Everstar Asset Management, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$187.9M
Q ending 2026-03-31
Prior quarter
$186.5M
Q ending 2025-12-31
Change
+0.7% QoQ · +24.5% YoY
Positions
186
reported holdings

Largest positions

Top 100 of 186 reported positions by value, 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.
HoldingTickerTypeValueShares
Spdr Series TrustBILShares$13.2M144K
Ishares TrSHYShares$9.5M115K
Ishares TrIEIShares$9.3M78K
Vanguard Index FdsVTIShares$3.9M12K
Invesco Exchange Traded Fd TPFMShares$3.6M70K
Ishares TrSGOVShares$3.1M31K
Select Sector Spdr TrXLPShares$2.7M32K
Select Sector Spdr TrXLKShares$2.6M20K
Select Sector Spdr TrXLVShares$2.6M18K
Select Sector Spdr TrXLCShares$2.4M22K
Select Sector Spdr TrXLFShares$2.4M49K
Apple IncAAPLShares$2.3M9K
Vanguard Star FdsVXUSShares$2.3M30K
Aquestive Therapeutics IncAQSTShares$2.3M553K
Select Sector Spdr TrXLIShares$2.2M14K
Seabridge Gold IncSEA1EURShares$2.1M76K
Spdr Series TrustCWBShares$2.1M23K
Select Sector Spdr TrXLUShares$2.1M46K
J P Morgan Exchange Traded FJPSTShares$2.1M41K
Elect Sector Spdr TrXLYShares$2.0M18K
Rivernorth Opportunities FdRIVShares$1.9M169K
Morgan Stanley Emkt Dbt Fd IMSDShares$1.8M257K
Alibaba Group Hldg LtdBABAShares$1.6M13K
Archrock IncAROCShares$1.6M47K
Amazon Com IncAMZNShares$1.6M7K
Southern CoSOShares$1.5M16K
Vanguard Tax-Managed FdsVEAShares$1.5M24K
Raneshares TrustKWEBShares$1.5M53K
Microsoft CorpMSFTShares$1.5M4K
Chwab Strategic TrSCHBShares$1.5M59K
Select Sector Spdr TrXLEShares$1.5M24K
Sfl Corporation LtdShares$1.4M133K
Ishares TrEEMShares$1.4M25K
Lphabet IncGOOGShares$1.4M5K
Cisco Sys IncCSCOShares$1.4M18K
Wisdomtree TrDGRSShares$1.4M26K
Altria Group IncMOShares$1.4M21K
Cia Energetica De Minas GeraCIGShares$1.3M559K
Chevron CorporationCVXShares$1.3M6K
Pfizer IncPFEShares$1.3M47K
American Elec Pwr Co IncAEPShares$1.3M10K
Tyson Foods IncTSNShares$1.3M20K
Trinity Inds IncTRNShares$1.3M39K
Hell PlcSHELShares$1.2M13K
Merck & Co IncMRKShares$1.2M10K
Firstenergy CorpFEShares$1.2M24K
Calamos Conv Opportunities &CHIShares$1.2M112K
H2O AmericaHTOShares$1.2M20K
Omega Healthcare Invs IncOHIShares$1.2M27K
Dnp Select Income Fd IncDNPShares$1.2M115K
Alliant Energy CorpLNTShares$1.2M16K
Nuveen Quality Muncp IncomeNADShares$1.2M100K
Nvidia CorporationNVDAShares$1.1M7K
Schwab Strategic TrSCHXShares$1.1M44K
Hsbc Hldgs PlcHSBCShares$1.1M14K
Baidu IncBIDUShares$1.1M10K
Ravel Plus Leisure CoTNLShares$1.1M16K
Vaneck Etf TrustGDXJShares$1.1M9K
United Parcel Svcs IncUPSShares$1.1M11K
Abbvie IncABBVShares$1.1M5K
Arden Restaurants IncDRIShares$1.1M5K
State Str CorpSTTShares$1.0M8K
Siriusxm Holdings IncSIRIShares$988K43K
Spdr Series TrustSJNKShares$978K39K
Copa Holdings SaShares$978K9K
Interparfums IncIPARShares$966K11K
Rbb Fd IncTBILShares$950K19K
Ishares TrSHYGShares$942K22K
Clorox Co DelCLXShares$941K9K
Cal Maine Foods IncCALMShares$931K12K
Albertsons Cos IncACIShares$920K54K
Arrowmark Financial CorpBANXShares$902K47K
Calamos Dynamic Conv & IncomCCDShares$899K42K
Wp Carey IncWPCShares$890K13K
Penske Automotive Grp IncPAGShares$880K6K
Prudential Finl IncPRUShares$872K9K
Hancock John Pfd Income Fd IHPFShares$870K56K
Cohen & Steers Total ReturnRFIShares$868K78K
Nutrien LtdNTRShares$861K11K
Autoliv IncALVShares$842K8K
Unilever PlcULShares$803K14K
Vanguard Index FdsVUGShares$792K2K
Ishares IncEWZShares$766K20K
Blackrock Utils InfrastructuBUIShares$765K29K
Vaneck Etf TrustOIHShares$745K2K
Walmart IncWMTShares$737K6K
Ishares TrFXIShares$735K20K
Servisfirst Bancshares IncSFBSShares$722K10K
Flaherty & Crumrin Pfd & InmXFFCXShares$696K45K
Fg Nexus Inc.FGNXShares$689K138K
Ares Capital CorpARCCShares$678K38K
Brightspire Capital IncBRSPShares$658K118K
Ishares TrEWUShares$654K14K
Select Sector Spdr TrXLBShares$644K13K
Shares TrIWFShares$637K1K
Vale S AVALEShares$636K40K
Thrive Series TrustTHRVShares$633K26K
Ishares TrILFShares$628K18K
Bunge Global SaShares$585K5K
Schwab Strategic TrSCHAShares$585K20K

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.