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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
PVAL icon
76
Putnam Focused Large Cap Value ETF
PVAL
$14.2B
$287K 0.06%
+6,303
New +$277K
2025 Q4
0 quarters
GILD icon
77
Gilead Sciences
GILD
$179B
$280K 0.06%
+2,284
New +$278K
2025 Q4
0 quarters
JPST icon
78
JPMorgan Ultra-Short Income ETF
JPST
$41.7B
$276K 0.06%
+5,457
New +$276K
2025 Q4
0 quarters
SNOW icon
79
Snowflake
SNOW
$120B
$266K 0.06%
+1,211
New +$296K
2025 Q4
0 quarters
WMT icon
80
Walmart Inc
WMT
$827B
$261K 0.06%
+2,344
New +$252K
2025 Q4
0 quarters
JNJ icon
81
Johnson & Johnson
JNJ
$617B
$256K 0.06%
+1,238
New +$245K
2025 Q4
0 quarters
HYDB icon
82
iShares High Yield Systematic Bond ETF
HYDB
$1.57B
$253K 0.06%
+5,348
New +$253K
2025 Q4
0 quarters
EPD icon
83
Enterprise Products Partners
EPD
$78.1B
$244K 0.05%
+7,615
New +$241K
2025 Q4
0 quarters
ON icon
84
ON Semiconductor
ON
$33B
$240K 0.05%
+4,425
New +$227K
2025 Q4
0 quarters
PULS icon
85
PGIM Ultra Short Bond ETF
PULS
$19.3B
$238K 0.05%
+4,792
New +$238K
2025 Q4
0 quarters
NXPI icon
86
NXP Semiconductors
NXPI
$61.4B
$225K 0.05%
+1,036
New +$222K
2025 Q4
0 quarters
ABT icon
87
Abbott
ABT
$169B
$222K 0.05%
+1,772
New +$226K
2025 Q4
0 quarters
PEGA icon
88
Pegasystems
PEGA
$5.58B
$211K 0.05%
+3,526
New +$207K
2025 Q4
0 quarters
DIS icon
89
Walt Disney
DIS
$176B
$208K 0.05%
+1,832
New +$202K
2025 Q4
0 quarters
1 2 3
4

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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.