Everest Management Corp.
13F Reported Value
ⓘ$197.4M
Holdings
72
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Everest Management Corp. disclosed 72 positions worth $197.4M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 10 new positions and exited 2 — including a new stake in $ARES and a full exit from $SPY. The portfolio is most concentrated in Other (57.4% 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
Diversifying
$GOOG$GOOG
$NVDA
$AVGO$NVDA
$AMZN
$ANET
$NFLXSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
DIMENSIONAL ETF TRUST
—Quality
$45.7M645,075 shEA SERIES TRUST
—Quality
$17.7M380,489 sh- 80.2#45
Quality
$12.6M43,954 sh - 80.2
Quality
$12.5M43,602 sh - 90.2
Quality
$8.2M46,874 sh EA SERIES TRUST
—Quality
$7.8M158,603 sh- 86.4
Quality
$6.7M21,759 sh VANGUARD INDEX FDS
—Quality
$6.2M10,374 sh- 70.8
Quality
$5.6M224,154 sh - 76.1
Quality
$5.4M21,395 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | — | $45.7M | 645,075 |
| EA SERIES TRUST | — | $17.7M | 380,489 |
 Alphabet Inc.$GOOGL | 80.2#45 | $12.6M | 43,954 |
| Alphabet Inc.$GOOG | 80.2 | $12.5M | 43,602 |
| NVIDIA CORP$NVDA | 90.2 | $8.2M | 46,874 |
| EA SERIES TRUST | — | $7.8M | 158,603 |
| Broadcom Inc.$AVGO | 86.4 | $6.7M | 21,759 |
| VANGUARD INDEX FDS | — | $6.2M | 10,374 |
 Ares Management Corp$ARES | 70.8 | $5.6M | 224,154 |
 Apple Inc.$AAPL | 76.1 | $5.4M | 21,395 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Everest Management Corp.'s 72 positions.
Showing top 10 of 72 holdings.
Sector Allocation
Other
$113.2M
Technology
$59.1M
Financials
$14.8M
Consumer Discretionary
$7.5M
Healthcare
$1.4M
Industrials
$715,990
Energy
$423,471
Communication Services
$257,297
Full Holdings — Everest Management Corp. (Q1 2026)
All 72 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 | $45.7M | 23.2% | -8% | — |
| 2 | — | EA SERIES TRUST | $17.7M | 9.0% | -0% | — |
| 3 | $GOOGL | Alphabet Inc. | $12.6M | 6.4% | +3% | 80.2 |
| 4 | $GOOG | Alphabet Inc. | $12.5M | 6.3% | +1% | 80.2 |
| 5 | $NVDA | NVIDIA CORP | $8.2M | 4.1% | +104% | 90.2 |
| 6 | — | EA SERIES TRUST | $7.8M | 3.9% | -58% | — |
| 7 | $AVGO | Broadcom Inc. | $6.7M | 3.4% | +100% | 86.4 |
| 8 | — | VANGUARD INDEX FDS | $6.2M | 3.1% | +3% | — |
| 9 | $ARES | Ares Management Corp | $5.6M | 2.8% | NEW | 70.8 |
| 10 | $AAPL | Apple Inc. | $5.4M | 2.8% | +77% | 76.1 |
| 11 | $AMZN | AMAZON COM INC | $5.3M | 2.7% | +7% | 74.6 |
| 12 | — | ISHARES TR | $4.5M | 2.3% | +0% | — |
| 13 | — | DIMENSIONAL ETF TRUST | $4.2M | 2.1% | +0% | — |
| 14 | — | VANGUARD INDEX FDS | $4.1M | 2.1% | -16% | — |
| 15 | — | VANGUARD STAR FDS | $4.0M | 2.0% | +5% | — |
| 16 |  $MSFT | MICROSOFT CORP | $3.5M | 1.8% | +4% | 83.7 |
| 17 |  $AMAT | APPLIED MATERIALS INC /DE | $3.2M | 1.6% | NEW | 74.8 |
| 18 | — | GOLDMAN SACHS ETF TR | $2.6M | 1.3% | +0% | — |
| 19 | — | VANGUARD INDEX FDS | $2.2M | 1.1% | +1% | — |
| 20 | — | DIMENSIONAL ETF TRUST | $2.2M | 1.1% | +143% | — |
| 21 |  $IVZ | Invesco Ltd. | $2.1M | 1.1% | +0% | — |
| 22 |  $GS | GOLDMAN SACHS GROUP INC | $1.9M | 1.0% | +213% | — |
| 23 | — | DIMENSIONAL ETF TRUST | $1.5M | 0.8% | +10% | — |
| 24 |  $V | VISA INC. | $1.5M | 0.8% | +1% | 83.5 |
