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Portfolio (Quarterly) Guide ↗

Everstar Asset Management, LLC

· CIK 0002023744
13F Portfolio $207M AUM 205 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 27 New 69 Added 51 Reduced 11 Exited
Page 1 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SHY ISHARES TR 185,637.0 $15.2M 7.35% +70K +61.2% $82.11 -0.1%
2 BIL SPDR SERIES TRUST 143,846.0 $13.2M 6.36% $91.64 -0.1%
3 XLK SELECT SECTOR SPDR TR 31,547.0 $6.0M 2.90% +12K +58.3% $190.52 -0.1%
4 VTI VANGUARD INDEX FDS 12,229.0 $4.5M 2.18% $370.04 +3.3%
5 XLV SELECT SECTOR SPDR TR 28,336.0 $4.5M 2.17% +11K +61.0% $158.66 +5.3%
6 SGOV ISHARES TR 42,892.0 $4.3M 2.08% +12K +39.7% $100.67 -0.1%
7 XLF SELECT SECTOR SPDR TR 80,001.0 $4.3M 2.07% +31K +63.7% $53.61 +7.4%
8 PFM INVESCO EXCHANGE TRADED FD T 75,326.0 $4.2M 2.02% +5K +7.1% $55.45 +3.8%
9 AAPL APPLE INC Technology 9,589.0 $2.8M 1.34% +386.0 +4.2% $289.37 +5.6%
10 XLC SELECT SECTOR SPDR TR 25,354.0 $2.7M 1.31% +3K +15.9% $107.13 +3.5%
11 AQST AQUESTIVE THERAPEUTICS INC Healthcare 611,943.0 $2.5M 1.23% +59K +10.6% $4.16 +3.1%
12 RIV RIVERNORTH OPPORTUNITIES FD Financial Services 213,685.0 $2.5M 1.20% +45K +26.8% $11.66 -4.5%
13 XLI SELECT SECTOR SPDR TR 13,358.0 $2.5M 1.19% -535.0 -3.9% $185.23 +0.6%
14 CWB SPDR SERIES TRUST 22,450.0 $2.4M 1.17% -930.0 -4.0% $107.82 -1.2%
15 VXUS VANGUARD STAR FDS 26,239.0 $2.2M 1.08% -4K -13.0% $85.49 +2.8%
16 XLY SELECT SECTOR SPDR TR 19,062.0 $2.2M 1.08% +747.0 +4.1% $117.28 -0.5%
17 MSD MORGAN STANLEY EMKT DBT FD I Financial Services 297,003.0 $2.2M 1.05% +40K +15.8% $7.30 -0.3%
18 XLU SELECT SECTOR SPDR TR 44,592.0 $2.0M 0.97% -1K -2.3% $45.34 -2.6%
19 KWEB KRANESHARES TRUST 81,304.0 $2.0M 0.96% +28K +53.3% $24.47 +10.1%
20 MSFT MICROSOFT CORP Technology 4,962.0 $1.9M 0.89% +933.0 +23.2% $373.02 +28.8%
Page 1 of 11  ·  202 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
Financial Services 31.9%
Technology 10.5%
Healthcare 9.5%
Consumer Cyclical 9.4%
Utilities 8.3%
Consumer Defensive 8.0%
Communication Services 6.4%
Industrials 5.3%
Energy 5.2%
Real Estate 3.9%