CIK: 0002056683
Total reported value
$197.4M
Reporting period: 2026-03-31 · Number of holdings: 72
Everest Management Corp. disclosed 72 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $197.4M and a quarterly turnover rate of 26.6%.
Browse other institutions with $100M to $1B AUMBrowse other institutions starting with "E"
Everest Management Corp.'s disclosed holdings carry a Herfindahl concentration index of 0.081 — mathematically equivalent to about 12 equally-sized positions, well below its 72 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 2.22), 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 39% 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.
Trim DFUS
-8.2% -$6.4M
Add NVDA
+104.1% $3.9M
Trim AAEQ
-0.4% -$1.1M
Add AVGO
+100.5% $3.0M
Trim GOOGL
+1.2% -$947.4K
Trim GOOG
+2.7% -$821.4K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 23.17% | -5.90% | -8.21% | |
| 2 | AAEQ | Alpha Architct US Eqty 2 ETF | ETF-Other | 8.97% | -1.54% | -0.38% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.39% | -1.10% | +2.70% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.35% | -1.17% | +1.20% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.14% | +1.75% | +104.11% | |
| 6 | AAUA | Alpha Architect US Equ 3 ETF | ETF-Other | 3.93% | +3.93% | NEW | |
| 7 | AVGO | Broadcom INC | Stock-Tech | 3.41% | +1.32% | +100.49% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.14% | -0.39% | +2.84% | |
| 9 | ARES | Ares Management CORP - A | Stock-Financials | 2.84% | +2.84% | NEW | |
| 10 | AAPL | Apple INC | Stock-Tech | 2.75% | +0.92% | +76.94% | |
| 11 | AMZN | Amazon.com INC | Stock-Consumer Disc | 2.69% | -0.37% | +7.07% | |
| 12 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.27% | -0.17% | — | |
| 13 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.13% | -0.26% | — | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.08% | -0.75% | -15.61% | |
| 15 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.00% | -0.06% | +4.88% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.78% | -0.69% | +3.73% | |
| 17 | AMAT | Applied Materials INC | Stock-Tech | 1.60% | +1.60% | NEW | |
| 18 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.29% | -0.22% | — | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 1.12% | — | +0.62% | |
| 20 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.10% | +0.58% | +142.65% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.06% | — | +0.04% | |
| 22 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 0.96% | +0.62% | +213.06% | |
| 23 | DIHP | Dimensional International Hi | ETF-Other | 0.77% | +0.01% | +10.43% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.75% | -0.21% | +0.76% | |
| 25 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.75% | -0.32% | -22.99% | |
| 26 | WMT | Walmart INC | Stock-Consumer Staples | 0.75% | +0.57% | +302.81% | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 0.60% | — | +29.33% | |
| 28 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.57% | — | +4.07% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | -0.18% | -12.76% | |
| 30 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.54% | — | -1.12% | |
| 31 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.49% | — | — | |
| 32 | CPAG | F/m Com US Agg Bond ETF | ETF-Other | 0.45% | +0.45% | NEW | |
| 33 | SPMC | Sound Point Meridian Capital | Stock-Other | 0.44% | -0.17% | +21.33% | |
| 34 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.39% | +0.02% | +10.66% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.38% | -0.08% | +4.42% | |
| 36 | TSLA | Tesla INC | Stock-Consumer Disc | 0.36% | — | +17.87% | |
| 37 | INTU | Intuit INC | Stock-Tech | 0.36% | -0.24% | +0.43% | |
| 38 | CRM | Salesforce INC | Stock-Tech | 0.34% | -0.16% | +7.56% | |
| 39 | MU | Micron Technology INC | Stock-Tech | 0.34% | +0.21% | +139.93% | |
| 40 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.32% | +0.04% | +27.69% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.31% | +0.07% | +59.06% | |
| 42 | CSCO | Cisco Systems INC | Stock-Tech | 0.31% | -0.15% | -26.30% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.28% | — | +18.55% | |
| 44 | VUG | Vanguard Growth ETF | ETF-Other | 0.27% | -0.17% | -26.15% | |
| 45 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.26% | — | -3.18% | |
| 46 | ANET | Arista Networks INC | Stock-Tech | 0.26% | — | +6.21% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.25% | — | +6.04% | |
| 48 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 0.25% | -0.33% | -53.60% | |
