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Everest Management Corp. Top Holdings and 13F Report (2025)

About Everest Management Corp.

Investment Activity

  • Everest Management Corp. has $139.16 million in total holdings as of June 30, 2025.
  • Everest Management Corp. owns shares of 65 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
  • Approximately 14.63% of the portfolio was purchased this quarter.
  • About 3.44% of the portfolio was sold this quarter.
  • This quarter, Everest Management Corp. has purchased 51 new stocks and bought additional shares in 28 stocks.
  • Everest Management Corp. sold shares of 8 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Alphabet
$8,661,352
Alphabet
$7,725,157
Microsoft
$4,144,420

Largest New Holdings this Quarter

808524201 - Schwab US Large-Cap ETF
$1,331,051 Holding
83617A108 - SOUND POINT MERIDIAN CAP INC
$1,302,701 Holding
461202103 - Intuit
$1,300,377 Holding
46436E718 - iShares 0-3 Month Treasury Bond ETF
$1,082,418 Holding
464288414 - iShares National Muni Bond ETF
$965,918 Holding

Largest Purchases this Quarter

Dimensional U.S. Equity ETF
111,766 shares (about $7.49M)
Schwab US Large-Cap ETF
54,462 shares (about $1.33M)
SOUND POINT MERIDIAN CAP INC
72,858 shares (about $1.30M)
Intuit
1,651 shares (about $1.30M)
Apple
5,447 shares (about $1.12M)

Largest Sales this Quarter

Broadcom
6,374 shares (about $1.76M)
Goldman Sachs Access Treasury 0-1 Year ETF
11,706 shares (about $1.17M)
Microsoft
757 shares (about $376.54K)
PGIM Ultra Short Bond ETF
3,966 shares (about $197.35K)
Salesforce
490 shares (about $133.62K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofEverest Management Corp.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$50,284,713$7,490,559 17.5%750,29436.1%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$8,661,352$96,574 1.1%49,1486.2%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$7,725,157$4,967 -0.1%43,5495.6%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$5,978,027$71,005 1.2%10,5244.3%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$4,144,420$376,539 -8.3%8,3323.0%Computer and Technology
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$4,087,5160.0%114,0492.9%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$3,995,0720.0%51,6762.9%Manufacturing
Broadcom Inc. stock logo
AVGO
Broadcom
$3,915,057$1,756,993 -31.0%14,2032.8%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$3,450,687$1,117,539 47.9%16,8192.5%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$3,005,286$201,437 7.2%19,0222.2%Computer and Technology
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$2,875,876$461,522 19.1%41,6252.1%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,574,165$97,861 4.0%8,4701.8%ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF stock logo
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
$2,571,1930.0%21,1831.8%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$2,196,183$727 0.0%12,0841.6%ETF
Goldman Sachs Access Treasury 0-1 Year ETF stock logo
GBIL
Goldman Sachs Access Treasury 0-1 Year ETF
$2,154,810$1,172,346 -35.2%21,5161.5%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$2,086,5910.0%11,8061.5%ETF
Visa Inc. stock logo
V
Visa
$1,780,221$14,912 0.8%5,0141.3%Business Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,565,786$148,088 10.4%7,1371.1%Retail/Wholesale
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$1,331,051$1,331,051 New Holding54,4621.0%ETF
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$1,310,899$197,351 -13.1%26,3440.9%ETF
SOUND POINT MERIDIAN CAP INC
$1,302,701$1,302,701 New Holding72,8580.9%COMMON STOCK
Intuit Inc. stock logo
INTU
Intuit
$1,300,377$1,300,377 New Holding1,6510.9%Computer and Technology
Oracle Corporation stock logo
ORCL
Oracle
$1,141,249$1,093 0.1%5,2200.8%Computer and Technology
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$1,082,418$1,082,418 New Holding10,7500.8%ETF
JPMorgan U.S. Quality Factor ETF stock logo
JQUA
JPMorgan U.S. Quality Factor ETF
$1,046,274$222,190 27.0%17,4230.8%ETF
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$1,023,1010.0%10,2830.7%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$965,918$965,918 New Holding9,2450.7%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$929,255$59,047 6.8%1,2590.7%Computer and Technology
Salesforce Inc. stock logo
CRM
Salesforce
$929,055$133,618 -12.6%3,4070.7%Computer and Technology
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$838,007$19,878 2.4%23,5660.6%ETF
Goldman Sachs Ultra Short Bond ETF stock logo
GSST
Goldman Sachs Ultra Short Bond ETF
$732,934$8,343 1.2%14,4950.5%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$713,5250.0%1,6280.5%ETF
Dimensional International High Profitability ETF stock logo
DIHP
Dimensional International High Profitability ETF
$670,308$670,308 New Holding22,7300.5%ETF
PGIM ETF TR
$597,955$42,858 -6.7%11,6220.4%AAA CLO ETF
Tesla, Inc. stock logo
TSLA
Tesla
$594,660$39,390 7.1%1,8720.4%Auto/Tires/Trucks
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$538,7680.0%10,8820.4%ETF
WisdomTree Emerging Markets SmallCap Dividend Fund stock logo
DGS
WisdomTree Emerging Markets SmallCap Dividend Fund
$530,692$226,208 74.3%9,6070.4%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$481,398$22,831 5.0%9910.3%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$475,162$50,734 12.0%1,6390.3%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$474,404$474,404 New Holding1,1170.3%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$427,519$427,519 New Holding1,2590.3%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$401,739$42,852 11.9%3000.3%Consumer Discretionary
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$394,986$22,769 6.1%3990.3%Retail/Wholesale
ARISTA NETWORKS INC
$383,151$5,116 1.4%3,7450.3%COM SHS
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$367,104$367,104 New Holding13,8530.3%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$352,061$1,235 0.4%5700.3%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$335,198$3,118 0.9%4300.2%Medical
Zscaler, Inc. stock logo
ZS
Zscaler
$314,568$314,568 New Holding1,0020.2%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$293,333$33,154 12.7%5220.2%Business Services
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$276,279$276,279 New Holding1,9470.2%Computer and Technology
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$265,1210.0%2,4080.2%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$260,9710.0%4200.2%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$255,3630.0%3850.2%ETF
SPDR S&P Emerging Markets SmallCap ETF stock logo
EWX
SPDR S&P Emerging Markets SmallCap ETF
$252,7100.0%4,0740.2%ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$252,1410.0%8,5850.2%ETF
Walmart Inc. stock logo
WMT
Walmart
$248,948$25,325 11.3%2,5460.2%Retail/Wholesale
Synopsys, Inc. stock logo
SNPS
Synopsys
$243,523$243,523 New Holding4750.2%Computer and Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$242,292$242,292 New Holding4,2500.2%ETF
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$241,256$4,743 -1.9%2,2380.2%Energy
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$226,716$1,128 0.5%4,6240.2%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$217,399$217,399 New Holding7620.2%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$217,068$217,068 New Holding3,6160.2%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$214,118$214,118 New Holding5840.2%Retail/Wholesale
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$207,955$207,955 New Holding2,3350.1%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$207,152$13,365 6.9%1,1160.1%Medical
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$0$673,626 -100.0%00.0%Computer and Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$0$220,694 -100.0%00.0%Consumer Staples
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$0$200,596 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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