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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 13  ·  241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ANET ARISTA NETWORKS INC Technology 10,374.0 $1.8M 0.11% -394.0 -3.7% $169.88 +11.2%
62 TXN TEXAS INSTRS INC Technology 5,873.0 $1.8M 0.11% -42.0 -0.7% $298.07 -11.2%
63 SPOT SPOTIFY TECHNOLOGY S A Communication Services 3,776.0 $1.7M 0.11% -396.0 -9.5% $459.13 +16.0%
64 PEP PEPSICO INC Consumer Defensive 12,586.0 $1.7M 0.11% -971.0 -7.2% $135.40 +5.5%
65 ITT ITT INC Industrials 8,523.0 $1.7M 0.11% -362.0 -4.1% $197.76 +4.8%
66 VB VANGUARD INDEX FDS 5,559.0 $1.7M 0.11% -392.0 -6.6% $303.11 +0.6%
67 TT TRANE TECHNOLOGIES PLC Industrials 3,237.0 $1.6M 0.10% -506.0 -13.5% $491.16 -7.4%
68 WMB WILLIAMS COS INC Energy 20,774.0 $1.5M 0.10% -2K -9.4% $74.34 -4.8%
69 MCD MCDONALDS CORP Consumer Cyclical 5,633.0 $1.5M 0.10% -1K -19.0% $270.33 +0.1%
70 DE DEERE & CO Industrials 2,381.0 $1.5M 0.10% -15.0 -0.6% $634.33 +3.1%
71 MCK MCKESSON CORP Healthcare 1,976.0 $1.5M 0.10% -268.0 -11.9% $755.60 +14.7%
72 NI NISOURCE INC Utilities 31,219.0 $1.5M 0.10% -2K -5.8% $47.55 -14.2%
73 NEE NEXTERA ENERGY INC Utilities 16,849.0 $1.5M 0.10% -2K -11.8% $87.77 -4.6%
74 APP APPLOVIN CORP Technology 2,866.0 $1.5M 0.09% -33.0 -1.1% $515.23 -41.0%
75 HWM HOWMET AEROSPACE INC Industrials 5,365.0 $1.4M 0.09% -997.0 -15.7% $268.86 +1.0%
76 ISRG INTUITIVE SURGICAL INC Healthcare 3,582.0 $1.4M 0.09% -632.0 -15.0% $397.68 -4.7%
77 WBD WARNER BROS DISCOVERY INC Communication Services 51,456.0 $1.4M 0.09% -8K -12.8% $26.66 +6.8%
78 DAL DELTA AIR LINES INC Industrials 14,536.0 $1.4M 0.09% -794.0 -5.2% $93.66 -12.1%
79 STXG EA SERIES TRUST 24,605.0 $1.4M 0.09% -589.0 -2.3% $55.26 +1.6%
80 SPG SIMON PPTY GROUP INC NEW Real Estate 5,990.0 $1.3M 0.09% -142.0 -2.3% $223.65 -2.4%
Page 4 of 13  ·  241 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%