Everest Financial Group LLC
Sector Allocation
- Technology45.5%$336.3M
- Other26.5%$195.8M
- Financials14.3%$105.3M
- Consumer Discretionary5.8%$42.6M
- Healthcare2.6%$19.4M
- Industrials2.2%$16.3M
- Energy1.4%$10.2M
- Consumer Staples0.8%$6.3M
- Materials0.4%$3.1M
- Real Estate0.2%$1.2M
AUM History
13fpro.ai/research/fund/everest-financial-group-llc-2056391
Conviction and streaks
Stable · top 10 = 39.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
GOOGL
$36.6MAMZN
$35.2MIVZ
$32.2MNVDA
$31.7MTSM
$29.9MMSFT
$29.3MMU
$25.5MAMD
$24.1MPANW
$23.5MAAPL
$22.7M- SCHWAB$20.2M
AVGO
$18.8MCRWD
$16.9MMETA
$15.5M- J$15.5M
- $14.9M
ASML
$13.7MUNH
$13.6MV
$11.4M- SCHWAB$11.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/everest-financial-group-llc-2056391
Everest Financial Group LLC 13F holdings — Q2 2026
$738.4M portfolio (+21.6% QoQ) · 208 holdings · Q2 2026 13F · top 10 are 39% of the stock portfolio
$36.6M
5.0% of stocks
+1.0%This quarter-11.7%Since filed3+ qtrsHeld$35.2M
4.8% of stocks
-0.1%This quarter-10.4%Since filed3+ qtrsHeld$32.2M
4.4% of stocks
+0.9%This quarter-10.1%Since filed3+ qtrsHeld$31.7M
4.3% of stocks
+0.3%This quarter-0.7%Since filed3+ qtrsHeld$29.9M
4.0% of stocks
+0.5%This quarter+1.4%Since filed3+ qtrsHeld$29.3M
4.0% of stocks
+0.2%This quarter+5.2%Since filed3+ qtrsHeld$25.5M
3.5% of stocks
+3%This quarter+5.0%Since filed3+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$24.1M
3.3% of stocks
-2%This quarter+13.1%Since filed3+ qtrsHeld$23.5M
3.2% of stocks
+5%This quarter+1.4%Since filed3+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$22.7M
3.1% of stocks
-5%This quarter+11.6%Since filed3+ qtrsHeld
All holdings — Everest Financial Group LLC (Q2 2026)
208 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $20.2M | 2.7% | 637K | -12% | — | — | 13F |
| 12 | Broadcom Inc. | Technology | $18.8M | 2.5% | 50K | +9% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | CrowdStrike Holdings, Inc. | Technology | $16.9M | 2.3% | 22K | +0.6% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Meta Platforms, Inc. | Technology | $15.5M | 2.1% | 28K | +4% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $15.5M | 2.1% | 274K | +2% | — | — | 13F |
| 16 | Invesco Ltd. | Financials | $14.9M | 2.0% | 132K | -16% | 3+ qtrs | — | 13F | |
| 17 | ASML HOLDING NV | Technology | $13.7M | 1.9% | 6,897 | -2% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | UNITEDHEALTH GROUP INC | Healthcare | $13.6M | 1.8% | 33K | -4% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | VISA INC. | Financials | $11.4M | 1.6% | 33K | -1% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | SCHWAB STRATEGIC TR - US LCAP GR ETFetf/fund | — | $11.0M | 1.5% | 325K | -2% | — | — | 13F |
| 21 | BERKSHIRE HATHAWAY INC | Financials | $10.7M | 1.4% | 21K | +0.0% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $10.7M | 1.4% | 16K | +0.7% | — | — | 13F |
| 23 | — | SELECT SECTOR SPDR TR - ST STR FINL ETFetf/fund | — | $10.1M | 1.4% | 188K | -2% | — | — | 13F |
| 24 | ServiceNow, Inc. | Technology | $9.6M | 1.3% | 97K | -7% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Dell Technologies Inc. | Technology | $9.4M | 1.3% | 22K | +5% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | ISHARES TR - RUS TP200 GR ETF | — | $8.0M | 1.1% | 28K | -0.0% | |||
