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Portfolio (Quarterly) Guide ↗

Everest Financial Group LLC

· CIK 0002056391
13F Portfolio $738M AUM 208 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 124 New 65 Added 14 Reduced 5 Exited
Page 2 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NOW SERVICENOW INC Technology 97,117.0 $9.6M 1.31% +9K +10.0% $99.28 +29.4%
22 DELL DELL TECHNOLOGIES INC Technology 21,770.0 $9.4M 1.27% +18K +529.4% $431.46 +2.4%
23 IWY ISHARES TR 27,633.0 $8.0M 1.09% +1K +4.5% $290.62 -1.7%
24 GOOG ALPHABET INC 19,968.0 $7.1M 0.95% +15K +337.1% $353.33
25 UBER UBER TECHNOLOGIES INC Technology 92,597.0 $6.7M 0.91% +20K +27.5% $72.16 +9.2%
26 JPM JPMORGAN CHASE & CO Financial Services 14,142.0 $4.6M 0.63% +5K +55.9% $327.32 +7.4%
27 TSLA TESLA INC Consumer Cyclical 10,423.0 $4.4M 0.59% +1K +16.5% $420.60 -13.7%
28 MA MASTERCARD INCORPORATED Financial Services 8,503.0 $4.4M 0.59% +4K +81.7% $513.57 +13.1%
29 PVAL PUTNAM ETF TRUST 76,152.0 $3.9M 0.53% +70K +1108.2% $50.95 +6.5%
30 XOM EXXON MOBIL CORP Energy 21,888.0 $3.0M 0.41% +10K +80.7% $136.71 +20.8%
31 JPIE J P MORGAN EXCHANGE TRADED F 57,015.0 $2.6M 0.36% +17K +43.3% $46.05 -0.4%
32 XMVM INVESCO EXCHANGE TRADED FD T 35,072.0 $2.5M 0.34% +2K +5.3% $70.92 +5.5%
33 ECL ECOLAB INC Basic Materials 8,701.0 $2.4M 0.33% +461.0 +5.6% $278.60 +1.1%
34 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,989.0 $1.9M 0.25% +1K +287.7% $935.12 +1.3%
35 GS GOLDMAN SACHS GROUP INC Financial Services 1,839.0 $1.9M 0.25% +112.0 +6.5% $1011.19 +2.8%
36 BUFR FIRST TR EXCHNG TRADED FD VI 48,222.0 $1.8M 0.24% +29K +153.7% $36.53 +2.1%
37 GGG GRACO INC Industrials 21,165.0 $1.6M 0.22% +358.0 +1.7% $75.61 +6.7%
38 GLD SPDR GOLD TR Financial Services 3,893.0 $1.4M 0.19% +3K +197.6% $368.38 +14.9%
39 XLK SELECT SECTOR SPDR TR 6,924.0 $1.3M 0.18% +5K +200.8% $190.53 -3.8%
40 MS MORGAN STANLEY Financial Services 6,166.0 $1.3M 0.17% +100.0 +1.6% $209.03 +2.5%
Page 2 of 4  ·  65 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 58.4%
Communication Services 11.3%
Financial Services 9.1%
Consumer Cyclical 8.7%
Healthcare 4.0%
Industrials 3.9%
Energy 2.2%
Consumer Defensive 1.4%
Basic Materials 0.7%
Real Estate 0.2%