Institutions / Everest Management Corp.

Everest Management Corp.

CIK 2056683 · Institution · as of Jun 30, 2026
Portfolio value
$268.03M
Positions
85
As of
Jun 30, 2026

Portfolio trend

Portfolio value

$268.03M+49.5%
$268.03M$223.67M$179.31MQ4 '25Q2 '26

Positions

85+34.9%
857463Q4 '25Q2 '26

Top holdings

Jun 30, 2026View all 85 →
CompanyClassValueShares% of portfolio
Dimensional ETF Trust$56.26M686,57921.0%
Goldman Sachs ETF Tr$26.32M262,8079.8%
Ea Series Trust$20.00M375,9427.5%
Alphabet Inc.$17.69M50,0676.6%
Alphabet Inc.$15.83M44,2895.9%
NVIDIA Corp$10.58M52,8843.9%
Apple Inc.$7.68M26,5282.9%
Vanguard Index Fds$7.13M10,3762.7%
Rbb Fd Inc$6.69M65,1352.5%
Ea Series Trust$6.35M111,5782.4%
Amazon.com Inc$6.19M25,9782.3%
Vanguard Star Fds$5.56M65,0602.1%
Arista Networks, Inc.ANETCommon Stock$5.19M30,5371.9%
Microsoft Corp$5.03M13,4871.9%
Broadcom Inc.$4.94M13,0671.8%
iShares MSCI UAE ETF$4.93M51,6761.8%
Dimensional ETF Trust$4.79M108,0491.8%
Vanguard Index Fds$4.73M12,7711.8%
Applied Materials Inc /De$3.16M4,3751.2%
Goldman Sachs ETF Tr$2.90M20,4221.1%
Dimensional ETF Trust$2.50M59,8200.9%
Visa Inc$2.48M7,2230.9%
Vanguard Index Fds$2.46M11,2940.9%
Invesco Exchange Traded Fd T$2.31M10,8700.9%
Dimensional ETF Trust$2.11M61,7080.8%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q2 2026
as of
Add381430529$24.40M+244K
+1265.80%
262,807
9.82% of portfolio
medium
Q2 2026
as of
New74933W148$6.69M+65K
65,135
2.49% of portfolio
medium
Q2 2026
as of
New02072Q275$6.35M+112K
111,578
2.37% of portfolio
medium
Q2 2026
as of
AddNVIDIA Corp$5.99M+30K
+130.28%
52,884
3.95% of portfolio
medium
Q2 2026
as of
AddANET
Arista Networks, Inc.
Common Stock
$4.52M+27K
+671.33%
30,537
1.94% of portfolio
low
Q2 2026
as of
AddApple Inc.$4.18M+14K
+119.38%
26,528
2.86% of portfolio
low
Q2 2026
as of
NewApplied Materials Inc /De$3.16M+4K
4,375
1.18% of portfolio
low
Q2 2026
as of
AddAlphabet Inc.$2.57M+7K
+16.98%
50,067
6.60% of portfolio
low
Q2 2026
as of
AddMicrosoft Corp$1.61M+4K
+47.21%
13,487
1.88% of portfolio
low
Q2 2026
as of
Add25434V831$1.48M+35K
+145.23%
59,820
0.93% of portfolio
low