Institutions / Everest Management Corp. / Activity
Activity — Everest Management Corp.
81 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | Mastercard Inc Common stock | $-1.5K | -3 -0.63% | 472 0.09% of portfolio | low |
| Q2 2026 as of | Add | 46137V357 Common stock | $1.7K | +8 +0.07% | 10,870 0.86% of portfolio | low |
| Q2 2026 as of | Add | 921943858 Common stock | $2.6K | +37 +0.60% | 6,224 0.17% of portfolio | low |
| Q2 2026 as of | Trim | Salesforce Inc Common stock | $-3.8K | -24 -0.71% | 3,350 0.20% of portfolio | low |
| Q2 2026 as of | Add | Intuit Inc. Common stock | $5.2K | +20 +1.23% | 1,652 0.16% of portfolio | low |
| Q2 2026 as of | Add | 808524805 Common stock | $12.7K | +458 +4.34% | 11,008 0.11% of portfolio | low |
| Q2 2026 as of | Add | 922908744 Common stock | $16.6K | +76 +0.68% | 11,294 0.92% of portfolio | low |
| Q2 2026 as of | Trim | 92203J407 Common stock | $-17.3K | -357 -3.18% | 10,882 0.20% of portfolio | low |
| Q2 2026 as of | Add | 381430230 Common stock | $29.8K | +589 +4.93% | 12,542 0.24% of portfolio | low |
| Q2 2026 as of | Trim | 46641Q761 Common stock | $-31.2K | -432 -2.48% | 17,006 0.46% of portfolio | low |
| Q2 2026 as of | Add | Exxon Mobil Corp Common stock | $32.9K | +241 +10.34% | 2,571 0.13% of portfolio | low |
| Q2 2026 as of | Add | Netflix Inc Common stock | $45.7K | +640 +26.66% | 3,041 0.08% of portfolio | low |
| Q2 2026 as of | Add | AbbVie Inc. Common stock | $48.1K | +191 +18.00% | 1,252 0.12% of portfolio | low |
| Q2 2026 as of | Add | JPMorgan Chase & Co Common stock | $51.1K | +156 +9.91% | 1,730 0.21% of portfolio | low |
| Q2 2026 as of | Add | Bank of America Corp /De Common stock | $51.2K | +898 +22.24% | 4,935 0.10% of portfolio | low |
| Q2 2026 as of | Add | Johnson & Johnson Common stock | $68.8K | +271 +23.18% | 1,440 0.14% of portfolio | low |
| Q2 2026 as of | Add | 46434G103 Common stock | $70.9K | +856 +19.32% | 5,286 0.16% of portfolio | low |
| Q2 2026 as of | Add | Costco Wholesale Corp /New Common stock | $91.7K | +98 +27.53% | 454 0.16% of portfolio | low |
| Q2 2026 as of | Add | ELI LILLY & Co Common stock | $103.2K | +86 +20.24% | 511 0.23% of portfolio | low |
| Q2 2026 as of | Add | 97717W281 Common stock | $125.2K | +2K +16.62% | 13,581 0.33% of portfolio | low |
| Q2 2026 as of | Add | Warren E. Buffett Common stock | $133.1K | +266 +27.56% | 1,231 0.23% of portfolio | low |
| Q2 2026 as of | Add | 92206C706 Common stock | $137.1K | +2K +27.69% | 10,716 0.24% of portfolio | low |
| Q2 2026 as of | Trim | 464287200 Common stock | $-188.0K | -251 -12.76% | 1,716 0.48% of portfolio | low |
| Q2 2026 as of | Add | 922908363 Common stock | $197.8K | +288 +2.85% | 10,376 2.66% of portfolio | low |
| Q2 2026 as of | New | Chevron Corp Common stock | $200.1K | +1K | 1,207 0.07% of portfolio | low |
| Q2 2026 as of | Add | SPMC Sound Point Meridian Capital, Inc. Closed-End Fund | $204.3K | +21K +25.86% | 100,437 0.37% of portfolio | low |
| Q2 2026 as of | Trim | 69344A107 Common stock | $-221.0K | -4K -20.45% | 17,349 0.32% of portfolio | low |
| Q2 2026 as of | New | Morgan Stanley Common stock | $221.4K | +1K | 1,059 0.08% of portfolio | low |
| Q2 2026 as of | New | International Business Machines Corp Common stock | $226.1K | +804 | 804 0.08% of portfolio | low |
| Q2 2026 as of | New | PROCTER & GAMBLE Co Common stock | $226.7K | +2K | 1,546 0.08% of portfolio | low |
| Q2 2026 as of | New | Merck & Co., Inc. Common stock | $227.3K | +2K | 1,769 0.08% of portfolio | low |
| Q2 2026 as of | New | Seagate Technology Holdings PLC Common stock | $230.6K | +239 | 239 0.09% of portfolio | low |
| Q2 2026 as of | Exit | Palantir Technologies Inc Common stock | $-238.9K | -1K -100.00% | 0 | low |
| Q2 2026 as of | Add | Advanced Micro Devices Inc Common stock | $256.2K | +441 +22.79% | 2,376 0.51% of portfolio | low |
| Q2 2026 as of | Trim | Cisco Systems, Inc. Common stock | $-259.1K | -2K -20.76% | 8,421 0.37% of portfolio | low |
| Q2 2026 as of | New | General Electric Co Common stock | $276.2K | +739 | 739 0.10% of portfolio | low |
| Q2 2026 as of | New | Lam Research Corp Common stock | $287.7K | +664 | 664 0.11% of portfolio | low |
| Q2 2026 as of | New | Caterpillar Inc Common stock | $289.7K | +272 | 272 0.11% of portfolio | low |
| Q2 2026 as of | New | Zscaler, Inc. Common stock | $304.3K | +2K | 2,156 0.11% of portfolio | low |
| Q2 2026 as of | New | 808524797 Common stock | $310.4K | +10K | 9,790 0.12% of portfolio | low |
| Q2 2026 as of | Add | Walmart Inc. Common stock | $312.3K | +3K +93.20% | 5,715 0.24% of portfolio | low |
| Q2 2026 as of | New | Unitedhealth Group Inc Common stock | $313.5K | +754 | 754 0.12% of portfolio | low |
| Q2 2026 as of | Trim | 02072Q358 Common stock | $-318.8K | -6K -1.57% | 375,942 7.46% of portfolio | low |
| Q2 2026 as of | New | GE Vernova Inc. Common stock | $323.1K | +275 | 275 0.12% of portfolio | low |
| Q2 2026 as of | Add | Micron Technology Inc Common stock | $329.0K | +285 +34.80% | 1,104 0.48% of portfolio | low |
| Q2 2026 as of | New | Cadence Design Systems Inc Common stock | $331.4K | +883 | 883 0.12% of portfolio | low |
| Q2 2026 as of | New | Sandisk Corp Common stock | $334.2K | +147 | 147 0.12% of portfolio | low |
| Q2 2026 as of | New | CrowdStrike Holdings, Inc. Common stock | $345.7K | +453 | 453 0.13% of portfolio | low |
| Q2 2026 as of | Exit | 78462F103 Common stock | $-371.3K | -544 -100.00% | 0 | low |
| Q2 2026 as of | New | 464287523 Common stock | $384.5K | +600 | 600 0.14% of portfolio | low |