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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
MSFT icon
1
Microsoft
MSFT
$3.84T
$33.5M 7.5%
+69,683
New +$34.9M
2025 Q4
0 quarters
GOOGL icon
2
Alphabet (Google) Class A
GOOGL
$4.2T
$31.3M 7%
+100,016
New +$28.6M
2025 Q4
0 quarters
AMZN icon
3
Amazon
AMZN
$2.71T
$29.9M 6.7%
+129,656
New +$29.7M
2025 Q4
0 quarters
RWL icon
4
Invesco S&P 500 Revenue ETF
RWL
$9.72B
$27.4M 6.12%
+238,961
New +$26.9M
2025 Q4
0 quarters
NVDA icon
5
NVIDIA
NVDA
$5.65T
$25.8M 5.77%
+138,700
New +$25.8M
2025 Q4
0 quarters
SCHD icon
6
Schwab US Dividend Equity ETF
SCHD
$108B
$23.6M 5.27%
+860,268
New +$23.4M
2025 Q4
0 quarters
AAPL icon
7
Apple
AAPL
$4.87T
$18.6M 4.17%
+68,501
New +$18.4M
2025 Q4
0 quarters
TSM icon
8
TSMC
TSM
$2.45T
$17.4M 3.89%
+57,264
New +$16.8M
2025 Q4
0 quarters
XMHQ icon
9
Invesco S&P MidCap Quality ETF
XMHQ
$5.41B
$16.6M 3.71%
+161,743
New +$16.7M
2025 Q4
0 quarters
META icon
10
Meta Platforms (Facebook)
META
$1.85T
$14.1M 3.16%
+21,451
New +$14.3M
2025 Q4
0 quarters
NOW icon
11
ServiceNow
NOW
$139B
$13.5M 3.03%
+88,288
New +$15.1M
2025 Q4
0 quarters
JEPI icon
12
JPMorgan Equity Premium Income ETF
JEPI
$45.2B
$12.9M 2.88%
+224,772
New +$12.8M
2025 Q4
0 quarters
AVGO icon
13
Broadcom
AVGO
$1.7T
$12.1M 2.72%
+35,031
New +$12.5M
2025 Q4
0 quarters
PANW icon
14
Palo Alto Networks
PANW
$330B
$10.2M 2.28%
+55,227
New +$11.1M
2025 Q4
0 quarters
CRWD icon
15
CrowdStrike
CRWD
$277B
$9.95M 2.23%
+84,924
New +$10.8M
2025 Q4
0 quarters
V icon
16
Visa
V
$677B
$9.51M 2.13%
+27,116
New +$9.24M
2025 Q4
0 quarters
UNH icon
17
UnitedHealth
UNH
$334B
$9.48M 2.12%
+28,887
New +$9.79M
2025 Q4
0 quarters
CRM icon
18
Salesforce
CRM
$193B
$8.81M 1.97%
+33,250
New +$8.26M
2025 Q4
0 quarters
AMD icon
19
Advanced Micro Devices
AMD
$1.03T
$8.68M 1.94%
+40,522
New +$9.1M
2025 Q4
0 quarters
XLF icon
20
State Street Financial Select Sector SPDR ETF
XLF
$50.6B
$8.49M 1.9%
+154,974
New +$8.26M
2025 Q4
0 quarters
SCHG icon
21
Schwab US Large-Cap Growth ETF
SCHG
$64.5B
$8.15M 1.82%
+249,838
New +$8.13M
2025 Q4
0 quarters
BRK.B icon
22
Berkshire Hathaway Class B
BRK.B
$1.08T
$7.49M 1.68%
+14,909
New +$7.42M
2025 Q4
0 quarters
IWY icon
23
iShares Russell Top 200 Growth ETF
IWY
$16.4B
$7.33M 1.64%
+26,453
New +$7.33M
2025 Q4
0 quarters
ASML icon
24
ASML
ASML
$717B
$6.57M 1.47%
+6,142
New +$6.41M
2025 Q4
0 quarters
MU icon
25
Micron Technology
MU
$1.21T
$6.01M 1.34%
+21,052
New +$4.83M
2025 Q4
0 quarters
1
2 3 4

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LIA
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HIM
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GIC
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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.