Everest Financial Group LLC
CIK 2056391 · View on SEC EDGAR ↗
- Portfolio value
- $738.4M
- Positions
- 208
- As of
- June 30, 2026
#2,988 of 9,443 by 13F value · top 31.6%
Portfolio value QoQ: +21.6% 13F does not disclose cash
- Top 10 holdings weight
- 39.37%
- Top 25 holdings weight
- 66.73%
- Positions above 1%
- 26
- Effective number of positions
- 44.2
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 3.65% Est. buys $34,166,340 · sells $24,533,891
- New positions
- 22
- Increased
- 91
- Decreased
- 81
- Closed
- 13
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
36.4%
Communication Services
8.0%
Retail
5.3%
Industrials
3.4%
Financial Services
3.1%
Healthcare
2.5%
Energy
1.4%
Financials
1.3%
Consumer Discretionary
0.8%
Materials
0.5%
Consumer products
0.2%
Consumer Staples
0.2%
Real Estate
0.2%
Telecommunication
0.1%
Utilities
0.1%
Communications
0.1%
Other/Unmapped
36.3%
Full portfolio 208 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| GOOGL Alphabet Inc. - Class A Common Stock | $36,583,623 | 4.95% | 102,368 | $7,432,115 | Up ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $35,195,197 | 4.77% | 147,668 | $4,423,716 | Down ×1 | ||
| RWL | $32,197,891 | 4.36% | 252,019 | $3,488,747 | Up ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $31,696,596 | 4.29% | 158,412 | $4,158,787 | Up ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $29,925,492 | 4.05% | 62,662 | $8,857,350 | Up ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $29,254,209 | 3.96% | 78,425 | $282,471 | Up ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $25,548,270 | 3.46% | 22,133 | $18,274,519 | Up ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $24,129,259 | 3.27% | 41,537 | $15,510,947 | Down ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $23,464,222 | 3.18% | 68,806 | $12,969,354 | Up ×2 | ||
| AAPL Apple Inc. - Common Stock | $22,716,519 | 3.08% | 78,507 | $1,668,677 | Down ×1 | ||
| SCHD | $20,199,246 | 2.74% | 637,000 | $-1,895,617 | Down ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $18,788,397 | 2.54% | 49,737 | $4,603,488 | Up ×2 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $16,931,024 | 2.29% | 22,186 | $8,321,703 | Up ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $15,542,832 | 2.10% | 27,592 | $409,914 | Up ×2 | ||
| JEPI | $15,477,093 | 2.10% | 274,028 | $258,686 | Up ×2 | ||
| XMHQ | $14,866,526 | 2.01% | 131,701 | $-1,276,741 | Down ×2 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $13,721,168 | 1.86% | 6,897 | $4,397,429 | Down ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $13,584,045 | 1.84% | 32,682 | $4,393,798 | Down ×1 | ||
| V Visa Inc. | $11,448,143 | 1.55% | 33,367 | $1,219,291 | Down ×1 | ||
| SCHG | $11,003,482 | 1.49% | 325,161 | $1,318,923 | Down ×1 | ||
| BRKB | $10,729,862 | 1.45% | 21,443 | $455,814 | Up ×2 | ||
| VOO | $10,673,331 | 1.45% | 15,541 | $1,449,955 | Up ×1 | ||
| XLF XLF | $10,077,806 | 1.36% | 187,983 | $614,558 | Down ×1 | ||
| NOW ServiceNow, Inc. Common Stock | $9,641,733 | 1.31% | 97,117 | $-1,311,866 | Down ×1 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $9,392,892 | 1.27% | 21,770 | $5,983,251 | Up ×2 | ||
| IWY | $8,030,790 | 1.09% | 27,633 | $1,151,228 | Down ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $7,321,593 | 0.99% | 17,182 | $1,228,684 | Up ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $7,055,370 | 0.96% | 19,968 | $1,199,156 | Down ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $6,681,799 | 0.90% | 92,597 | $6,767 | Down ×1 | ||
| DFAC | $5,938,742 | 0.80% | 133,876 | $847,502 | Up ×1 | ||
| ET Energy Transfer LP Common Units | $5,822,069 | 0.79% | 304,501 | $-136,352 | Down ×2 | ||
