Everest Financial Group LLC
Net seller this quarter
$738M
110
-$617K
37.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GOOGL | $36.6M | 4.95% | 0.00% | +1.0% | Q4 2025 |
 AMZN | $35.2M | 4.77% | 0.00% | -0.1% | Q4 2025 |
 NVDA | $31.7M | 4.29% | 0.00% | +0.3% | Q4 2025 |
 TSM | $29.9M | 4.05% | 0.00% | +0.5% | Q4 2025 |
 MSFT | $29.3M | 3.96% | 0.00% | +0.2% | Q4 2025 |
 MU | $25.5M | 3.46% | 0.00% | +2.8% | Q4 2025 |
 AMD | $24.1M | 3.27% | 0.00% | -2.0% | Q4 2025 |
 PANW | $23.5M | 3.18% | 0.01% | +5.1% | Q4 2025 |
 AAPL | $22.7M | 3.08% | 0.00% | -5.3% | Q4 2025 |
 AVGO | $18.8M | 2.54% | 0.00% | +8.5% | Q4 2025 |
 CRWD | $16.9M | 2.29% | 0.01% | +0.6% | Q4 2025 |
 META | $15.5M | 2.10% | Not reported | +4.3% | Q4 2025 |
 ASML | $13.7M | 1.86% | 0.00% | -2.3% | Q4 2025 |
 UNH | $13.6M | 1.84% | 0.00% | -3.8% | Q4 2025 |
 V | $11.4M | 1.55% | 0.00% | -1.4% | Q4 2025 |
 BRK.B | $10.7M | 1.45% | Not reported | 0.0% | Q4 2025 |
 NOW | $9.64M | 1.31% | 0.01% | -7.3% | Q4 2025 |
 DELL | $9.39M | 1.27% | 0.00% | +4.9% | Q4 2025 |
 ETN | $7.32M | 0.99% | 0.00% | +0.9% | Q1 2026 |
| GOOG | $7.06M | 0.96% | Not reported | -2.2% | Q4 2025 |
 UBER | $6.68M | 0.90% | 0.00% | -0.2% | Q4 2025 |
 ET | $5.82M | 0.79% | 0.01% | -1.4% | Q4 2025 |
 DAL | $5.44M | 0.74% | 0.01% | -1.4% | Q4 2025 |
 IAU | $5.32M | 0.72% | 0.01% | -0.4% | Q4 2025 |
 JPM | $4.63M | 0.63% | 0.00% | -0.8% | Q4 2025 |
 TSLA | $4.38M | 0.59% | 0.00% | +0.1% | Q4 2025 |
 MA | $4.37M | 0.59% | 0.00% | +7.4% | Q4 2025 |
 CRM | $3.94M | 0.53% | 0.00% | -27.3% | Q4 2025 |
 NOBL | $3.63M | 0.49% | Not reported | +1.1% | Q1 2026 |
 AMAT | $3.02M | 0.41% | 0.00% | -4.2% | Q1 2026 |
 XOM | $2.99M | 0.41% | 0.00% | +0.1% | Q4 2025 |
 FNDF | $2.85M | 0.39% | Not reported | New | Q2 2026 |
 QTUM | $2.66M | 0.36% | Not reported | -1.5% | Q1 2026 |
 ECL | $2.42M | 0.33% | 0.00% | +0.2% | Q4 2025 |
 COST | $1.86M | 0.25% | 0.00% | +1.1% | Q4 2025 |
 GS | $1.86M | 0.25% | 0.00% | -10.9% | Q4 2025 |
 GGG | $1.6M | 0.22% | 0.01% | 0.0% | Q4 2025 |
 WCC | $1.46M | 0.20% | 0.01% | -13.3% | Q1 2026 |
 GLD | $1.43M | 0.19% | 0.00% | +0.9% | Q4 2025 |
 SCHW | $1.42M | 0.19% | 0.00% | -0.3% | Q4 2025 |
 MRVL | $1.3M | 0.18% | 0.00% | -7.8% | Q1 2026 |
 MS | $1.29M | 0.17% | 0.00% | -1.0% | Q4 2025 |
 USB | $1.24M | 0.17% | 0.00% | +0.9% | Q4 2025 |
 MRK | $1.24M | 0.17% | 0.00% | -7.6% | Q1 2026 |
 C | $1.22M | 0.17% | 0.00% | Not reported | Q4 2025 |
 HSBC | $1.15M | 0.16% | 0.00% | Not reported | Q4 2025 |
 PG | $1.14M | 0.15% | 0.00% | -7.8% | Q1 2026 |
 TGT | $1.06M | 0.14% | 0.00% | -1.9% | Q1 2026 |
