Everest Management Corp. Top Holdings and 13F Report (2025) About Everest Management Corp.Investment ActivityEverest Management Corp. has $109.67 million in total holdings as of March 31, 2025.Everest Management Corp. owns shares of 51 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 10.41% of the portfolio was purchased this quarter.About 7.22% of the portfolio was sold this quarter.This quarter, Everest Management Corp. has purchased 50 new stocks and bought additional shares in 27 stocks.Everest Management Corp. sold shares of 5 stocks and completely divested from 5 stocks this quarter.Largest Holdings Dimensional U.S. Equity ETF $38,618,201Alphabet $7,515,504Alphabet $6,808,035Vanguard S&P 500 ETF $5,344,222Dimensional U.S. Core Equity 2 ETF $3,762,477 Largest New Holdings this Quarter 17275R102 - Cisco Systems $673,626 Holding30231G102 - Exxon Mobil $271,398 Holding742718109 - Procter & Gamble $220,694 Holding00287Y109 - AbbVie $218,739 Holding931142103 - Walmart $200,776 Holding Largest Purchases this Quarter Alphabet 17,517 shares (about $2.74M)Broadcom 12,577 shares (about $2.11M)Goldman Sachs Access Treasury 0-1 Year ETF 18,305 shares (about $1.83M)Cisco Systems 10,916 shares (about $673.63K)Microsoft 1,640 shares (about $615.64K) Largest Sales this Quarter Dimensional U.S. Equity ETF 7,819 shares (about $472.89K)Vanguard Total International Stock ETF 5,665 shares (about $351.79K)Goldman Sachs Ultra Short Bond ETF 1,657 shares (about $83.75K)Oracle 261 shares (about $36.49K)Costco Wholesale 37 shares (about $34.99K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEverest Management Corp. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFUSDimensional U.S. Equity ETF$38,618,201$472,893 ▼-1.2%638,52835.2%ETFGOOGLAlphabet$7,515,504$30,619 ▲0.4%48,6006.9%Computer and TechnologyGOOGAlphabet$6,808,035$2,736,681 ▲67.2%43,5776.2%Computer and TechnologyVOOVanguard S&P 500 ETF$5,344,222$122,312 ▲2.3%10,3994.9%ETFDFACDimensional U.S. Core Equity 2 ETF$3,762,4770.0%114,0493.4%ETFIXUSiShares Core MSCI Total International Stock ETF$3,607,5020.0%51,6763.3%ManufacturingAVGOBroadcom$3,445,207$2,105,767 ▲157.2%20,5773.1%Computer and TechnologyMSFTMicrosoft$3,411,920$615,640 ▲22.0%9,0893.1%Computer and TechnologyGBILGoldman Sachs Access Treasury 0-1 Year ETF$3,328,183$1,833,797 ▲122.7%33,2223.0%ETFAAPLApple$2,525,990$277,655 ▲12.3%11,3722.3%Computer and TechnologyGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$2,331,8250.0%21,1832.1%ETFVTIVanguard Total Stock Market ETF$2,239,286$7,420 ▲0.3%8,1482.0%ETFVXUSVanguard Total International Stock ETF$2,170,061$351,793 ▼-13.9%34,9452.0%ETFRSPInvesco S&P 500 Equal Weight ETF$2,092,698$693 ▲0.0%12,0801.9%ETFVTVVanguard Value ETF$2,039,367$1,555 ▲0.1%11,8061.9%ETFNVDANVIDIA$1,923,420$149,348 ▲8.4%17,7471.8%Computer and TechnologyVVisa$1,742,487$73,597 ▲4.4%4,9721.6%Business ServicesPULSPGIM Ultra Short Bond ETF$1,507,319$468,109 ▲45.0%30,3101.4%ETFAMZNAmazon.com$1,229,460$160,960 ▲15.1%6,4621.1%Retail/WholesaleCRMSalesforce$1,045,799$447,356 ▲74.8%3,8971.0%Computer and TechnologyIJSiShares S&P Small-Cap 600 Value ETF$1,002,4310.0%10,2830.9%ETFJQUAJPMorgan US Quality Factor ETF$774,9380.0%13,7230.7%ETFDUHPDimensional US High Profitability ETF$762,4520.0%23,0070.7%ETFORCLOracle$729,109$36,490 ▼-4.8%5,2150.7%Computer and TechnologyGSSTGoldman Sachs Ultra Short Bond ETF$724,262$83,748 ▼-10.4%14,3300.7%ETFMETAMeta Platforms$679,528$153,312 ▲29.1%1,1790.6%Computer and TechnologyCSCOCisco Systems$673,626$673,626 ▲New Holding10,9160.6%Computer and TechnologyPGIM ETF TR$639,082$151,779 ▲31.1%12,4550.6%AAA CLO ETFVUGVanguard Growth ETF$603,534$371 ▲0.1%1,6280.6%ETFBNDXVanguard Total International Bond ETF$531,2590.0%10,8820.5%ETFBRK.BBerkshire Hathaway$502,756$71,366 ▲16.5%9440.5%FinanceTSLATesla$453,012$96,408 ▲27.0%1,7480.4%Auto/Tires/TrucksJPMJPMorgan Chase & Co.$359,119$23,794 ▲7.1%1,4640.3%FinanceCOSTCostco Wholesale$355,613$34,994 ▼-9.0%3760.3%Retail/WholesaleLLYEli Lilly and Company$351,838$39,644 ▲12.7%4260.3%MedicalSPYSPDR S&P 500 ETF Trust$317,900$560 ▲0.2%5680.3%FinanceARISTA NETWORKS INC$286,289$5,036 ▲1.8%3,6950.3%COM SHSXOMExxon Mobil$271,398$271,398 ▲New Holding2,2820.2%EnergyDGSWisdomTree Emerging Markets SmallCap Dividend Fund$266,2790.0%5,5120.2%FinanceMAMastercard$253,780$28,502 ▲12.7%4630.2%Business ServicesNFLXNetflix$249,918$27,976 ▲12.6%2680.2%Consumer DiscretionaryIVViShares Core S&P 500 ETF$236,1150.0%4200.2%ETFEWXSPDR S&P Emerging Markets SmallCap ETF$230,7110.0%4,0740.2%ETFVTEBVanguard Tax-Exempt Bond ETF$228,280$744 ▲0.3%4,6010.2%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$224,9270.0%8,5850.2%ETFIVWiShares S&P 500 Growth ETF$223,5350.0%2,4080.2%ETFPGProcter & Gamble$220,694$220,694 ▲New Holding1,2950.2%Consumer StaplesABBVAbbVie$218,739$218,739 ▲New Holding1,0440.2%MedicalVGTVanguard Information Technology ETF$208,8160.0%3850.2%ETFWMTWalmart$200,776$200,776 ▲New Holding2,2870.2%Retail/WholesaleUNHUnitedHealth Group$200,596$200,596 ▲New Holding3830.2%MedicalINTUIntuit$0$5,982,692 ▼-100.0%00.0%Computer and TechnologyZSZscaler$0$268,089 ▼-100.0%00.0%Computer and TechnologyIWDiShares Russell 1000 Value ETF$0$266,118 ▼-100.0%00.0%ETFSNPSSynopsys$0$213,073 ▼-100.0%00.0%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$0$212,509 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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