.2K | 0.2% | +162+8.1% | Added | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,450 | $732.2K | 0.3% | 00.0% | Unchanged | – |
| WFCWells Fargo & Company | Stock | 9,301 | $740.5K | 0.3% | −97−1.0% | Reduced | History |
Sold out since Q4 2025 (23)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| ACNAccenture plc | Stock | 1,892 | $507.5K | 0.2% | History |
| SONYSony Group Corp | SPONSORED ADR | 13,190 | $337.7K | 0.1% | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 695 | $328.9K | 0.1% | – |
| ELVElevance Health, Inc. | Stock | 881 | $308.8K | 0.1% | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 1,344 | $299.9K | 0.1% | History |
| JKHYJack Henry & Associates Inc | Stock | 1,564 | $285.4K | 0.1% | History |
| METMetlife Inc | Stock | 3,424 | $270.3K | 0.1% | History |
| FICOFair Isaac Corp | COM | 156 | $263.7K | 0.1% | History |
| BBarrick Mining Corp | Stock | 5,930 | $258.3K | 0.1% | History |
| SPGIS&P Global Inc. | Stock | 488 | $255.0K | 0.1% | History |
| SNOWSnowflake Inc. | Stock | 1,144 | $250.9K | 0.1% | History |
| HOODRobinhood Markets, Inc. | Stock | 2,202 | $249.0K | 0.1% | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 620 | $246.5K | 0.1% | History |
| THCTenet Healthcare Corp | COM NEW | 1,230 | $244.4K | 0.1% | History |
| NKENIKE, Inc. | Stock | 3,734 | $237.9K | 0.1% | History |
| BSYBentley Systems Inc | COM CL B | 6,164 | $235.2K | 0.1% | History |
| RPMRPM International Inc | COM | 2,196 | $228.4K | 0.1% | History |
| Vanguard S&P 500 ETF922908363 | ETF | 360 | $225.7K | 0.1% | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 2,315 | $213.7K | 0.1% | – |
| NVONovo Nordisk A S | ADR | 4,145 | $210.9K | 0.1% | History |
| EFXEquifax Inc | COM | 945 | $205.0K | 0.1% | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 2,994 | $201.3K | 0.1% | – |
| AESAES Corp | Stock | 13,986 | $200.6K | 0.1% | History |