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Everhart Financial Group, Inc.

All holdings · as of Dec 31, 2025

417 positions

CompanyClassValueShares% of portfolio
NORDSON CORP—$321.2K1,3360.0%
ARGENX SE—$322.1K3830.0%
Northrop Grumman Corp—$322.2K5650.0%
BUCKLE INC—$326.4K6,1100.0%
ISHARES TR—$327.5K3,2790.0%
PayPal Holdings, Inc.—$329.3K5,6400.0%
OCCIDENTAL PETROLEUM CORP /DE—$332.6K8,0880.0%
KINDER MORGAN, INC.—$335.0K12,1880.0%
SCHWAB STRATEGIC TR—$335.4K12,3280.0%
DOMINION ENERGY, INC—$337.6K5,7620.0%
Workday Inc—$339.4K1,5800.0%
SELECT SECTOR SPDR TR—$340.1K7,6070.0%
LITTELFUSE INC /DE—$344.0K1,3600.0%
Willis Towers Watson PLC—$348.3K1,0600.0%
ISHARES BITCOIN TRUST ETF—$350.5K7,0600.0%
Bank of New York Mellon Corp/The—$352.3K3,0350.0%
REGENERON PHARMACEUTICALS, INC.—$355.1K4600.0%
CBRE Group Inc—$357.1K2,2210.0%
BRUNSWICK CORP—$361.7K4,8720.0%
EMERSON ELECTRIC CO—$365.3K2,7520.0%
Coterra Energy Inc.—$367.3K13,9570.0%
SPDR SERIES TRUST—$368.6K14,7800.0%
NUCOR CORP—$383.3K2,3500.0%
Rocket Companies, Inc.—$384.8K19,8750.0%
Copart Inc—$388.4K9,9200.0%
ISHARES TR—$392.4K8290.0%
SPDR DOW JONES INDL AVERAGE—$395.5K8230.0%
LGI Homes Inc—$395.7K9,2110.0%
Crown Castle Inc—$399.6K4,4960.0%
Aon plc—$403.0K1,1420.0%
Agilent Technologies Inc—$404.5K2,9730.0%
SPDR SERIES TRUST—$407.4K4,3250.0%
American Water Works Company, Inc.—$417.1K3,1960.0%
Intercontinental Exchange, Inc.—$417.4K2,5770.0%
AMETEK Inc—$421.7K2,0540.0%
KKR & Co. Inc.—$422.0K3,3100.0%
ROPER TECHNOLOGIES INC—$424.2K9530.0%
TKO Group Holdings, Inc.—$437.9K2,0950.0%
Fidelity National Information Services Inc—$450.0K6,7710.0%
ISHARES TR—$450.3K5,5850.0%
American Tower Corp—$451.9K2,5740.0%
EA SERIES TRUST—$452.2K13,5920.0%
CITIGROUP INC—$452.4K3,8770.0%
Fortinet Inc—$453.0K5,7040.0%
Keysight Technologies, Inc.—$454.3K2,2360.0%
Gen Digital Inc.—$454.7K16,7240.0%
SELECT SECTOR SPDR TR—$460.1K3,1960.0%
GERMAN AMERICAN BANCORP, INC.—$465.5K11,8820.0%
Valero Energy Corp—$468.2K2,8760.0%
FREEPORT-MCMORAN INC—$471.1K9,2760.0%
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