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EVEREST MANAGEMENT CORP. 13F portfolio summary

EVEREST MANAGEMENT CORP. of EVEREST MANAGEMENT CORP. has 85 current stock holdings with a reported portfolio value of $268.0M. The portfolio 1 year return is +28.65%. Top holdings include DFUS (20.99%), GBIL (9.82%), GOOG (6.60%), GOOGL (5.91%), NVDA (3.95%).

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EVEREST MANAGEMENT CORP.

EVEREST MANAGEMENT CORP.
Latest filing: 2026-06-30

EVEREST MANAGEMENT CORP. runs EVEREST MANAGEMENT CORP. and currently holds 85 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $268.03M. Their top holdings are DFUS, GBIL, GOOG, GOOGL, NVDA. The top five represent 47.3% of reported portfolio weight. EVEREST MANAGEMENT CORP. ranks #746 out of 1000 investors tracked by Alpha Score. In the most recent quarter, EVEREST MANAGEMENT CORP. initiated 16 new positions. They added to 39 existing positions. They trimmed 13 positions. Their current best-performing preview position is MU with returns of +241.67%.

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Top 5 Holdings
DFUS21.0%
GBIL9.8%
GOOG6.6%
GOOGL5.9%
NVDA3.9%
Top 5: 47.3%
Portfolio Returns
1 Year
+28.65%
#395/1000
3 Year
+35.59%
#758/1000
5 Year
+35.59%
#755/1000

Portfolio Value

$268.03M

Alpha Score

32.3

#746 of 1000

Holdings

85

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85 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
DFUS
DIMENSIONAL ETF TRUST
20.99%$65.37$83.66+27.97%
Added
+6.43%
GBIL
GOLDMAN SACHS ETF TR
9.82%$100.16$100.12-0.04%
Added
+1673.45%
GOOG
ALPHABET INC
6.60%$202.17$341.75+69.04%
Added
+13.91%
GOOGL
ALPHABET INC
5.91%$192.78$344.82+78.87%
Added
+1.58%
NVDA
NVIDIA CORPORATION
3.95%$163.69$214.76+31.20%
Added
+12.82%
AAPL
APPLE INC
2.86%$251.76$309.35+22.87%
Added
+23.99%
VOO
VANGUARD INDEX FDS
2.66%$540.86$703.77+30.12%
Added
+0.02%
AMZN
AMAZON COM INC
2.31%$225.33$258.63+14.78%
Added
+1.94%
VXUS
VANGUARD STAR FDS
2.08%$67.90$87.71+29.18%
Added
+26.82%
ANET
ARISTA NETWORKS INC
1.94%$161.88$188.67+16.55%
Added
+626.21%

Showing 1-10 of 85