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Portfolio (Quarterly) Guide ↗

Everhart Financial Group, Inc.

· CIK 0001852858
13F Portfolio $1.6B AUM 481 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 56 New 139 Added 241 Reduced 39 Exited
Page 2 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 UNH UNITEDHEALTH GROUP INC Healthcare 6,732.0 $2.8M 0.18% +1K +25.9% $415.63 -6.1%
22 ADI ANALOG DEVICES INC Technology 5,803.0 $2.3M 0.15% +110.0 +1.9% $397.17 -6.1%
23 CDNS CADENCE DESIGN SYSTEM INC Technology 6,083.0 $2.3M 0.15% +169.0 +2.9% $375.32 -15.0%
24 VEA VANGUARD TAX-MANAGED FDS 31,199.0 $2.2M 0.14% +581.0 +1.9% $71.25 +3.0%
25 HD HOME DEPOT INC Consumer Cyclical 5,784.0 $2.0M 0.13% +169.0 +3.0% $352.68 -4.8%
26 CSX CSX CORP Industrials 39,812.0 $1.9M 0.12% +653.0 +1.7% $47.53 +8.5%
27 AXP AMERICAN EXPRESS CO Financial Services 5,208.0 $1.8M 0.11% +189.0 +3.8% $338.25 -0.7%
28 VO VANGUARD INDEX FDS 21,358.0 $1.7M 0.11% +16K +307.5% $80.57 +3.0%
29 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 5,159.0 $1.7M 0.11% +143.0 +2.9% $330.46 -1.2%
30 KLAC KLA CORP Technology 5,589.0 $1.7M 0.11% +5K +948.6% $301.71 -39.0%
31 NET CLOUDFLARE INC Technology 6,822.0 $1.7M 0.11% +92.0 +1.4% $245.28 +19.5%
32 CFG CITIZENS FINL GROUP INC Financial Services 23,279.0 $1.6M 0.10% +1K +6.8% $70.07 -0.3%
33 VTEB VANGUARD MUN BD FDS 32,128.0 $1.6M 0.10% +339.0 +1.1% $50.58 -2.1%
34 BKNG BOOKING HOLDINGS INC Consumer Cyclical 8,724.0 $1.6M 0.10% +8K +1992.1% $178.24 +17.6%
35 MPC MARATHON PETE CORP Energy 5,842.0 $1.5M 0.10% +80.0 +1.4% $255.67 +41.1%
36 NVT NVENT ELEC PLC Industrials 8,189.0 $1.4M 0.09% +235.0 +3.0% $169.61 -10.4%
37 DELL DELL TECHNOLOGIES INC Technology 3,195.0 $1.4M 0.09% +110.0 +3.6% $431.52 +2.4%
38 BA BOEING CO Industrials 6,255.0 $1.4M 0.09% +1K +19.1% $216.47 -1.0%
39 DVN DEVON ENERGY CORP NEW Energy 32,757.0 $1.4M 0.09% +11K +54.1% $41.32 +18.8%
40 KEYS KEYSIGHT TECHNOLOGIES INC Technology 3,740.0 $1.3M 0.08% +374.0 +11.1% $350.07 -9.7%
Page 2 of 7  ·  139 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 41.6%
Financial Services 11.2%
Healthcare 9.2%
Industrials 8.9%
Consumer Cyclical 8.5%
Communication Services 6.7%
Consumer Defensive 4.7%
Energy 3.3%
Utilities 2.9%
Real Estate 1.6%