Everest Management Corp.
13F Reported Value
ⓘ$268.0M
Holdings
85
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Everest Management Corp. disclosed 85 positions worth $268.0M in its Form 13F-HR for Q2 2026, followed by $GS. During the quarter the fund opened 17 new positions and exited 4 — including a new stake in $SNPS and a full exit from $ARES. The portfolio is most concentrated in Other (51.8% of disclosed assets). All figures are sourced directly from Everest Management Corp.’s Form 13F-HR filing with the SEC under CIK 2056683.
AI Fund Analysis
Stable
$GS
$GOOG$GOOG
$NVDA$NVDA
$AMZN
$ANET
$NFLXSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
DIMENSIONAL ETF TRUST - US EQUI MARK ETF
—Quality
$56.3M686,579 sh- 73.5#134
Quality
$26.3M262,807 sh EA SERIES TRUST - ALPHA ARCHITECT
—Quality
$20.0M375,942 sh- 78.2
Quality
$17.7M50,067 sh - 78.2
Quality
$15.8M44,289 sh - 85.9
Quality
$10.6M52,884 sh - 76.4
Quality
$7.7M26,528 sh VANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$7.1M10,376 shRBB FD INC - F M CO US AG ETF
—Quality
$6.7M65,135 shEA SERIES TRUST - ALPHA ARCHITECT
—Quality
$6.4M111,578 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $56.3M | 686,579 |
| GOLDMAN SACHS GROUP INC$GS | 73.5#134 | $26.3M | 262,807 |
| EA SERIES TRUST - ALPHA ARCHITECT | — | $20.0M | 375,942 |
 Alphabet Inc.$GOOGL | 78.2 | $17.7M | 50,067 |
| Alphabet Inc.$GOOG | 78.2 | $15.8M | 44,289 |
| NVIDIA CORP$NVDA | 85.9 | $10.6M | 52,884 |
 Apple Inc.$AAPL | 76.4 | $7.7M | 26,528 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $7.1M | 10,376 |
| RBB FD INC - F M CO US AG ETF | — | $6.7M | 65,135 |
| EA SERIES TRUST - ALPHA ARCHITECT | — | $6.4M | 111,578 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Everest Management Corp.'s 85 positions.
Showing top 10 of 85 holdings.
Sector Allocation
Other
$138.8M
Technology
$82.5M
Financials
$34.6M
Consumer Discretionary
$7.3M
Industrials
$2.1M
Healthcare
$1.8M
Energy
$551,579
Consumer Staples
$226,705
Full Holdings — Everest Management Corp. (Q2 2026)
All 85 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $56.3M | 21.0% | +6% | — |
| 2 | $GS | GOLDMAN SACHS GROUP INC | $26.3M | 9.8% | +1673% | 73.5 |
| 3 | — | EA SERIES TRUST - ALPHA ARCHITECT | $20.0M | 7.5% | -1% | — |
| 4 | $GOOGL | Alphabet Inc. | $17.7M | 6.6% | +14% | 78.2 |
| 5 | $GOOG | Alphabet Inc. | $15.8M | 5.9% | +2% | 78.2 |
| 6 | $NVDA | NVIDIA CORP | $10.6M | 4.0% | +13% | 85.9 |
| 7 | $AAPL | Apple Inc. | $7.7M | 2.9% | +24% | 76.4 |
| 8 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $7.1M | 2.7% | +0% | — |
| 9 | — | RBB FD INC - F M CO US AG ETF | $6.7M | 2.5% | +644% | — |
| 10 | — | EA SERIES TRUST - ALPHA ARCHITECT | $6.4M | 2.4% | -30% | — |
| 11 | $AMZN | AMAZON COM INC | $6.2M | 2.3% | +2% | 68.7 |
| 12 | — | VANGUARD STAR FDS - VG TL INTL STK F | $5.6M | 2.1% | +27% | — |
