Everest Financial Group LLC

CIK

2056391

Location

MINNEAPOLIS, MN

Portfolio Value

Small $372,157,135

Diversification

Diversified

Filing Date

Global Rank

#3,058 / 8,603 ▲ 326 · as of Mar 2026

Top Industry

Semiconductors 22.1%

3Y Alpha vs SPY

+38.1%

Period ended 3 months ago

Filed May 15, 2026 · 55d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+20.2%

SPY

+10.0%

Annualised alpha

+31.9%

Max drawdown

−9.5%

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

105 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.3%

−2.3 pts

Top 5

37.0%

−6.8 pts

Top 10

56.2%

−8.6 pts

HHI

419

Diversified−133

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	49.7%	$184,956,838	26
Communication Services	12.4%	$46,061,147	6
Financial Services	12.1%	$45,130,379	20
Consumer Cyclical	9.5%	$35,316,663	5
Industrials	3.9%	$14,561,522	8
Healthcare	3.8%	$14,287,149	11
Unclassified	2.9%	$10,905,911	6
Energy	2.1%	$7,831,465	6
Consumer Defensive	1.9%	$6,952,024	8
Basic Materials	0.9%	$3,499,523	4
Real Estate	0.5%	$1,793,464	4
Utilities	0.2%	$861,050	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
WMT	Walmart Inc.	+1,748	4,092	$508,553
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
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
MRVL	Marvell Technology, Inc.	4,750	$470,487
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
ON	On Semiconductor Corp	4,425	$239,613
NXPI	NXP Semiconductors N.V.	1,036	$224,874
PEGA	Pegasystems Inc	3,526	$210,572
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

105 positions · $372,157,135 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 105 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AMZN	Amazon Com Inc Consumer Cyclical	Added	147,787	+18,131	$30,779,598	+2.8%	8.27%
GOOGL	Alphabet Inc. Communication Services	Added	101,403	+1,387	$29,159,446	−6.9%	7.84%
MSFT	Microsoft Corp Technology	Added	78,266	+8,583	$28,971,725	−14.0%	7.78%
NVDA	Nvidia Corp Technology	Added	157,900	+19,200	$27,537,760	+6.5%	7.40%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	62,341	+5,077	$21,068,140	+21.1%	5.66%
AAPL	Apple Inc. Technology	Added	82,933	+14,432	$21,047,566	+13.0%	5.66%
META	Meta Platforms, Inc. Communication Services	Added	26,449	+4,998	$15,132,266	+6.9%	4.07%
AVGO	Broadcom Inc. Technology	Added	45,822	+10,791	$14,182,367	+17.0%	3.81%
NOW	ServiceNow, Inc. Technology	Added	104,769	+16,481	$10,953,598	−19.0%	2.94%
PANW	Palo Alto Networks Inc Technology	Added	65,462	+10,235	$10,494,867	+3.2%	2.82%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	21,440	+6,531	$10,274,048	+37.1%	2.76%
V	Visa Inc. Financial Services	Added	33,844	+6,728	$10,229,010	+7.6%	2.75%
ASML	Asml Holding NV Technology	Added	7,059	+917	$9,323,738	+41.9%	2.51%
UNH	Unitedhealth Group Inc Healthcare	Added	33,965	+5,078	$9,190,589	−3.6%	2.47%
AMD	Advanced Micro Devices Inc Technology	Added	42,365	+1,843	$8,618,311	−0.7%	2.32%
MU	Micron Technology Inc Technology	Added	21,530	+478	$7,273,695	+21.1%	1.95%
UBER	Uber Technologies, Inc Technology	Added	92,799	+20,166	$6,675,032	+12.5%	1.79%
CRM	Salesforce, Inc. Technology	Added	34,532	+1,282	$6,446,088	−26.8%	1.73%
IAU	Ishares Gold Trust	Added	70,726	+124	$6,235,204	+8.8%	1.68%
ETN	Eaton Corp plc Industrials	NEW	17,035	NEW	$6,092,908	NEW	1.64%
ET	Energy Transfer LP Energy	Reduced	308,726	-2,240	$5,958,411	+16.2%	1.60%
PSLV	Sprott Physical Silver Trust Financial Services	NEW	188,965	NEW	$4,608,856	NEW	1.24%
JPM	Jpmorgan Chase & Co Financial Services	Added	14,249	+5,180	$4,191,485	+43.4%	1.13%
MA	Mastercard Inc Financial Services	Added	7,914	+3,235	$3,954,309	+48.0%	1.06%
DAL	Delta Air Lines, Inc. Industrials	Reduced	58,939	-1,280	$3,918,264	−6.2%	1.05%
TSLA	Tesla, Inc. Consumer Cyclical	Added	10,411	+1,462	$3,870,289	−3.8%	1.04%
DELL	Dell Technologies Inc. Technology	Added	20,761	+17,302	$3,407,502	+682.6%	0.92%
ECL	Ecolab Inc. Basic Materials	Added	8,683	+443	$2,309,851	+6.8%	0.62%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	22,052	+821	$2,152,330	−13.5%	0.58%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,968	+1,455	$1,960,974	+343.3%	0.53%
GGG	Graco Inc Industrials	Added	21,161	+354	$1,791,278	+5.0%	0.48%
GS	Goldman Sachs Group Inc Financial Services	Added	2,063	+336	$1,745,277	+15.0%	0.47%
GLD	Spdr Gold Trust	Added	3,857	+2,549	$1,659,628	+220.2%	0.45%
AMAT	Applied Materials Inc /De Technology	NEW	4,359	NEW	$1,489,862	NEW	0.40%
SCHW	Schwab Charles Corp Financial Services	Reduced	15,490	-19	$1,455,750	−6.1%	0.39%
FICO	Fair Isaac Corp Technology	NEW	1,284	NEW	$1,370,721	NEW	0.37%
WCC	Wesco International Inc Industrials	NEW	4,883	NEW	$1,336,086	NEW	0.36%
MRK	Merck & Co., Inc. Healthcare	NEW	10,475	NEW	$1,260,037	NEW	0.34%
PG	PROCTER & GAMBLE Co Consumer Defensive	NEW	8,404	NEW	$1,213,873	NEW	0.33%
KO	Coca Cola Co Consumer Defensive	NEW	14,234	NEW	$1,082,495	NEW	0.29%
USB	US Bancorp De Financial Services	Added	20,427	+3,668	$1,062,408	+18.8%	0.29%
VZ	Verizon Communications Inc Communication Services	NEW	20,967	NEW	$1,052,543	NEW	0.28%
MS	Morgan Stanley Financial Services	Added	6,231	+165	$1,025,435	−4.8%	0.28%
TGT	Target Corp Consumer Defensive	NEW	8,287	NEW	$1,004,384	NEW	0.27%
HSBC	Hsbc Holdings PLC Financial Services	Held	12,067	0	$995,406	+4.9%	0.27%
C	Citigroup Inc Financial Services	Added	8,720	+2,340	$988,935	+32.8%	0.27%
SLV	iShares Silver Trust	Added	13,957	+7,010	$951,029	+112.5%	0.26%
XEL	Xcel Energy Inc Utilities	Added	10,839	+5,436	$861,050	+115.8%	0.23%
CB	Chubb Ltd Financial Services	NEW	2,432	NEW	$792,661	NEW	0.21%
ABBV	AbbVie Inc. Healthcare	Added	3,426	+1,865	$745,120	+108.9%	0.20%