Everest Management Corp. Top Holdings and 13F Report (2026) About Everest Management Corp.Investment ActivityEverest Management Corp. has $306.86 million in total holdings as of September 30, 2026.Everest Management Corp. owns shares of 110 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 21.10% of the portfolio was purchased this quarter.About 9.73% of the portfolio was sold this quarter.This quarter, Everest Management Corp. has purchased 85 new stocks and bought additional shares in 53 stocks.Everest Management Corp. sold shares of 16 stocks and completely divested from 6 stocks this quarter.Largest Holdings Dimensional U.S. Equity ETF $58,269,212EA SERIES TRUST $21,936,926Alphabet $17,907,499EA SERIES TRUST $16,320,077Alphabet $15,422,698 Largest New Holdings this Quarter 02072Q242 - EA SERIES TRUST $16,320,077 Holding64119N608 - NETSKOPE INC $9,125,201 Holding25239Y196 - DFA INVT DIMENSIONS GROUP IN $2,507,056 Holding74938Y834 - RBB FD INC $1,053,178 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $546,514 Holding Largest Purchases this Quarter EA SERIES TRUST 318,306 shares (about $16.32M)NETSKOPE INC 523,234 shares (about $9.13M)RBB FD INC 75,259 shares (about $7.43M)Cisco Systems 34,205 shares (about $3.68M)DFA INVT DIMENSIONS GROUP IN 59,820 shares (about $2.51M) Largest Sales this Quarter Goldman Sachs Access Treasury 0-1 Year ETF 196,957 shares (about $19.72M)ARISTA NETWORKS INC 6,268 shares (about $1.28M)Synopsys 2,910 shares (about $1.27M)Vanguard S&P 500 ETF 1,039 shares (about $728.19K)NVIDIA 2,642 shares (about $603.39K) 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$58,269,212$1,262,554 ▲2.2%701,78519.0%ETFEA SERIES TRUST$21,936,926$1,309,547 ▲6.3%399,8097.1%ALPHA ARCHITECTGOOGAlphabet$17,907,499$847,757 ▲5.0%52,5555.8%Communication ServicesEA SERIES TRUST$16,320,077$16,320,077 ▲New Holding318,3065.3%ALPHA ARCHITECTGOOGLAlphabet$15,422,698$183,739 ▲1.2%44,8235.0%Communication ServicesRBB FD INC$13,861,996$7,430,802 ▲115.5%140,3944.5%F M CO US AG ETFNVDANVIDIA$11,474,377$603,386 ▼-5.0%50,2423.7%TechnologyAAPLApple$9,147,469$313,041 ▲3.5%27,4683.0%TechnologyNETSKOPE INC$9,125,201$9,125,201 ▲New Holding523,2343.0%CL AVXUSVanguard Total International Stock ETF$7,933,307$2,405,811 ▲43.5%93,3772.6%ETFMSFTMicrosoft$7,200,327$282,617 ▲4.1%14,0382.3%TechnologyGBILGoldman Sachs Access Treasury 0-1 Year ETF$6,592,196$19,717,223 ▼-74.9%65,8502.1%ETFEA SERIES TRUST$6,557,7220.0%111,5782.1%ALPHA ARCHITECTVOOVanguard S&P 500 ETF$6,543,924$728,193 ▼-10.0%9,3372.1%ETFAMZNAmazon.com$6,099,690$372,728 ▼-5.8%24,4822.0%Consumer DiscretionaryAVGOBroadcom$6,007,456$1,418,456 ▲30.9%17,1062.0%TechnologyVTIVanguard Total Stock