Everest Financial Group LLC
CIK 2056391 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $738.4M
- Posisi
- 208
- Per tanggal
- 30 Juni 2026
#2.988 dari 9.443 berdasarkan nilai 13F · top 31.6%
Nilai portofolio QoQ: +21.6% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 39,37%
- Bobot 25 kepemilikan teratas
- 66,73%
- Posisi di atas 1%
- 26
- Jumlah posisi efektif
- 44,2
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 3,65% Perkiraan pembelian $34.166.340 · penjualan $24.533.891
- Posisi baru
- 22
- Meningkat
- 91
- Menurun
- 81
- Tertutup
- 13
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
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%
Lainnya/Tidak terpetakan
36,3%
Portofolio lengkap 208 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| GOOGL Alphabet Inc. - Class A Common Stock | $36.583.623 | 4,95% | 102.368 | $7.432.115 | Naik ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $35.195.197 | 4,77% | 147.668 | $4.423.716 | Turun ×1 | ||
| RWL | $32.197.891 | 4,36% | 252.019 | $3.488.747 | Naik ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $31.696.596 | 4,29% | 158.412 | $4.158.787 | Naik ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $29.925.492 | 4,05% | 62.662 | $8.857.350 | Naik ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $29.254.209 | 3,96% | 78.425 | $282.471 | Naik ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $25.548.270 | 3,46% | 22.133 | $18.274.519 | Naik ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $24.129.259 | 3,27% | 41.537 | $15.510.947 | Turun ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $23.464.222 | 3,18% | 68.806 | $12.969.354 | Naik ×2 | ||
| AAPL Apple Inc. - Common Stock | $22.716.519 | 3,08% | 78.507 | $1.668.677 | Turun ×1 | ||
| SCHD | $20.199.246 | 2,74% | 637.000 | $-1.895.617 | Turun ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $18.788.397 | 2,54% | 49.737 | $4.603.488 | Naik ×2 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $16.931.024 | 2,29% | 22.186 | $8.321.703 | Naik ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $15.542.832 | 2,10% | 27.592 | $409.914 | Naik ×2 | ||
| JEPI | $15.477.093 | 2,10% | 274.028 | $258.686 | Naik ×2 | ||
| XMHQ | $14.866.526 | 2,01% | 131.701 | $-1.276.741 | Turun ×2 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $13.721.168 | 1,86% | 6.897 | $4.397.429 | Turun ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $13.584.045 | 1,84% | 32.682 | $4.393.798 | Turun ×1 | ||
| V Visa Inc. | $11.448.143 | 1,55% | 33.367 | $1.219.291 | Turun ×1 | ||
| SCHG | $11.003.482 | 1,49% | 325.161 | $1.318.923 | Turun ×1 | ||
| BRKB | $10.729.862 | 1,45% | 21.443 | $455.814 | Naik ×2 | ||
| VOO | $10.673.331 | 1,45% | 15.541 | $1.449.955 | Naik ×1 | ||
| XLF XLF | $10.077.806 | 1,36% | 187.983 | $614.558 | Turun ×1 | ||
| NOW ServiceNow, Inc. Common Stock | $9.641.733 | 1,31% | 97.117 | $-1.311.866 | Turun ×1 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $9.392.892 | 1,27% | 21.770 | $5.983.251 | Naik ×2 | ||
| IWY | $8.030.790 | 1,09% | 27.633 | $1.151.228 | Turun ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $7.321.593 | 0,99% | 17.182 | $1.228.684 | Naik ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $7.055.370 | 0,96% | 19.968 | $1.199.156 | Turun ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $6.681.799 | 0,90% | 92.597 | $6.767 | Turun ×1 | ||
| DFAC | $5.938.742 | 0,80% | 133.876 | $847.502 | Naik ×1 | ||