| 27 | $ETN | Eaton Corp plc | Industrials | $7.3M | 1.0% | 17K | +0.9% | |||
| 28 | $GOOG | Alphabet Inc. | Technology | $7.1M | 1.0% | 20K | -2% | |||
| 29 | $UBER | Uber Technologies, Inc | Technology | $6.7M | 0.9% | 93K | -0.2% | |||
| 30 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $5.9M | 0.8% | 134K | +2% | |||
| 31 | $ET | Energy Transfer LP | Energy | $5.8M | 0.8% | 305K | -1% | |||
| 32 | — | RBB FUND TRUST - FIRST EAGLE GBL | — | $5.5M | 0.7% | 112K | +112% | |||
| 33 | $DAL | DELTA AIR LINES, INC. | Industrials | $5.4M | 0.7% | 58K | -1% | |||
| 34 | — | VANGUARD WORLD FD - INF TECH ETF | — | $5.4M | 0.7% | 45K | +705% | |||
| 35 | $IAU | ISHARES GOLD TRUST | Financials | $5.3M | 0.7% | 70K | -0.4% | |||
| 36 | — | ISHARES TR - FLTG RATE NT ETF | — | $5.1M | 0.7% | 100K | -7% | |||
| 37 | $JPM | JPMORGAN CHASE & CO | Financials | $4.6M | 0.6% | 14K | -0.8% | |||
| 38 | $TSLA | Tesla, Inc. | Consumer Discretionary | $4.4M | 0.6% | 10K | +0.1% | |||
| 39 | $MA | Mastercard Inc | Financials | $4.4M | 0.6% | 8,503 | +7% | |||
| 40 | $CRM | Salesforce, Inc. | Technology | $3.9M | 0.5% | 25K | -27% | |||
| 41 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $3.9M | 0.5% | 48K | +2% | |||
| 42 | — | PUTNAM ETF TRUST - FOCUSED LAR CAP | — | $3.9M | 0.5% | 76K | +36% | |||
| 43 | — | PROSHARES TR - S&P 500 DV ARIST | — | $3.6M | 0.5% | 65K | +102% | |||
| 44 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | — | $3.4M | 0.5% | 84K | +0.6% | |||
| 45 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $3.0M | 0.4% | 4,176 | -4% | |||
| 46 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $3.0M | 0.4% | 22K | +0.1% | |||
| 47 | — | ISHARES TR - CORE S&P500 ETF | — | $3.0M | 0.4% | 3,993 | -0.1% | |||
| 48 | — | FIDELITY COVINGTON TRUST - ENHANCED INTL | — | $2.9M | 0.4% | 73K | -20% | |||
| 49 | — | DIMENSIONAL ETF TRUST - ULTR FIX INC ETF | — | $2.9M | 0.4% | 57K | -6% | |||
| 50 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $2.9M | 0.4% | 16K | +0.7% | |||
| 51 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $2.8M | 0.4% | 54K | New | |||
| 52 | — | ETF SER SOLUTIONS - DEFIA QUANT ETF | — | $2.7M | 0.4% | 16K | -2% | |||
| 53 | — | J P MORGAN EXCHANGE TRADED F - INCOME ETF | — | $2.6M | 0.4% | 57K | -7% | |||
| 54 | — | ISHARES TR - 20 YR TR BD ETF | — | $2.5M | 0.3% | 29K | -0.3% | |||
| 55 | $IVZ | Invesco Ltd. | Financials | $2.5M | 0.3% | 35K | -0.5% | |||
| 56 | $ECL | ECOLAB INC. | Materials | $2.4M | 0.3% | 8,701 | +0.2% | |||
| 57 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | — | $2.4M | 0.3% | 57K | +5% | |||
| 58 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $2.2M | 0.3% | 28K | -0.6% | |||
| 59 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | — | $2.1M | 0.3% | 43K | -2% | |||
| 60 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | — | $2.0M | 0.3% | 25K | +9% | |||
| 61 | $IVZ | Invesco Ltd. | Financials | $2.0M | 0.3% | 12K | +577% | |||
| 62 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | — | $1.9M | 0.3% | 36K | +0.1% | |||
| 63 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.9M | 0.3% | 1,989 | +1% | |||
