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EMC

Everest Management Corp Portfolio holdings

AUM $197M
1-Year Est. Return 26.63%
This Fund
S&P 500
This Quarter Est. Return
+4.21%
1 Year Est. Return
+26.63%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$114M
AUM Growth
–
Cap. Flow
+$113M
Cap. Flow %
99.37%
Top 10 Hldgs %
72.46%
Holding
50
New
50
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
DFUS
Dimensional US Equity ETF
DFUS
+$41.4M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.47M
3
INTU icon
Intuit
INTU
+$6.08M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.5M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.6M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 16.08%
2 Communication Services 13.1%
3 Financials 2.13%
4 Consumer Discretionary 1.57%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRM icon
26
Salesforce
CRM
$148B
$746K 0.66%
+2,230
New +$712K
VUG icon
27
Vanguard Morningstar Growth ETF
VUG
$218B
$668K 0.59%
+9,762
New +$656K
TSLA icon
28
Tesla
TSLA
$1.22T
$556K 0.49%
+1,376
New +$443K
META icon
29
Meta Platforms (Facebook)
META
$1.37T
$535K 0.47%
+913
New +$536K
BNDX icon
30
Vanguard Total International Bond ETF
BNDX
$82.1B
$534K 0.47%
+10,882
New +$544K
PAAA icon
31
PGIM AAA CLO ETF
PAAA
$11B
$486K 0.43%
+9,497
New +$486K
ANET icon
32
Arista Networks
ANET
$215B
$401K 0.35%
+3,630
New +$373K
COST icon
33
Costco
COST
$423B
$378K 0.33%
+413
New +$383K
BRK.B icon
34
Berkshire Hathaway Class B
BRK.B
$1.1T
$367K 0.32%
+810
New +$374K
SPY icon
35
State Street SPDR S&P 500 ETF Trust
SPY
$784B
$332K 0.29%
+567
New +$334K
JPM icon
36
JPMorgan Chase
JPM
$933B
$328K 0.29%
+1,367
New +$318K
LLY icon
37
Eli Lilly
LLY
$1.03T
$292K 0.26%
+378
New +$313K
DGS icon
38
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.69B
$270K 0.24%
+5,512
New +$282K
ZS icon
39
Zscaler
ZS
$24B
$268K 0.24%
+1,486
New +$288K
IWD icon
40
iShares Russell 1000 Value ETF
IWD
$81.8B
$266K 0.23%
+1,437
New +$276K
IVV icon
41
iShares Core S&P 500 ETF
IVV
$872B
$247K 0.22%
+420
New +$249K
IVW icon
42
iShares S&P 500 Growth ETF
IVW
$72.7B
$244K 0.22%
+2,408
New +$240K
VGT icon
43
Vanguard Information Technology ETF
VGT
$139B
$239K 0.21%
+3,080
New +$237K
EWX icon
44
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$648M
$239K 0.21%
+4,074
New +$249K
VTEB icon
45
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.2B
$230K 0.2%
+4,586
New +$232K
MA icon
46
Mastercard
MA
$510B
$216K 0.19%
+411
New +$213K
DFAX icon
47
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.9B
$213K 0.19%
+8,585
New +$222K
SNPS icon
48
Synopsys
SNPS
$71.3B
$213K 0.19%
+439
New +$229K
IWF icon
49
iShares Russell 1000 Growth ETF
IWF
$120B
$213K 0.19%
+2,116
New +$208K
NFLX icon
50
Netflix
NFLX
$305B
$212K 0.19%
+2,380
New +$196K
1
2

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Everest Management Corp's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Everest Management Corp, which disclosed 50 positions worth $114M. Its ten largest holdings account for 72% of the portfolio.

Its largest position is Dimensional US Equity ETF: 646,347 shares worth $41.2M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, followed by Communication Services and Financials.

  • Everest Management Corp's largest Q4 2024 buy was Dimensional US Equity ETF: 646,347 shares worth $41.2M.
  • Everest Management Corp's ten largest holdings make up 72% of its $114M portfolio in Q4 2024.
  • Everest Management Corp disclosed 50 positions in Q4 2024, its first 13F filing on record.

Based on Everest Management Corp's 13F filing for Q4 2024, filed 13 Feb 2025.