Evernest Financial Advisors, LLC
Filing Date
Global Rank
#3,809
/ 8,232
▲ 87
Top Industry
Consumer Electronics
20.1%
3Y Alpha vs SPY
-0.6%
Period ended 2 months ago
Filed May 4, 2026 · 41d
11 quarters · since Dec 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+73.8%
SPY
+76.3%
Annualised alpha
-0.6%
Max drawdown
−14.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
104 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
16.8%
−0.1 pts
Top 5
56.5%
−1.9 pts
Top 10
65.3%
−1.8 pts
HHI
797
Diversified−37
Portfolio Trend
11 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 32.3% | $66,105,668 |
| Financial Services | 22.2% | $45,407,115 |
| Unclassified | 16.6% | $33,955,769 |
| Healthcare | 8.1% | $16,533,752 |
| Consumer Cyclical | 5.0% | $10,299,928 |
| Industrials | 4.9% | $10,050,376 |
| Consumer Defensive | 4.0% | $8,202,631 |
| Communication Services | 3.4% | $6,863,266 |
| Energy | 2.5% | $5,031,664 |
| Real Estate | 0.4% | $749,342 |
| Basic Materials | 0.3% | $641,041 |
| Utilities | 0.3% | $511,306 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| RPID | Rapid Micro Biosystems, Inc. | +307,510 | 432,510 | $981,797 | |
| WWR | Westwater Resources, Inc. | +80,000 | 120,000 | $78,000 | |
| RDVT | Red Violet, Inc. | +13,870 | 41,870 | $1,448,702 | |
| VZ | Verizon Communications Inc | +2,199 | 8,084 | $405,816 | |
| CSCO | Cisco Systems, Inc. | +1,875 | 18,481 | $1,433,940 | |
| KO | Coca Cola Co | +1,403 | 16,062 | $1,221,515 | |
| AON | Aon plc | +988 | 2,230 | $719,799 | |
| RTX | RTX Corp | +499 | 8,480 | $1,635,792 | |
| JNJ | Johnson & Johnson | +440 | 10,060 | $2,459,066 | |
| CVX | Chevron Corp | +374 | 4,962 | $1,026,637 | |
| GOSS | Gossamer Bio, Inc. | +369 | 28,769 | $9,465 | |
| CL | Colgate Palmolive Co | +300 | 2,428 | $206,938 | |
| TXN | Texas Instruments Inc | +285 | 6,445 | $1,251,232 | |
| DHR | Danaher Corp /De/ | +281 | 4,754 | $901,358 | |
| LNG | Cheniere Energy, Inc. | +258 | 1,339 | $379,954 | |
| AVGO | Broadcom Inc. | +253 | 6,520 | $2,018,005 | |
| MO | Altria Group, Inc. | +250 | 15,363 | $1,013,804 | |
| ABBV | AbbVie Inc. | +235 | 5,872 | $1,277,101 | |
| LLY | ELI LILLY & Co | +213 | 4,472 | $4,113,211 | |
| CB | Chubb Ltd | +186 | 1,548 | $504,539 | |
| MCD | Mcdonalds Corp | +175 | 6,774 | $2,105,291 | |
| AMGN | Amgen Inc | +172 | 3,776 | $1,328,585 | |
| AMT | American Tower Corp /Ma/ | +164 | 1,418 | $244,718 | |
| SBUX | Starbucks Corp | +153 | 3,988 | $357,284 | |
| WMT | Walmart Inc. | +148 | 29,549 | $3,672,349 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CURI | CuriosityStream Inc. | −120,056 | 135,234 | $400,292 | |
| NTWK | Netsol Technologies Inc | −77,852 | 52,600 | $178,314 | |
| CPSH | Cps Technologies Corp/De/ | −77,134 | 68,300 | $255,442 | |
| KINS | Kingstone Companies, Inc. | −69,159 | 95,016 | $1,384,383 | |
| GLDM | World Gold Trust | −39,707 | 279,724 | $25,927,617 | |
| SWAG | Stran & Company, Inc. | −25,000 | 31,000 | $51,150 | |
| GNSS | Genasys Inc. | −22,922 | 290,345 | $528,427 | |
| NVDA | Nvidia Corp | −2,973 | 12,649 | $2,205,985 | |
| BAC | Bank Of America Corp /De/ | −1,989 | 18,285 | $891,393 | |
| WFC | Wells Fargo & Company/Mn | −1,496 | 5,742 | $457,120 | |
| PRPO | Precipio, Inc. | −1,100 | 9,500 | $237,500 | |
| MSFT | Microsoft Corp | −929 | 50,394 | $18,654,346 | |
| QCOM | Qualcomm Inc/De | −700 | 6,813 | $877,378 | |
| META | Meta Platforms, Inc. | −670 | 1,539 | $880,508 | |
| CRH | Crh Public Ltd Co | −441 | 2,352 | $247,242 | |
| ADI | Analog Devices Inc | −403 | 2,482 | $789,623 | |
| LOW | Lowes Companies Inc | −315 | 2,830 | $668,672 | |
| CBRE | Cbre Group, Inc. | −267 | 1,405 | $190,321 | |
| ADP | Automatic Data Processing Inc | −262 | 1,938 | $393,762 | |
| JPM | Jpmorgan Chase & Co | −194 | 5,386 | $1,584,345 | |
| MRSH | Marsh & Mclennan Companies, Inc. | −136 | 1,758 | $304,925 | |
| UNH | Unitedhealth Group Inc | −111 | 2,097 | $567,427 | |
| HD | Home Depot, Inc. | −106 | 3,407 | $1,120,528 | |
| IAU | Ishares Gold Trust | −105 | 2,534 | $223,397 | |
| TRV | Travelers Companies, Inc. | −84 | 2,988 | $871,539 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| XPEL | XPEL, Inc. | 20,250 | $896,265 | |
| LNSR | LENSAR, Inc. | 66,000 | $393,360 | |
| BODI | Beachbody Company, Inc. | 29,075 | $315,754 | |
| SPG | Simon Property Group Inc. | 1,685 | $314,303 | |
| HGBL | Heritage Global Inc. | 194,000 | $263,840 | |
| INVE | Identiv, Inc. | 41,000 | $151,700 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
10 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CRM | Salesforce, Inc. | 1,035 | $274,181 | |
| NKE | NIKE, Inc. | 4,259 | $271,340 | |