| 64 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.9M | 0.3% | 1,839 | -11% | |||
| 65 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | — | $1.8M | 0.2% | 48K | +6% | |||
| 66 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | — | $1.7M | 0.2% | 41K | +6% | |||
| 67 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $1.7M | 0.2% | 33K | -3% | |||
| 68 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $1.7M | 0.2% | 14K | -0.4% | |||
| 69 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $1.7M | 0.2% | 4,615 | +9% | |||
| 70 | $GGG | GRACO INC | Industrials | $1.6M | 0.2% | 21K | +0.0% | |||
| 71 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $1.5M | 0.2% | 34K | +2% | |||
| 72 | $WCC | WESCO INTERNATIONAL INC | Consumer Discretionary | $1.5M | 0.2% | 4,232 | -13% | |||
| 73 | — | DIMENSIONAL ETF TRUST - INTL HIGH PROFIT | — | $1.4M | 0.2% | 42K | +3% | |||
| 74 | $GLD | SPDR GOLD TRUST | Financials | $1.4M | 0.2% | 3,893 | +0.9% | |||
| 75 | $SCHW | SCHWAB CHARLES CORP | Financials | $1.4M | 0.2% | 15K | -0.3% | |||
| 76 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | — | $1.4M | 0.2% | 34K | +0.3% | |||
| 77 | $IVZ | Invesco Ltd. | Financials | $1.4M | 0.2% | 21K | +0.0% | |||
| 78 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | — | $1.3M | 0.2% | 22K | -8% | |||
| 79 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $1.3M | 0.2% | 6,924 | +0.0% | |||
| 80 | $MRVL | Marvell Technology, Inc. | Technology | $1.3M | 0.2% | 4,380 | -8% | |||
| 81 | $MS | MORGAN STANLEY | Financials | $1.3M | 0.2% | 6,166 | -1% | |||
| 82 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $1.3M | 0.2% | 7,991 | -1% | |||
| 83 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $1.2M | 0.2% | 4,166 | -6% | |||
| 84 | $USB | US BANCORP \DE\ | Financials | $1.2M | 0.2% | 21K | +0.9% | |||
| 85 | $MRK | Merck & Co., Inc. | Healthcare | $1.2M | 0.2% | 9,678 | -8% | |||
| 86 | $C | CITIGROUP INC | Financials | $1.2M | 0.2% | 8,720 | — | |||
| 87 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $1.2M | 0.2% | 15K | +2% | |||
| 88 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | — | $1.2M | 0.2% | 22K | +1% | |||
| 89 | $HSBC | HSBC HOLDINGS PLC | Financials | $1.1M | 0.2% | 12K | — | |||
| 90 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.1M | 0.1% | 7,746 | -8% | |||
| 91 | $TGT | TARGET CORP | Consumer Staples | $1.1M | 0.1% | 8,134 | -2% | |||
| 92 | $FICO | FAIR ISAAC CORP | Technology | $1.1M | 0.1% | 888 | -31% | |||
| 93 | — | PGIM ETF TR - PGIM ULTRA SH BD | — | $1.0M | 0.1% | 21K | +159% | |||
| 94 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.0M | 0.1% | 1,403 | +12% | |||
| 95 | $KO | COCA COLA CO | Consumer Staples | $1.0M | 0.1% | 13K | -11% | |||
| 96 | — | PGIM ETF TR - TOTA RETU BD ETF | — | $1.0M | 0.1% | 24K | +346% | |||
| 97 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $1.0M | 0.1% | 16K | New | |||
| 98 | $IVZ | Invesco Ltd. | Financials | $1.0M | 0.1% | 8,812 | +18% | |||
| 99 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $969K | 0.1% | 5,439 | +2166% | |||
| 100 | — | ALPS ETF TR - ALERIAN MLP | — | $940K | 0.1% | 18K | -19% | |||
| 101 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | — | $914K | 0.1% | 18K | +23% | |||