| 13 | $ANET | Arista Networks, Inc. | $5.2M | 1.9% | +626% | 81.9 |
| 14 |  $MSFT | MICROSOFT CORP | $5.0M | 1.9% | +42% | 79.8 |
| 15 |  $AVGO | Broadcom Inc. | $4.9M | 1.8% | -40% | 84.5 |
| 16 | — | ISHARES TR - CORE MSCI TOTAL | $4.9M | 1.8% | +0% | — |
| 17 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $4.8M | 1.8% | +0% | — |
| 18 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $4.7M | 1.8% | +0% | — |
| 19 |  $AMAT | APPLIED MATERIALS INC /DE | $3.2M | 1.2% | -53% | 72.3 |
| 20 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | $2.9M | 1.1% | +0% | — |
| 21 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | $2.5M | 0.9% | +1% | — |
| 22 |  $V | VISA INC. | $2.5M | 0.9% | +47% | 82.9 |
| 23 | — | VANGUARD INDEX FDS - VALUE ETF | $2.5M | 0.9% | +0% | — |
| 24 |  $IVZ | Invesco Ltd. | $2.3M | 0.9% | +0% | — |
| 25 | — | DIMENSIONAL ETF TRUST - INTL HIGH PROFIT | $2.1M | 0.8% | +30% | — |
| 26 |  $SNPS | SYNOPSYS INC | $1.6M | 0.6% | NEW | 67.9 |
| 27 |  $ORCL | ORACLE CORP | $1.5M | 0.6% | +30% | 66.2 |
| 28 |  $AMD | ADVANCED MICRO DEVICES INC | $1.4M | 0.5% | +7% | 79.8 |
| 29 |  $TSLA | Tesla, Inc. | $1.3M | 0.5% | +60% | 53.9 |
| 30 | — | ISHARES TR - CORE S&P500 ETF | $1.3M | 0.5% | +0% | — |
| 31 |  $MU | MICRON TECHNOLOGY INC | $1.3M | 0.5% | -44% | 86.2 |
| 32 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | $1.2M | 0.5% | -1% | — |
| 33 | — | ISHARES TR - SP SMCP600VL ETF | $1.1M | 0.4% | +0% | — |
| 34 |  $META | Meta Platforms, Inc. | $1.1M | 0.4% | +50% | 79.6 |
| 35 | — | INVESCO EXCH TRADED FD TR II - RUSEL 1000 EQL | $1.0M | 0.4% | NEW | — |
| 36 |  $SPMA | Sound Point Meridian Capital, Inc. | $994,326 | 0.4% | +4% | — |
| 37 |  $CSCO | CISCO SYSTEMS, INC. | $989,131 | 0.4% | +8% | 70.3 |
| 38 |  $WT | WisdomTree, Inc. | $878,833 | 0.3% | +5% | 59.9 |
| 39 | — | PGIM ETF TR - PGIM ULTRA SH BD | $859,662 | 0.3% | -24% | — |
| 40 |  $WMT | Walmart Inc. | $647,281 | 0.2% | -52% | 60.2 |
| 41 | $GS | GOLDMAN SACHS GROUP INC | $634,323 | 0.2% | -66% | 73.5 |
| 42 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $632,030 | 0.2% | +0% | — |
| 43 | — | VANGUARD INDEX FDS - GROWTH ETF | $621,865 | 0.2% | +500% | — |
| 44 |  $BRK.B | BERKSHIRE HATHAWAY INC | $615,980 | 0.2% | +8% | 73.8 |
| 45 |  $LLY | ELI LILLY & Co | $612,909 | 0.2% | -24% | 87.5 |
| 46 |  $JPM | JPMORGAN CHASE & CO | $566,281 | 0.2% | +4% | 70.7 |
| 47 |  $WDC | WESTERN DIGITAL CORP | $551,215 | 0.2% | +13% | 80.7 |
| 48 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $527,015 | 0.2% | +0% | — |
| 49 |  $CRM | Salesforce, Inc. | $524,811 | 0.2% | -8% | 77 |
| 50 | — | VANGUARD WORLD FD - INF TECH ETF | $451,308 | 0.2% | +795% | — |
| 51 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS HI | $449,171 | 0.2% | +43% | — |
| 52 |  $INTC | INTEL CORP | $446,537 | 0.2% | NEW | 45.6 |
