Everest Management Corp.
Latest statistics and disclosures from Everest Management Corp.'s latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFUS, AAEQ, GOOG, GOOGL, NVDA, and represent 49.01% of Everest Management Corp.'s stock portfolio.
- Added to shares of these 10 stocks: AAUA (+$7.8M), ARES (+$5.6M), NVDA, AVGO, AMAT, AAPL, GSST, DUHP, WMT, CPAG.
- Started 12 new stock positions in ARES, HD, CPAG, WDC, DEHP, BMY, AAUA, AMAT, GE, GEV. KLAC, ZS.
- Reduced shares in these 10 stocks: DFUS, VTI, MUB, PAAA, GBIL, , CSCO, SNPS, VUG, IVV.
- Sold out of its positions in MUB, SPY, SNPS.
- Everest Management Corp. was a net buyer of stock by $29M.
- Everest Management Corp. has $197M in assets under management (AUM), dropping by 10.10%.
- Central Index Key (CIK): 0002056683
Tip: Access up to 7 years of quarterly data
Positions held by Everest Management Corp. consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Everest Management Corp.
Everest Management Corp. holds 72 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Equity Market (DFUS) | 23.2 | $46M | -8% | 645k | 70.91 |
|
| Ea Series Trust Alpha Architect (AAEQ) | 9.0 | $18M | 381k | 46.52 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 6.4 | $13M | +2% | 44k | 286.86 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 6.4 | $13M | 44k | 287.56 |
|
|
| NVIDIA Corporation (NVDA) | 4.1 | $8.2M | +104% | 47k | 174.40 |
|
| Ea Series Trust Alpha Architect (AAUA) | 3.9 | $7.8M | NEW | 159k | 48.94 |
|
| Broadcom (AVGO) | 3.4 | $6.7M | +100% | 22k | 309.51 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.1 | $6.2M | +2% | 10k | 597.53 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 2.8 | $5.6M | NEW | 224k | 25.01 |
|
| Apple (AAPL) | 2.8 | $5.4M | +76% | 21k | 253.79 |
|
| Amazon (AMZN) | 2.7 | $5.3M | +7% | 26k | 208.27 |
|
| Ishares Tr Core Msci Total (IXUS) | 2.3 | $4.5M | 52k | 86.64 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 2.1 | $4.2M | 108k | 38.86 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.1 | $4.1M | -15% | 13k | 320.81 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 2.0 | $4.0M | +4% | 51k | 77.11 |
|
| Microsoft Corporation (MSFT) | 1.8 | $3.5M | +3% | 9.5k | 370.17 |
|
| Applied Materials (AMAT) | 1.6 | $3.2M | NEW | 9.2k | 341.79 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 1.3 | $2.6M | 20k | 125.13 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 1.1 | $2.2M | 11k | 196.20 |
|
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 1.1 | $2.2M | +142% | 59k | 36.76 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.1 | $2.1M | 11k | 191.92 |
|
|
| Goldman Sachs Etf Tr Ultra Short Bond (GSST) | 1.0 | $1.9M | +213% | 37k | 50.55 |
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 0.8 | $1.5M | +10% | 47k | 32.22 |
|
| Visa Com Cl A (V) | 0.8 | $1.5M | 4.9k | 302.24 |
|
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.8 | $1.5M | -22% | 15k | 100.19 |
|
| Wal-Mart Stores (WMT) | 0.8 | $1.5M | +302% | 12k | 124.28 |
|
| Oracle Corporation (ORCL) | 0.6 | $1.2M | +29% | 8.1k | 147.11 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.6 | $1.1M | +4% | 23k | 49.50 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $1.1M | -12% | 1.7k | 653.21 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.5 | $1.1M | 17k | 61.32 |
|
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.5 | $973k | 8.2k | 118.46 |
|
|
