Everest Financial Group LLC
Long book
$607.3M
Q1 2026
Positions
199
Top-10 weight
40%
concentration
Last quarter
+20.6%
SPY +14.8%
Turnover
57%
of book per quarter
Strategy in plain words
auto-generated from filingsEverest Financial Group LLC is a quantitative fund whose holdings reflect models, not opinions, running a $607.3M US long book across 199 positions.
The portfolio is moderately concentrated (top 10 ≈ 40% of the book). Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: AMAZON.COM INC, ALPHABET INC-CL A, MICROSOFT CORP, INVESCO S&P 500 REVENUE ETF, NVIDIA CORP.
Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-6.3%
Q1 2026
+20.6%
Sector allocation
Technology 58%
Consumer discretionary 10%
Financials 10%
Industrials 8%
Services media 7%
Utilities 2%
Healthcare 1%
Other 1%
Long book by quarter
What does Everest Financial own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AMZN AMAZON.COM INC | Consumer discretionary | 147.8K | $30.8M | 5.1% | +14.0% |
| GOOGL ALPHABET INC-CL A | Technology | 101.4K | $29.2M | 4.8% | +1.4% |
| MSFT MICROSOFT CORP | Technology | 78.3K | $29.0M | 4.8% | +12.3% |
| NVDA NVIDIA CORP | Technology | 157.9K | $27.5M | 4.5% | +13.8% |
| AAPL APPLE INC | Technology | 82.9K | $21.0M | 3.5% | +21.1% |
| META META PLATFORMS INC-CLASS A | Technology | 26.4K | $15.1M | 2.5% | +23.3% |
| AVGO BROADCOM INC | Technology | 45.8K | $14.2M | 2.3% | +30.8% |
| NOW SERVICENOW INC | Technology | 104.8K | $11.0M | 1.8% | +18.7% |
| PANW PALO ALTO NETWORKS INC | Technology | 65.5K | $10.5M | 1.7% | +18.5% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 21.4K | $10.3M | 1.7% | +43.8% |
| V VISA INC-CLASS A SHARES | Services media | 33.8K | $10.2M | 1.7% | +24.8% |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 7.1K | $9.3M | 1.5% | +14.9% |
| UNH UNITEDHEALTH GROUP INC | Financials | 34.0K | $9.2M | 1.5% | +17.6% |
| AMD ADVANCED MICRO DEVICES | Technology | 42.4K | $8.6M | 1.4% | +4.5% |
| CRWD CROWDSTRIKE HOLDINGS INC - A | Technology | 22.1K | $8.6M | 1.4% | +3.9% |
| MU MICRON TECHNOLOGY INC | Technology | 21.5K | $7.3M | 1.2% | +2.3% |
| UBER UBER TECHNOLOGIES INC | Services media | 92.8K | $6.7M | 1.1% | +27.8% |
| CRM SALESFORCE INC | Technology | 34.5K | $6.4M | 1.1% | +3.9% |
| ETN EATON CORP PLC | Industrials | 17.0K | $6.1M | 1.0% | New |
| ET ENERGY TRANSFER LP | Utilities | 308.7K | $6.0M | 1.0% | -0.7% |
| GOOG ALPHABET INC-CL C | Technology | 20.4K | $5.9M | 1.0% | +346.9% |
| JPM JPMORGAN CHASE & CO | Financials | 14.2K | $4.2M | 0.7% | +57.1% |
| MA MASTERCARD INC - A | Services media | 7.9K | $4.0M | 0.7% | +69.1% |
| DAL DELTA AIR LINES INC | Industrials | 58.9K | $3.9M | 0.6% | -2.1% |
| TSLA TESLA INC | Industrials | 10.4K | $3.9M | 0.6% | +16.3% |
| XOM EXXON MOBIL CORP | Energy | 21.9K | $3.7M | 0.6% | +80.5% |
| DELL DELL TECHNOLOGIES -C | Technology | 20.8K | $3.4M | 0.6% | +500.2% |
| ECL ECOLAB INC | Other | 8.7K | $2.3M | 0.4% | +5.4% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 2.0K | $2.0M | 0.3% | +283.6% |
| GGG GRACO INC | Industrials | 21.2K | $1.8M | 0.3% | +1.7% |
| GS GOLDMAN SACHS GROUP INC | Financials | 2.1K | $1.7M | 0.3% | +19.5% |
| AMAT APPLIED MATERIALS INC | Technology | 4.4K | $1.5M | 0.2% | New |
| SCHW SCHWAB (CHARLES) CORP | Financials | 15.5K | $1.5M | 0.2% | -0.1% |
| FICO FAIR ISAAC CORP | Services media | 1.3K | $1.4M | 0.2% | New |
| WCC WESCO INTERNATIONAL INC | Consumer discretionary | 4.9K | $1.3M | 0.2% | New |
| MRK MERCK & CO. INC. | Healthcare | 10.5K | $1.3M | 0.2% | New |
| PG PROCTER & GAMBLE CO/THE | Other | 8.4K | $1.2M | 0.2% | New |
| KO COCA-COLA CO/THE | Consumer staples | 14.2K | $1.1M | 0.2% | New |
| USB US BANCORP | Financials | 20.4K | $1.1M | 0.2% | +21.9% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 21.0K | $1.1M | 0.2% | New |
| MS MORGAN STANLEY | Financials | 6.2K | $1.0M | 0.2% | +2.7% |
| BKNG BOOKING HOLDINGS INC | Industrials | 240 | $1.0M | 0.2% | New |
| TGT TARGET CORP | Consumer discretionary | 8.3K | $1.0M | 0.2% | New |
| C CITIGROUP INC | Financials | 8.7K | $989K | 0.2% | +36.7% |
| XEL XCEL ENERGY INC | Utilities | 10.8K | $861K | 0.1% | +100.6% |
| CB CHUBB LTD | Financials | 2.4K | $793K | 0.1% | New |
13F filing history
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