Everhart Financial Group, Inc.

Everhart Financial Group, Inc. reported 495 holdings worth US$1.62B as of Sep 30, 2026 (Form 13F)

As of Sep 30, 2026 · Filed Oct 8, 2026

Everhart Financial Group, Inc. reported 495 holdings worth US$1.62B as of Sep 30, 2026. Largest: Nvidia Corporation, Apple Inc and Microsoft Corp. Filed Oct 8, 2026 (Form 13F).

Holdings
495
Value as reported
US$1.62B

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation250KUS$57.1M3.5%
Apple Inc164KUS$54.7M3.4%
Microsoft Corp.62,525US$32.1M2.0%
Alphabet Inc (google) Class C90,542US$31M1.9%
Amazon.com, Inc.76,804US$19.1M1.2%
Meta Platforms, Inc.20,178US$14.6M0.90%
Broadcom Inc.36,185US$12.7M0.78%
Micron Technology, Inc.11,506US$12.3M0.76%
Advanced Micro Devices Inc19,130US$11.7M0.72%
Eli Lilly And Company8,273US$9.57M0.59%
Jp Morgan Chase & Co.28,544US$9.44M0.58%
Berkshire Hathaway Inc.16,826US$8.38M0.52%
Tesla, Inc.21,765US$7.72M0.48%
Abbvie Inc.25,782US$6.74M0.42%
Applied Materials, Inc.10,069US$5.15M0.32%
Palantir Technologies Inc.27,466US$5.14M0.32%
Western Digital Corporation11,089US$5.04M0.31%
Johnson & Johnson18,959US$5.02M0.31%
Visa Inc.13,842US$4.97M0.31%
Intel Corporation40,106US$4.82M0.30%
Ge Vernova Inc.5,055US$4.81M0.30%
Procter & Gamble Company (the)30,585US$4.44M0.27%
Caterpillar, Inc.5,383US$4.36M0.27%
Walmart Inc.40,776US$4.24M0.26%
Cisco Systems, Inc.38,735US$4.17M0.26%
Sandisk Corporation2,317US$4.03M0.25%
Ge Aerospace12,505US$3.91M0.24%
Costco Wholesale Corporation4,232US$3.85M0.24%
Lam Research Corporation11,633US$3.82M0.24%
Crowdstrike Holdings, Inc.13,515US$3.58M0.22%
Coca-cola Company (the)41,283US$3.55M0.22%
Mastercard Incorporated6,381US$3.52M0.22%
Palo Alto Networks, Inc.8,739US$3.47M0.21%
Quanta Services, Inc.5,187US$3.33M0.21%
Goldman Sachs Group, Inc. (the)3,660US$3.3M0.20%
Philip Morris International Inc15,726US$3M0.18%
Sellas Life Sciences Group, Inc.240KUS$2.96M0.18%
Merck & Company, Inc.20,241US$2.94M0.18%
Marvell Technology, Inc.10,115US$2.67M0.16%
Chevron Corporation12,726US$2.6M0.16%
Rtx Corporation13,676US$2.54M0.16%
Unitedhealth Group Incorporated6,869US$2.52M0.16%
Welltower Inc.10,657US$2.45M0.15%
Bank Of America Corporation44,763US$2.44M0.15%
Cloudflare, Inc.6,960US$2.42M0.15%
Analog Devices, Inc.6,092US$2.42M0.15%
Netflix, Inc.34,622US$2.41M0.15%
Marathon Petroleum Corporation5,821US$2.3M0.14%
Amgen Inc.5,299US$2.23M0.14%
Morgan Stanley11,702US$2.2M0.14%
Arista Networks, Inc.10,746US$2.19M0.13%
Vertiv Holdings, Llc8,513US$2.05M0.13%
Univest Financial Corporation49,737US$2.04M0.13%
Wells Fargo & Company23,996US$1.92M0.12%
Csx Corporation40,815US$1.9M0.12%
Cadence Design Systems, Inc.5,718US$1.89M0.12%
Oracle Corporation13,453US$1.85M0.11%
Dell Technologies Inc.3,347US$1.8M0.11%
Itt Inc.8,589US$1.73M0.11%
Mckesson Corporation2,028US$1.73M0.11%
Texas Instruments Incorporated6,063US$1.7M0.10%
Newmont Corporation14,576US$1.68M0.10%
Deere & Company2,458US$1.65M0.10%
Tjx Companies, Inc. (the)12,310US$1.63M0.10%
Hilton Worldwide Holdings Inc.5,116US$1.63M0.10%
Warner Bros. Discovery, Inc. - Series A51,863US$1.61M0.10%
Devon Energy Corporation34,498US$1.59M0.10%
Thermo Fisher Scientific Inc2,348US$1.59M0.10%
International Business Machines Corporation7,063US$1.55M0.10%
Gilead Sciences, Inc.10,418US$1.55M0.10%
Citizens Financial Group, Inc.24,316US$1.55M0.10%
The J.m. Smucker Company12,878US$1.53M0.09%
At&t Inc.61,782US$1.51M0.09%
American Express Company4,935US$1.5M0.09%
Booking Holdings Inc. Common Stock9,014US$1.47M0.09%
Keysight Technologies Inc.3,968US$1.44M0.09%
Williams Companies, Inc. (the)21,065US$1.43M0.09%
Abbott Laboratories14,451US$1.43M0.09%
Phillips 665,587US$1.43M0.09%
Charles Schwab Corporation (the)14,503US$1.42M0.09%
Vertex Pharmaceuticals Incorporated2,646US$1.38M0.09%
Servicenow, Inc.10,235US$1.37M0.08%
Lifestance Health Group, Inc.113KUS$1.36M0.08%
Duke Energy Corporation (holding Company)11,861US$1.35M0.08%
Blackrock, Inc.1,270US$1.34M0.08%
Bristol-myers Squibb Company21,496US$1.34M0.08%
Intuitive Surgical, Inc.3,298US$1.34M0.08%
Rush Enterprises, Inc.24,851US$1.34M0.08%
Pepsico, Inc.10,422US$1.32M0.08%
Valero Energy Corporation3,364US$1.3M0.08%
Parker-hannifin Corporation1,349US$1.29M0.08%
First Busey Corporation44,024US$1.28M0.08%
Ross Stores, Inc.5,477US$1.28M0.08%
Salesforce, Inc.5,552US$1.27M0.08%
Lincoln Electric Holdings, Inc.4,806US$1.27M0.08%
Delta Air Lines, Inc.15,006US$1.25M0.08%
Home Depot, Inc. (the)4,393US$1.25M0.08%
Union Pacific Corporation4,564US$1.24M0.08%
Fortinet, Inc.6,922US$1.24M0.08%
Mcdonald's Corporation5,242US$1.21M0.07%

Every holding of Everhart Financial Group, Inc.

Source

View original at SEC

Related