Everest Financial Group LLC
Filing Date
Global Rank
#3,032
/ 8,622
▲ 325
· as of Mar 2026
Top Industry
Semiconductors
21.4%
3Y Alpha vs SPY
+26.0%
Period ended 4 months ago
Filed May 15, 2026 · 2mo
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+18.8%
SPY
+9.0%
Annualised alpha
+25.6%
Max drawdown
−9.2%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 2 quarters. Past performance does not predict future results.
Portfolio Concentration
106 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
8.0%
−2.3 pts
Top 5
35.9%
−6.7 pts
Top 10
54.6%
−8.5 pts
HHI
401
Diversified−130
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 49.9% | $191,413,829 |
| Communication Services | 12.0% | $46,061,147 |
| Financial Services | 11.8% | $45,130,379 |
| Consumer Cyclical | 9.5% | $36,286,720 |
| Industrials | 3.8% | $14,561,522 |
| Healthcare | 3.7% | $14,287,149 |
| Energy | 3.0% | $11,541,420 |
| Unclassified | 2.8% | $10,905,911 |
| Consumer Defensive | 1.8% | $6,952,024 |
| Basic Materials | 0.9% | $3,499,523 |
| Real Estate | 0.5% | $1,793,464 |
| Utilities | 0.2% | $861,050 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| UBER | Uber Technologies, Inc | +20,166 | 92,799 | $6,675,032 | |
| NVDA | Nvidia Corp | +19,200 | 157,900 | $27,537,760 | |
| AMZN | Amazon Com Inc | +18,131 | 147,787 | $30,779,598 | |
| DELL | Dell Technologies Inc. | +17,302 | 20,761 | $3,407,502 | |
| NOW | ServiceNow, Inc. | +16,481 | 104,769 | $10,953,598 | |
| AAPL | Apple Inc. | +14,432 | 82,933 | $21,047,566 | |
| AVGO | Broadcom Inc. | +10,791 | 45,822 | $14,182,367 | |
| PANW | Palo Alto Networks Inc | +10,235 | 65,462 | $10,494,867 | |
| XOM | ExxonMobil Holdings Corp | +9,753 | 21,867 | $3,709,955 | |
| MSFT | Microsoft Corp | +8,583 | 78,266 | $28,971,725 | |
| SLV | iShares Silver Trust | +7,010 | 13,957 | $951,029 | |
| V | Visa Inc. | +6,728 | 33,844 | $10,229,010 | |
| BRK-B | Berkshire Hathaway Inc | +6,531 | 21,440 | $10,274,048 | |
| XEL | Xcel Energy Inc | +5,436 | 10,839 | $861,050 | |
| JPM | Jpmorgan Chase & Co | +5,180 | 14,249 | $4,191,485 | |
| UNH | Unitedhealth Group Inc | +5,078 | 33,965 | $9,190,589 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +5,077 | 62,341 | $21,068,140 | |
| META | Meta Platforms, Inc. | +4,998 | 26,449 | $15,132,266 | |
| WFC | Wells Fargo & Company/Mn | +4,959 | 8,504 | $677,003 | |
| USB | US Bancorp De | +3,668 | 20,427 | $1,062,408 | |
| MA | Mastercard Inc | +3,235 | 7,914 | $3,954,309 | |
| GLD | Spdr Gold Trust | +2,549 | 3,857 | $1,659,628 | |
| C | Citigroup Inc | +2,340 | 8,720 | $988,935 | |
| ABBV | AbbVie Inc. | +1,865 | 3,426 | $745,120 | |
| AMD | Advanced Micro Devices Inc | +1,843 | 42,365 | $8,618,311 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ET | Energy Transfer LP | −2,240 | 308,726 | $5,958,411 | |
| COP | Conocophillips | −1,775 | 4,403 | $581,196 | |
| DAL | Delta Air Lines, Inc. | −1,280 | 58,939 | $3,918,264 | |
| GM | General Motors Co | −717 | 5,504 | $410,048 | |
| TMO | Thermo Fisher Scientific Inc. | −238 | 815 | $400,596 | |
| ADBE | Adobe Inc. | −26 | 1,515 | $368,266 | |
| SCHW | Schwab Charles Corp | −19 | 15,490 | $1,455,750 | |
| QCOM | Qualcomm Inc/De | −17 | 4,782 | $615,825 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ETN | Eaton Corp plc | 17,035 | $6,092,908 | |
| PSLV | Sprott Physical Silver Trust | 188,965 | $4,608,856 | |
| AMAT | Applied Materials Inc /De | 4,359 | $1,489,862 | |
| FICO | Fair Isaac Corp | 1,284 | $1,370,721 | |
| WCC | Wesco International Inc | 4,883 | $1,336,086 | |
| MRK | Merck & Co., Inc. | 10,475 | $1,260,037 | |
| PG | PROCTER & GAMBLE Co | 8,404 | $1,213,873 | |
| KO | Coca Cola Co | 14,234 | $1,082,495 | |
| VZ | Verizon Communications Inc | 20,967 | $1,052,543 | |
| BKNG | Booking Holdings Inc. | 240 | $1,010,476 | |
| TGT | Target Corp | 8,287 | $1,004,384 | |
| CB | Chubb Ltd | 2,432 | $792,661 | |
| GIS | General Mills Inc | 19,615 | $730,070 | |
| DIA | Spdr Dow Jones Industrial Average ETF Trust | 1,574 | $729,061 | |
| QQQ | Invesco Qqq Trust, Series 1 | 1,248 | $720,320 | |
| SILA | Sila Realty Trust, Inc. | 29,543 | $699,578 | |
| ALB | Albemarle Corp | 3,664 | $657,797 | |
| LLY | ELI LILLY & Co | 643 | $591,412 | |
| FSLR | First Solar, Inc. | 2,758 | $544,043 | |
| AHR | American Healthcare REIT, Inc. | 11,230 | $529,606 | |
| AMGN | Amgen Inc | 1,505 | $529,534 | |
| MMM | 3M Co | 3,479 | $505,255 | |
| FSK | FS KKR Capital Corp | 48,506 | $493,791 | |
| PTY | Pimco Corporate & Income Opportunity Fund | 39,822 | $480,253 | |
| IBM | International Business Machines Corp | 1,971 | $477,750 | |
| No positions match the current search. | ||||
106 positions ·
$383,294,138 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 106 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 147,787 | $30,779,598 | 8.03% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 101,403 | $29,159,446 | 7.61% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 78,266 | $28,971,725 | 7.56% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 157,900 | $27,537,760 | 7.18% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 62,341 | $21,068,140 | 5.50% | |
| AAPL |
Apple Inc.
