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Everest Financial Group LLC

Location
MINNEAPOLIS, MN
Portfolio Value
Small $383,294,138
Diversification
Diversified
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 SPY

Hypothetical 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, 2025
Top Position
8.0%
−2.3 pts
Top 5
35.9%
−6.7 pts
Top 10
54.6%
−8.5 pts
HHI
401
Dec 2025 → Mar 2026 · range 401 – 531
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 CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
8 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
3 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
106 positions · $383,294,138 total · as of Mar 31, 2026
Showing 1–50 of 106 positions by value · page 1 of 3
Ticker Company Shares Value (USD) % of Portfolio History