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Home > Institutional Investor > Everpar Advisors Llc > Profile

Instuitional Investor - Everpar Advisors Llc

Fund Profile
Filing Period:
Fund Name: Everpar Advisors Llc
Portfolio Value $214,846,556
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 45,651 $8,789,187 4.09%
2.
Microsoft Corp
 MSFT 22,591 $8,495,120 3.95%
3.
Jpmorgan Chase & Co
 JPM 32,302 $5,494,570 2.55%
4.
Oneok Inc W
 OKE 55,160 $3,873,335 1.8%
5.
Tyson Foods Inc.
 TSN 62,965 $3,384,395 1.57%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)