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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 4 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 3,567.0 $892K 0.06% +166.0 +4.9% $249.98 -4.1%
62 APH AMPHENOL CORP Technology 4,877.0 $860K 0.06% +237.0 +5.1% $176.32 -11.0%
63 PYLD PIMCO ETF TR 30,836.0 $818K 0.05% +20K +173.3% $26.52 -1.4%
64 URI UNITED RENTALS INC Industrials 716.0 $811K 0.05% +4.0 +0.6% $1132.89 -3.0%
65 IWM ISHARES TR 2,608.0 $783K 0.05% +25.0 +1.0% $300.41 -0.2%
66 EQIX EQUINIX INC Real Estate 744.0 $776K 0.05% +267.0 +56.0% $1042.39 +2.2%
67 AEP AMERICAN ELEC PWR CO INC Utilities 5,484.0 $750K 0.05% +564.0 +11.5% $136.81 -11.6%
68 LFUS LITTELFUSE INC Technology 1,522.0 $693K 0.04% +44.0 +3.0% $455.33 -9.5%
69 ARES ARES MANAGEMENT CORPORATION Financial Services 6,033.0 $672K 0.04% +568.0 +10.4% $111.31 +26.9%
70 FE FIRSTENERGY CORP Utilities 14,001.0 $666K 0.04% +1K +10.5% $47.54 -3.3%
71 O REALTY INCOME CORP Real Estate 10,578.0 $655K 0.04% +252.0 +2.4% $61.96 +1.0%
72 SHW SHERWIN WILLIAMS CO Basic Materials 1,870.0 $644K 0.04% +71.0 +4.0% $344.32 +0.7%
73 Q QNITY ELECTRONICS INC Technology 3,925.0 $641K 0.04% +211.0 +5.7% $163.31 -21.1%
74 IDEV ISHARES TR 7,048.0 $627K 0.04% +79.0 +1.1% $89.01 +4.8%
75 FIX COMFORT SYS USA INC Industrials 307.0 $609K 0.04% +15.0 +5.1% $1982.90 -16.5%
76 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,545.0 $597K 0.04% +228.0 +17.3% $386.73 +3.6%
77 IWR ISHARES TR 5,367.0 $592K 0.04% +61.0 +1.1% $110.32 +2.8%
78 NUE NUCOR CORP Basic Materials 2,610.0 $581K 0.04% +38.0 +1.5% $222.78 +9.4%
79 PRU PRUDENTIAL FINL INC Financial Services 5,355.0 $578K 0.04% +1K +28.7% $107.93 +12.2%
80 OXY OCCIDENTAL PETE CORP Energy 11,774.0 $572K 0.04% +685.0 +6.2% $48.57 +26.2%
Page 4 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%