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Everpar Advisors LLC

SEC CIK
0002010410
Latest filing
Jul 9, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Jul 9, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
302
+20 vs. Q1 2026
Portfolio value
$351.5M
+$61.1M (+21.0%) vs. Q1 2026
Filed
Jul 9, 2026
SEC
Holdings of Everpar Advisors LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
MCHPMicrochip Technology IncStock3,675$335.2K0.1%+238+6.9%AddedHistory
WECWec Energy Group, Inc.Stock2,885$336.9K0.1%+420+17.0%AddedHistory
CSXCSX CorpStock7,233$343.8K0.1%+212+3.0%AddedHistory
LIILennox International IncCOM602$344.9K0.1%−49−7.5%ReducedHistory
SLBSLB LimitedStock7,434$345.6K0.1%−213−2.8%ReducedHistory
EBAYeBay IncCOM3,096$346.0K0.1%+207+7.2%AddedHistory
CAHCardinal Health IncStock1,459$346.6K0.1%+13+0.9%AddedHistory
CRMSalesforce, Inc.Stock2,221$347.9K0.1%−1,221−35.5%ReducedHistory
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS17,644$350.9K0.1%−1,403−7.4%ReducedHistory
APOApollo Global Management, Inc.COM2,971$351.5K0.1%+1,142+62.4%AddedHistory
RCLRoyal Caribbean Cruises LtdCOM1,113$353.4K0.1%+175+18.7%AddedHistory
CEGConstellation Energy CorpStock1,427$354.4K0.1%+116+8.8%AddedHistory
ISRGIntuitive Surgical IncCOM NEW901$358.3K0.1%−300−25.0%ReducedHistory
SYKStryker CorpStock1,146$360.8K0.1%+485+73.4%AddedHistory
NVSNovartis AGADR2,326$364.5K0.1%+203+9.6%AddedHistory
SBUXStarbucks CorpStock3,580$365.8K0.1%+11+0.3%AddedHistory
FLEXFlex Ltd.Stock2,285$370.3K0.1%+2,285NewHistory
MMM3M CoStock2,311$374.2K0.1%+57+2.5%AddedHistory
CMSCMS Energy CorpCOM4,903$375.1K0.1%+4,903NewHistory
FCXFreeport-McMoran IncStock6,011$378.0K0.1%−43−0.7%ReducedHistory
MRVLMarvell Technology, Inc.COM1,270$378.3K0.1%+1,270NewHistory
CLColgate Palmolive CoStock4,152$380.7K0.1%−31−0.7%ReducedHistory
LMTLockheed Martin CorpStock748$381.1K0.1%−53−6.6%ReducedHistory
EAElectronic Arts Inc.COM1,860$381.4K0.1%+1,860NewHistory
HLTHilton Worldwide Holdings Inc.COM1,155$381.7K0.1%+118+11.4%AddedHistory
IQVIQVIA Holdings Inc.Stock1,980$382.6K0.1%−280−12.4%ReducedHistory
SLViShares Silver TrustETF7,160$382.8K0.1%00.0%UnchangedHistory
iShares Tr464287721U.S. TECH ETF1,534$386.9K0.1%+80+5.5%Added–
DVNDevon Energy CorpStock9,388$387.9K0.1%+4,998+113.8%AddedHistory
ADIAnalog Devices IncStock983$390.4K0.1%+44+4.7%AddedHistory
AMPAmeriprise Financial IncCOM852$390.9K0.1%−6−0.7%ReducedHistory
MLMMartin Marietta Materials IncCOM681$392.7K0.1%+8+1.2%AddedHistory
BLKBlackRock, Inc.Stock410$394.2K0.1%+20+5.1%AddedHistory
XELXcel Energy IncStock4,955$397.9K0.1%−6−0.1%ReducedHistory
APPAppLovin CorpCOM CL A779$401.4K0.1%+10+1.3%AddedHistory
VLOValero Energy CorpStock1,550$403.7K0.1%+153+11.0%AddedHistory
CORCencora, Inc.Stock1,427$403.8K0.1%−213−13.0%ReducedHistory
