Everest Management Corp.
Sector Allocation
- Other51.8%$138.8M
- Technology30.8%$82.4M
- Financials12.9%$34.6M
- Consumer Discretionary2.8%$7.5M
- Healthcare0.7%$1.8M
- Consumer Staples0.5%$1.3M
- Industrials0.3%$888,925
- Energy0.2%$551,579
- Communication Services0.1%$217,127
AUM History
13fpro.ai/research/fund/everest-management-corp-2056683
Conviction and streaks
Stable · top 10 = 65.1%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
- DIMENSIONAL$56.3M
GS
$26.3M- EA$20.0M
GOOG
$17.7MGOOGL
$15.8MNVDA
$10.6MAAPL
$7.7M- VANGUARD$7.1M
- RBB$6.7M
- EA$6.4M
AMZN
$6.2M- VANGUARD$5.6M
ANET
$5.2MMSFT
$5.0MAVGO
$4.9M- ISHARES$4.9M
- DIMENSIONAL$4.8M
- VANGUARD$4.7M
AMAT
$3.2M- GOLDMAN$2.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/everest-management-corp-2056683
Everest Management Corp. 13F holdings — Q2 2026
$268.0M portfolio (+35.8% QoQ) · 85 holdings · Q2 2026 13F · top 10 are 65% of the stock portfolio
- 1
DIMENSIONAL ETF TRUST - US EQUI MARK ETF
$56.3M
21.0% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— $26.3M
9.8% of stocks
+1673%This quarter-14.1%Since filed7+ qtrsHeld- 3
EA SERIES TRUST - ALPHA ARCHITECT
$20.0M
7.5% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— $17.7M
6.6% of stocks
+14%This quarter-11.1%Since filed7+ qtrsHeld$15.8M
5.9% of stocks
+2%This quarter-11.1%Since filed7+ qtrsHeld$10.6M
4.0% of stocks
+13%This quarter-3.5%Since filed7+ qtrsHeld$7.7M
2.9% of stocks
+24%This quarter+9.8%Since filed7+ qtrsHeld- 8
VANGUARD INDEX FDS - S&P 500 ETF SHS
$7.1M
2.7% of stocks
+0.0%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
RBB FD INC - F M CO US AG ETF
$6.7M
2.5% of stocks
+644%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
EA SERIES TRUST - ALPHA ARCHITECT
$6.4M
2.4% of stocks
-30%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $56.3M | 21.0% | +6% | — | — | — | — | |
| 2 | $26.3M | 9.8% | +1673% | -14.1% | 7+ qtrsAdded 2 qtrs in a row | 73.2#127 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | EA SERIES TRUST - ALPHA ARCHITECT | $20.0M | 7.5% | -1% | — | — | — | — | |
| 4 | $17.7M | 6.6% | +14% | -11.1% | 7+ qtrsAdded 3 qtrs in a row | 77.7#61 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | $15.8M | 5.9% | +2% | -11.1% | 7+ qtrsAdded 2 qtrs in a row | 77.7#61 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | $10.6M | 4.0% | +13% | -3.5% | 7+ qtrsAdded 6 qtrs in a row | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | $7.7M | 2.9% | +24% | +9.8% | 7+ qtrsAdded 2 qtrs in a row | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $7.1M | 2.7% | +0.0% | — | — | — | — | |
| 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% | — | — | — | — |
All holdings — Everest Management Corp. (Q2 2026)
85 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 | AMAZON COM INC | Consumer Discretionary | $6.2M | 2.3% | 26K | +2% | 7+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | VANGUARD STAR FDS - VG TL INTL STK Fetf/fund | — | $5.6M | 2.1% | 65K | +27% | — | — | 13F |
| 13 | Arista Networks, Inc. | Technology | $5.2M | 1.9% | 31K | +626% | 7+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | MICROSOFT CORP | Technology | $5.0M | 1.9% | 13K | +42% | 7+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Broadcom Inc. | Technology | $4.9M | 1.8% | 13K | -40% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | ISHARES TR - CORE MSCI TOTALetf/fund | — | $4.9M | 1.8% | 52K | — | — | — | 13F |
| 17 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETFetf/fund | — | $4.8M | 1.8% | 108K | — | — | — | 13F |
| 18 | — | VANGUARD INDEX FDS - TOTAL STK MKTetf/fund | — | $4.7M | 1.8% | 13K | +0.0% | — | — | 13F |
| 19 | APPLIED MATERIALS INC /DE | Technology | $3.2M | 1.2% | 4,375 | -53% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LGetf/fund | — | $2.9M | 1.1% | 20K | — | — | — | 13F |
