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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHD SCHWAB STRATEGIC TR 637,000.0 $20.2M 2.73% -223K -25.9% $31.71 +10.7%
2 XMHQ INVESCO EXCHANGE TRADED FD T 131,701.0 $14.9M 2.01% -30K -18.6% $112.88 +5.6%
3 ET ENERGY TRANSFER L P Energy 304,501.0 $5.8M 0.79% -6K -2.1% $19.12 +10.9%
4 DAL DELTA AIR LINES INC Industrials 58,104.0 $5.4M 0.74% -2K -3.5% $93.66 -12.0%
5 CRM SALESFORCE INC Technology 25,120.0 $3.9M 0.53% -8K -24.4% $156.66 +33.5%
6 FDVV FIDELITY COVINGTON TRUST 22,227.0 $1.3M 0.18% -389.0 -1.7% $60.29 +4.7%
7 VHT VANGUARD WORLD FD 4,166.0 $1.2M 0.17% -345.0 -7.7% $298.97 +9.6%
8 QCOM QUALCOMM INC Technology 4,475.0 $827K 0.11% -324.0 -6.8% $184.78 -13.0%
9 JMEE J P MORGAN EXCHANGE TRADED F 6,338.0 $495K 0.07% -5K -42.8% $78.02 -0.2%
10 COP CONOCOPHILLIPS Energy 4,270.0 $444K 0.06% -2K -30.9% $103.95 +29.8%
11 GM GENERAL MTRS CO Consumer Cyclical 5,388.0 $415K 0.06% -833.0 -13.4% $77.08 +14.1%
12 TMO THERMO FISHER SCIENTIFIC INC Healthcare 778.0 $390K 0.05% -275.0 -26.1% $501.45 +25.5%
13 J P MORGAN EXCHANGE TRADED F 5,189.0 $262K 0.04% -268.0 -4.9% $50.57
14 NXPI NXP SEMICONDUCTORS N V Technology 721.0 $203K 0.03% -315.0 -30.4% $281.03 -19.8%

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%