| 25 | $GS | GOLDMAN SACHS GROUP INC | $1.5M | 0.8% | -23% | — |
| 26 |  $WMT | Walmart Inc. | $1.5M | 0.8% | +303% | 63.2 |
| 27 |  $ORCL | ORACLE CORP | $1.2M | 0.6% | +29% | 67.2 |
| 28 | — | PGIM ETF TR | $1.1M | 0.6% | +4% | — |
| 29 | — | ISHARES TR | $1.1M | 0.6% | -13% | — |
| 30 | — | J P MORGAN EXCHANGE TRADED F | $1.1M | 0.5% | -1% | — |
| 31 | — | ISHARES TR | $973,239 | 0.5% | +0% | — |
| 32 | — | RBB FD INC | $894,499 | 0.5% | NEW | — |
| 33 |  $SPMA | Sound Point Meridian Capital, Inc. | $866,530 | 0.4% | +21% | — |
| 34 |  $WT | WisdomTree, Inc. | $774,547 | 0.4% | +11% | 62.9 |
| 35 |  $META | Meta Platforms, Inc. | $743,197 | 0.4% | +4% | 80.9 |
| 36 |  $TSLA | Tesla, Inc. | $715,990 | 0.4% | +18% | 50.1 |
| 37 |  $INTU | INTUIT INC. | $708,671 | 0.4% | +0% | 82 |
| 38 |  $CRM | Salesforce, Inc. | $677,425 | 0.3% | +8% | 75.2 |
| 39 |  $MU | MICRON TECHNOLOGY INC | $663,856 | 0.3% | +140% | 88.4 |
| 40 | — | VANGUARD SCOTTSDALE FDS | $638,138 | 0.3% | +28% | — |
| 41 |  $LLY | ELI LILLY & Co | $621,765 | 0.3% | +59% | 89.3 |
| 42 |  $CSCO | CISCO SYSTEMS, INC. | $607,685 | 0.3% | -26% | 72.3 |
| 43 |  $BRK.B | BERKSHIRE HATHAWAY INC | $548,205 | 0.3% | +19% | 64.5 |
| 44 | — | VANGUARD INDEX FDS | $525,559 | 0.3% | -26% | — |
| 45 | — | VANGUARD CHARLOTTE FDS | $522,880 | 0.3% | -3% | — |
| 46 | $ANET | Arista Networks, Inc. | $516,290 | 0.3% | +6% | 86 |
| 47 |  $JPM | JPMORGAN CHASE & CO | $490,953 | 0.3% | +6% | 35.6 |
| 48 | — | PGIM ETF TR | $485,533 | 0.3% | -54% | — |
| 49 |  $AMD | ADVANCED MICRO DEVICES INC | $451,208 | 0.2% | +15% | 78.8 |
| 50 |  $COST | COSTCO WHOLESALE CORP /NEW | $432,451 | 0.2% | +22% | 67 |
| 51 |  $XOM | EXXON MOBIL CORP | $423,471 | 0.2% | +7% | 61.8 |
| 52 | — | VANGUARD TAX-MANAGED FDS | $398,834 | 0.2% | +1% | — |
| 53 | — | ISHARES INC | $368,698 | 0.2% | +19% | — |
| 54 |  $JNJ | JOHNSON & JOHNSON | $305,550 | 0.1% | +7% | 72.8 |
| 55 |  $ABBV | AbbVie Inc. | $296,656 | 0.1% | +29% | 59.3 |
| 56 | — | VANGUARD WORLD FD | $294,438 | 0.1% | +0% | — |
| 57 | — | DIMENSIONAL ETF TRUST | $291,632 | 0.1% | +0% | — |
| 58 | — | SCHWAB STRATEGIC TR | $272,448 | 0.1% | +4% | — |
| 59 | — | ISHARES TR | $272,369 | 0.1% | +0% | — |
| 60 | — | SPDR INDEX SHS FDS | $269,373 | 0.1% | +0% | — |
| 61 |  $PLTR | Palantir Technologies Inc. | $269,301 | 0.1% | +37% | 85.8 |
| 62 | $NFLX | NETFLIX INC | $257,297 | 0.1% | +11% | 86.7 |
| 63 | — | DIMENSIONAL ETF TRUST | $248,627 | 0.1% | -99% | — |
| 64 |  $MA | Mastercard Inc | $244,334 | 0.1% | +3% | 81.7 |
| 65 |  $BAC | BANK OF AMERICA CORP /DE/ | $234,536 | 0.1% | +19% | 68.4 |
| 66 |  $HD | HOME DEPOT, INC. | $233,183 | 0.1% | NEW | 69.2 |
| 67 |  $GE | GENERAL ELECTRIC CO | $232,124 | 0.1% | NEW | 74.8 |
| 68 |  $GEV | GE Vernova Inc. | $214,733 | 0.1% | NEW | 70.1 |
| 69 |  $ZS | Zscaler, Inc. | $214,503 | 0.1% | NEW | 57.9 |
| 70 |  $BMY | BRISTOL MYERS SQUIBB CO | $210,395 | 0.1% | NEW | 70.1 |
| 71 |  $KLAC | KLA CORP | $207,610 | 0.1% | NEW | 84.4 |
| 72 |  $WDC | WESTERN DIGITAL CORP | $205,843 | 0.1% | NEW | 76.8 |
New Positions (10)
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