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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 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AXON AXON ENTERPRISE INC Industrials 463.0 $260K 0.02% NEW $560.61 +12.0%
22 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 675.0 $257K 0.02% NEW $380.37 -29.9%
23 ONTO ONTO INNOVATION INC Technology 677.0 $256K 0.02% NEW $378.45 -22.5%
24 NTRA NATERA INC Healthcare 937.0 $254K 0.02% NEW $271.45 +22.3%
25 EPD ENTERPRISE PRODS PARTNERS L 6,772.0 $249K 0.02% NEW $36.76
26 WEC WEC ENERGY GROUP INC Utilities 2,082.0 $243K 0.02% NEW $116.77 -9.2%
27 AVB AVALONBAY CMNTYS INC Real Estate 1,259.0 $238K 0.01% NEW $188.69 -2.5%
28 MFC MANULIFE FINL CORP Financial Services 5,768.0 $234K 0.01% NEW $40.51 +4.9%
29 ROKU ROKU INC Communication Services 1,668.0 $230K 0.01% NEW $138.14 +14.0%
30 VV VANGUARD INDEX FDS 666.0 $229K 0.01% NEW $343.91 +2.5%
31 NTAP NETAPP INC Technology 1,457.0 $225K 0.01% NEW $154.76 +24.2%
32 ZION ZIONS BANCORPORATION NATL AS Financial Services 3,243.0 $224K 0.01% NEW $69.19 -1.5%
33 ISCG ISHARES TR 3,409.0 $223K 0.01% NEW $65.54 -0.7%
34 DFAS DIMENSIONAL ETF TRUST 2,702.0 $222K 0.01% NEW $82.33 +0.8%
35 IWS ISHARES TR 1,318.0 $217K 0.01% NEW $164.60 +4.5%
36 MPWR MONOLITHIC PWR SYS INC Technology 156.0 $216K 0.01% NEW $1382.36 -4.8%
37 KMB KIMBERLY-CLARK CORP Consumer Defensive 1,956.0 $215K 0.01% NEW $109.77 -0.4%
38 HSBC HSBC HLDGS PLC Financial Services 2,255.0 $214K 0.01% NEW $95.09 +9.5%
39 IUSG ISHARES TR 1,131.0 $213K 0.01% NEW $188.09 +0.9%
40 ROP ROPER TECHNOLOGIES INC Industrials 628.0 $213K 0.01% NEW $338.39 +21.7%
Page 2 of 3  ·  56 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%