Everest Management Corp. Top Holdings and 13F Report (2026) About Everest Management Corp.Investment ActivityEverest Management Corp. has $268.03 million in total holdings as of June 30, 2026.Everest Management Corp. owns shares of 85 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 21.62% of the portfolio was purchased this quarter.About 7.35% of the portfolio was sold this quarter.This quarter, Everest Management Corp. has purchased 72 new stocks and bought additional shares in 40 stocks.Everest Management Corp. sold shares of 15 stocks and completely divested from 4 stocks this quarter.Largest Holdings Dimensional U.S. Equity ETF $56,258,259Goldman Sachs Access Treasury 0-1 Year ETF $26,322,749EA SERIES TRUST $19,995,183Alphabet $17,690,078Alphabet $15,827,560 Largest New Holdings this Quarter 871607107 - Synopsys $1,634,847 Holding46138E420 - Invesco Russell 1000 Equal Weight ETF $1,006,900 Holding458140100 - Intel $446,537 Holding464287523 - iShares Semiconductor ETF $384,456 Holding22788C105 - CrowdStrike $345,702 Holding Largest Purchases this Quarter Goldman Sachs Access Treasury 0-1 Year ETF 247,988 shares (about $24.84M)RBB FD INC 56,384 shares (about $5.79M)ARISTA NETWORKS INC 26,332 shares (about $4.47M)Dimensional U.S. Equity ETF 41,504 shares (about $3.40M)Alphabet 6,113 shares (about $2.16M) Largest Sales this Quarter Applied Materials 4,845 shares (about $3.50M)Broadcom 8,692 shares (about $3.28M)EA SERIES TRUST 47,025 shares (about $2.68M)Goldman Sachs Ultra Short Bond ETF 24,878 shares (about $1.26M)Micron Technology 861 shares (about $993.84K) 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$56,258,259$3,400,836 â–²6.4%686,57921.0%ETFGBILGoldman Sachs Access Treasury 0-1 Year ETF$26,322,749$24,838,478 â–²1,673.4%262,8079.8%ETFEA SERIES TRUST$19,995,183$241,841 â–¼-1.2%375,9427.5%ALPHA ARCHITECTGOOGAlphabet$17,690,078$2,159,895 â–²13.9%50,0676.6%Communication ServicesGOOGLAlphabet$15,827,560$245,513 â–²1.6%44,2895.9%Communication ServicesNVDANVIDIA$10,581,655$1,202,552 â–²12.8%52,8843.9%TechnologyAAPLApple$7,676,195$1,485,295 â–²24.0%26,5282.9%TechnologyVOOVanguard S&P 500 ETF$7,126,658$1,374 â–²0.0%10,3762.7%ETFRBB FD INC$6,685,333$5,787,147 â–²644.3%65,1352.5%F M CO US AG ETFEA SERIES TRUST$6,351,347$2,676,801 â–¼-29.6%111,5782.4%ALPHA ARCHITECTAMZNAmazon.com$6,191,597$117,978 â–²1.9%25,9782.3%Consumer DiscretionaryVXUSVanguard Total International Stock ETF$5,562,015$1,176,093 â–²26.8%65,0602.1%ETFARISTA NETWORKS INC$5,187,626$4,473,281 â–²626.2%30,5371.9%COM SHSMSFTMicrosoft$5,030,851$1,485,718 â–²41.9%13,4871.9%TechnologyAVGOBroadcom$4,936,059$3,283,403 â–¼-39.9%13,0671.8%TechnologyIXUSiShares Core MSCI Total International Stock ETF$4,931,9570.0%51,6761.8%ETFDFACDimensional U.S. Core Equity 2 ETF$4,793,0540.0%108,0491.8%ETFVTIVanguard Total Stock Market ETF$4,725,829$370 â–²0.0%12,7711.8%ETFAMATApplied Materials$3,163,125$3,502,935 â–¼-52.5%4,3751.2%TechnologyGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$2,897,6780.0%20,4221.1%ETFDUHPDimensional US High Profitability ETF$2,496,289$26,290 â–²1.1%59,8200.9%ETFVVisa$2,478,139$789,107 â–²46.7%7,2230.9%FinanceVTVVanguard Value ETF$2,461,322$1,526 â–²0.1%11,2940.9%ETFRSPInvesco S&P 500 Equal Weight ETF$2,312,756$851 â–²0.0%10,8700.9%ETFDIHPDimensional International High Profitability ETF$2,105,786$490,445 â–²30.4%61,7080.8%ETFSNPSSynopsys$1,634,847$1,634,847 â–²New Holding3,6650.6%TechnologyORCLOracle$1,539,508$355,677 â–²30.0%10,5050.6%TechnologyAMDAdvanced Micro Devices$1,380,242$91,784 â–²7.1%2,3760.5%TechnologyTSLATesla$1,293,766$483,690 â–²59.7%3,0760.5%Consumer DiscretionaryIVViShares Core S&P 500 ETF$1,285,0950.0%1,7160.5%ETFMUMicron Technology$1,274,336$993,844 â–¼-43.8%1,1040.5%TechnologyJQUAJPMorgan U.S. Quality