| 102 | $ABBV | AbbVie Inc. | Healthcare | $911K | 0.1% | 3,619 | +6% | |||
| 103 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $895K | 0.1% | 21K | +0.8% | |||
| 104 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | — | $886K | 0.1% | 24K | +7% | |||
| 105 | $XEL | XCEL ENERGY INC | Utilities | $871K | 0.1% | 11K | +0.1% | |||
| 106 | — | FIRST TR EXCHANGE-TRADED FD - LTD DUR INVT ETF | — | $864K | 0.1% | 46K | -6% | |||
| 107 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $863K | 0.1% | 23K | +0.2% | |||
| 108 | $CB | Chubb Ltd | Financials | $856K | 0.1% | 2,512 | +3% | |||
| 109 | — | FIRST TR EXCHANGE-TRADED FD - INTER GRADE ETF | — | $849K | 0.1% | 41K | -9% | |||
| 110 | $QCOM | QUALCOMM INC/DE | Technology | $827K | 0.1% | 4,475 | -6% | |||
| 111 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $822K | 0.1% | 1,574 | — | |||
| 112 | $RTX | RTX Corp | Industrials | $815K | 0.1% | 4,296 | New | |||
| 113 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $751K | 0.1% | 4,755 | +3% | |||
| 114 | $LLY | ELI LILLY & Co | Healthcare | $723K | 0.1% | 602 | -6% | |||
| 115 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $722K | 0.1% | 8,743 | +3% | |||
| 116 | $BLK | BlackRock, Inc. | Financials | $713K | 0.1% | 742 | +2% | |||
| 117 | $SLV | iShares Silver Trust | Financials | $708K | 0.1% | 13K | -5% | |||
| 118 | $CMI | CUMMINS INC | Industrials | $705K | 0.1% | 989 | +5% | |||
| 119 | $HPE | Hewlett Packard Enterprise Co | Technology | $703K | 0.1% | 16K | New | |||
| 120 | $SPY | SPDR S&P 500 ETF TRUST | — | $693K | 0.1% | 928 | -1% | |||
| 121 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $693K | 0.1% | 25K | +3% | |||
| 122 | $GIS | GENERAL MILLS INC | Consumer Staples | $689K | 0.1% | 20K | +0.9% | |||
| 123 | $IVZ | Invesco Ltd. | Financials | $685K | 0.1% | 2,261 | New | |||
| 124 | — | DIMENSIONAL ETF TRUST - US LARG VALU ETF | — | $685K | 0.1% | 17K | +0.3% | |||
| 125 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF | — | $650K | 0.1% | 12K | New | |||
| 126 | $AXP | AMERICAN EXPRESS CO | Financials | $638K | 0.1% | 1,886 | -3% | |||
| 127 | $JNJ | JOHNSON & JOHNSON | Healthcare | $631K | 0.1% | 2,485 | +17% | |||
| 128 | $CSCO | CISCO SYSTEMS, INC. | Technology | $613K | 0.1% | 5,219 | -0.9% | |||
| 129 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $612K | 0.1% | 2,587 | +0.4% | |||
| 130 | — | VANGUARD BD INDEX FDS - INTERMED TERM | — | $609K | 0.1% | 7,945 | -0.4% | |||
| 131 | $FSLR | FIRST SOLAR, INC. | Technology | $586K | 0.1% | 2,485 | -10% | |||
| 132 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | — | $584K | 0.1% | 19K | -3% | |||
| 133 | $MMM | 3M CO | Healthcare | $575K | 0.1% | 3,554 | +2% | |||
| 134 | $AHR | American Healthcare REIT, Inc. | Real Estate | $574K | 0.1% | 11K | -2% | |||
| 135 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $552K | 0.1% | 1,962 | -0.5% | |||
| 136 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | — | $551K | 0.1% | 2,790 | -3% | |||
| 137 | — | ISHARES TR - CORE S&P SCP ETF | — | $548K | 0.1% | 3,697 | +0.4% | |||
| 138 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | — | $529K | 0.1% | 9,612 | +1% | |||