| PROF | Profound Medical Corp. | 31,500 | $247,905 | |
| TMO | Thermo Fisher Scientific Inc. | 385 | $223,088 | |
| AMPG | AmpliTech Group, Inc. | 74,000 | $221,260 | |
| ELWT | Elauwit Connection, Inc. | 39,500 | $200,265 | |
| PEP | Pepsico Inc | 1,204 | $172,798 | |
| EWCZ | European Wax Center, Inc. | 46,963 | $169,066 | |
| VELO | Velo3D, Inc. | 10,200 | $140,148 | |
| THRY | Thryv Holdings, Inc. | 20,000 | $121,000 | |
| No positions match the current search. | ||||
104 positions ·
$204,351,858 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 104 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 135,122 | $34,292,612 | 16.78% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 64,461 | $30,889,711 | 15.12% | |
| GLDM |
World Gold Trust
|
Reduced | 279,724 | $25,927,617 | 12.69% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 50,394 | $18,654,346 | 9.13% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 8,619 | $5,605,280 | 2.74% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 15,494 | $4,455,454 | 2.18% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 4,472 | $4,113,211 | 2.01% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 29,549 | $3,672,349 | 1.80% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 3,730 | $3,155,542 | 1.54% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 3,703 | $2,623,427 | 1.28% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 10,060 | $2,459,066 | 1.20% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 12,649 | $2,205,985 | 1.08% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 6,774 | $2,105,291 | 1.03% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 6,520 | $2,018,005 | 0.99% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 2,880 | $1,662,278 | 0.81% | |
| RTX |
RTX Corp
Industrials
|
Added | 8,480 | $1,635,792 | 0.80% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Reduced | 9,945 | $1,588,216 | 0.78% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 5,386 | $1,584,345 | 0.78% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 3,090 | $1,543,949 | 0.76% | |
| RDVT |
Red Violet, Inc.
Technology
|
Added | 41,870 | $1,448,702 | 0.71% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 18,481 | $1,433,940 | 0.70% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Added | 4,299 | $1,406,073 | 0.69% | |
| KINS |
Kingstone Companies, Inc.
Financial Services
|
Reduced | 95,016 | $1,384,383 | 0.68% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 3,776 | $1,328,585 | 0.65% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 2,154 | $1,301,856 | 0.64% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 10,792 | $1,298,169 | 0.64% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 3,917 | $1,287,087 | 0.63% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 5,872 | $1,277,101 | 0.62% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 6,445 | $1,251,232 | 0.61% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Held | 5,000 | $1,235,400 | 0.60% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 16,062 | $1,221,515 | 0.60% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 5,759 | $1,199,426 | 0.59% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 1,161 | $1,156,855 | 0.57% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 3,407 | $1,120,528 | 0.55% | |
| CVX |
Chevron Corp
Energy
|
Added | 4,962 | $1,026,637 | 0.50% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Added | 15,363 | $1,013,804 | 0.50% | |
| RPID |
Rapid Micro Biosystems, Inc.
Healthcare
|
Added | 432,510 | $981,797 | 0.48% | |
| BALL |
BALL Corp
Consumer Cyclical
|
Added | 16,210 | $958,173 | 0.47% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 5,695 | $937,226 | 0.46% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 2,987 | $902,790 | 0.44% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Added | 4,754 | $901,358 | 0.44% | |
| XPEL |
XPEL, Inc.
Consumer Cyclical
|
NEW | 20,250 | $896,265 | 0.44% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 18,285 | $891,393 | 0.44% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 1,539 | $880,508 | 0.43% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 6,813 | $877,378 | 0.43% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Reduced | 2,988 | $871,539 | 0.43% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 4,924 | $835,405 | 0.41% | |
| HON |
Honeywell International Inc
Industrials
|
Added | 3,596 | $812,803 | 0.40% | |
| ADI |
Analog Devices Inc
Technology
|
Reduced | 2,482 | $789,623 | 0.39% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Held | 20,000 | $756,800 | 0.37% |