YUMYum Brands IncStock2,574$411.5K0.1%−60−2.3%ReducedHistory
UPSUnited Parcel Service IncStock3,847$413.6K0.1%−75−1.9%ReducedHistory
ECLEcolab Inc.Stock1,490$415.1K0.1%−182−10.9%ReducedHistory
NDSNNordson CorpCOM1,382$416.9K0.1%−24−1.7%ReducedHistory
FTNTFortinet, Inc.Stock2,729$419.2K0.1%+2,729NewHistory
SCHWSchwab Charles CorpStock4,568$421.5K0.1%+39+0.9%AddedHistory
UNPUnion Pacific CorpStock1,555$423.0K0.1%−29−1.8%ReducedHistory
CDNSCadence Design Systems IncStock1,136$426.4K0.1%+229+25.2%AddedHistory
ADPAutomatic Data Processing IncStock1,944$435.4K0.1%+454+30.5%AddedHistory
ATOAtmos Energy CorpCOM2,531$436.0K0.1%−226−8.2%ReducedHistory
HWMHowmet Aerospace Inc.Stock1,718$461.9K0.1%+127+8.0%AddedHistory
BNYBank of New York Mellon CorpStock3,269$472.7K0.1%+255+8.5%AddedHistory
MNSTMonster Beverage CorpCOM4,948$475.6K0.1%+190+4.0%AddedHistory
TAT&T Inc.Stock23,643$489.4K0.1%+256+1.1%AddedHistory
VRTXVertex Pharmaceuticals IncStock986$489.8K0.1%+67+7.3%AddedHistory
MPCMarathon Petroleum CorpStock1,941$496.3K0.1%00.0%UnchangedHistory
Invesco Exch Traded FD Tr II46138G508SR LN ETF24,599$501.1K0.1%+3,692+17.7%Added–
TTTrane Technologies plcSHS1,022$502.0K0.1%+29+2.9%AddedHistory
DUKDuke Energy CORPStock3,968$502.3K0.1%+642+19.3%AddedHistory
NEENextera Energy IncStock5,790$508.2K0.1%−489−7.8%ReducedHistory
BMYBristol Myers Squibb CoStock8,874$511.3K0.1%−700−7.3%ReducedHistory
BXBlackstone Inc.COM4,375$514.8K0.1%+1,285+41.6%AddedHistory
MCKMcKesson CorpStock683$516.1K0.1%+51+8.1%AddedHistory
PGRProgressive CorpStock2,377$519.3K0.1%−42−1.7%ReducedHistory
LOWLowes Companies IncStock2,395$528.1K0.2%−604−20.1%ReducedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF5,616$541.7K0.2%+1,006+21.8%Added–
MOAltria Group, Inc.Stock7,602$547.0K0.2%+425+5.9%AddedHistory
WELLWelltower Inc.REIT2,410$547.0K0.2%+194+8.8%AddedHistory
AZNAstraZeneca PLCADR2,894$548.8K0.2%−70−2.4%ReducedHistory
BXSLBlackstone Secured Lending FundCOMMON STOCK23,175$549.5K0.2%00.0%UnchangedHistory
OGSONE Gas, Inc.COM7,269$560.2K0.2%00.0%UnchangedHistory
URIUnited Rentals, Inc.COM495$560.8K0.2%+51+11.5%AddedHistory
ABTAbbott LaboratoriesStock6,199$562.5K0.2%+1,182+23.6%AddedHistory
GILDGilead Sciences, Inc.Stock4,488$567.0K0.2%−374−7.7%ReducedHistory
TTWOTake Two Interactive Software IncCOM2,353$588.2K0.2%+278+13.4%AddedHistory
CTVACorteva, Inc.Stock6,973$590.5K0.2%−217−3.0%ReducedHistory
AXPAmerican Express CoStock1,746$590.7K0.2%+314+21.9%AddedHistory
TDYTeledyne Technologies IncCOM888$592.2K0.2%−100−10.1%ReducedHistory
CVSCVS Health CorpStock5,756$595.5K0.2%+83+1.5%AddedHistory
COPConocoPhillipsStock5,817$604.7K0.2%−562−8.8%ReducedHistory
USBUS Bancorp DECOM NEW10,030$605.8K0.2%−33−0.3%ReducedHistory
GDGeneral Dynamics CorpStock1,715$607.5K0.2%+10+0.6%AddedHistory
LINLinde PLCStock1,176$610.3K0.2%+147+14.3%AddedHistory