Market ETF$5,545,210$765,708 ▲16.0%14,8171.8%ETFARISTA NETWORKS INC$4,940,926$1,276,102 ▼-20.5%24,2691.6%COM SHSIXUSiShares Core MSCI Total International Stock ETF$4,908,7030.0%51,6761.6%ETFCSCOCisco Systems$4,587,836$3,681,484 ▲406.2%42,6261.5%TechnologyDFACDimensional U.S. Core Equity 2 ETF$4,487,716$315,062 ▼-6.6%100,9611.5%ETFAMATApplied Materials$3,103,054$865,766 ▲38.7%6,0681.0%TechnologyGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$2,962,0070.0%20,4221.0%ETFVGITVanguard Intermediate-Term Treasury ETF$2,808,410$2,201,241 ▲362.5%49,5660.9%ETFVVisa$2,618,797$23,356 ▲0.9%7,2880.9%FinanceDFA INVT DIMENSIONS GROUP IN$2,507,056$2,507,056 ▲New Holding59,8200.8%U.S. HIGH RELATIVTVVanguard Value ETF$2,428,745$11,668 ▼-0.5%11,2400.8%ETFDIHPDimensional International High Profitability ETF$2,382,759$303,816 ▲14.6%70,7260.8%ETFRSPInvesco S&P 500 Equal Weight ETF$2,261,880$624 ▲0.0%10,8730.7%ETFMETAMeta Platforms$1,666,464$249,462 ▲17.6%2,2980.5%Communication ServicesAMDAdvanced Micro Devices$1,552,035$98,493 ▲6.8%2,5370.5%TechnologyMUMicron Technology$1,451,745$275,864 ▲23.5%1,3630.5%TechnologyIVViShares Core S&P 500 ETF$1,314,1990.0%1,7160.4%ETFORCLOracle$1,314,101$128,238 ▼-8.9%9,5710.4%TechnologyJQUAJPMorgan U.S. Quality Factor ETF$1,255,375$295 ▲0.0%17,0100.4%ETFTSLATesla$1,144,617$53,221 ▲4.9%3,2260.4%Consumer DiscretionaryGSSTGoldman Sachs Ultra Short Bond ETF$1,067,247$434,367 ▲68.6%21,1500.3%ETFRBB FD INC$1,053,178$1,053,178 ▲New Holding10,4240.3%FM ACCUMULATOR UIJSiShares S&P Small-Cap 600 Value ETF$1,052,5270.0%8,2160.3%ETFSOUND POINT MERIDIAN CAP INC$913,427$68,752 ▲8.1%108,6120.3%COMMON STOCKDGSWisdomTree Emerging Markets SmallCap Dividend Fund$858,902$884 ▲0.1%13,5950.3%ETFKLACKLA$846,386$579,722 ▲217.4%4,3420.3%TechnologyBRK.BBerkshire Hathaway$826,099$213,123 ▲34.8%1,6590.3%FinanceJPMJPMorgan Chase & Co.$813,180$240,844 ▲42.1%2,4580.3%FinancePULSPGIM Ultra Short Bond ETF$754,894$103,172 ▼-12.0%15,2630.2%ETFLLYEli Lilly and Company$753,259$161,991 ▲27.4%6510.2%HealthcareVUGVanguard Growth ETF$650,5250.0%7,2190.2%ETFDEHPDimensional Emerging Markets High Profitability ETF$615,002$182,950 ▲42.3%14,9490.2%ETFINTCIntel$612,692$228,197 ▲59.3%5,0960.2%TechnologyPGIM ETF TR$595,554$239,381 ▲67.2%11,6110.2%AAA CLO ETFEXXONMOBIL HOLDINGS CORP$546,514$546,514 ▲New Holding3,3580.2%COM SHSCRWDCrowdStrike$545,914$425,982 ▲355.2%2,0620.2%TechnologyWALMART INC$544,437$49,466 ▼-8.3%5,2390.2%COMIEMGiShares Core MSCI Emerging Markets ETF$519,343$90,331 ▲21.1%6,3990.2%ETFCRMSalesforce$515,844$253,216 ▼-32.9%2,2470.2%TechnologyZSZscaler$515,700$85,751 ▲19.9%2,5860.2%TechnologyINTUIntuit$490,764$35,291 ▲7.7%1,7800.2%TechnologyPALANTIR TECHNOLOGIES