Everest Management Corp.
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 70.5%; sector active share 58.1% against the combined 13F book's sector weights.
Over time 7 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
84 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 61.7% | $161,225,912 |
| Technology | 18.3% | $47,820,088 |
| Communication Services | 13.3% | $34,835,527 |
| Consumer Cyclical | 2.9% | $7,485,361 |
| Financial Services | 2.1% | $5,399,713 |
| Healthcare | 0.7% | $1,834,378 |
| Consumer Defensive | 0.5% | $1,298,688 |
| Industrials | 0.3% | $888,924 |
| Energy | 0.2% | $551,579 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GBIL | Goldman Sachs ETF Trust | +247,988 | 262,807 | $26,322,749 | |
| DFUS | Dimensional U.S. Equity Market ETF | +41,504 | 686,579 | $56,258,283 | |
| ANET | Arista Networks, Inc. | +26,332 | 30,537 | $5,187,625 | |
| DIHP | Dimensional International High Profitability ETF | +14,372 | 61,708 | $2,105,785 | |
| VXUS | Vanguard Total International Stock ETF | +13,757 | 65,060 | $5,561,979 | |
| GOOG | Alphabet Inc. | +6,113 | 50,067 | $17,690,173 | |
| VUG | VANGUARD GROWTH INDEX FUND | +6,016 | 7,219 | $621,844 | |
| NVDA | Nvidia Corp | +6,010 | 52,884 | $10,581,559 | |
| AAPL | Apple Inc. | +5,133 | 26,528 | $7,676,142 | |
| MSFT | Microsoft Corp | +3,983 | 13,487 | $5,030,920 | |
| SPMC | Sound Point Meridian Capital, Inc. | +3,618 | 100,437 | $994,326 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | +3,354 | 3,776 | $451,307 | |
| DEHP | Dimensional Emerging Markets High Profitability ETF | +3,144 | 10,502 | $449,170 | |
| ORCL | Oracle Corp | +2,427 | 10,505 | $1,539,507 | |
| V | Visa Inc. | +2,300 | 7,223 | $2,478,139 | |
| KLAC | Kla Corp | +1,227 | 1,368 | $412,739 | |
| TSLA | Tesla, Inc. | +1,150 | 3,076 | $1,293,765 | |
| — | +693 | 13,581 | $878,826 | ||
| GOOGL | Alphabet Inc. | +687 | 44,289 | $15,827,559 | |
| META | Meta Platforms, Inc. | +655 | 1,954 | $1,100,668 | |
| DUHP | Dimensional US High Profitability ETF | +630 | 59,820 | $2,496,288 | |
| ZS | Zscaler, Inc. | +627 | 2,156 | $304,319 | |
| CSCO | Cisco Systems, Inc. | +589 | 8,421 | $989,130 | |
| AMZN | Amazon Com Inc | +495 | 25,978 | $6,191,596 | |
| NFLX | Netflix Inc | +365 | 3,041 | $217,127 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAUA | Alpha Architect US Equity 3 ETF | −47,025 | 111,578 | $6,351,019 | |
| GSST | Goldman Sachs Ultra Short Bond ETF | −24,878 | 12,542 | $634,311 | |
| AVGO | Broadcom Inc. | −8,692 | 13,067 | $4,936,059 | |
| WMT | Walmart Inc. | −6,200 | 5,715 | $647,280 | |
| PULS | PGIM Ultra Short Bond ETF | −5,349 | 17,349 | $859,642 | |
| AMAT | Applied Materials Inc /De | −4,845 | 4,375 | $3,163,125 | |
| AAEQ | Alpha Architect US Equity 2 ETF | −4,547 | 375,942 | $19,995,227 | |
| PAAA | PGIM AAA CLO ETF | −2,543 | 6,944 | $356,018 | |
| MU | Micron Technology Inc | −861 | 1,104 | $1,274,336 | |
| CRM | Salesforce, Inc. | −279 | 3,350 | $524,811 | |
| JQUA | JPMorgan U.S. Quality Factor ETF | −237 | 17,006 | $1,229,193 | |
| LLY | ELI LILLY & Co | −165 | 511 | $612,908 | |
| ABBV | AbbVie Inc. | −112 | 1,252 | $315,053 | |
| GE | General Electric Co | −79 | 739 | $276,186 | |
| MA | Mastercard Inc | −17 | 472 | $242,419 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SNPS | Synopsys Inc | 3,665 | $1,634,846 | |
| EQAL | Invesco Russell 1000 Equal Weight ETF | 16,993 | $1,006,903 | |
| INTC | Intel Corp | 3,198 | $446,536 | |
| SOXX | iShares Semiconductor ETF | 600 | $384,456 | |
| CRWD | CrowdStrike Holdings, Inc. | 453 | $345,702 | |
| SNDK | Sandisk Corp | 147 | $334,238 | |
| CDNS | Cadence Design Systems Inc | 883 | $331,407 | |
| UNH | Unitedhealth Group Inc | 754 | $313,385 | |
| SCHD | Schwab U.S. Dividend Equity ETF | 9,790 | $310,440 | |
| CAT | Caterpillar Inc | 272 | $289,652 | |
| LRCX | Lam Research Corp | 664 | $287,731 | |
| STX | Seagate Technology Holdings plc | 239 | $230,635 | |
| MRK | Merck & Co., Inc. | 1,769 | $227,316 | |
| PG | PROCTER & GAMBLE Co | 1,546 | $226,705 | |
| IBM | International Business Machines Corp | 804 | $226,092 | |
| MS | Morgan Stanley | 1,059 | $221,373 | |
| CVX | Chevron Corp | 1,207 | $200,072 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DFUS |
Dimensional U.S. Equity Market ETF
|
Added | 686,579 | $56,258,283 | 21.53% | |
| GBIL |
Goldman Sachs ETF Trust
|
Added | 262,807 | $26,322,749 | 10.07% | |
| AAEQ |
Alpha Architect US Equity 2 ETF
|
Reduced | 375,942 | $19,995,227 | 7.65% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 50,067 | $17,690,173 | 6.77% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 44,289 | $15,827,559 | 6.06% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 52,884 | $10,581,559 | 4.05% | |
| AAPL |
Apple Inc.