| 21 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETFetf/fund | — | $2.5M | 0.9% | 60K | +1% | — | — | 13F |
| 22 | VISA INC. | Financials | $2.5M | 0.9% | 7,223 | +47% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | VANGUARD INDEX FDS - VALUE ETFetf/fund | — | $2.5M | 0.9% | 11K | +0.1% | — | — | 13F |
| 24 | Invesco Ltd. | Financials | $2.3M | 0.9% | 11K | +0.0% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | DIMENSIONAL ETF TRUST - INTL HIGH PROFITetf/fund | — | $2.1M | 0.8% | 62K | +30% | — | — | 13F |
| 26 | $SNPS | SYNOPSYS INC | Technology | $1.6M | 0.6% | 3,665 | New | |||
| 27 | $ORCL | ORACLE CORP | Technology | $1.5M | 0.6% | 11K | +30% | |||
| 28 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.4M | 0.5% | 2,376 | +7% | |||
| 29 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.3M | 0.5% | 3,076 | +60% | |||
| 30 | — | ISHARES TR - CORE S&P500 ETF | — | $1.3M | 0.5% | 1,716 | — | |||
| 31 | $MU | MICRON TECHNOLOGY INC | Technology | $1.3M | 0.5% | 1,104 | -44% | |||
| 32 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | — | $1.2M | 0.5% | 17K | -1% | |||
| 33 | — | ISHARES TR - SP SMCP600VL ETF | — | $1.1M | 0.4% | 8,216 | — | |||
| 34 | $META | Meta Platforms, Inc. | Technology | $1.1M | 0.4% | 1,954 | +50% | |||
| 35 | — | INVESCO EXCH TRADED FD TR II - RUSEL 1000 EQL | — | $1.0M | 0.4% | 17K | New | |||
| 36 | $SPMA | Sound Point Meridian Capital, Inc. | Other | $994K | 0.4% | 100K | +4% | |||
| 37 | $CSCO | CISCO SYSTEMS, INC. | Technology | $989K | 0.4% | 8,421 | +8% | |||
| 38 | $WT | WisdomTree, Inc. | Financials | $879K | 0.3% | 14K | +5% | |||
| 39 | — | PGIM ETF TR - PGIM ULTRA SH BD | — | $860K | 0.3% | 17K | -24% | |||
| 40 | $WMT | Walmart Inc. | Consumer Staples | $647K | 0.2% | 5,715 | -52% | |||
| 41 | $GS | GOLDMAN SACHS GROUP INC | Financials | $634K | 0.2% | 13K | -66% | |||
| 42 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | — | $632K | 0.2% | 11K | — | |||
| 43 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $622K | 0.2% | 7,219 | +500% | |||
| 44 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $616K | 0.2% | 1,231 | +8% | |||
| 45 | $LLY | ELI LILLY & Co | Healthcare | $613K | 0.2% | 511 | -24% | |||
| 46 | $JPM | JPMORGAN CHASE & CO | Financials | $566K | 0.2% | 1,730 | +4% | |||
| 47 | $WDC | WESTERN DIGITAL CORP | Technology | $551K | 0.2% | 863 | +13% | |||
| 48 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $527K | 0.2% | 11K | — | |||
| 49 | $CRM | Salesforce, Inc. | Technology | $525K | 0.2% | 3,350 | -8% | |||
| 50 | — | VANGUARD WORLD FD - INF TECH ETF | — | $451K | 0.2% | 3,776 | +795% | |||
| 51 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS HI | — | $449K | 0.2% | 11K | +43% | |||
| 52 | $INTC | INTEL CORP | Technology | $447K | 0.2% | 3,198 | New | |||
| 53 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $443K | 0.2% | 6,224 | — | |||
| 54 | — | ISHARES INC - CORE MSCI EMKT | — | $438K | 0.2% | 5,286 | — | |||
| 55 | $INTU | INTUIT INC. | Technology | $431K | 0.2% | 1,652 | +0.8% | |||
| 56 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $425K | 0.2% | 454 | +5% | |||
| 57 | $KLAC | KLA CORP | Technology | $413K | 0.1% | 1,368 | +870% | |||
| 58 | — | ISHARES TR - ISHARES SEMICDTR | — | $384K | 0.1% | 600 | New | |||
| 59 | $JNJ | JOHNSON & JOHNSON | Healthcare | $366K | 0.1% | 1,440 | +15% | |||
| 60 | — | PGIM ETF TR - AAA CLO ETF | — | $356K | 0.1% | 6,944 | -27% | |||
| 61 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $352K | 0.1% | 2,571 | +3% | |||
| 62 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $346K | 0.1% | 453 | New | |||
| 63 | $SNDK | Sandisk Corp | Technology | $334K | 0.1% | 147 | New | |||
| 64 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $331K | 0.1% | 883 | New | |||