| FEGE First Eagle Global Equity ETF | $5,460,157 | 0.74% | 111,614 | $2,986,406 | Up ×1 | ||
| DAL Delta Air Lines, Inc. Common Stock | $5,442,023 | 0.74% | 58,104 | $1,523,744 | Down ×2 | ||
| VGT | $5,427,756 | 0.74% | 45,413 | $1,490,610 | Up ×1 | ||
| IAU | $5,321,114 | 0.72% | 70,469 | $-914,090 | Down ×1 | ||
| FLOT | $5,127,905 | 0.69% | 100,449 | $-377,312 | Down ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $4,628,921 | 0.63% | 14,142 | $437,533 | Down ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $4,383,913 | 0.59% | 10,423 | $513,623 | Up ×2 | ||
| MA Mastercard Incorporated Common Stock | $4,366,909 | 0.59% | 8,503 | $412,567 | Up ×2 | ||
| CRM Salesforce, Inc. Common Stock | $3,935,354 | 0.53% | 25,120 | $-2,507,083 | Down ×1 | ||
| DFUS | $3,914,462 | 0.53% | 47,772 | $584,968 | Up ×1 | ||
| PVAL | $3,879,934 | 0.53% | 76,152 | $1,282,091 | Up ×2 | ||
| NOBL | $3,632,204 | 0.49% | 64,676 | $242,640 | Up ×1 | ||
| DFAI | $3,447,360 | 0.47% | 83,572 | $209,454 | Up ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $3,018,987 | 0.41% | 4,176 | $1,529,079 | Down ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $2,992,411 | 0.41% | 21,888 | $-712,372 | Up ×2 | ||
| IVV | $2,990,164 | 0.40% | 3,993 | $380,908 | Down ×1 | ||
| FENI | $2,948,970 | 0.40% | 73,485 | $-484,214 | Down ×1 | ||
| DUSB | $2,885,560 | 0.39% | 56,825 | $-176,367 | Down ×1 | ||
| XLI XLI | $2,876,807 | 0.39% | 15,531 | $382,769 | Up ×1 | ||
| FNDF | $2,849,738 | 0.39% | 54,013 | Up ×1 | |||
| QTUM Defiance Quantum ETF | $2,658,993 | 0.36% | 16,078 | $906,784 | Down ×1 | ||
| JPIE | $2,625,538 | 0.36% | 57,015 | $-198,915 | Down ×1 | ||
| TLT iShares 20+ Year Treasury Bond ETF | $2,490,044 | 0.34% | 28,813 | $-16,410 | Down ×1 | ||
| XMVM | $2,487,276 | 0.34% | 35,072 | $191,535 | Down ×1 | ||
| ECL Ecolab Inc. Common Stock | $2,424,123 | 0.33% | 8,701 | $114,253 | Up ×2 | ||
| DUHP | $2,376,247 | 0.32% | 56,943 | $374,988 | Up ×1 | ||
| RDVY First Trust Rising Dividend Achievers ETF | $2,234,824 | 0.30% | 27,570 | $340,054 | Down ×1 | ||
| JAAA | $2,148,221 | 0.29% | 42,547 | $-47,070 | Down ×1 | ||
| XLP XLP | $2,046,171 | 0.28% | 24,632 | $192,612 | Up ×1 | ||
| XMMO | $2,029,584 | 0.27% | 11,929 | $1,774,210 | Up ×1 | ||
| DFAU | $1,867,965 | 0.25% | 36,138 | $238,581 | Up ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $1,859,955 | 0.25% | 1,989 | $-101,003 | Up ×2 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $1,859,577 | 0.25% | 1,839 | $114,870 | Down ×1 | ||
| BUFR | $1,761,550 | 0.24% | 48,222 | $218,531 | Up ×2 | ||
| SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $1,749,327 | 0.24% | 40,550 | $245,072 | Up ×1 | ||
| XLE XLE | $1,729,705 | 0.23% | 32,569 | $-328,284 | Down ×1 | ||
| SPYG | $1,719,337 | 0.23% | 14,449 | $298,809 | Down ×1 | ||
| VTI | $1,707,552 | 0.23% | 4,615 | $352,158 | Up ×1 | ||
| GGG Graco Inc. Common Stock | $1,600,264 | 0.22% | 21,165 | $-190,991 | Up ×2 | ||
| XLU XLU | $1,542,694 | 0.21% | 34,025 | $17,200 | Up ×1 | ||
| WCC WESCO International, Inc. Common Stock | $1,461,794 | 0.20% | 4,232 | $125,813 | Down ×1 | ||
| DIHP | $1,437,036 | 0.19% | 42,111 | $118,273 | Up ×1 | ||
| GLD | $1,434,103 | 0.19% | 3,893 | $-225,526 | Up ×2 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $1,424,839 | 0.19% | 15,442 | $-30,859 | Down ×2 | ||
| DFAE | $1,373,023 | 0.19% | 34,146 | $220,838 | Up ×1 | ||
| RSPT | $1,366,881 | 0.19% | 21,192 | $407,780 | Up ×1 | ||
| FDVV | $1,340,042 | 0.18% | 22,227 | $-1,491 | Down ×1 | ||
