EF
Everest Financial Group LLC SEC 13F Holdings (Q2 2026) — Top Position: ALPHABET INC-CL A
Everest Financial Group LLCCIK: 0002056391
Diversified strategySector-focusedMomentum follower
Total reported value
$738.4M
Reporting period: 2026-06-30 · Number of holdings: 208
Everest Financial Group LLC disclosed 208 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $738.4M and a quarterly turnover rate of 25.9%.
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Personality snowflake
- Concentration
- 9.05
- Portfolio Stability
- 25.9
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 100
- Sizing Uniformity
- 80.71
Everest Financial Group LLC's disclosed holdings carry a Herfindahl concentration index of 0.023 — mathematically equivalent to about 44 equally-sized positions, well below its 208 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.93), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 64% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd MU
+2.8% $18.3M
Add AMD
-2.0% $15.5M
Add PANW
+5.1% $13.0M
Trim SCHD
-11.6% -$1.9M
Add CRWD
+0.6% $8.3M
Trim MSFT
+0.2% $282.5K
Holdings Map
New buyAddUnchangedTrim
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 208 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.95% | +0.15% | +0.95% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.77% | -0.30% | -0.08% | |
| 3 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 4.36% | -0.37% | +0.87% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.29% | -0.24% | +0.32% | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 4.05% | +0.58% | +0.51% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.96% | -0.81% | +0.20% | |
| 7 | MU | Micron Technology Inc | Stock-Tech | 3.46% | +2.26% | +2.80% | |
| 8 | AMD | Advanced Micro Devices | Stock-Tech | 3.27% | +1.85% | -1.95% | |
| 9 | PANW | Palo Alto Networks Inc | Stock-Tech | 3.18% | +1.45% | +5.11% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 3.08% | -0.39% | -5.34% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.74% | -0.90% | -11.55% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 2.54% | +0.20% | +8.54% | |
| 13 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.29% | +0.87% | +0.61% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.10% | -0.39% | +4.32% | |
| 15 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.10% | -0.41% | +2.06% | |
| 16 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 2.01% | -0.65% | -15.67% | |
| 17 | ASML | ASML Holding N.V. | Stock-Tech | 1.86% | +0.32% | -2.29% | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.84% | +0.33% | -3.78% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.55% | -0.13% | -1.41% | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.49% | -0.10% | -2.20% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.45% | -0.24% | +0.01% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.45% | -0.07% | +0.68% | |
| 23 | XLF | Ss Financial Select Sector | ETF-Other | 1.36% | -0.20% | -1.93% | |
| 24 | NOW | Servicenow Inc | Stock-Tech | 1.31% | -0.49% | -7.30% | |
| 25 | DELL | Dell Technologies -c | Stock-Tech | 1.27% | +0.71% | +4.86% | |
| 26 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.09% | -0.04% | -0.05% | |
| 27 | ETN | Eaton Corporation plc | Stock-Industrials | 0.99% | -0.01% | +0.86% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.96% | — | -2.18% | |
| 29 | UBER | Uber Technologies Inc | Stock-Industrials | 0.90% | -0.20% | -0.22% | |
| 30 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.80% | -0.04% | +2.18% | |
| 31 | ET | Energy Transfer LP | Stock-Energy | 0.79% | -0.19% | -1.37% | |
| 32 | FEGE | First Eagle Gl Equity ETF | ETF-Other | 0.74% | +0.33% | +112.43% | |