| RBB F/m Compoundr Us (CPAG) | 0.5 | $895k | NEW | 8.8k | 102.22 |
|
| Sound Point Meridian Cap Common Stock (SPMC) | 0.4 | $867k | +21% | 97k | 8.95 |
|
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.4 | $775k | +10% | 13k | 60.10 |
|
| Meta Platforms Cl A (META) | 0.4 | $743k | +4% | 1.3k | 572.13 |
|
| Tesla Motors (TSLA) | 0.4 | $716k | +17% | 1.9k | 371.75 |
|
| Intuit (INTU) | 0.4 | $709k | 1.6k | 432.38 |
|
|
| salesforce (CRM) | 0.3 | $677k | +7% | 3.6k | 186.67 |
|
| Micron Technology (MU) | 0.3 | $664k | +139% | 2.0k | 337.84 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.3 | $638k | +27% | 11k | 59.55 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $622k | +59% | 676.00 | 919.77 |
|
| Cisco Systems (CSCO) | 0.3 | $608k | -26% | 7.8k | 77.59 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $548k | +18% | 1.1k | 479.20 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $526k | -26% | 1.2k | 436.87 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.3 | $523k | -3% | 11k | 48.05 |
|
| Arista Networks Com Shs (ANET) | 0.3 | $516k | +6% | 4.2k | 122.78 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $491k | +6% | 1.7k | 294.16 |
|
| Pgim Etf Tr Aaa Clo Etf (PAAA) | 0.2 | $486k | -53% | 9.5k | 51.18 |
|
| Advanced Micro Devices (AMD) | 0.2 | $451k | +14% | 2.2k | 203.43 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $433k | +21% | 434.00 | 996.43 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $424k | +7% | 2.5k | 169.66 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $399k | 6.2k | 64.08 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $369k | +19% | 5.3k | 69.75 |
|
| Johnson & Johnson (JNJ) | 0.2 | $306k | +6% | 1.3k | 244.44 |
|
| Abbvie (ABBV) | 0.2 | $297k | +28% | 1.4k | 217.49 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $294k | 422.00 | 697.72 |
|
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.1 | $292k | 8.6k | 33.97 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $272k | +4% | 11k | 24.75 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $272k | 2.4k | 113.11 |
|
|
| Spdr Index Shs Fds State Street Spd (EWX) | 0.1 | $269k | 4.1k | 66.12 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $269k | +36% | 1.8k | 146.28 |
|
| Netflix (NFLX) | 0.1 | $257k | +11% | 2.7k | 96.15 |
|
| Dimensional Etf Trust Emerging Mkts Hi (DEHP) | 0.1 | $249k | NEW | 7.4k | 33.79 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $244k | +2% | 489.00 | 499.66 |
|
| Bank of America Corporation (BAC) | 0.1 | $235k | +19% | 4.8k | 48.75 |
|
| Home Depot (HD) | 0.1 | $233k | NEW | 709.00 | 328.89 |
|
| Ge Aerospace Com New (GE) | 0.1 | $232k | NEW | 818.00 | 283.77 |
|
| Ge Vernova (GEV) | 0.1 | $215k | NEW | 246.00 | 872.90 |
|
| Zscaler Incorporated (ZS) | 0.1 | $215k | NEW | 1.5k | 140.29 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $210k | NEW | 3.5k | 60.65 |
|
| Kla Corp Com New (KLAC) | 0.1 | $208k | NEW | 141.00 | 1472.41 |
|
| Western Digital (WDC) | 0.1 | $206k | NEW | 761.00 | 270.49 |
|
Past Filings by Everest Management Corp.
SEC 13F filings are viewable for Everest Management Corp. going back to 2024
- Everest Management Corp. 2026 Q1 filed May 7, 2026
- Everest Management Corp. 2025 Q4 filed Feb. 2, 2026
- Everest Management Corp. 2025 Q3 filed Nov. 6, 2025
- Everest Management Corp. 2025 Q2 filed Aug. 5, 2025
- Everest Management Corp. 2025 Q1 filed April 14, 2025
- Everest Management Corp. 2024 Q4 filed Feb. 13, 2025