| XLK XLK | $1,319,209 | 0.18% | 6,924 | $399,403 | Up ×2 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $1,304,759 | 0.18% | 4,380 | $834,271 | Down ×1 | ||
| MS Morgan Stanley Common Stock | $1,288,905 | 0.17% | 6,166 | $263,512 | Down ×1 | ||
| XLV XLV | $1,267,954 | 0.17% | 7,991 | $79,016 | Down ×1 | ||
| VHT | $1,245,504 | 0.17% | 4,166 | $38,352 | Down ×2 | ||
| USB U.S. Bancorp Common Stock | $1,244,391 | 0.17% | 20,602 | $182,032 | Up ×2 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $1,243,605 | 0.17% | 9,678 | $-16,518 | Down ×1 | ||
| C Citigroup, Inc. Common Stock | $1,220,549 | 0.17% | 8,720 | $231,533 | |||
| DFAS | $1,211,803 | 0.16% | 14,717 | $188,896 | Up ×1 | ||
| DFIV | $1,205,251 | 0.16% | 22,311 | $44,634 | Up ×1 | ||
| HSBC HSBC Holdings, plc. Common Stock | $1,147,451 | 0.16% | 12,067 | $152,044 | |||
| PG Procter & Gamble Company (The) Common Stock | $1,135,875 | 0.15% | 7,746 | $-77,897 | Down ×1 | ||
| TGT Target Corporation Common Stock | $1,062,337 | 0.14% | 8,134 | $57,944 | Down ×1 | ||
| FICO Fair Isaac Corporation Common Stock | $1,060,965 | 0.14% | 888 | $-309,757 | Down ×1 | ||
| PULS | $1,040,905 | 0.14% | 21,007 | $639,149 | Up ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1,032,939 | 0.14% | 1,403 | $312,731 | Up ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $1,030,390 | 0.14% | 12,680 | $-52,134 | Down ×1 | ||
| PTRB | $1,008,093 | 0.14% | 24,315 | $781,661 | Up ×1 | ||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $1,007,449 | 0.14% | 16,392 | Up ×1 | |||
| RPV | $1,002,930 | 0.14% | 8,812 | $201,648 | Up ×1 | ||
| BKNG Booking Holdings Inc. - Common Stock | $969,449 | 0.13% | 5,439 | $-40,845 | Up ×1 | ||
| AMLP | $939,937 | 0.13% | 18,128 | $-233,935 | Down ×1 | ||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| FNDF | $2,849,738 | 54,013 | 0.39% |
| JEPQ | $1,007,449 | 16,392 | 0.14% |
| RTX | $815,078 | 4,296 | 0.11% |
| HPE | $703,310 | 15,591 | 0.10% |
| QQQM | $685,022 | 2,261 | 0.09% |
| JBND | $649,994 | 12,149 | 0.09% |
| Unknown issuer (CUSIP: 84615Q103) | $491,393 | 2,876 | 0.07% |
| SMH | $418,647 | 638 | 0.06% |
| INTC | $381,296 | 2,731 | 0.05% |
| ARTY | $360,237 | 4,730 | 0.05% |
| TER | $309,495 | 639 | 0.04% |
| COPX | $246,304 | 3,200 | 0.03% |
| IWF | $222,539 | 1,792 | 0.03% |
| FBT | $215,849 | 871 | 0.03% |
| IJH | $211,121 | 2,738 | 0.03% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| MU | Bought more | +603 | +$18.3M |
| AMD | Trimmed | -828 | +$15.5M |
| PANW | Bought more | +3K | +$13.0M |
| TSM | Bought more | +321 | +$8.9M |
| CRWD | Bought more | +134 | +$8.3M |
| GOOGL | Bought more | +965 | +$7.4M |
| DELL | Bought more | +1K | +$6.0M |
| AVGO | Bought more | +4K | +$4.6M |
| AMZN | Trimmed | -119 | +$4.4M |
| ASML | Trimmed | -162 | +$4.4M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| PSLV | June 30, 2026 | 188,965 | $4,608,856 | No longer tracked |
| SILA | June 30, 2026 | 29,543 | $699,586 | No longer tracked |
| FTCS | June 30, 2026 | 6,866 | $636,877 | |
| ADBE | June 30, 2026 | 1,515 | $368,266 | 33.1% |
| NFLX | June 30, 2026 | 2,705 | $260,087 | 11.4% |
| CELH | June 30, 2026 | 7,053 | $250,240 | 10.4% |
| WK | June 30, 2026 | 4,182 | $249,373 | 51.8% |
| BP | June 30, 2026 | 5,257 | $247,085 | 22.4% |
| ON | March 31, 2026 | 4,425 | $239,614 | 21.3% |
| GSK | June 30, 2026 | 4,081 | $225,230 | -1.3% |
| NXPI | March 31, 2026 | 1,036 | $224,874 | 14.3% |
| MCD | June 30, 2026 | 696 | $216,178 | -0.6% |
| FBND | June 30, 2026 | 4,665 | $212,822 | No longer tracked |
| PEGA | March 31, 2026 | 3,526 | $210,550 | -22.0% |
| TRI | June 30, 2026 | 2,268 | $204,075 | 29.1% |
| T | June 30, 2026 | 6,924 | $200,750 | 22.6% |