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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 %
99.58%
Top 10 Hldgs %
53.29%
Holding
89
New
89
Increased
–
Reduced
–
Closed
–
Avg Time Held
0 quarters
Top 10 Avg Time Held
0 quarters
Top 20 Avg Time Held
0 quarters

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$34.9M
2
AMZN icon
Amazon
AMZN
+$29.7M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$28.6M
4
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$26.9M
5
NVDA icon
NVIDIA
NVDA
+$25.8M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 40.32%
2 Miscellaneous 27.99%
3 Communication Services 10.54%
4 Consumer Discretionary 7.71%
5 Financials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
JMEE icon
51
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.95B
$714K 0.16%
+11,087
New +$710K
2025 Q4
0 quarters
AXP icon
52
American Express
AXP
$204B
$684K 0.15%
+1,849
New +$662K
2025 Q4
0 quarters
BUFR icon
53
FT Vest Fund of Buffer ETFs
BUFR
$10.8B
$651K 0.15%
+19,011
New +$642K
2025 Q4
0 quarters
TMO icon
54
Thermo Fisher Scientific
TMO
$242B
$610K 0.14%
+1,053
New +$595K
2025 Q4
0 quarters
XLV icon
55
State Street Health Care Select Sector SPDR ETF
XLV
$42.6B
$600K 0.13%
+3,877
New +$581K
2025 Q4
0 quarters
COP icon
56
ConocoPhillips
COP
$152B
$578K 0.13%
+6,178
New +$559K
2025 Q4
0 quarters
ADBE icon
57
Adobe
ADBE
$94.5B
$537K 0.12%
+1,541
New +$524K
2025 Q4
0 quarters
GLD icon
58
SPDR Gold Trust
GLD
$141B
$518K 0.12%
+1,308
New +$500K
2025 Q4
0 quarters
GM icon
59
General Motors
GM
$68.7B
$506K 0.11%
+6,221
New +$439K
2025 Q4
0 quarters
SCHM icon
60
Schwab US Mid-Cap ETF
SCHM
$14.5B
$490K 0.11%
+16,283
New +$485K
2025 Q4
0 quarters
CMI icon
61
Cummins
CMI
$72.7B
$465K 0.1%
+910
New +$425K
2025 Q4
0 quarters
SLV icon
62
iShares Silver Trust
SLV
$29.5B
$448K 0.1%
+6,947
New +$348K
2025 Q4
0 quarters
DELL icon
63
Dell
DELL
$358B
$445K 0.1%
+3,459
New +$487K
2025 Q4
0 quarters
COST icon
64
Costco
COST
$408B
$443K 0.1%
+513
New +$465K
2025 Q4
0 quarters
BX icon
65
Blackstone
BX
$83.9B
$415K 0.09%
+2,691
New +$409K
2025 Q4
0 quarters
XEL icon
66
Xcel Energy
XEL
$44.6B
$399K 0.09%
+5,403
New +$426K
2025 Q4
0 quarters
IJR icon
67
iShares Core S&P Small-Cap ETF
IJR
$105B
$397K 0.09%
+3,306
New +$395K
2025 Q4
0 quarters
BIV icon
68
Vanguard Intermediate-Term Bond ETF
BIV
$27.9B
$378K 0.08%
+4,850
New +$379K
2025 Q4
0 quarters
WK icon
69
Workiva
WK
$3.88B
$361K 0.08%
+4,182
New +$370K
2025 Q4
0 quarters
ABBV icon
70
AbbVie
ABBV
$464B
$357K 0.08%
+1,561
New +$356K
2025 Q4
0 quarters
SPY icon
71
State Street SPDR S&P 500 ETF Trust
SPY
$821B
$344K 0.08%
+504
New +$341K
2025 Q4
0 quarters
XLK icon
72
State Street Technology Select Sector SPDR ETF
XLK
$130B
$331K 0.07%
+2,302
New +$332K
2025 Q4
0 quarters
WFC icon
73
Wells Fargo
WFC
$243B
$330K 0.07%
+3,545
New +$308K
2025 Q4
0 quarters
CELH icon
74
Celsius Holdings
CELH
$6.77B
$323K 0.07%
+7,053
New +$355K
2025 Q4
0 quarters
VOE icon
75
Vanguard Morningstar Mid-Cap Value ETF
VOE
$23.2B
$289K 0.06%
+1,630
New +$285K
2025 Q4
0 quarters
1 2
3
4

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BIM
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LIA
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HIM
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GIC
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CC
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BPC
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TPM
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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 Miscellaneous and Communication Services.

  • 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.