 FICO | $1.06M | 0.14% | 0.00% | -30.8% | Q1 2026 |
 PULS | $1.04M | 0.14% | 0.12% | +158.8% | Q4 2025 |
| Q1 2026 | |||||
| AMZN | $30.8M | 5.07% | 0.00% | +14.0% | Q4 2025 |
| GOOGL | $29.2M | 4.80% | 0.00% | +1.4% | Q4 2025 |
| MSFT | $29M | 4.77% | 0.00% | +12.3% | Q4 2025 |
| NVDA | $27.5M | 4.53% | 0.00% | +13.8% | Q4 2025 |
| TSM | $21.1M | 3.47% | 0.00% | +8.9% | Q4 2025 |
| AAPL | $21M | 3.47% | 0.00% | +21.1% | Q4 2025 |
| META | $15.1M | 2.49% | Not reported | +23.3% | Q4 2025 |
| AVGO | $14.2M | 2.34% | 0.00% | +30.8% | Q4 2025 |
| NOW | $11M | 1.80% | 0.01% | +18.7% | Q4 2025 |
| PANW | $10.5M | 1.73% | 0.01% | +18.5% | Q4 2025 |
| BRK.B | $10.3M | 1.69% | Not reported | +43.8% | Q4 2025 |
| V | $10.2M | 1.68% | 0.00% | +24.8% | Q4 2025 |
| ASML | $9.32M | 1.54% | 0.00% | +14.9% | Q4 2025 |
| UNH | $9.19M | 1.51% | 0.00% | +17.6% | Q4 2025 |
| AMD | $8.62M | 1.42% | 0.00% | +4.6% | Q4 2025 |
| CRWD | $8.61M | 1.42% | 0.01% | +3.9% | Q4 2025 |
| MU | $7.27M | 1.20% | 0.00% | +2.3% | Q4 2025 |
| UBER | $6.68M | 1.10% | 0.00% | +27.8% | Q4 2025 |
| CRM | $6.44M | 1.06% | 0.00% | +3.9% | Q4 2025 |
| IAU | $6.24M | 1.03% | 0.01% | +0.2% | Q4 2025 |
| ETN | $6.09M | 1.00% | 0.00% | New | Q1 2026 |
| ET | $5.96M | 0.98% | 0.01% | -0.7% | Q4 2025 |
| GOOG | $5.86M | 0.96% | Not reported | +346.9% | Q4 2025 |
 PSLV | $4.61M | 0.76% | 0.03% | New | Q1 2026 |
| JPM | $4.19M | 0.69% | 0.00% | +57.1% | Q4 2025 |
| MA | $3.95M | 0.65% | 0.00% | +69.1% | Q4 2025 |
| DAL | $3.92M | 0.65% | 0.01% | -2.1% | Q4 2025 |
| TSLA | $3.87M | 0.64% | 0.00% | +16.3% | Q4 2025 |
| XOM | $3.7M | 0.61% | 0.00% | +80.5% | Q4 2025 |
| DELL | $3.41M | 0.56% | 0.00% | +500.2% | Q4 2025 |
| NOBL | $3.39M | 0.56% | Not reported | New | Q1 2026 |
| ECL | $2.31M | 0.38% | 0.00% | +5.4% | Q4 2025 |
| COST | $1.96M | 0.32% | 0.00% | +283.6% | Q4 2025 |
| GGG | $1.79M | 0.29% | 0.01% | +1.7% | Q4 2025 |
| QTUM | $1.75M | 0.29% | Not reported | New | Q1 2026 |
| GS | $1.74M | 0.29% | 0.00% | +19.5% | Q4 2025 |
| GLD | $1.66M | 0.27% | 0.00% | +194.9% | Q4 2025 |
| AMAT | $1.49M | 0.25% | 0.00% | New | Q1 2026 |
| SCHW | $1.46M | 0.24% | 0.00% | -0.1% | Q4 2025 |
| FICO | $1.37M | 0.23% | 0.01% | New | Q1 2026 |
| WCC | $1.34M | 0.22% | 0.01% | New | Q1 2026 |
| MRK | $1.26M | 0.21% | 0.00% | New | Q1 2026 |
| PG | $1.21M | 0.20% | 0.00% | New | Q1 2026 |
 KO | $1.08M | 0.18% | 0.00% | New | Q1 2026 |
| USB | $1.06M | 0.17% | 0.00% | +21.9% | Q4 2025 |
 VZ | $1.05M | 0.17% | 0.00% | New | Q1 2026 |
| MS | $1.03M | 0.17% | 0.00% | +2.7% | Q4 2025 |
 BKNG | $1.01M | 0.17% | 0.00% | New | Q1 2026 |