| ET Energy Transfer LP Common Units | $5.822.069 | 0,79% | 304.501 | $-136.352 | Turun ×2 | ||
| FEGE First Eagle Global Equity ETF | $5.460.157 | 0,74% | 111.614 | $2.986.406 | Naik ×1 | ||
| DAL Delta Air Lines, Inc. Common Stock | $5.442.023 | 0,74% | 58.104 | $1.523.744 | Turun ×2 | ||
| VGT | $5.427.756 | 0,74% | 45.413 | $1.490.610 | Naik ×1 | ||
| IAU | $5.321.114 | 0,72% | 70.469 | $-914.090 | Turun ×1 | ||
| FLOT | $5.127.905 | 0,69% | 100.449 | $-377.312 | Turun ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $4.628.921 | 0,63% | 14.142 | $437.533 | Turun ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $4.383.913 | 0,59% | 10.423 | $513.623 | Naik ×2 | ||
| MA Mastercard Incorporated Common Stock | $4.366.909 | 0,59% | 8.503 | $412.567 | Naik ×2 | ||
| CRM Salesforce, Inc. Common Stock | $3.935.354 | 0,53% | 25.120 | $-2.507.083 | Turun ×1 | ||
| DFUS | $3.914.462 | 0,53% | 47.772 | $584.968 | Naik ×1 | ||
| PVAL | $3.879.934 | 0,53% | 76.152 | $1.282.091 | Naik ×2 | ||
| NOBL | $3.632.204 | 0,49% | 64.676 | $242.640 | Naik ×1 | ||
| DFAI | $3.447.360 | 0,47% | 83.572 | $209.454 | Naik ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $3.018.987 | 0,41% | 4.176 | $1.529.079 | Turun ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $2.992.411 | 0,41% | 21.888 | $-712.372 | Naik ×2 | ||
| IVV | $2.990.164 | 0,40% | 3.993 | $380.908 | Turun ×1 | ||
| FENI | $2.948.970 | 0,40% | 73.485 | $-484.214 | Turun ×1 | ||
| DUSB | $2.885.560 | 0,39% | 56.825 | $-176.367 | Turun ×1 | ||
| XLI XLI | $2.876.807 | 0,39% | 15.531 | $382.769 | Naik ×1 | ||
| FNDF | $2.849.738 | 0,39% | 54.013 | Naik ×1 | |||
| QTUM Defiance Quantum ETF | $2.658.993 | 0,36% | 16.078 | $906.784 | Turun ×1 | ||
| JPIE | $2.625.538 | 0,36% | 57.015 | $-198.915 | Turun ×1 | ||
| TLT iShares 20+ Year Treasury Bond ETF | $2.490.044 | 0,34% | 28.813 | $-16.410 | Turun ×1 | ||
| XMVM | $2.487.276 | 0,34% | 35.072 | $191.535 | Turun ×1 | ||
| ECL Ecolab Inc. Common Stock | $2.424.123 | 0,33% | 8.701 | $114.253 | Naik ×2 | ||
| DUHP | $2.376.247 | 0,32% | 56.943 | $374.988 | Naik ×1 | ||
| RDVY First Trust Rising Dividend Achievers ETF | $2.234.824 | 0,30% | 27.570 | $340.054 | Turun ×1 | ||
| JAAA | $2.148.221 | 0,29% | 42.547 | $-47.070 | Turun ×1 | ||
| XLP XLP | $2.046.171 | 0,28% | 24.632 | $192.612 | Naik ×1 | ||
| XMMO | $2.029.584 | 0,27% | 11.929 | $1.774.210 | Naik ×1 | ||
| DFAU | $1.867.965 | 0,25% | 36.138 | $238.581 | Naik ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $1.859.955 | 0,25% | 1.989 | $-101.003 | Naik ×2 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $1.859.577 | 0,25% | 1.839 | $114.870 | Turun ×1 | ||
| BUFR | $1.761.550 | 0,24% | 48.222 | $218.531 | Naik ×2 | ||
| SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $1.749.327 | 0,24% | 40.550 | $245.072 | Naik ×1 | ||
| XLE XLE | $1.729.705 | 0,23% | 32.569 | $-328.284 | Turun ×1 | ||
| SPYG | $1.719.337 | 0,23% | 14.449 | $298.809 | Turun ×1 | ||
| VTI | $1.707.552 | 0,23% | 4.615 | $352.158 | Naik ×1 | ||
| GGG Graco Inc. Common Stock | $1.600.264 | 0,22% | 21.165 | $-190.991 | Naik ×2 | ||
| XLU XLU | $1.542.694 | 0,21% | 34.025 | $17.200 | Naik ×1 | ||
| WCC WESCO International, Inc. Common Stock | $1.461.794 | 0,20% | 4.232 | $125.813 | Turun ×1 | ||
| DIHP | $1.437.036 | 0,19% | 42.111 | $118.273 | Naik ×1 | ||