Factor ETF$1,229,180$17,130 â–¼-1.4%17,0060.5%ETFIJSiShares S&P Small-Cap 600 Value ETF$1,123,0250.0%8,2160.4%ETFMETAMeta Platforms$1,100,669$368,955 â–²50.4%1,9540.4%Communication ServicesEQALInvesco Russell 1000 Equal Weight ETF$1,006,900$1,006,900 â–²New Holding16,9930.4%ETFSOUND POINT MERIDIAN CAP INC$994,326$35,818 â–²3.7%100,4370.4%COMMON STOCKCSCOCisco Systems$989,131$69,184 â–²7.5%8,4210.4%TechnologyDGSWisdomTree Emerging Markets SmallCap Dividend Fund$878,833$44,844 â–²5.4%13,5810.3%ETFPULSPGIM Ultra Short Bond ETF$859,662$265,049 â–¼-23.6%17,3490.3%ETFWALMART INC$647,281$702,212 â–¼-52.0%5,7150.2%COMGSSTGoldman Sachs Ultra Short Bond ETF$634,323$1,258,227 â–¼-66.5%12,5420.2%ETFVGITVanguard Intermediate-Term Treasury ETF$632,0300.0%10,7160.2%ETFVUGVanguard Growth ETF$621,865$518,235 â–²500.1%7,2190.2%ETFBRK.BBerkshire Hathaway$615,980$43,534 â–²7.6%1,2310.2%FinanceLLYEli Lilly and Company$612,909$197,906 â–¼-24.4%5110.2%HealthcareJPMJPMorgan Chase & Co.$566,281$19,967 â–²3.7%1,7300.2%FinanceWDCWestern Digital$551,215$65,149 â–²13.4%8630.2%TechnologyBNDXVanguard Total International Bond ETF$527,0150.0%10,8820.2%ETFCRMSalesforce$524,811$43,708 â–¼-7.7%3,3500.2%TechnologyVGTVanguard Information Technology ETF$451,308$400,871 â–²794.8%3,7760.2%ETFDEHPDimensional Emerging Markets High Profitability ETF$449,171$134,469 â–²42.7%10,5020.2%ETFINTCIntel$446,537$446,537 â–²New Holding3,1980.2%TechnologyVEAVanguard FTSE Developed Markets ETF$443,4600.0%6,2240.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$437,8920.0%5,2860.2%ETFINTUIntuit$431,172$3,393 â–²0.8%1,6520.2%TechnologyCOSTCostco Wholesale$424,703$18,709 â–²4.6%4540.2%Consumer StaplesKLACKLA$412,739$370,198 â–²870.2%1,3680.2%TechnologySOXXiShares Semiconductor ETF$384,456$384,456 â–²New Holding6000.1%ETFJNJJohnson & Johnson$365,591$48,238 â–²15.2%1,4400.1%HealthcarePGIM ETF TR$356,018$130,379 â–¼-26.8%6,9440.1%AAA CLO ETFXOMExxonMobil$351,507$10,254 â–²3.0%2,5710.1%EnergyCRWDCrowdStrike$345,702$345,702 â–²New Holding4530.1%TechnologySANDISK CORP$334,238$334,238 â–²New Holding1470.1%COMCDNSCadence Design Systems$331,408$331,408 â–²New Holding8830.1%TechnologyIVWiShares S&P 500 Growth ETF$331,1720.0%2,4080.1%ETFGE VERNOVA INC$323,086$34,071 â–²11.8%2750.1%COMDFAXDimensional World ex U.S. Core Equity 2 ETF$316,2710.0%8,5850.1%ETFABBVAbbVie$315,053$28,184 â–¼-8.2%1,2520.1%HealthcareUNHUnitedHealth Group$313,503$313,503 â–²New Holding7540.1%HealthcareSCHDSchwab US Dividend Equity ETF$310,441$310,441 â–²New Holding9,7900.1%ETFSCHFSchwab International Equity ETF$304,9220.0%11,0080.1%ETFZSZscaler$304,319$88,501 â–²41.0%2,1560.1%TechnologyEWXSPDR S&P Emerging Markets SmallCap ETF$302,7190.0%4,0740.1%ETFCATCaterpillar$289,653$289,653 â–²New Holding2720.1%IndustrialsLAM RESEARCH CORP$287,731$287,731 â–²New Holding6640.1%COM NEWBACBank of America$281,205$7,066 â–²2.6%4,9350.1%FinanceGEGE Aerospace$276,186$29,525 â–¼-9.7%7390.1%IndustrialsMAMastercard$242,419$8,731 â–¼-3.5%4720.1%FinanceSTXSeagate Technology$230,635$230,635 â–²New Holding2390.1%TechnologyMRKMerck & Co., Inc.$227,316$227,316 â–²New Holding1,7690.1%HealthcarePGProcter & Gamble$226,705$226,705 â–²New Holding1,5460.1%Consumer StaplesIBMInternational Business Machines$226,093$226,093 â–²New Holding8040.1%TechnologyMSMorgan Stanley$221,373$221,373 â–²New Holding1,0590.1%FinanceNFLXNetflix$217,127$26,061 â–²13.6%3,0410.1%Communication ServicesCVXChevron$200,072$200,072 â–²New Holding1,2070.1%EnergyARESAres Management$0$5,606,622 â–¼-100.0%00.0%FinancePALANTIR TECHNOLOGIES INC$0$269,301 â–¼-100.0%00.0%CL AHDHome Depot$0$233,183 â–¼-100.0%00.0%Consumer DiscretionaryBMYBristol Myers Squibb$0$210,395 â–¼-100.0%00.0%HealthcareShowing largest 100 holdings. 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