Everest Financial Group LLC
Everest Financial Group LLC reported 208 holdings worth US$738M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 10, 2026
Everest Financial Group LLC reported 208 holdings worth US$738M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Amazon.com, Inc. and Nvidia Corporation. Filed Aug 10, 2026 (Form 13F).
- Holdings
- 208
- Value as reported
- US$738M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 122K | US$43.6M | 5.9% |
| Amazon.com, Inc. | 148K | US$35.2M | 4.8% |
| Nvidia Corporation | 158K | US$31.7M | 4.3% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 62,662 | US$29.9M | 4.1% |
| Microsoft Corp. | 78,425 | US$29.3M | 4.0% |
| Micron Technology, Inc. | 22,133 | US$25.5M | 3.5% |
| Advanced Micro Devices Inc | 41,537 | US$24.1M | 3.3% |
| Palo Alto Networks, Inc. | 68,806 | US$23.5M | 3.2% |
| Apple Inc | 78,507 | US$22.7M | 3.1% |
| Broadcom Inc. | 49,737 | US$18.8M | 2.5% |
| Crowdstrike Holdings, Inc. | 22,186 | US$16.9M | 2.3% |
| Meta Platforms, Inc. | 27,592 | US$15.5M | 2.1% |
| Asml Holding Nv | 6,897 | US$13.7M | 1.9% |
| Unitedhealth Group Incorporated | 32,682 | US$13.6M | 1.8% |
| Visa Inc. | 33,367 | US$11.4M | 1.6% |
| Berkshire Hathaway Inc. | 21,443 | US$10.7M | 1.5% |
| Servicenow, Inc. | 97,117 | US$9.64M | 1.3% |
| Dell Technologies Inc. | 21,770 | US$9.39M | 1.3% |
| Uber Technologies, Inc. | 92,597 | US$6.68M | 0.90% |
| Energy Transfer Lp | 305K | US$5.82M | 0.79% |
| Delta Air Lines, Inc. | 58,104 | US$5.44M | 0.74% |
| Jp Morgan Chase & Co. | 14,142 | US$4.63M | 0.63% |
| Tesla, Inc. | 10,423 | US$4.38M | 0.59% |
| Mastercard Incorporated | 8,503 | US$4.37M | 0.59% |
| Salesforce, Inc. | 25,120 | US$3.94M | 0.53% |
| Applied Materials, Inc. | 4,176 | US$3.02M | 0.41% |
| Exxon Mobil Corporation | 21,888 | US$2.99M | 0.41% |
| Ecolab Inc. | 8,701 | US$2.42M | 0.33% |
| Costco Wholesale Corporation | 1,989 | US$1.86M | 0.25% |
| Goldman Sachs Group, Inc. (the) | 1,839 | US$1.86M | 0.25% |
| Graco Inc. | 21,165 | US$1.6M | 0.22% |
| Wesco International, Inc. | 4,232 | US$1.46M | 0.20% |
| Charles Schwab Corporation (the) | 15,442 | US$1.42M | 0.19% |
| Marvell Technology, Inc. | 4,380 | US$1.3M | 0.18% |
| Morgan Stanley | 6,166 | US$1.29M | 0.17% |
| U.s. Bancorp | 20,602 | US$1.24M | 0.17% |
| Merck & Company, Inc. | 9,678 | US$1.24M | 0.17% |
| Citigroup, Inc. | 8,720 | US$1.22M | 0.17% |
| Hsbc Holdings Plc | 12,067 | US$1.15M | 0.16% |
| Procter & Gamble Company (the) | 7,746 | US$1.14M | 0.15% |
| Target Corporation | 8,134 | US$1.06M | 0.14% |
| Fair Isaac Corporation | 888 | US$1.06M | 0.14% |
| Coca-cola Company (the) | 12,680 | US$1.03M | 0.14% |
| Booking Holdings Inc. Common Stock | 5,439 | US$969K | 0.13% |
| Abbvie Inc. | 3,619 | US$911K | 0.12% |