| 53 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $443,460 | 0.2% | +0% | — |
| 54 | — | ISHARES INC - CORE MSCI EMKT | $437,892 | 0.2% | +0% | — |
| 55 |  $INTU | INTUIT INC. | $431,172 | 0.2% | +1% | 79.3 |
| 56 |  $COST | COSTCO WHOLESALE CORP /NEW | $424,703 | 0.2% | +5% | 66.2 |
| 57 |  $KLAC | KLA CORP | $412,739 | 0.1% | +870% | 78.6 |
| 58 | — | ISHARES TR - ISHARES SEMICDTR | $384,456 | 0.1% | NEW | — |
| 59 |  $JNJ | JOHNSON & JOHNSON | $365,591 | 0.1% | +15% | 69 |
| 60 | — | PGIM ETF TR - AAA CLO ETF | $356,018 | 0.1% | -27% | — |
| 61 |  $XOM.R34088 | EXXON MOBIL CORP | $351,507 | 0.1% | +3% | 57.9 |
| 62 |  $CRWD | CrowdStrike Holdings, Inc. | $345,702 | 0.1% | NEW | 67.7 |
| 63 |  $SNDK | Sandisk Corp | $334,238 | 0.1% | NEW | 87.7 |
| 64 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $331,408 | 0.1% | NEW | 72.6 |
| 65 | — | ISHARES TR - S&P 500 GRWT ETF | $331,172 | 0.1% | +0% | — |
| 66 |  $GEV | GE Vernova Inc. | $323,086 | 0.1% | +12% | 81.1 |
| 67 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $316,271 | 0.1% | +0% | — |
| 68 |  $ABBV | AbbVie Inc. | $315,053 | 0.1% | -8% | 72.6 |
| 69 |  $UNH | UNITEDHEALTH GROUP INC | $313,503 | 0.1% | NEW | 62.7 |
| 70 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $310,441 | 0.1% | NEW | — |
| 71 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $304,922 | 0.1% | +0% | — |
| 72 |  $ZS | Zscaler, Inc. | $304,319 | 0.1% | +41% | 63.7 |
| 73 | — | SPDR INDEX SHS FDS - ST MARKE CAP ETF | $302,719 | 0.1% | +0% | — |
| 74 |  $CAT | CATERPILLAR INC | $289,653 | 0.1% | NEW | 66.5 |
| 75 |  $LRCX | LAM RESEARCH CORP | $287,731 | 0.1% | NEW | 79.4 |
| 76 |  $BAC | BANK OF AMERICA CORP /DE/ | $281,205 | 0.1% | +3% | 67.6 |
| 77 |  $GE | GENERAL ELECTRIC CO | $276,186 | 0.1% | -10% | 73.8 |
| 78 |  $MA | Mastercard Inc | $242,419 | 0.1% | -3% | 85.1 |
| 79 |  $STX | Seagate Technology Holdings plc | $230,635 | 0.1% | NEW | — |
| 80 |  $MRK | Merck & Co., Inc. | $227,316 | 0.1% | NEW | 59.9 |
| 81 |  $PG | PROCTER & GAMBLE Co | $226,705 | 0.1% | NEW | 64.6 |
| 82 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $226,093 | 0.1% | NEW | 70 |
| 83 |  $MS | MORGAN STANLEY | $221,373 | 0.1% | NEW | 75.8 |
| 84 | $NFLX | NETFLIX INC | $217,127 | 0.1% | +14% | 78.8 |
| 85 |  $CVX | CHEVRON CORP | $200,072 | 0.1% | NEW | 62.8 |
New Positions (17)
$SNPS SYNOPSYS INC$1.6M$INTC INTEL CORP$446,537$CRWD CrowdStrike Holdings, Inc.$345,702$SNDK Sandisk Corp$334,238$CDNS CADENCE DESIGN SYSTEMS INC$331,408$UNH UNITEDHEALTH GROUP INC$313,503$CAT CATERPILLAR INC$289,653$LRCX LAM RESEARCH CORP$287,731$STX Seagate Technology Holdings plc$230,635$MRK Merck & Co., Inc.$227,316$PG PROCTER & GAMBLE Co$226,705$IBM INTERNATIONAL BUSINESS MACHINES CORP$226,093
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