Institutional Fund
Everpar Advisors LLC
Tulsa, OKCIK 20104105 filings on record
Portfolio Value
$290.41M
Q1 2026
Holdings
282
Reported positions
New Buys
38
Opened this quarter
QoQ Change
+7.7%
from $269.63M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr6.5%
- Nvidia Corporation4.4%
- Apple Inc4.2%
- Jpmorgan Chase & Co.3.5%
- Microsoft Corp3.2%
- Vanguard Index Fds2.0%
- Other76.1%
Portfolio Holdings
282 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 29.1K | $18.99M | 6.5% | +2.9K | Added |
| 2 | Nvidia Corporation | 73.6K | $12.83M | 4.4% | +7.7K | Added |
| 3 | Apple Inc | 47.9K | $12.17M | 4.2% | +6.2K | Added |
| 4 | Jpmorgan Chase & Co. | 34.3K | $10.09M | 3.5% | +449 | Added |
| 5 | Microsoft Corp | 25.4K | $9.40M | 3.2% | +2.4K | Added |
| 6 | Vanguard Index Fds | 30.3K | $5.94M | 2.0% | +16.3K | Added |
| 7 | Amazon Com Inc | 28.4K | $5.91M | 2.0% | +2.5K | Added |
| 8 | Tyson Foods Inc | 81.3K | $5.21M | 1.8% | +80 | Added |
| 9 | Oneok Inc New | 56.5K | $5.10M | 1.8% | −138 | Reduced |
| 10 | Alphabet Inc | 17.4K | $4.98M | 1.7% | +1.6K | Added |
272 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio