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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 7 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CASY CASEYS GEN STORES INC Consumer Cyclical 366.0 $291K 0.02% +45.0 +14.0% $794.79 +5.2%
122 MDLZ MONDELEZ INTL INC Consumer Defensive 4,997.0 $289K 0.02% +664.0 +15.3% $57.84 +11.4%
123 PYPL PAYPAL HLDGS INC Financial Services 6,601.0 $285K 0.02% +811.0 +14.0% $43.18 +42.5%
124 IEX IDEX CORP Industrials 1,249.0 $283K 0.02% +74.0 +6.3% $226.95 +3.3%
125 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 9,372.0 $283K 0.02% +2K +21.7% $30.18 -1.4%
126 RSG REPUBLIC SVCS INC Industrials 1,322.0 $282K 0.02% +284.0 +27.4% $213.08 +3.6%
127 ABNB AIRBNB INC Consumer Cyclical 1,955.0 $280K 0.02% +39.0 +2.0% $143.10 +30.9%
128 IONS IONIS PHARMACEUTICALS INC Healthcare 3,503.0 $278K 0.02% +33.0 +0.9% $79.30 -24.7%
129 EFA ISHARES TR 2,633.0 $274K 0.02% +30.0 +1.1% $103.88 +4.2%
130 SBAC SBA COMMUNICATIONS CORP Real Estate 1,525.0 $269K 0.02% +81.0 +5.6% $176.46 +3.5%
131 PNW PINNACLE WEST CAP CORP Utilities 2,481.0 $265K 0.02% +120.0 +5.1% $107.00 -9.0%
132 TPR TAPESTRY INC Consumer Cyclical 1,807.0 $265K 0.02% +150.0 +9.1% $146.38 -11.1%
133 HYD VANECK ETF TRUST 5,071.0 $261K 0.02% +44.0 +0.9% $51.51 -2.5%
134 SPYM SPDR SERIES TRUST 2,911.0 $256K 0.02% +62.0 +2.2% $87.88 +2.6%
135 LESL LESLIES INC Consumer Cyclical 23,529.0 $239K 0.01% +1K +6.0% $10.15 -94.1%
136 AMP AMERIPRISE FINL INC Financial Services 498.0 $228K 0.01% +17.0 +3.5% $458.66 +21.1%
137 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 2,955.0 $214K 0.01% +21.0 +0.7% $72.51 +11.5%
138 LYG LLOYDS BANKING GROUP PLC Financial Services 11,499.0 $67K 0.00% +434.0 +3.9% $5.83 +3.3%
139 SABR SABRE CORP Consumer Cyclical 11,675.0 $24K 0.00% +619.0 +5.6% $2.09 +0.5%
Page 7 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%