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Everest Management Corp.

All holdings · as of Jun 30, 2026

85 positions

CompanyClassValueShares% of portfolio
DIMENSIONAL ETF TRUST$449.2K10,5020.2%
INTEL CORP$446.5K3,1980.2%
VANGUARD TAX-MANAGED FDS$443.5K6,2240.2%
ISHARES INC$437.9K5,2860.2%
INTUIT INC.$431.2K1,6520.2%
COSTCO WHOLESALE CORP /NEW$424.7K4540.2%
KLA CORP$412.7K1,3680.2%
ISHARES TR$384.5K6000.1%
JOHNSON & JOHNSON$365.6K1,4400.1%
PGIM ETF TR$356.0K6,9440.1%
EXXON MOBIL CORP$351.5K2,5710.1%
CrowdStrike Holdings, Inc.$345.7K4530.1%
Sandisk Corp$334.2K1470.1%
CADENCE DESIGN SYSTEMS INC$331.4K8830.1%
ISHARES TR$331.2K2,4080.1%
GE Vernova Inc.$323.1K2750.1%
DIMENSIONAL ETF TRUST$316.3K8,5850.1%
AbbVie Inc.$315.1K1,2520.1%
UNITEDHEALTH GROUP INC$313.5K7540.1%
SCHWAB STRATEGIC TR$310.4K9,7900.1%
SCHWAB STRATEGIC TR$304.9K11,0080.1%
Zscaler, Inc.$304.3K2,1560.1%
SPDR INDEX SHS FDS$302.7K4,0740.1%
CATERPILLAR INC$289.7K2720.1%
LAM RESEARCH CORP$287.7K6640.1%
BANK OF AMERICA CORP /DE$281.2K4,9350.1%
GENERAL ELECTRIC CO$276.2K7390.1%
Mastercard Inc$242.4K4720.1%
Seagate Technology Holdings PLC$230.6K2390.1%
Merck & Co., Inc.$227.3K1,7690.1%
PROCTER & GAMBLE Co$226.7K1,5460.1%
INTERNATIONAL BUSINESS MACHINES CORP$226.1K8040.1%
Morgan Stanley$221.4K1,0590.1%
Netflix Inc$217.1K3,0410.1%
CHEVRON CORP$200.1K1,2070.1%
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