| TGT | $1M | 0.17% | 0.00% | New | Q1 2026 |
| HSBC | $995K | 0.16% | 0.00% | Not reported | Q4 2025 |
| Q4 2025 | |||||
| MSFT | $33.5M | 7.50% | 0.00% | New | Q4 2025 |
| GOOGL | $31.3M | 7.00% | 0.00% | New | Q4 2025 |
| AMZN | $29.9M | 6.70% | 0.00% | New | Q4 2025 |
| NVDA | $25.8M | 5.77% | 0.00% | New | Q4 2025 |
| AAPL | $18.6M | 4.17% | 0.00% | New | Q4 2025 |
| TSM | $17.4M | 3.89% | 0.00% | New | Q4 2025 |
| META | $14.1M | 3.16% | Not reported | New | Q4 2025 |
| NOW | $13.5M | 3.03% | 0.01% | New | Q4 2025 |
| AVGO | $12.1M | 2.72% | 0.00% | New | Q4 2025 |
| PANW | $10.2M | 2.28% | 0.01% | New | Q4 2025 |
| CRWD | $9.95M | 2.23% | 0.01% | New | Q4 2025 |
| V | $9.51M | 2.13% | 0.00% | New | Q4 2025 |
| UNH | $9.48M | 2.12% | 0.00% | New | Q4 2025 |
| CRM | $8.81M | 1.97% | 0.00% | New | Q4 2025 |
| AMD | $8.68M | 1.94% | 0.00% | New | Q4 2025 |
| BRK.B | $7.49M | 1.68% | Not reported | New | Q4 2025 |
| ASML | $6.57M | 1.47% | 0.00% | New | Q4 2025 |
| MU | $6.01M | 1.34% | 0.00% | New | Q4 2025 |
| UBER | $5.94M | 1.33% | 0.00% | New | Q4 2025 |
| IAU | $5.73M | 1.28% | 0.01% | New | Q4 2025 |
| ET | $5.13M | 1.15% | 0.01% | New | Q4 2025 |
| DAL | $4.18M | 0.94% | 0.01% | New | Q4 2025 |
| TSLA | $4.02M | 0.90% | 0.00% | New | Q4 2025 |
| JPM | $2.92M | 0.65% | 0.00% | New | Q4 2025 |
| MA | $2.68M | 0.60% | 0.00% | New | Q4 2025 |
| ECL | $2.16M | 0.48% | 0.00% | New | Q4 2025 |
| GGG | $1.71M | 0.38% | 0.01% | New | Q4 2025 |
| SCHW | $1.55M | 0.35% | 0.00% | New | Q4 2025 |
| GS | $1.52M | 0.34% | 0.00% | New | Q4 2025 |
| XOM | $1.46M | 0.33% | 0.00% | New | Q4 2025 |
| GOOG | $1.43M | 0.32% | Not reported | New | Q4 2025 |
| MS | $1.08M | 0.24% | 0.00% | New | Q4 2025 |
| HSBC | $949K | 0.21% | 0.00% | New | Q4 2025 |
| USB | $894K | 0.20% | 0.00% | New | Q4 2025 |
 QCOM | $821K | 0.18% | 0.00% | New | Q4 2025 |
 BLK | $764K | 0.17% | 0.00% | New | Q4 2025 |
| C | $744K | 0.17% | 0.00% | New | Q4 2025 |
 AXP | $684K | 0.15% | 0.00% | New | Q4 2025 |
 TMO | $610K | 0.14% | 0.00% | New | Q4 2025 |
 COP | $578K | 0.13% | 0.00% | New | Q4 2025 |
 ADBE | $537K | 0.12% | 0.00% | New | Q4 2025 |
| GLD | $518K | 0.12% | 0.00% | New | Q4 2025 |
 GM | $506K | 0.11% | 0.00% | New | Q4 2025 |
 CMI | $465K | 0.10% | 0.00% | New | Q4 2025 |
| SLV | $448K | 0.10% | 0.00% | New | Q4 2025 |
| DELL | $445K | 0.10% | 0.00% | New | Q4 2025 |
| COST | $443K | 0.10% | 0.00% | New | Q4 2025 |
 BX | $415K | 0.09% | 0.00% | New | Q4 2025 |
 XEL | $399K | 0.09% | 0.00% | New | Q4 2025 |
 WK | $361K | 0.08% | Not reported | New | Q4 2025 |