EVERPAR ADVISORS LLC ITT — ITT INC

Ownership history in EVERPAR ADVISORS LLC  ·  5 quarters on record

AI Ownership Summary

EVERPAR ADVISORS LLC reported ITT INC (ITT) in 5 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.11% in 2024 Q3. The latest visible filing shows ITT at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ITT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EVERPAR ADVISORS LLC's position in ITT INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ITT was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ITT stock page EVERPAR ADVISORS LLC fund profile EVERPAR ADVISORS LLC full holdings
How EVERPAR ADVISORS LLC held ITT — position size vs. price
% of Fund (quarterly)    ITT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 1,320 -66 -4.8% 0.07% $261K 2026-07-09 $193.00
2026 Q1 ADDED — — — 1,386 +147 +11.9% 0.09% $264K 2026-04-21 $218.87
2025 Q4 ADDED — — — 1,239 +30 +2.5% 0.08% $215K 2026-01-07 $177.18
2025 Q3 REDUCED 12.8% -0.6% ✅ 1,209 -178 -12.8% 0.09% $216K 2025-10-17 $171.91
2024 Q3 INITIATED — — — 1,387 — — 0.11% $207K 2024-10-07 $146.76

🏢 Other funds also holding ITT

As of 2026 Q2 — sorted by position size

Central Pacific Bank - Trust Division 0.27% CGN Advisors LLC 3Y 0.15% Everhart Financial Group, Inc. 3Y 0.11% BRIGHTON SECURITIES CORP. 0.11% Town & Country Bank & Trust CO dba First Bankers Trust CO 3Y 7Y 0.08% MKT Advisors LLC 3Y 0.06% Lantz Financial LLC 3Y 7Y 0.06% Breakwater Capital Group 3Y 0.03% Trust Point Inc. 0.02% GAMMA Investing LLC 0.02%

FAQ About EVERPAR ADVISORS LLC and ITT

These are the practical questions this page is built to answer before you even open the full history table.

How long has EVERPAR ADVISORS LLC reported owning ITT?

EVERPAR ADVISORS LLC reported ITT across 5 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported ITT position in EVERPAR ADVISORS LLC's portfolio?

The largest reported portfolio weight for ITT was 0.11% in 2024 Q3.

What is the latest reported ITT position on this page?

The most recent filing on this page is 2026 Q2, when EVERPAR ADVISORS LLC reported 1,320 shares, equal to 0.07% of portfolio, with an estimated market value of $261K.

What does the chart on this ITT ownership page compare?

The chart compares EVERPAR ADVISORS LLC's quarterly ITT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EVERPAR ADVISORS LLC time their ITT position?

Based on 13F filing dates vs. subsequent ITT price moves, EVERPAR ADVISORS LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on ITT relative to SPY over the holding period was +5387.5%.

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