Everest Private Wealth
Everest Private Wealth reported 85 holdings worth US$268M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 7, 2026
Everest Private Wealth reported 85 holdings worth US$268M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Nvidia Corporation and Apple Inc. Filed Aug 7, 2026 (Form 13F).
- Holdings
- 85
- Value as reported
- US$268M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 93,790 | US$33.5M | 12.5% |
| Nvidia Corporation | 52,884 | US$10.6M | 3.9% |
| Apple Inc | 26,528 | US$7.68M | 2.9% |
| Amazon.com, Inc. | 25,978 | US$6.19M | 2.3% |
| Arista Networks, Inc. | 30,537 | US$5.19M | 1.9% |
| Microsoft Corp. | 13,487 | US$5.03M | 1.9% |
| Broadcom Inc. | 13,067 | US$4.94M | 1.8% |
| Applied Materials, Inc. | 4,375 | US$3.16M | 1.2% |
| Visa Inc. | 7,223 | US$2.48M | 0.92% |
| Synopsys, Inc. | 3,665 | US$1.63M | 0.61% |
| Oracle Corporation | 10,505 | US$1.54M | 0.57% |
| Advanced Micro Devices Inc | 2,376 | US$1.38M | 0.51% |
| Tesla, Inc. | 3,076 | US$1.29M | 0.48% |
| Micron Technology, Inc. | 1,104 | US$1.27M | 0.48% |
| Meta Platforms, Inc. | 1,954 | US$1.1M | 0.41% |
| Cisco Systems, Inc. | 8,421 | US$989K | 0.37% |
| Walmart Inc. | 5,715 | US$647K | 0.24% |
| Berkshire Hathaway Inc. | 1,231 | US$616K | 0.23% |
| Eli Lilly And Company | 511 | US$613K | 0.23% |
| Jp Morgan Chase & Co. | 1,730 | US$566K | 0.21% |
| Western Digital Corporation | 863 | US$551K | 0.21% |
| Salesforce, Inc. | 3,350 | US$525K | 0.20% |
| Intel Corporation | 3,198 | US$447K | 0.17% |
| Intuit Inc. | 1,652 | US$431K | 0.16% |
| Costco Wholesale Corporation | 454 | US$425K | 0.16% |
| Kla Corporation | 1,368 | US$413K | 0.15% |
| Johnson & Johnson | 1,440 | US$366K | 0.14% |
| Exxon Mobil Corporation | 2,571 | US$352K | 0.13% |
| Crowdstrike Holdings, Inc. | 453 | US$346K | 0.13% |
| Sandisk Corporation | 147 | US$334K | 0.12% |
| Cadence Design Systems, Inc. | 883 | US$331K | 0.12% |
| Ge Vernova Inc. | 275 | US$323K | 0.12% |
| Abbvie Inc. | 1,252 | US$315K | 0.12% |
| Unitedhealth Group Incorporated | 754 | US$314K | 0.12% |
| Zscaler Inc | 2,156 | US$304K | 0.11% |
| Caterpillar, Inc. | 272 | US$290K | 0.11% |
| Lam Research Corporation | 664 | US$288K | 0.11% |
| Bank Of America Corporation | 4,935 | US$281K | 0.10% |
| Ge Aerospace | 739 | US$276K | 0.10% |
| Mastercard Incorporated | 472 | US$242K | 0.09% |
| Merck & Company, Inc. | 1,769 | US$227K | 0.08% |
| Procter & Gamble Company (the) | 1,546 | US$227K | 0.08% |
| International Business Machines Corporation | 804 | US$226K | 0.08% |
| Morgan Stanley | 1,059 | US$221K | 0.08% |
| Netflix, Inc. | 3,041 | US$217K | 0.08% |
| Chevron Corporation | 1,207 | US$200K | 0.07% |
| Ares Management Corporation | 0 | US$0 | 0.00% |
| Bristol-myers Squibb Company | 0 | US$0 | 0.00% |
| Home Depot, Inc. (the) | 0 | US$0 | 0.00% |
| Palantir Technologies Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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