| GLD | $1.434.103 | 0,19% | 3.893 | $-225.526 | Naik ×2 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $1.424.839 | 0,19% | 15.442 | $-30.859 | Turun ×2 | ||
| DFAE | $1.373.023 | 0,19% | 34.146 | $220.838 | Naik ×1 | ||
| RSPT | $1.366.881 | 0,19% | 21.192 | $407.780 | Naik ×1 | ||
| FDVV | $1.340.042 | 0,18% | 22.227 | $-1.491 | Turun ×1 | ||
| XLK XLK | $1.319.209 | 0,18% | 6.924 | $399.403 | Naik ×2 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $1.304.759 | 0,18% | 4.380 | $834.271 | Turun ×1 | ||
| MS Morgan Stanley Common Stock | $1.288.905 | 0,17% | 6.166 | $263.512 | Turun ×1 | ||
| XLV XLV | $1.267.954 | 0,17% | 7.991 | $79.016 | Turun ×1 | ||
| VHT | $1.245.504 | 0,17% | 4.166 | $38.352 | Turun ×2 | ||
| USB U.S. Bancorp Common Stock | $1.244.391 | 0,17% | 20.602 | $182.032 | Naik ×2 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $1.243.605 | 0,17% | 9.678 | $-16.518 | Turun ×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 | Naik ×1 | ||
| DFIV | $1.205.251 | 0,16% | 22.311 | $44.634 | Naik ×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 | Turun ×1 | ||
| TGT Target Corporation Common Stock | $1.062.337 | 0,14% | 8.134 | $57.944 | Turun ×1 | ||
| FICO Fair Isaac Corporation Common Stock | $1.060.965 | 0,14% | 888 | $-309.757 | Turun ×1 | ||
| PULS | $1.040.905 | 0,14% | 21.007 | $639.149 | Naik ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1.032.939 | 0,14% | 1.403 | $312.731 | Naik ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $1.030.390 | 0,14% | 12.680 | $-52.134 | Turun ×1 | ||
| PTRB | $1.008.093 | 0,14% | 24.315 | $781.661 | Naik ×1 | ||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $1.007.449 | 0,14% | 16.392 | Naik ×1 | |||
| RPV | $1.002.930 | 0,14% | 8.812 | $201.648 | Naik ×1 | ||
| BKNG Booking Holdings Inc. - Common Stock | $969.449 | 0,13% | 5.439 | $-40.845 | Naik ×1 | ||
| AMLP | $939.937 | 0,13% | 18.128 | $-233.935 | Turun ×1 | ||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| 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% |
| Penerbit tidak dikenal (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% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| MU | Beli lebih banyak | +603 | +$18.3M |
| AMD | Dipangkas | -828 | +$15.5M |
| PANW | Beli lebih banyak | +3K | +$13.0M |
| TSM | Beli lebih banyak | +321 | +$8.9M |
| CRWD | Beli lebih banyak | +134 | +$8.3M |
| GOOGL | Beli lebih banyak | +965 | +$7.4M |
| DELL | Beli lebih banyak | +1K | +$6.0M |
| AVGO | Beli lebih banyak | +4K | +$4.6M |
| AMZN | Dipangkas | -119 | +$4.4M |
| ASML | Dipangkas | -162 | +$4.4M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| PSLV | 30 Juni 2026 | 188.965 | $4.608.856 | Tidak lagi dilacak |
| SILA | 30 Juni 2026 | 29.543 | $699.586 | Tidak lagi dilacak |
| FTCS | 30 Juni 2026 | 6.866 | $636.877 | |
| ADBE | 30 Juni 2026 | 1.515 | $368.266 | 33,6% |
| NFLX | 30 Juni 2026 | 2.705 | $260.087 | 13,0% |
| CELH | 30 Juni 2026 | 7.053 | $250.240 | 11,5% |
| WK | 30 Juni 2026 | 4.182 | $249.373 | 57,0% |
| BP | 30 Juni 2026 | 5.257 | $247.085 | 22,2% |
| ON | 31 Maret 2026 | 4.425 | $239.614 | 21,2% |
| GSK | 30 Juni 2026 | 4.081 | $225.230 | 0,0% |
| NXPI | 31 Maret 2026 | 1.036 | $224.874 | 14,1% |
| MCD | 30 Juni 2026 | 696 | $216.178 | 0,2% |
| FBND | 30 Juni 2026 | 4.665 | $212.822 | Tidak lagi dilacak |
| PEGA | 31 Maret 2026 | 3.526 | $210.550 | -21,1% |
| TRI | 30 Juni 2026 | 2.268 | $204.075 | 30,7% |
| T | 30 Juni 2026 | 6.924 | $200.750 | 22,0% |