| 33 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.74% | +0.09% | -1.42% | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.74% | +0.09% | +704.77% | |
| 35 | IAU | Ishares Gold Trust | ETF-Commodities | 0.72% | -0.31% | -0.36% | |
| 36 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.69% | -0.22% | -7.10% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.63% | -0.06% | -0.75% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.59% | -0.05% | +0.12% | |
| 39 | MA | Mastercard Inc - A | Stock-Financials | 0.59% | -0.06% | +7.44% | |
| 40 | CRM | Salesforce Inc | Stock-Tech | 0.53% | -0.53% | -27.26% | |
| 41 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.53% | -0.02% | +1.74% | |
| 42 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 0.53% | +0.10% | +36.01% | |
| 43 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.49% | -0.07% | +102.28% | |
| 44 | DFAI | Dimensional International Co | ETF-Other | 0.47% | -0.06% | +0.56% | |
| 45 | AMAT | Applied Materials Inc | Stock-Tech | 0.41% | +0.16% | -4.20% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | -0.20% | +0.10% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | -0.03% | -0.05% | |
| 48 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 0.40% | -0.17% | -20.38% | |
| 49 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.39% | -0.11% | -5.89% | |
| 50 | XLI | Ss Industrial Select Sector | ETF-Other | 0.39% | -0.02% | +0.71% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+3.4%
Performance Last 4 Quarters
+22.7%
- Stdev
- +23.9%
- Beta
- +1.27
- Alpha
- +12.6%
- Max Drawdown
- -0.7%
- Annualized Perf
- +50.6%
- Batting Avg vs S&P
- +100%
- Sortino
- +6.54
- Stutzer
- +0.62
- Treynor
- +0.35
- Sterling
- —
- Calmar
- +74.18
- Information Ratio
- +3.17
- Tracking Error
- +6.1%
- Stdev Down
- +6.7%
- Winning Months %
- +50%
- Losing Months %
- +50%
- Best 12 Months
- —
- Worst 12 Months
- —
- Efficiency Ratio
- +0.69
- Sharpe
- +1.84
- Stdev Sectors
- +15.8%
- Skewness
- +0.35
- Kurtosis
- -1.19
- Upside Potential
- +8.14
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Everest Financial Group LLC's most significant position changes for 2026-06-30: Sold out: Sprott Physical Silver Trust (PSLV); New buy: Schwab Fndmn Intl Lrg Co ETF (FNDF); New buy: JPM Nasdaq Equity Premium (JEPQ); New buy: Rtx CORP (RTX); New buy: Hewlett Packard Enterprise (HPE).
Showing top 200 changes by size (of 221 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +2.3% | +2.80% | Add |
| 2 | AMD | Advanced Micro Devices | +1.9% | -1.95% | Trim |
| 3 | PANW | Palo Alto Networks Inc | +1.5% | +5.11% | Add |
| 4 | CRWD | Crowdstrike Holdings Inc - A | +0.9% | +0.61% | Add |
| 5 | DELL | Dell Technologies -c | +0.7% | +4.86% | Add |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.6% | +0.51% | Add |
| 7 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.4% | NEW | New buy |
| 8 | UNH | Unitedhealth Group Inc | +0.3% | -3.78% | Trim |
| 9 | FEGE | First Eagle Gl Equity ETF | +0.3% | +112.43% | Add |
| 10 | ASML | ASML Holding N.V. | +0.3% | -2.29% | Trim |
| 11 | XMMO | Invesco S&p Midcap Momentum | +0.2% | +577.40% | Add |
| 12 | AVGO | Broadcom Inc | +0.2% | +8.54% | Add |
| 13 | AMAT | Applied Materials Inc | +0.2% | -4.20% | Trim |
| 14 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.95% | Add |
| 15 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | NEW | New buy |
| 16 | RTX | Rtx CORP | +0.1% | NEW | New buy |
| 17 | PVAL | Putnam Focused Lrg Cap Value | +0.1% | +36.01% | Add |
| 18 | MRVL | Marvell Technology Inc | +0.1% | -7.79% | Trim |
| 19 | PTRB | Pgim Total Return Bond ETF | +0.1% | +345.74% | Add |
| 20 | HPE | Hewlett Packard Enterprise | +0.1% | NEW | New buy |
| 21 | DAL | Delta Air Lines Inc | +0.1% | -1.42% | Trim |
| 22 | VGT | Vanguard Info Tech ETF | +0.1% | +704.77% | Add |