| 49 | AMD | Advanced Micro Devices | Stock-Tech | 0.23% | — | +14.63% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.22% | +0.05% | +21.91% |
Performance for Q3 2026
+1%
Performance Last 4 Quarters
+28.3%
Based on 88% of reported portfolio value with available pricing
Everest Management Corp.'s most significant position changes for 2026-03-31: New buy: Alpha Architect US Equ 3 ETF (AAUA); New buy: Ares Management CORP - A (ARES); New buy: Applied Materials INC (AMAT); New buy: F/m Com US Agg Bond ETF (CPAG); Sold out: Ishares National Muni Bond E (MUB).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.8% | +104.11% | Add |
| 2 | AVGO | Broadcom INC | +1.3% | +100.49% | Add |
| 3 | AAPL | Apple INC | +0.9% | +76.94% | Add |
| 4 | GSST | Goldman Sachs Ultra Short Bo | +0.6% | +213.06% | Add |
| 5 | DUHP | Dimensional US High Profi Et | +0.6% | +142.65% | Add |
| 6 | WMT | Walmart INC | +0.6% | +302.81% | Add |
| 7 | MU | Micron Technology INC | +0.2% | +139.93% | Add |
| 8 | LLY | Eli Lilly & Co | +0.1% | +59.06% | Add |
| 9 | XOM | Exxon Mobil CORP | +0.1% | +7.12% | Add |
| 10 | COST | Costco Wholesale CORP | +0.1% | +21.91% | Add |
| 11 | VGIT | Vanguard Intermediate-term T | 0% | +27.69% | Add |
| 12 | DGS | Wisdomtree Em Small Cap | 0% | +10.66% | Add |
| 13 | DIHP | Dimensional International Hi | 0% | +10.43% | Add |
| 14 | VXUS | Vanguard Total Intl Stock | -0.1% | +4.88% | Add |
| 15 | META | Meta Platforms Inc-class A | -0.1% | +4.42% | Add |
| 16 | CSCO | Cisco Systems INC | -0.2% | -26.30% | Trim |
| 17 | CRM | Salesforce INC | -0.2% | +7.56% | Add |
| 18 | VUG | Vanguard Growth ETF | -0.2% | -26.15% | Trim |
| 19 | SPMC | Sound Point Meridian Capital | -0.2% | +21.33% | Add |
| 20 | IXUS | Ishares Core Intl Stock ETF | -0.2% | — | Unchanged |
| 21 | IVV | Ishares Core S&p 500 ETF | -0.2% | -12.76% | Trim |
| 22 | V | Visa Inc-class A Shares | -0.2% | +0.76% | Add |
| 23 | GSLC | Goldman Activebeta US Lc ETF | -0.2% | — | Unchanged |
| 24 | INTU | Intuit INC | -0.2% | +0.43% | Add |
| 25 | DFAC | Dimensional US Core Equity 2 | -0.3% | — | Unchanged |
| 26 | GBIL | Goldman Sachs Access Treasur | -0.3% | -22.99% | Trim |
| 27 | PAAA | Pgim Aaa Clo ETF | -0.3% | -53.60% | Trim |
| 28 | AMZN | Amazon.com INC | -0.4% | +7.07% | Add |
| 29 | VOO | Vanguard S&p 500 ETF | -0.4% | +2.84% | Add |
| 30 | MSFT | Microsoft CORP | -0.7% | +3.73% | Add |
| 31 | VTI | Vanguard Total Stock Mkt ETF | -0.8% | -15.61% | Trim |
| 32 | GOOG | Alphabet Inc-cl C | -1.1% | +2.70% | Add |
| 33 | GOOGL | Alphabet Inc-cl A | -1.2% | +1.20% | Add |
| 34 | AAEQ | Alpha Architct US Eqty 2 ETF | -1.5% | -0.38% | Trim |
| 35 | DFUS | Dimensional US Eq Mkt ETF | -5.9% | -8.21% | Trim |
| 36 | AAUA | Alpha Architect US Equ 3 ETF | — | NEW | New buy |
| 37 | ARES | Ares Management CORP - A | — | NEW | New buy |
| 38 | AMAT | Applied Materials INC | — | NEW | New buy |
| 39 | CPAG | F/m Com US Agg Bond ETF | — | NEW | New buy |
| 40 | MUB | Ishares National Muni Bond E | — | EXIT | Sold out |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | Sold out |
| 42 | DEHP | Dimensional Emrg Mrk Hi Prof | — | NEW | New buy |
| 43 | HD | Home Depot INC | — | NEW | New buy |
| 44 | GE | General Electric | — | NEW | New buy |
| 45 | GEV | GE Vernova INC | — | NEW | New buy |
| 46 | ZS | Zscaler INC | — | NEW | New buy |
| 47 | SNPS | Synopsys INC | — | EXIT | Sold out |
| 48 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 49 | KLAC | Kla CORP | — | NEW | New buy |
| 50 | WDC | Western Digital CORP | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-07 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-02 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-06 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-05 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-14 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-13 | 13F-HR | View on EDGAR |
Institutions with a similar AUM
CIK 0001900406
Total reported value
$197.4M
128 stks
2026-03-31
AUM within 0.0% of this institution
CIK 0001845773
Total reported value
$197.4M
20 stks
2026-03-31
AUM within 0.0% of this institution
CIK 0002045579
Total reported value
$197.4M
29 stks
2024-09-30
Stale — no recent filing
AUM within 0.0% of this institution
Institutions with overlapping top holdings
CIK 0000883961
Total reported value
$6.7B
547 stks
2026-03-31
3 of the top 5 holdings overlap, including Nvidia CORP
CIK 0001039765
Total reported value
$16.4B
503 stks
2026-03-31
3 of the top 5 holdings overlap, including Nvidia CORP
CIK 0001134813
Total reported value
$649.2M
222 stks
2026-03-31
3 of the top 5 holdings overlap, including Nvidia CORP