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EMC

Everest Management Corp Portfolio holdings

AUM $268M
1-Year Est. Return 32.42%
This Fund
S&P 500
This Quarter Est. Return
+18.32%
1 Year Est. Return
+32.42%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$268M
AUM Growth
+$70.6M
Cap. Flow
+$37.5M
Cap. Flow %
13.98%
Top 10 Hldgs %
65.11%
Holding
89
New
17
Increased
39
Reduced
16
Closed
4

Top Buys

Rank Stock Value
1
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$24.8M
2
CPAG
F/m Compoundr U.S. Aggregate Bond ETF
CPAG
+$5.77M
3
ANET icon
Arista Networks
ANET
+$4.14M
4
DFUS
Dimensional US Equity ETF
DFUS
+$3.28M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.18M

Top Sells

Rank Stock Value
1
ARES icon
Ares Management
ARES
+$5.61M
2
AVGO icon
Broadcom
AVGO
+$3.49M
3
AAUA
Alpha Architect US Equity 3 ETF
AAUA
+$2.59M
4
AMAT icon
Applied Materials
AMAT
+$2.24M
5
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$1.26M

Sector Composition

Rank Sector Weight
1 Miscellaneous 62.65%
2 Technology 17.84%
3 Communication Services 13%
4 Consumer Discretionary 2.79%
5 Financials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SNPS icon
26
Synopsys
SNPS
$75.5B
$1.63M 0.61%
+3,665
New +$1.72M
ORCL icon
27
Oracle
ORCL
$457B
$1.54M 0.57%
10,505
+2,427
+30% +$440K
AMD icon
28
Advanced Micro Devices
AMD
$780B
$1.38M 0.52%
2,376
+158
+7% +$64.8K
TSLA icon
29
Tesla
TSLA
$1.4T
$1.29M 0.48%
3,076
+1,150
+60% +$457K
IVV icon
30
iShares Core S&P 500 ETF
IVV
$875B
$1.29M 0.48%
1,716
– –
MU icon
31
Micron Technology
MU
$1.15T
$1.27M 0.48%
1,104
-861
-44% -$646K
JQUA icon
32
JPMorgan US Quality Factor ETF
JQUA
$8.79B
$1.23M 0.46%
17,006
-237
-1% -$16.1K
IJS icon
33
iShares S&P Small-Cap 600 Value ETF
IJS
$8.3B
$1.12M 0.42%
8,216
– –
META icon
34
Meta Platforms (Facebook)
META
$1.57T
$1.1M 0.41%
1,954
+655
+50% +$401K
EQAL icon
35
Invesco Russell 1000 Equal Weight ETF
EQAL
$845M
$1.01M 0.38%
+16,993
New +$985K
SPMC
36
Sound Point Meridian Capital
SPMC
$202M
$994K 0.37%
100,437
+3,618
+4% +$38K
CSCO icon
37
Cisco
CSCO
$431B
$989K 0.37%
8,421
+589
+8% +$61.6K
DGS icon
38
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.78B
$879K 0.33%
13,581
+693
+5% +$44.5K
PULS icon
39
PGIM Ultra Short Bond ETF
PULS
$18.8B
$860K 0.32%
17,349
-5,349
-24% -$265K
WMT icon
40
Walmart Inc
WMT
$850B
$647K 0.24%
5,715
-6,200
-52% -$770K
GSST icon
41
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.64B
$634K 0.24%
12,542
-24,878
-66% -$1.26M
VGIT icon
42
Vanguard Intermediate-Term Treasury ETF
VGIT
$39.6B
$632K 0.24%
10,716
– –
VUG icon
43
Vanguard Morningstar Growth ETF
VUG
$228B
$622K 0.23%
7,219
+1
+0% +$84
BRK.B icon
44
Berkshire Hathaway Class B
BRK.B
$1.08T
$616K 0.23%
1,231
+87
+8% +$41.8K
LLY icon
45
Eli Lilly
LLY
$1.02T
$613K 0.23%
511
-165
-24% -$169K
JPM icon
46
JPMorgan Chase
JPM
$953B
$566K 0.21%
1,730
+61
+4% +$18.9K
WDC icon
47
Western Digital
WDC
$169B
$551K 0.21%
863
+102
+13% +$49.6K
BNDX icon
48
Vanguard Total International Bond ETF
BNDX
$83.4B
$527K 0.2%
10,882
– –
CRM icon
49
Salesforce
CRM
$213B
$525K 0.2%
3,350
-279
-8% -$49.1K
VGT icon
50
Vanguard Information Technology ETF
VGT
$149B
$451K 0.17%
3,776
+400
+12% +$43.8K
1
2
3 4

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Everest Management Corp's Q2 2026 Portfolio in Review

As of Q2 2026, Everest Management Corp held 89 positions worth $268M, up 36% from $197M the previous quarter. Its ten largest holdings account for 65% of the portfolio.

Everest Management Corp deployed $37.5M of net new capital in Q2 2026, opening 17 new positions and adding to 39 existing holdings. Its largest new stake was Synopsys: 3,665 shares worth $1.63M.

By sector, the portfolio is most concentrated in Miscellaneous at 63% of assets, up from 60% a quarter earlier, followed by Technology and Communication Services.

On the sell side, the largest reduction was Broadcom, an estimated $3.49M trimmed.

  • Everest Management Corp's largest Q2 2026 buy was Synopsys: 3,665 shares worth $1.63M.
  • Everest Management Corp added most to Goldman Sachs Access Treasury 0-1 Year ETF in Q2 2026, an estimated $24.8M increase.
  • Everest Management Corp's biggest Q2 2026 reduction was Broadcom, cutting an estimated $3.49M.
  • Everest Management Corp fully exited Ares Management in Q2 2026, selling an estimated $5.61M.
  • Everest Management Corp's ten largest holdings make up 65% of its $268M portfolio in Q2 2026.
  • Everest Management Corp opened 17 new positions and closed 4 in Q2 2026.
  • Everest Management Corp's portfolio value rose 36% quarter-over-quarter to $268M.

Based on Everest Management Corp's 13F filing for Q2 2026, filed 7 Aug 2026.