| 23 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | NEW | New buy |
| 24 | JBND | Jpmorgan Active Bond ETF | +0.1% | NEW | New buy |
| 25 | QTUM | Defiance Quantum ETF | +0.1% | -1.54% | Trim |
| 26 | PULS | Pgim Ultra Short Bond ETF | +0.1% | +158.83% | Add |
| 27 | ✓ | +0.1% | NEW | New buy | |
| 28 | SMH | Vaneck Semiconductor ETF | +0.1% | NEW | New buy |
| 29 | INTC | Intel CORP | +0.1% | NEW | New buy |
| 30 | ARTY | Ishares Future Ai & Tech ETF | +0.1% | NEW | New buy |
| 31 | TER | Teradyne Inc | 0% | NEW | New buy |
| 32 | RSPT | Invesco S&p 500 Equal Weight | 0% | +0.00% | Add |
| 33 | XLK | Ss Technology Select Sector | 0% | +0.04% | Add |
| 34 | COPX | Global X Copper Miners ETF | 0% | NEW | New buy |
| 35 | IWF | Ishares Russell 1000 Growth | 0% | NEW | New buy |
| 36 | FBT | First Trust Nyse Arca Biotec | 0% | NEW | New buy |
| 37 | IJH | Ishares Core S&p Midcap ETF | 0% | NEW | New buy |
| 38 | VCIT | Vanguard Int-term Corporate | 0% | NEW | New buy |
| 39 | GRID | First Trst Nasd Cl Edg Sgiif | 0% | NEW | New buy |
| 40 | NXPI | NXP Semiconductors N.V. | 0% | NEW | New buy |
| 41 | FPX | First Trust US Equity Opport | 0% | NEW | New buy |
| 42 | XLSR | Ss US Sector Rotation | 0% | NEW | New buy |
| 43 | XSMO | Invesco S&p Smallcap Momentu | 0% | NEW | New buy |
| 44 | FTMN | Fr Minnesota Muni Inc ETF | 0% | NEW | New buy |
| 45 | QQQ | Invesco Qqq Trust Series 1 | 0% | +12.42% | Add |
| 46 | CMI | Cummins Inc | 0% | +5.44% | Add |
| 47 | SNOW | Snowflake Inc | 0% | -4.15% | Trim |
| 48 | CAT | Caterpillar Inc | 0% | +18.31% | Add |
| 49 | VTI | Vanguard Total Stock Mkt ETF | 0% | +9.23% | Add |
| 50 | C | Citigroup Inc | 0% | — | Unchanged |
1–50 of 200
Filing History
FAQ
What is Everest Financial Group LLC and what type of investor is it?
Everest Financial Group LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $738.4M, spread across 208 disclosed positions.
What are Everest Financial Group LLC's largest equity positions?
Based on the latest 13F filing, Everest Financial Group LLC's top holdings by market value are:
1. Alphabet Inc-cl A (GOOGL) — $36.6M (5.0%)
2. Amazon.com Inc (AMZN) — $35.2M (4.8%)
3. Invesco S&p 500 Revenue ETF (RWL) — $32.2M (4.4%)
4. Nvidia CORP (NVDA) — $31.7M (4.3%)
5. Taiwan Semiconductor-sp Adr (TSM) — $29.9M (4.0%)
What changes did Everest Financial Group LLC make in its most recent portfolio filing?
In the latest reported quarter, Everest Financial Group LLC made 188 notable position adjustments: 22 new positions were initiated, 82 existing holdings were added to, 71 positions were partially reduced, and 13 were completely exited. The largest of these moves: Sold out: Sprott Physical Silver Trust (PSLV); New buy: Schwab Fndmn Intl Lrg Co ETF (FNDF); New buy: JPM Nasdaq Equity Premium (JEPQ); New buy: Rtx CORP (RTX); New buy: Hewlett Packard Enterprise (HPE)
What sectors does Everest Financial Group LLC focus on?
Everest Financial Group LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 57.5%
• Communication Services: 12.8%
• Consumer Discretionary: 8.9%
• Financials: 7.0%
• Industrials: 5.3%
• Health Care: 4.0%
Investment Profile
Everest Financial Group LLC returned an annualized 50.6% over the trailing 6 months — outperforming the S&P 500 by 12.6 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.27 (more volatile than the market) and a 100% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 57.5% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 26 over the past 2 quarters — a shift toward more active trading.
It has added to its MU position over the past two quarters (+$19.5M, now $25.5M), while trimming CRM over the same stretch (-$4.9M, still holding $3.9M).
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Developer Access
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