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EFG
Everest Financial Group Portfolio holdings
AUM
$738M
This Fund
S&P 500
This Quarter
Est. Return
+4.22%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$447M
AUM Growth
–
Cap. Flow
+$445M
Cap. Flow
% of AUM
99.58%
Top 10 Holdings %
Top 10 Hldgs %
53.29%
Holding
89
New
89
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$34.9M |
| 2 |
Amazon
AMZN
|
+$29.7M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$28.6M |
| 4 |
Invesco S&P 500 Revenue ETF
RWL
|
+$26.9M |
| 5 |
NVIDIA
NVDA
|
+$25.8M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 40.32% |
| 2 | Communication Services | 10.54% |
| 3 | Consumer Discretionary | 7.71% |
| 4 | Financials | 7.06% |
| 5 | Healthcare | 2.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Uber
UBER
$152B
| $5.94M | 1.33% |
+72,633
| New | +$6.54M |
|
27
iShares Gold Trust
IAU
$64.4B
| $5.73M | 1.28% |
+70,602
| New | +$5.52M |
|
28
Energy Transfer Partners
ET
$73.8B
| $5.13M | 1.15% |
+310,966
| New | +$5.18M |
|
29
Delta Air Lines
DAL
$56.4B
| $4.18M | 0.94% |
+60,219
| New | +$3.76M |
|
30
Tesla
TSLA
$1.33T
| $4.02M | 0.9% |
+8,949
| New | +$3.97M |
|
31
JPMorgan Chase
JPM
$966B
| $2.92M | 0.65% |
+9,069
| New | +$2.81M |
|
32
Mastercard
MA
$503B
| $2.68M | 0.6% |
+4,679
| New | +$2.62M |
|
33
Ecolab
ECL
$78.5B
| $2.16M | 0.48% |
+8,240
| New | +$2.19M |
|
34
Invesco S&P MidCap Value with Momentum ETF
XMVM
$516M
| $2.14M | 0.48% |
+33,318
| New | +$2.06M |
|
35
JPMorgan Income ETF
JPIE
$10.5B
| $1.84M | 0.41% |
+39,785
| New | +$1.84M |
|
36
Graco
GGG
$13.1B
| $1.71M | 0.38% |
+20,807
| New | +$1.71M |
|
|
SCHW
37
Charles Schwab
SCHW
$193B
| $1.55M | 0.35% |
+15,509
| New | +$1.47M |
|
38
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.6B
| $1.54M | 0.35% |
+14,472
| New | +$1.53M |
|
39
Goldman Sachs
GS
$303B
| $1.52M | 0.34% |
+1,727
| New | +$1.41M |
|
40
ExxonMobil
XOM
$681B
| $1.46M | 0.33% |
+12,114
| New | +$1.41M |
|
|
41
Alphabet (Google) Class C
GOOG
$4.17T
| $1.43M | 0.32% |
+4,568
| New | +$1.31M |
|
42
Vanguard Health Care ETF
VHT
$19.1B
| $1.3M | 0.29% |
+4,511
| New | +$1.26M |
|
43
Fidelity High Dividend ETF
FDVV
$10.4B
| $1.28M | 0.29% |
+22,616
| New | +$1.27M |
|
44
Morgan Stanley
MS
$342B
| $1.08M | 0.24% |
+6,066
| New | +$1.01M |
|
45
HSBC
HSBC
$354B
| $949K | 0.21% |
+12,067
| New | +$863K |
|
46
US Bancorp
USB
$101B
| $894K | 0.2% |
+16,759
| New | +$824K |
|
47
Qualcomm
QCOM
$168B
| $821K | 0.18% |
+4,799
| New | +$823K |
|
48
Blackrock
BLK
$179B
| $764K | 0.17% |
+714
| New | +$781K |
|
49
Citigroup
C
$231B
| $744K | 0.17% |
+6,380
| New | +$663K |
|
50
JPMorgan Municipal ETF
JMUB
$8.47B
| $735K | 0.16% |
+14,558
| New | +$737K |
|
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Everest Financial Group's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Everest Financial Group, which disclosed 89 positions worth $447M. Its ten largest holdings account for 53% of the portfolio.
Its largest position is Microsoft: 69,683 shares worth $33.5M.
By sector, the portfolio is most concentrated in Technology at 40% of assets, followed by Communication Services and Consumer Discretionary.
- Everest Financial Group's largest Q4 2025 buy was Microsoft: 69,683 shares worth $33.5M.
- Everest Financial Group's ten largest holdings make up 53% of its $447M portfolio in Q4 2025.
- Everest Financial Group disclosed 89 positions in Q4 2025, its first 13F filing on record.
Based on Everest Financial Group's 13F filing for Q4 2025, filed 14 May 2026.