Everest Management Corp.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$197.4M
Q ending 2026-03-31
Prior quarter
$179.3M
Q ending 2025-12-31
Change
+10.1% QoQ · +80.0% YoY
Positions
72
reported holdings
Largest positions
All 72 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dimensional Etf Trust | DFUS | Shares | $45.7M | 645K |
| Ea Series Trust | AAEQ | Shares | $17.7M | 380K |
| Alphabet Inc | GOOG | Shares | $12.6M | 44K |
| Alphabet Inc | GOOGL | Shares | $12.5M | 44K |
| Nvidia Corporation | NVDA | Shares | $8.2M | 47K |
| Ea Series Trust | AAUA | Shares | $7.8M | 159K |
| Broadcom Inc | AVGO | Shares | $6.7M | 22K |
| Vanguard Index Fds | VOO | Shares | $6.2M | 10K |
| Ares Management Corporation | ARES | Shares | $5.6M | 224K |
| Apple Inc | AAPL | Shares | $5.4M | 21K |
| Amazon Com Inc | AMZN | Shares | $5.3M | 25K |
| Ishares Tr | IXUS | Shares | $4.5M | 52K |
| Dimensional Etf Trust | DFAC | Shares | $4.2M | 108K |
| Vanguard Index Fds | VTI | Shares | $4.1M | 13K |
| Vanguard Star Fds | VXUS | Shares | $4.0M | 51K |
| Microsoft Corp | MSFT | Shares | $3.5M | 10K |
| Applied Matls Inc | AMAT | Shares | $3.2M | 9K |
| Goldman Sachs Etf Tr | GSLC | Shares | $2.6M | 20K |
| Vanguard Index Fds | VTV | Shares | $2.2M | 11K |
| Dimensional Etf Trust | DUHP | Shares | $2.2M | 59K |
| Invesco Exchange Traded Fd T | RSP | Shares | $2.1M | 11K |
| Goldman Sachs Etf Tr | GSST | Shares | $1.9M | 37K |
| Dimensional Etf Trust | DIHP | Shares | $1.5M | 47K |
| Visa Inc | V | Shares | $1.5M | 5K |
| Goldman Sachs Etf Tr | GBIL | Shares | $1.5M | 15K |
| Walmart Inc | WMT | Shares | $1.5M | 12K |
| Oracle Corp | ORCL | Shares | $1.2M | 8K |
| Pgim Etf Tr | PULS | Shares | $1.1M | 23K |
| Ishares Tr | IVV | Shares | $1.1M | 2K |
| J P Morgan Exchange Traded F | JQUA | Shares | $1.1M | 17K |
| Ishares Tr | IJS | Shares | $973K | 8K |
| Rbb Fd Inc | CPAG | Shares | $894K | 9K |
| Sound Point Meridian Cap Inc | SPMC | Shares | $867K | 97K |
| Wisdomtree Tr | DGS | Shares | $775K | 13K |
| Meta Platforms Inc | META | Shares | $743K | 1K |
| Tesla Inc | TSLA | Shares | $716K | 2K |
| Intuit | INTU | Shares | $709K | 2K |
| Salesforce Inc | CRM | Shares | $677K | 4K |
| Micron Technology Inc | MU | Shares | $664K | 2K |
| Vanguard Scottsdale Fds | VGIT | Shares | $638K | 11K |
| Eli Lilly & Co | LLY | Shares | $622K | 676 |
| Cisco Sys Inc | CSCO | Shares | $608K | 8K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $548K | 1K |
| Vanguard Index Fds | VUG | Shares | $526K | 1K |
| Vanguard Charlotte Fds | BNDX | Shares | $523K | 11K |
| Arista Networks Inc | ANET | Shares | $516K | 4K |
| Jpmorgan Chase & Co | JPM | Shares | $491K | 2K |
| Pgim Etf Tr | PAAA | Shares | $486K | 9K |
| Advanced Micro Devices Inc | AMD | Shares | $451K | 2K |
| Costco Wholesale Corporation | COST | Shares | $432K | 434 |
| Exxon Mobil Corp | XOM | Shares | $423K | 2K |
| Vanguard Tax-Managed Fds | VEA | Shares | $399K | 6K |
| Ishares Inc | IEMG | Shares | $369K | 5K |
| Johnson & Johnson | JNJ | Shares | $306K | 1K |
| Abbvie Inc | ABBV | Shares | $297K | 1K |
| Vanguard World Fd | VGT | Shares | $294K | 422 |
| Dimensional Etf Trust | DFAX | Shares | $292K | 9K |
| Schwab Strategic Tr | SCHF | Shares | $272K | 11K |
| Ishares Tr | IVW | Shares | $272K | 2K |
| Spdr Index Shs Fds | EWX | Shares | $269K | 4K |
| Palantir Technologies Inc | PLTR | Shares | $269K | 2K |
| Netflix Inc. | NFLX | Shares | $257K | 3K |
| Dimensional Etf Trust | DEHP | Shares | $249K | 7K |
| Mastercard Incorporated | MA | Shares | $244K | 489 |
| Bank America Corp | BAC | Shares | $235K | 5K |
| Home Depot Inc | HD | Shares | $233K | 709 |
| Ge Aerospace | GE | Shares | $232K | 818 |
| Ge Vernova Inc | GEV | Shares | $215K | 246 |
| Zscaler Inc | ZS | Shares | $215K | 2K |
| Bristol-Myers Squibb Co | BMY | Shares | $210K | 3K |
| Kla Corp | KLAC | Shares | $208K | 141 |
| Western Digital Corp | WDC | Shares | $206K | 761 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.