PEPPepsiCo IncStock4,520$612.0K0.2%−249−5.2%ReducedHistory
CMICummins IncStock865$616.9K0.2%+28+3.3%AddedHistory
DISWalt Disney CoStock6,442$620.0K0.2%+854+15.3%AddedHistory
ITWIllinois Tool Works IncStock2,345$634.3K0.2%+27+1.2%AddedHistory
BKNGBooking Holdings Inc.Stock3,568$636.0K0.2%+118+3.4%AddedConverted for a 25-for-1 splitHistory
TERTeradyne, IncStock1,318$637.7K0.2%−106−7.4%ReducedHistory
VZVerizon Communications IncStock15,355$650.1K0.2%−134−0.9%ReducedHistory
CBChubb LtdStock1,910$650.8K0.2%+4+0.2%AddedHistory
TXNTexas Instruments IncStock2,198$655.2K0.2%+220+11.1%AddedHistory
DEDeere & CoStock1,036$657.2K0.2%+33+3.3%AddedHistory
TRVTravelers Companies, Inc.Stock2,001$660.6K0.2%+158+8.6%AddedHistory
MDLZMondelez International, Inc.Stock11,587$670.2K0.2%+1,633+16.4%AddedHistory
WRBBerkley W R CorpCOM9,670$682.0K0.2%+396+4.3%AddedHistory
MCDMcDonalds CorpStock2,547$688.5K0.2%−414−14.0%ReducedHistory
COFCapital One Financial CorpStock3,456$693.3K0.2%+168+5.1%AddedHistory
Capital Group Core Equity Et14020V108SHS CREAT UNIT16,156$718.6K0.2%−650−3.9%Reduced–
IBMInternational Business Machines CorpStock2,566$721.6K0.2%+227+9.7%AddedHistory
FTITechnipFMC plcCOM10,893$722.2K0.2%−841−7.2%ReducedHistory
PWRQuanta Services, Inc.COM1,011$728.0K0.2%+65+6.9%AddedHistory
PLTRPalantir Technologies Inc.Stock6,254$729.7K0.2%−953−13.2%ReducedHistory

Sold out since Q1 2026 (24)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Everpar Advisors LLC sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
HONHoneywell International IncCOM2,194$495.9K0.2%History
INTUIntuit Inc.Stock1,051$454.4K0.2%History
HIIHuntington Ingalls Industries, Inc.COM877$333.2K0.1%History
CMCSAComcast CorpStock11,537$331.2K0.1%History
ROLRollins IncCOM5,920$316.2K0.1%History
iShares S&P 500 Value ETF464287408ETF1,450$306.2K0.1%–
ICEIntercontinental Exchange, Inc.Stock1,941$305.3K0.1%History
HIGHartford Insurance Group, Inc.Stock2,156$291.6K0.1%History
TMUST-Mobile US, Inc.Stock1,343$282.1K0.1%History
CTRACoterra Energy Inc.Stock7,735$271.8K0.1%History
Invesco QQQ Trust Series I46090E103ETF442$255.2K0.1%–
STZConstellation Brands, Inc.Stock1,693$253.9K0.1%History
ADBEAdobe Inc.Stock1,037$252.1K0.1%History
GRMNGarmin LtdSHS1,070$248.3K0.1%History
INSMINSMED IncCOM PAR $.011,503$245.8K0.1%History
ALLEAllegion plcORD SHS1,670$242.6K0.1%History
ULTAUlta Beauty, Inc.Stock447$233.7K0.1%History
MSIMotorola Solutions, Inc.Stock510$221.3K0.1%History
BJBJ's Wholesale Club Holdings, Inc.COM2,247$221.2K0.1%History
ORLYO Reilly Automotive IncStock2,354$217.3K0.1%History
VICIVici Properties Inc.COM7,807$213.3K0.1%History
OSKOshkosh CorpCOM1,437$211.5K0.1%History
TTETotalEnergies SEACT2,218$201.8K0.1%History
NGLNGL Energy Partners LPCOM UNIT REPST13,942$171.9K0.1%History