| 139 | $WMT | Walmart Inc. | Consumer Staples | $528K | 0.1% | 4,666 | +14% | |||
| 140 | $AMGN | AMGEN INC | Healthcare | $521K | 0.1% | 1,440 | -4% | |||
| 141 | — | J P MORGAN EXCHANGE TRADED F - SMALL & MID CAP | — | $495K | 0.1% | 6,338 | -20% | |||
| 142 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $491K | 0.1% | 2,876 | New | |||
| 143 | $FSK | FS KKR Capital Corp | Other | $478K | 0.1% | 46K | -6% | |||
| 144 | $BX | Blackstone Inc. | Financials | $472K | 0.1% | 4,015 | -0.2% | |||
| 145 | $OKE | ONEOK INC /NEW/ | Energy | $450K | 0.1% | 5,175 | +0.3% | |||
| 146 | $COP | CONOCOPHILLIPS | Energy | $444K | 0.1% | 4,270 | -3% | |||
| 147 | — | FIRST TR EXCHANGE TRADED FD - BUYWRIT INCM ETF | — | $441K | 0.1% | 19K | — | |||
| 148 | $SNOW | Snowflake Inc. | Technology | $435K | 0.1% | 1,711 | -4% | |||
| 149 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $419K | 0.1% | 638 | New | |||
| 150 | $GM | General Motors Co | Consumer Discretionary | $415K | 0.1% | 5,388 | -2% |
What changed in Q2 2026
Against the previous quarter's 13F: 20 new, 91 added to, 81 trimmed, 13 sold out. Share-count changes; largest moves by dollar size first.
New positions (20)
- SCHWAB STRATEGIC TR - FUNDAMENTAL INTL$2.8M
first bought this quarter
- J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM$1.0M
first bought this quarter
$RTXRTX Corp$815K
first bought this quarter
$HPEHewlett Packard Enterprise Co$703K
first bought this quarter
- J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF$650K
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$491Kfirst bought this quarter
+14 more in the Excel export
Added to (91)
- VANGUARD WORLD FD - INF TECH ETF+705%
now $5.4M
- RBB FUND TRUST - FIRST EAGLE GBL+112%
now $5.5M
- PROSHARES TR - S&P 500 DV ARIST+102%
now $3.6M
now $18.8M · held 3+ qtrs, 2 adds in a row
now $23.5M · held 3+ qtrs, 2 adds in a row
- PUTNAM ETF TRUST - FOCUSED LAR CAP+36%
now $3.9M
+85 more in the Excel export
Trimmed (81)
- SCHWAB STRATEGIC TR - US DIVIDEND EQ-12%
now $20.2M
$CRMSalesforce, Inc.-27%
now $3.9M · held 3+ qtrs
now $22.7M · held 3+ qtrs
$NOWServiceNow, Inc.-7%
now $9.6M · held 3+ qtrs
- FIDELITY COVINGTON TRUST - ENHANCED INTL-20%
now $2.9M
now $13.6M · held 3+ qtrs
+75 more in the Excel export
Holdings by quarter
Every 13F Everest Financial Group LLC has filed, 2 earlier quarters. Pick one to see what it held then.
Is it too late to follow Everest Financial Group?
Q2 2026 13F filed with the SEC on Aug 10, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Everest Financial Group's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-1.4%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter
Top 10 weight
39%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Everest Financial Group LLC disclosed 208 positions worth $738.4M in its Form 13F-HR for Q2 2026, led by $GOOGL (Alphabet Inc.) at 5.0% of the equity portfolio, followed by $AMZN and $IVZ. During the quarter the fund opened 20 new positions and exited 13 and a full exit from $PSLV. The portfolio is most concentrated in Technology (45.5% of disclosed assets). All figures are sourced directly from Everest Financial Group LLC’s Form 13F-HR filing with the SEC under CIK 2056391.
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