Everest Financial Group LLC
CIK 2056391
13F filing for Q2 2026・No. 3,111
- Holdings
- US$738.43M
- Quarter change
- +US$131.11M
- Entries
- 208
- Net bought (estimate)
- +US$2.09M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 22
- Sold out 13
- Cut 82
- Added 90
- Corporate actions 0
- Unchanged 14
Largest holdings
208 stocks worth US$738.43M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGLAlphabetCAP STK CL A | Added | 102,368 | US$36.58M | 4.95% |
| AMZNAmazonCOM | Cut | 147,668 | US$35.2M | 4.77% |
| INVESCO EXCH TRADED FD TR IIS&P 500 REVENUE | Added | 252,019 | US$32.2M | 4.36% |
| NVDANvidiaCOM | Added | 158,412 | US$31.7M | 4.29% |
| TSMTSMC ADRSPONSORED ADS | Added | 62,662 | US$29.93M | 4.05% |
| MSFTMicrosoftCOM | Added | 78,425 | US$29.25M | 3.96% |
| MUMicronCOM | Added | 22,133 | US$25.55M | 3.46% |
| AMDAMDCOM | Cut | 41,537 | US$24.13M | 3.27% |
| PANWPALO ALTO NETWORKS INCCOM | Added | 68,806 | US$23.46M | 3.18% |
| AAPLAppleCOM | Cut | 78,507 | US$22.72M | 3.08% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.