| Verizon Communications Inc. | 21,136 | US$895K | 0.12% |
| Xcel Energy Inc. | 10,851 | US$871K | 0.12% |
| Qualcomm Incorporated | 4,475 | US$827K | 0.11% |
| Rtx Corporation | 4,296 | US$815K | 0.11% |
| Eli Lilly And Company | 602 | US$723K | 0.10% |
| Wells Fargo & Company | 8,743 | US$722K | 0.10% |
| Blackrock, Inc. | 742 | US$713K | 0.10% |
| Cummins Inc. | 989 | US$705K | 0.10% |
| Hewlett Packard Enterprise Company | 15,591 | US$703K | 0.10% |
| General Mills, Inc. | 19,790 | US$689K | 0.09% |
| American Express Company | 1,886 | US$638K | 0.09% |
| Johnson & Johnson | 2,485 | US$631K | 0.09% |
| Cisco Systems, Inc. | 5,219 | US$613K | 0.08% |
| First Solar, Inc. | 2,485 | US$586K | 0.08% |
| 3m Company | 3,554 | US$575K | 0.08% |
| American Healthcare Reit, Inc. | 11,006 | US$574K | 0.08% |
| International Business Machines Corporation | 1,962 | US$552K | 0.07% |
| Walmart Inc. | 4,666 | US$528K | 0.07% |
| Amgen Inc. | 1,440 | US$521K | 0.07% |
| Space Exploration Technologies Corp | 2,876 | US$491K | 0.07% |
| Fs Kkr Capital Corp. | 45,539 | US$478K | 0.06% |
| Blackstone Inc. | 4,015 | US$472K | 0.06% |
| Oneok, Inc. | 5,175 | US$450K | 0.06% |
| Conocophillips | 4,270 | US$444K | 0.06% |
| Snowflake Inc. | 1,711 | US$435K | 0.06% |
| General Motors Company | 5,388 | US$415K | 0.06% |
| Albemarle Corporation | 2,893 | US$391K | 0.05% |
| Thermo Fisher Scientific Inc | 778 | US$390K | 0.05% |
| Palantir Technologies Inc. | 3,319 | US$387K | 0.05% |
| Celestica Inc. | 1,050 | US$383K | 0.05% |
| Intel Corporation | 2,731 | US$381K | 0.05% |
| Caterpillar, Inc. | 349 | US$371K | 0.05% |
| Agnc Investment Corp. | 31,200 | US$340K | 0.05% |
| Teradyne, Inc. | 639 | US$309K | 0.04% |
| Enterprise Products Partners L.p. | 7,991 | US$294K | 0.04% |
| Gilead Sciences, Inc. | 2,305 | US$291K | 0.04% |
| Rio Tinto Plc | 2,874 | US$273K | 0.04% |
| Walt Disney Company (the) | 2,670 | US$257K | 0.03% |
| Abbott Laboratories | 2,813 | US$255K | 0.03% |
| Ssr Mining Inc. | 9,000 | US$255K | 0.03% |
| Vici Properties Inc. | 9,348 | US$248K | 0.03% |
| Novo Nordisk A/s Class B | 4,766 | US$228K | 0.03% |
| Chevron Corporation | 1,355 | US$225K | 0.03% |
| Sysco Corporation | 2,649 | US$221K | 0.03% |
| Blue Owl Capital Corporation | 10,374 | US$113K | 0.02% |
| At&t Inc. | 0 | US$0 | 0.00% |
| Bp Plc | 0 | US$0 | 0.00% |
| Celsius Holdings, Inc. | 0 | US$0 | 0.00% |
| Gsk Plc | 0 | US$0 | 0.00% |
| Mcdonald's Corporation | 0 | US$0 | 0.00% |
| Netflix, Inc. | 0 | US$0 | 0.00% |
| Sila Realty Trust, Inc. | 0 | US$0 | 0.00% |
| Thomson Reuters Corporation | 0 | US$0 | 0.00% |
| Workiva Inc. | 0 | US$0 | 0.00% |
| Adobe Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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