Technology
|
Added | 26,528 | $7,676,142 | 2.94% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 10,376 | $7,126,340 | 2.73% | |
| AAUA |
Alpha Architect US Equity 3 ETF
|
Reduced | 111,578 | $6,351,019 | 2.43% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 25,978 | $6,191,596 | 2.37% | |
| VXUS |
Vanguard Total International Stock ETF
|
Added | 65,060 | $5,561,979 | 2.13% | |
| ANET |
Arista Networks, Inc.
Technology
|
Added | 30,537 | $5,187,625 | 1.99% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 13,487 | $5,030,920 | 1.93% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 13,067 | $4,936,059 | 1.89% | |
| IXUS |
iShares Core MSCI Total International Stock ETF
|
Held | 51,676 | $4,931,957 | 1.89% | |
| DFAC |
Dimensional U.S. Core Equity 2 ETF
|
Held | 108,049 | $4,793,053 | 1.83% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Added | 12,771 | $4,725,780 | 1.81% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 4,375 | $3,163,125 | 1.21% | |
| GSLC |
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
Held | 20,422 | $2,897,677 | 1.11% | |
| DUHP |
Dimensional US High Profitability ETF
|
Added | 59,820 | $2,496,288 | 0.96% | |
| V |
Visa Inc.
Financial Services
|
Added | 7,223 | $2,478,139 | 0.95% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Added | 11,294 | $2,461,301 | 0.94% | |
| RSP |
Victory Portfolios II
|
Added | 10,870 | $2,312,809 | 0.88% | |
| DIHP |
Dimensional International High Profitability ETF
|
Added | 61,708 | $2,105,785 | 0.81% | |
| SNPS |
Synopsys Inc
Technology
|
NEW | 3,665 | $1,634,846 | 0.63% | |
| ORCL |
Oracle Corp
Technology
|
Added | 10,505 | $1,539,507 | 0.59% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 2,376 | $1,380,242 | 0.53% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 3,076 | $1,293,765 | 0.50% | |
| IVV |
iShares Core S&P 500 ETF
|
Held | 1,716 | $1,285,095 | 0.49% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 1,104 | $1,274,336 | 0.49% | |
| JQUA |
JPMorgan U.S. Quality Factor ETF
|
Reduced | 17,006 | $1,229,193 | 0.47% | |
| IJS |
iShares S&P Small-Cap 600 Value ETF
|
Held | 8,216 | $1,122,962 | 0.43% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,954 | $1,100,668 | 0.42% | |
| EQAL |
Invesco Russell 1000 Equal Weight ETF
|
NEW | 16,993 | $1,006,903 | 0.39% | |
| SPMC |
Sound Point Meridian Capital, Inc.
Financial Services
|
Added | 100,437 | $994,326 | 0.38% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 8,421 | $989,130 | 0.38% | |
|
|
Added | 13,581 | $878,826 | 0.34% | ||
| PULS |
PGIM Ultra Short Bond ETF
|
Reduced | 17,349 | $859,642 | 0.33% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 5,715 | $647,280 | 0.25% | |
| GSST |
Goldman Sachs Ultra Short Bond ETF
|
Reduced | 12,542 | $634,311 | 0.24% | |
| VGIT |
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND
|
Held | 10,716 | $632,029 | 0.24% | |
| VUG |
VANGUARD GROWTH INDEX FUND
|
Added | 7,219 | $621,844 | 0.24% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 1,231 | $615,980 | 0.24% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 511 | $612,908 | 0.23% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,730 | $566,280 | 0.22% | |
| WDC |
Western Digital Corp
Technology
|
Added | 863 | $551,215 | 0.21% | |
| BNDX |
Vanguard Total International Bond ETF
|
Held | 10,882 | $527,015 | 0.20% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 3,350 | $524,811 | 0.20% | |
| VGT |
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
Added | 3,776 | $451,307 | 0.17% | |
| DEHP |
Dimensional Emerging Markets High Profitability ETF
|
Added | 10,502 | $449,170 | 0.17% |
Showing the top 50 of 84 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.