Everhart Financial Group, Inc.

Everhart Financial Group, Inc. reported 481 holdings worth US$1.56B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 9, 2026

Everhart Financial Group, Inc. reported 481 holdings worth US$1.56B as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. Filed Jul 9, 2026 (Form 13F).

Holdings
481
Value as reported
US$1.56B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc197KUS$57M3.6%
Nvidia Corporation241KUS$48.2M3.1%
Alphabet Inc (google) Class C88,101US$31.5M2.0%
Microsoft Corp.57,855US$21.6M1.4%
Amazon.com, Inc.73,488US$17.5M1.1%
Broadcom Inc.35,919US$13.6M0.87%
Micron Technology, Inc.11,201US$12.9M0.83%
Meta Platforms, Inc.19,171US$10.8M0.69%
Advanced Micro Devices Inc18,209US$10.6M0.68%
Eli Lilly And Company7,990US$9.58M0.61%
Tesla, Inc.22,132US$9.31M0.60%
Jp Morgan Chase & Co.27,883US$9.13M0.58%
Berkshire Hathaway Inc.16,672US$8.34M0.53%
Applied Materials, Inc.10,084US$7.29M0.47%
Western Digital Corporation11,129US$7.11M0.45%
Abbvie Inc.25,328US$6.37M0.41%
Ge Vernova Inc.5,097US$5.99M0.38%
Caterpillar, Inc.5,258US$5.6M0.36%
Exxon Mobil Corporation39,836US$5.45M0.35%
Intel Corporation38,872US$5.43M0.35%
Sandisk Corporation2,377US$5.4M0.35%
Walmart Inc.45,089US$5.11M0.33%
Lam Research Corporation11,528US$5M0.32%
Ge Aerospace12,771US$4.77M0.31%
Johnson & Johnson18,334US$4.66M0.30%
Procter & Gamble Company (the)31,401US$4.6M0.29%
Cisco Systems, Inc.38,518US$4.52M0.29%
Visa Inc.13,148US$4.51M0.29%
Costco Wholesale Corporation4,697US$4.39M0.28%
Sellas Life Sciences Group, Inc.288KUS$4.25M0.27%
Quanta Services, Inc.5,109US$3.68M0.24%
Goldman Sachs Group, Inc. (the)3,570US$3.61M0.23%
Mastercard Incorporated5,996US$3.08M0.20%
Coca-cola Company (the)37,830US$3.07M0.20%
Marvell Technology, Inc.10,087US$3M0.19%
Palo Alto Networks, Inc.8,553US$2.92M0.19%
Vertiv Holdings, Llc8,581US$2.87M0.18%
Philip Morris International Inc15,494US$2.8M0.18%
Unitedhealth Group Incorporated6,732US$2.8M0.18%
Palantir Technologies Inc.23,358US$2.73M0.17%
Netflix, Inc.36,467US$2.6M0.17%
Rtx Corporation13,351US$2.53M0.16%
Bank Of America Corporation44,011US$2.51M0.16%
Merck & Company, Inc.19,484US$2.5M0.16%
Crowdstrike Holdings, Inc.3,185US$2.43M0.16%
Morgan Stanley11,479US$2.4M0.15%
Analog Devices, Inc.5,803US$2.3M0.15%
Welltower Inc.10,138US$2.3M0.15%
Cadence Design Systems, Inc.6,083US$2.28M0.15%
Tjx Companies, Inc. (the)14,590US$2.21M0.14%
Oracle Corporation14,938US$2.19M0.14%
International Business Machines Corporation7,582US$2.13M0.14%
Univest Financial Corporation47,881US$2.09M0.13%
Home Depot, Inc. (the)5,784US$2.04M0.13%
Chevron Corporation11,896US$1.97M0.13%
Wells Fargo & Company23,180US$1.92M0.12%
Csx Corporation39,812US$1.89M0.12%
Amgen Inc.5,085US$1.84M0.12%
Arista Networks, Inc.10,374US$1.76M0.11%
American Express Company5,208US$1.76M0.11%
Texas Instruments Incorporated5,873US$1.75M0.11%
Hilton Worldwide Holdings Inc.5,159US$1.7M0.11%
Pepsico, Inc.12,586US$1.7M0.11%
Kla Corporation5,589US$1.69M0.11%
Itt Inc.8,523US$1.69M0.11%
Cloudflare, Inc.6,822US$1.67M0.11%
Citizens Financial Group, Inc.23,279US$1.63M0.10%
Duke Energy Corporation (holding Company)12,468US$1.58M0.10%
Booking Holdings Inc. Common Stock8,724US$1.55M0.10%
Williams Companies, Inc. (the)20,774US$1.54M0.10%
Mcdonald's Corporation5,633US$1.52M0.10%
Deere & Company2,381US$1.51M0.10%
Marathon Petroleum Corporation5,842US$1.49M0.10%
Mckesson Corporation1,976US$1.49M0.10%
Nisource Inc31,219US$1.48M0.09%
Nextera Energy, Inc.16,849US$1.48M0.09%
Applovin Corporation2,866US$1.48M0.09%
Howmet Aerospace Inc.5,365US$1.44M0.09%
Intuitive Surgical, Inc.3,582US$1.42M0.09%
Dell Technologies Inc.3,195US$1.38M0.09%
Warner Bros. Discovery, Inc. - Series A51,456US$1.37M0.09%
Delta Air Lines, Inc.14,536US$1.36M0.09%
Boeing Company (the)6,255US$1.35M0.09%
Devon Energy Corporation32,757US$1.35M0.09%
Simon Property Group, Inc.5,990US$1.34M0.09%
Keysight Technologies Inc.3,740US$1.31M0.08%
At&t Inc.62,601US$1.3M0.08%
Charles Schwab Corporation (the)13,894US$1.28M0.08%
Vertex Pharmaceuticals Incorporated2,566US$1.27M0.08%
Rush Enterprises, Inc.17,109US$1.25M0.08%
Newmont Corporation13,299US$1.24M0.08%
Hubbell Inc2,353US$1.23M0.08%
First Busey Corporation41,689US$1.23M0.08%
Lincoln Electric Holdings, Inc.4,619US$1.23M0.08%
Gilead Sciences, Inc.9,646US$1.22M0.08%
Parker-hannifin Corporation1,240US$1.21M0.08%
Bristol-myers Squibb Company21,040US$1.21M0.08%
Lifestance Health Group, Inc.111KUS$1.19M0.08%
Blackrock, Inc.1,227US$1.18M0.08%
Abbott Laboratories12,762US$1.16M0.07%

Every holding of Everhart Financial Group, Inc.

Source

View original at SEC

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