Everest Financial Group LLC
CIK
2056391
City
MINNEAPOLIS
State / Country
MN
Top Portfolio Positions
105 positions ·
$373,020,090 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
147,787 | $30,779,598 | 8.25% |
| GOOGL |
Alphabet Inc.
Communication Services
|
101,403 | $29,159,446 | 7.82% |
| MSFT |
Microsoft Corp
Technology
|
78,266 | $28,971,725 | 7.77% |
| NVDA |
Nvidia Corp
Technology
|
157,900 | $27,537,760 | 7.38% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
62,341 | $21,068,140 | 5.65% |
| AAPL |
Apple Inc.
Technology
|
82,933 | $21,047,566 | 5.64% |
| META |
Meta Platforms, Inc.
Communication Services
|
26,449 | $15,132,266 | 4.06% |
| AVGO |
Broadcom Inc.
Technology
|
45,822 | $14,182,367 | 3.80% |
| NOW |
ServiceNow, Inc.
Technology
|
104,769 | $10,953,598 | 2.94% |
| PANW |
Palo Alto Networks Inc
Technology
|
65,462 | $10,494,867 | 2.81% |
Portfolio Trend
Holdings in PTY
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $480,253 | 39,822 | Shares | Sole | 2026-05-15 | |
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