EVERPAR ADVISORS LLC

Q3 2026 13F-HR Holdings

Location
Tulsa, OK
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
311
Total value ($000)
$373,589
Net value change ($000)
+22,072 (6.3%)
New positions
34
Sold out positions
25
Turnover %
8.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
OKE 5,210 NEW
MSFT 5,006 56.2%
NVDA 3,790 24.5%
IVV 3,203 12.5%
AAPL 3,129 22.4%
XOM 2,921 NEW
META 1,693 41.0%
SPYG 1,269 16.4%
PLTR 737 101.0%
FTEC 721 17.0%
Top Reduces (Value $000, Stocks/ETFs)
OKE -5,359 -100.0%
XOM -2,322 -100.0%
GLW -859 -59.9%
AMAT -731 -29.7%
TSN -616 -13.3%
CAT -536 -25.1%
TSLA -446 -10.1%
KLAC -444 -34.5%
EA -381 -100.0%
CMS -375 -100.0%
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