Technology
|
Added | 82,933 | $21,047,566 | 5.49% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 26,449 | $15,132,266 | 3.95% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 45,822 | $14,182,367 | 3.70% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 104,769 | $10,953,598 | 2.86% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 65,462 | $10,494,867 | 2.74% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 21,440 | $10,274,048 | 2.68% | |
| V |
Visa Inc.
Financial Services
|
Added | 33,844 | $10,229,010 | 2.67% | |
| ASML |
Asml Holding NV
Technology
|
Added | 7,059 | $9,323,738 | 2.43% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 33,965 | $9,190,589 | 2.40% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 42,365 | $8,618,311 | 2.25% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 22,052 | $8,609,321 | 2.25% | |
| MU |
Micron Technology Inc
Technology
|
Added | 21,530 | $7,273,695 | 1.90% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 92,799 | $6,675,032 | 1.74% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 34,532 | $6,446,088 | 1.68% | |
| IAU |
Ishares Gold Trust
|
Added | 70,726 | $6,235,204 | 1.63% | |
| ETN |
Eaton Corp plc
Industrials
|
NEW | 17,035 | $6,092,908 | 1.59% | |
| ET |
Energy Transfer LP
Energy
|
Reduced | 308,726 | $5,958,411 | 1.55% | |
| PSLV |
Sprott Physical Silver Trust
Financial Services
|
NEW | 188,965 | $4,608,856 | 1.20% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 14,249 | $4,191,485 | 1.09% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 7,914 | $3,954,309 | 1.03% | |
| DAL |
Delta Air Lines, Inc.
Industrials
|
Reduced | 58,939 | $3,918,264 | 1.02% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 10,411 | $3,870,289 | 1.01% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 21,867 | $3,709,955 | 0.97% | |
| DELL |
Dell Technologies Inc.
Technology
|
Added | 20,761 | $3,407,502 | 0.89% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Added | 8,683 | $2,309,851 | 0.60% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 1,968 | $1,960,974 | 0.51% | |
| GGG |
Graco Inc
Industrials
|
Added | 21,161 | $1,791,278 | 0.47% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 2,063 | $1,745,277 | 0.46% | |
| GLD |
Spdr Gold Trust
|
Added | 3,857 | $1,659,628 | 0.43% | |
| AMAT |
Applied Materials Inc /De
Technology
|
NEW | 4,359 | $1,489,862 | 0.39% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Reduced | 15,490 | $1,455,750 | 0.38% | |
| FICO |
Fair Isaac Corp
Technology
|
NEW | 1,284 | $1,370,721 | 0.36% | |
| WCC |
Wesco International Inc
Industrials
|
NEW | 4,883 | $1,336,086 | 0.35% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
NEW | 10,475 | $1,260,037 | 0.33% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
NEW | 8,404 | $1,213,873 | 0.32% | |
| KO |
Coca Cola Co
Consumer Defensive
|
NEW | 14,234 | $1,082,495 | 0.28% | |
| USB |
US Bancorp De
Financial Services
|
Added | 20,427 | $1,062,408 | 0.28% | |
| VZ |
Verizon Communications Inc
Communication Services
|
NEW | 20,967 | $1,052,543 | 0.27% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 6,231 | $1,025,435 | 0.27% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
NEW | 240 | $1,010,476 | 0.26% | |
| TGT |
Target Corp
Consumer Defensive
|
NEW | 8,287 | $1,004,384 | 0.26% | |
| HSBC |
Hsbc Holdings PLC
Financial Services
|
Held | 12,067 | $995,406 | 0.26% | |
| C |
Citigroup Inc
Financial Services
|
Added | 8,720 | $988,935 | 0.26% | |
| SLV |
iShares Silver Trust
|
Added | 13,957 | $951,029 | 0.25% | |
| XEL |
Xcel Energy Inc
Utilities
|
Added | 10,839 | $861,050 | 0.22% |