INC$460,330$460,330 ▲New Holding2,4610.2%CL ABNDXVanguard Total International Bond ETF$446,484$63,556 ▼-12.5%9,5260.1%ETFCOSTCostco Wholesale$442,425$29,131 ▲7.0%4860.1%Consumer StaplesVEAVanguard FTSE Developed Markets ETF$439,4770.0%6,2240.1%ETFVGTVanguard Information Technology ETF$424,262$50,268 ▼-10.6%3,3760.1%ETFBACBank of America$412,094$143,479 ▲53.4%7,5710.1%FinanceCATCaterpillar$403,773$183,238 ▲83.1%4980.1%IndustrialsJNJJohnson & Johnson$403,199$21,973 ▲5.8%1,5230.1%HealthcareCVXChevron$383,915$137,433 ▲55.8%1,8800.1%EnergyWDCWestern Digital$357,206$34,993 ▼-8.9%7860.1%TechnologyIBMInternational Business Machines$344,410$167,586 ▲94.8%1,5660.1%TechnologyPSXPhillips 66$343,137$343,137 ▲New Holding1,3440.1%EnergyIVWiShares S&P 500 Growth ETF$342,5620.0%2,4080.1%ETFABBVAbbVie$339,544$12,033 ▲3.7%1,2980.1%HealthcareCCitigroup$335,483$335,483 ▲New Holding2,5910.1%FinanceUNHUnitedHealth Group$334,995$58,340 ▲21.1%9130.1%HealthcareMRKMerck & Co., Inc.$334,213$77,160 ▲30.0%2,3000.1%HealthcareLAM RESEARCH CORP$330,153$112,022 ▲51.4%1,0050.1%COM NEWSNPSSynopsys$328,380$1,265,677 ▼-79.4%7550.1%TechnologyPGProcter & Gamble$326,589$101,986 ▲45.4%2,2480.1%Consumer StaplesGE VERNOVA INC$320,315$58,930 ▲22.5%3370.1%COMCOFCapital One Financial$319,531$319,531 ▲New Holding1,6550.1%FinanceDFAXDimensional World ex U.S. Core Equity 2 ETF$317,8170.0%8,5850.1%ETFPFEPfizer$311,267$311,267 ▲New Holding10,9140.1%HealthcareFTNTFortinet$300,317$300,317 ▲New Holding1,6800.1%TechnologyWFCWells Fargo & Company$297,866$297,866 ▲New Holding3,7210.1%FinanceMAMastercard$294,485$34,191 ▲13.1%5340.1%FinanceSCHFSchwab International Equity ETF$289,808$12,581 ▼-4.2%10,5500.1%ETFEWXSPDR S&P Emerging Markets SmallCap ETF$289,6610.0%4,0740.1%ETFADIAnalog Devices$287,615$287,615 ▲New Holding7250.1%TechnologyLINDE PLC$283,366$283,366 ▲New Holding5970.1%SHSGEGE Aerospace$282,622$51,840 ▲22.5%9050.1%IndustrialsABTAbbott Laboratories$276,230$276,230 ▲New Holding2,7950.1%HealthcareSPACE EXPLORATION TECHN CORP$266,570$266,570 ▲New Holding1,7670.1%CLASS A COM STKIEFAiShares Core MSCI EAFE ETF$263,417$263,417 ▲New Holding2,7190.1%ETFSANDISK CORP$262,723$6,960 ▲2.7%1510.1%COMABNBAirbnb$260,735$260,735 ▲New Holding1,6230.1%Consumer DiscretionaryMSMorgan Stanley$251,839$52,662 ▲26.4%1,3390.1%FinanceRTXRTX$249,328$249,328 ▲New Holding1,3430.1%IndustrialsSTXSeagate Technology$244,420$23,981 ▲10.9%2650.1%TechnologyNFLXNetflix$244,087$32,494 ▲15.4%3,5080.1%Communication ServicesDELLDell Technologies$236,698$236,698 ▲New Holding4400.1%TechnologyPMPhilip Morris International$236,235$236,235 ▲New Holding1,2380.1%Consumer StaplesShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