| 65 | — | ISHARES TR - S&P 500 GRWT ETF | — | $331K | 0.1% | 2,408 | — | |||
| 66 | $GEV | GE Vernova Inc. | Industrials | $323K | 0.1% | 275 | +12% | |||
| 67 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | — | $316K | 0.1% | 8,585 | — | |||
| 68 | $ABBV | AbbVie Inc. | Healthcare | $315K | 0.1% | 1,252 | -8% | |||
| 69 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $314K | 0.1% | 754 | New | |||
| 70 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $310K | 0.1% | 9,790 | New | |||
| 71 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $305K | 0.1% | 11K | — | |||
| 72 | $ZS | Zscaler, Inc. | Technology | $304K | 0.1% | 2,156 | +41% | |||
| 73 | — | SPDR INDEX SHS FDS - ST MARKE CAP ETF | — | $303K | 0.1% | 4,074 | — | |||
| 74 | $CAT | CATERPILLAR INC | Industrials | $290K | 0.1% | 272 | New | |||
| 75 | $LRCX | LAM RESEARCH CORP | Technology | $288K | 0.1% | 664 | New | |||
| 76 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $281K | 0.1% | 4,935 | +3% | |||
| 77 | $GE | GENERAL ELECTRIC CO | Industrials | $276K | 0.1% | 739 | -10% | |||
| 78 | $MA | Mastercard Inc | Financials | $242K | 0.1% | 472 | -3% | |||
| 79 | $STX | Seagate Technology Holdings plc | Technology | $231K | 0.1% | 239 | New | |||
| 80 | $MRK | Merck & Co., Inc. | Healthcare | $227K | 0.1% | 1,769 | New | |||
| 81 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $227K | 0.1% | 1,546 | New | |||
| 82 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $226K | 0.1% | 804 | New | |||
| 83 | $MS | MORGAN STANLEY | Financials | $221K | 0.1% | 1,059 | New | |||
| 84 | $NFLX | NETFLIX INC | Communication Services | $217K | 0.1% | 3,041 | +14% | |||
| 85 | $CVX | CHEVRON CORP | Energy | $200K | 0.1% | 1,207 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 17 new, 40 added to, 15 trimmed, 4 sold out. Share-count changes; largest moves by dollar size first.
New positions (17)
$SNPSSYNOPSYS INC$1.6M
first bought this quarter
- INVESCO EXCH TRADED FD TR II - RUSEL 1000 EQL$1.0M
first bought this quarter
$INTCINTEL CORP$447K
first bought this quarter
- ISHARES TR - ISHARES SEMICDTR$384K
first bought this quarter
$CRWDCrowdStrike Holdings, Inc.$346K
first bought this quarter
$SNDKSandisk Corp$334K
first bought this quarter
+11 more in the Excel export
Added to (40)
now $26.3M · held 7+ qtrs, 2 adds in a row
- RBB FD INC - F M CO US AG ETF+644%
now $6.7M
now $5.2M · held 7+ qtrs, 3 adds in a row
- DIMENSIONAL ETF TRUST - US EQUI MARK ETF+6%
now $56.3M
now $17.7M · held 7+ qtrs, 3 adds in a row
now $5.0M · held 7+ qtrs, 4 adds in a row
+34 more in the Excel export
Trimmed (15)
now $3.2M · held 2 qtrs
now $4.9M · held 7+ qtrs
$MUMICRON TECHNOLOGY INC-44%
now $1.3M · held 3 qtrs
$WMTWalmart Inc.-52%
now $647K · held 6 qtrs
- PGIM ETF TR - PGIM ULTRA SH BD-24%
now $860K
- EA SERIES TRUST - ALPHA ARCHITECT-1%
now $20.0M
+9 more in the Excel export
Holdings by quarter
Every 13F Everest Management Corp. has filed, 6 earlier quarters. Pick one to see what it held then.
Is it too late to follow Everest Management?
Q2 2026 13F filed with the SEC on Aug 7, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Everest Management's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-9.4%
Value-weighted move of the 10 largest stock positions
Turnover
8%
Last quarter; 23% over the last 4
Top 10 weight
65%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
90%
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 2024 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 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.
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AI-Powered Hedge Fund Analysis: Everest Management Corp.
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Every holding in Everest Management Corp.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.