EVERPAR ADVISORS LLC

Q1 2026 13F-HR Holdings

Location
Tulsa, OK
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
282
Total value ($000)
$290,415
Net value change ($000)
+20,782 (7.7%)
New positions
38
Sold out positions
24
Turnover %
7.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VTV 3,278 123.2%
IJS 3,002 NEW
XOM 1,127 62.7%
AVDE 1,078 NEW
IVV 1,069 6.0%
OKE 943 22.7%
SPYG 910 25.5%
CVX 905 48.7%
VXUS 854 NEW
AAPL 812 7.1%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -1,703 -15.3%
JPM -818 -7.5%
LLY -805 -24.6%
CGGR -626 -23.9%
AZN -556 -100.0%
ACN -508 -100.0%
TSLA -475 -10.6%
CGDV -439 -18.0%
ORCL -431 -18.4%
QCOM -374 -37.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type