We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|
|
1
Microsoft
MSFT
$3.58T
| $33.5M | 7.5% |
+69,683
| New | +$34.9M |
|
|
2
Alphabet (Google) Class A
GOOGL
$4.21T
| $31.3M | 7% |
+100,016
| New | +$28.6M |
|
|
3
Amazon
AMZN
$2.8T
| $29.9M | 6.7% |
+129,656
| New | +$29.7M |
|
|
4
Invesco S&P 500 Revenue ETF
RWL
$9.99B
| $27.4M | 6.12% |
+238,961
| New | +$26.9M |
|
|
5
NVIDIA
NVDA
$5.32T
| $25.8M | 5.77% |
+138,700
| New | +$25.8M |
|
6
Schwab US Dividend Equity ETF
SCHD
$109B
| $23.6M | 5.27% |
+860,268
| New | +$23.4M |
|
7
Apple
AAPL
$4.52T
| $18.6M | 4.17% |
+68,501
| New | +$18.4M |
|
8
TSMC
TSM
$2.14T
| $17.4M | 3.89% |
+57,264
| New | +$16.8M |
|
9
Invesco S&P MidCap Quality ETF
XMHQ
$5.63B
| $16.6M | 3.71% |
+161,743
| New | +$16.7M |
|
10
Meta Platforms (Facebook)
META
$1.39T
| $14.1M | 3.16% |
+21,451
| New | +$14.3M |
|
11
ServiceNow
NOW
$124B
| $13.5M | 3.03% |
+88,288
| New | +$15.1M |
|
12
JPMorgan Equity Premium Income ETF
JEPI
$46.1B
| $12.9M | 2.88% |
+224,772
| New | +$12.8M |
|
13
Broadcom
AVGO
$1.81T
| $12.1M | 2.72% |
+35,031
| New | +$12.5M |
|
14
Palo Alto Networks
PANW
$305B
| $10.2M | 2.28% |
+55,227
| New | +$11.1M |
|
15
CrowdStrike
CRWD
$217B
| $9.95M | 2.23% |
+84,924
| New | +$10.8M |
|
16
Visa
V
$680B
| $9.51M | 2.13% |
+27,116
| New | +$9.24M |
|
17
UnitedHealth
UNH
$354B
| $9.48M | 2.12% |
+28,887
| New | +$9.79M |
|
18
Salesforce
CRM
$161B
| $8.81M | 1.97% |
+33,250
| New | +$8.26M |
|
19
Advanced Micro Devices
AMD
$791B
| $8.68M | 1.94% |
+40,522
| New | +$9.1M |
|
20
State Street Financial Select Sector SPDR ETF
XLF
$58.2B
| $8.49M | 1.9% |
+154,974
| New | +$8.26M |
|
21
Schwab US Large-Cap Growth ETF
SCHG
$61.9B
| $8.15M | 1.82% |
+249,838
| New | +$8.13M |
|
22
Berkshire Hathaway Class B
BRK.B
$1.08T
| $7.49M | 1.68% |
+14,909
| New | +$7.42M |
|
23
iShares Russell Top 200 Growth ETF
IWY
$16.2B
| $7.33M | 1.64% |
+26,453
| New | +$7.33M |
|
24
ASML
ASML
$693B
| $6.57M | 1.47% |
+6,142
| New | +$6.41M |
|
25
Micron Technology
MU
$1.06T
| $6.01M | 1.34% |
+21,052
| New | +$4.83M |
|
Similar funds
ECM
BIM
LIA
HIM
GIC
CC
BPC
TPM
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.