EdgeMarket › What Everest Financial Group Llc reported owning
What Everest Financial Group Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
607.3MPositions
199Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AMZN AMAZON COM INC | 30.8M | 5.1% | 147.8K | 258.63 | +15.6% |
| GOOGL Alphabet Inc. | 29.2M | 4.8% | 101.4K | 344.82 | +73.0% |
| MSFT MICROSOFT CORP | 29.0M | 4.8% | 78.3K | 483.24 | -4.4% |
| RWL Invesco S&P 500 Revenue ETF | 28.7M | 4.7% | 249.8K | 133.89 | +25.3% |
| NVDA NVIDIA CORP | 27.5M | 4.5% | 157.9K | 214.72 | +22.4% |
| SCHD Schwab US Dividend Equity ETF | 22.1M | 3.6% | 720.2K | 35.11 | +27.6% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 21.1M | 3.5% | 62.3K | 418.95 | +83.3% |
| AAPL Apple Inc. | 21.0M | 3.5% | 82.9K | 309.35 | +36.9% |
| XMHQ Invesco S&P MidCap Quality ETF | 16.1M | 2.7% | 156.2K | 119.27 | +16.0% |
| JEPI JPMorgan Equity Premium Income ETF | 15.2M | 2.5% | 268.5K | 57.92 | +1.4% |
| META Meta Platforms, Inc. | 15.1M | 2.5% | 26.4K | 549.90 | -26.5% |
| AVGO Broadcom Inc. | 14.2M | 2.3% | 45.8K | 368.45 | +26.5% |
| NOW ServiceNow, Inc. | 11.0M | 1.8% | 104.8K | 128.48 | -27.8% |
| PANW Palo Alto Networks Inc | 10.5M | 1.7% | 65.5K | 357.87 | +94.0% |
| unmapped CUSIP 084670702 | 10.3M | 1.7% | 21.4K | — | — |
| V VISA INC. | 10.2M | 1.7% | 33.8K | 371.04 | +7.9% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 9.7M | 1.6% | 332.5K | 35.32 | +17.3% |
| XLF State Street Financial Select Sector SPDR ETF | 9.5M | 1.6% | 191.7K | 57.48 | +8.7% |
| ASML ASML HOLDING NV | 9.3M | 1.5% | 7.1K | 1,763.76 | +135.3% |
| VOO Vanguard S&P 500 ETF | 9.2M | 1.5% | 15.4K | 703.71 | +20.0% |
| UNH UNITEDHEALTH GROUP INC | 9.2M | 1.5% | 34.0K | 390.11 | +30.1% |
| AMD ADVANCED MICRO DEVICES INC | 8.6M | 1.4% | 42.4K | 473.25 | +186.5% |
| CRWD CrowdStrike Holdings, Inc. | 8.6M | 1.4% | 22.1K | 191.95 | +83.2% |
| MU MICRON TECHNOLOGY INC | 7.3M | 1.2% | 21.5K | 966.78 | +724.8% |
| IWY iShares Russell Top 200 Growth ETF | 6.9M | 1.1% | 27.6K | 285.72 | +11.8% |
| UBER Uber Technologies, Inc | 6.7M | 1.1% | 92.8K | 78.80 | -15.9% |
| CRM Salesforce, Inc. | 6.4M | 1.1% | 34.5K | 209.17 | -15.1% |
| IAU ISHARES GOLD TRUST | 6.2M | 1.0% | 70.7K | 86.79 | +37.5% |
| ETN Eaton Corp plc | 6.1M | 1.0% | 17.0K | 419.20 | +21.1% |
| ET Energy Transfer LP | 6.0M | 1.0% | 308.7K | 21.19 | +22.3% |
| GOOG Alphabet Inc. | 5.9M | 1.0% | 20.4K | 341.75 | +70.7% |
| FLOT iShares Floating Rate Bond ETF | 5.5M | 0.9% | 108.1K | 51.01 | -0.1% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 5.1M | 0.8% | 131.0K | 45.61 | +22.8% |
| PSLV Sprott Physical Silver Trust | 4.6M | 0.8% | 189.0K | 22.84 | +77.9% |
| JPM JPMORGAN CHASE & CO | 4.2M | 0.7% | 14.2K | 351.58 | +20.3% |
| MA Mastercard Inc | 4.0M | 0.7% | 7.9K | 580.63 | -2.0% |
| VGT Vanguard Information Tech ETF | 3.9M | 0.6% | 5.6K | 118.42 | +38.5% |
| DAL DELTA AIR LINES, INC. | 3.9M | 0.6% | 58.9K | 82.41 | +39.6% |
| TSLA Tesla, Inc. | 3.9M | 0.6% | 10.4K | 362.86 | +12.0% |
| XOM ExxonMobil Holdings Corp | 3.7M | 0.6% | 21.9K | 165.11 | +52.1% |
| FENI Fidelity Enhanced International ETF | 3.4M | 0.6% | 92.3K | 41.72 | +20.7% |
| DELL Dell Technologies Inc. | 3.4M | 0.6% | 20.8K | 442.08 | +244.1% |
| NOBL ProShares S&P 500 Dividend Aristocrats ETF | 3.4M | 0.6% | 32.0K | 58.75 | +11.9% |
| DFUS Dimensional U.S. Equity Market ETF | 3.3M | 0.5% | 47.0K | 83.64 | +20.8% |
| DFAI Dimensional International Core Equity Market E | 3.2M | 0.5% | 83.1K | 43.35 | +21.1% |
| DUSB Dimensional Ultrashort Fixed Income ETF | 3.1M | 0.5% | 60.4K | 50.73 | +0.1% |
| JPIE JPMorgan Income ETF | 2.8M | 0.5% | 61.3K | 45.85 | -1.1% |
| IVV iShares Core S&P 500 ETF | 2.6M | 0.4% | 4.0K | 769.31 | +20.0% |
| PVAL Putnam Focused Large Cap Value ETF | 2.6M | 0.4% | 56.0K | 54.27 | +31.1% |
| TLT iShares 20 Year Treasury Bond ETF | 2.5M | 0.4% | 28.9K | 82.05 | -5.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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