Everest Financial Group LLC

CIK

2056391

Location

MINNEAPOLIS, MN

Portfolio Value

Small $383,294,138

Diversification

Diversified

Filing Date

Global Rank

#2,724 / 8,232 ▲ 411

Top Industry

Semiconductors 21.4%

3Y Alpha vs SPY

+37.1%

Period ended 2 months ago

Filed May 15, 2026 · 30d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

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

Cloned portfolio

+18.5%

SPY

+9.1%

Annualised alpha

+37.1%

Max drawdown

−9.2%

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

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

Diversified−130

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	49.9%	$191,413,829	26
Communication Services	12.0%	$46,061,147	6
Financial Services	11.8%	$45,130,379	20
Consumer Cyclical	9.5%	$36,286,720	5
Industrials	3.8%	$14,561,522	8
Healthcare	3.7%	$14,287,149	11
Energy	3.0%	$11,541,420	7
Unclassified	2.8%	$10,905,911	6
Consumer Defensive	1.8%	$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
XOM	Exxon Mobil 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
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
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.

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

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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
OBDC	Blue Owl Capital Corp Financial Services	NEW	11,000	NEW	$121,660	NEW	0.03%
T	At&T Inc. Communication Services	NEW	6,924	NEW	$200,726	NEW	0.05%
SYY	Sysco Corp Consumer Defensive	NEW	2,824	NEW	$201,435	NEW	0.05%
TRI	Thomson Reuters Corp /Can/ Industrials	NEW	2,268	NEW	$204,074	NEW	0.05%
CAT	Caterpillar Inc Industrials	NEW	295	NEW	$208,995	NEW	0.05%
MCD	Mcdonalds Corp Consumer Cyclical	NEW	696	NEW	$216,309	NEW	0.06%
NVO	Novo Nordisk A S Healthcare	NEW	6,124	NEW	$225,057	NEW	0.06%
GSK	GSK plc Healthcare	NEW	4,081	NEW	$225,230	NEW	0.06%
PLTR	Palantir Technologies Inc. Technology	NEW	1,668	NEW	$243,995	NEW	0.06%
BP	Bp PLC Energy	NEW	5,257	NEW	$247,079	NEW	0.06%
WK	Workiva Inc Technology	Held	4,182	0	$249,372	−30.9%	0.07%
CELH	Celsius Holdings, Inc. Consumer Defensive	Held	7,053	0	$250,240	−22.4%	0.07%
VICI	Vici Properties Inc. Real Estate	NEW	9,200	NEW	$251,344	NEW	0.07%
DIS	Walt Disney Co Communication Services	Added	2,657	+825	$256,081	+22.9%	0.07%
NFLX	Netflix Inc Communication Services	NEW	2,705	NEW	$260,085	NEW	0.07%
SSRM	Ssr Mining Inc. Basic Materials	NEW	9,000	NEW	$264,600	NEW	0.07%
RIO	Rio Tinto PLC Basic Materials	NEW	2,865	NEW	$267,275	NEW	0.07%
SNOW	Snowflake Inc. Technology	Added	1,785	+574	$269,213	+1.3%	0.07%
BTT	BlackRock Municipal 2030 Target Term Trust Financial Services	NEW	12,275	NEW	$278,642	NEW	0.07%
CVX	Chevron Corp Energy	NEW	1,354	NEW	$280,142	NEW	0.07%
ABT	Abbott Laboratories Healthcare	Added	2,748	+976	$282,137	+27.1%	0.07%
CLS	Celestica Inc Technology	NEW	1,050	NEW	$295,764	NEW	0.08%
EPD	Enterprise Products Partners L.P. Energy	Added	7,886	+271	$298,406	+22.2%	0.08%
AGNC	AGNC Investment Corp. Real Estate	NEW	31,200	NEW	$312,936	NEW	0.08%
GILD	Gilead Sciences, Inc. Healthcare	Added	2,294	+10	$319,714	+14.0%	0.08%
ADBE	Adobe Inc. Technology	Reduced	1,515	-26	$368,266	−31.7%	0.10%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	815	-238	$400,596	−34.3%	0.10%
CSCO	Cisco Systems, Inc. Technology	NEW	5,269	NEW	$408,821	NEW	0.11%
GM	General Motors Co Consumer Cyclical	Reduced	5,504	-717	$410,048	−18.9%	0.11%
BX	Blackstone Inc. Financial Services	Added	4,023	+1,332	$462,604	+11.5%	0.12%
OKE	Oneok Inc /New/ Energy	NEW	5,158	NEW	$466,231	NEW	0.12%
MRVL	Marvell Technology, Inc. Technology	NEW	4,750	NEW	$470,487	NEW	0.12%
IBM	International Business Machines Corp Technology	NEW	1,971	NEW	$477,750	NEW	0.12%
PTY	Pimco Corporate & Income Opportunity Fund Financial Services	NEW	39,822	NEW	$480,253	NEW	0.13%
FSK	FS KKR Capital Corp Financial Services	NEW	48,506	NEW	$493,791	NEW	0.13%
CMI	Cummins Inc Industrials	Added	938	+28	$504,662	+8.6%	0.13%
MMM	3M Co Industrials	NEW	3,479	NEW	$505,255	NEW	0.13%
WMT	Walmart Inc. Consumer Defensive	Added	4,092	+1,748	$508,553	+94.7%	0.13%
JNJ	Johnson & Johnson Healthcare	Added	2,118	+880	$517,723	+102.1%	0.14%
AMGN	Amgen Inc Healthcare	NEW	1,505	NEW	$529,534	NEW	0.14%
AHR	American Healthcare REIT, Inc. Real Estate	NEW	11,230	NEW	$529,606	NEW	0.14%
FSLR	First Solar, Inc. Technology	NEW	2,758	NEW	$544,043	NEW	0.14%
COP	Conocophillips Energy	Reduced	4,403	-1,775	$581,196	+0.5%	0.15%
AXP	American Express Co Financial Services	Added	1,950	+101	$589,836	−13.8%	0.15%
LLY	ELI LILLY & Co Healthcare	NEW	643	NEW	$591,412	NEW	0.15%
SPY	Spdr S&P 500 ETF Trust	Added	939	+435	$610,669	+77.7%	0.16%
QCOM	Qualcomm Inc/De Technology	Reduced	4,782	-17	$615,825	−25.0%	0.16%
ALB	Albemarle Corp Basic Materials	NEW	3,664	NEW	$657,797	NEW	0.17%
WFC	Wells Fargo & Company/Mn Financial Services	Added	8,504	+4,959	$677,003	+104.9%	0.18%
SILA	Sila Realty Trust, Inc. Real Estate	NEW	29,543	NEW	$699,578	NEW	0.18%