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Portfolio (Quarterly) Guide ↗

Everstar Asset Management, LLC

· CIK 0002023744
13F Portfolio $187.9B AUM 232 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 26 New 59 Added 67 Reduced 27 Exited
Page 2 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TRN TRINITY INDS INC Industrials 39,132.0 $1.3M 0.67% +621.0 +1.6% $32.18 +9.6%
22 SHEL HELL PLC Energy 13,296.0 $1.2M 0.66% +461.0 +3.6% $93.02 -9.2%
23 MRK MERCK & CO INC Healthcare 10,077.0 $1.2M 0.65% +58.0 +0.6% $120.29 -5.7%
24 FE FIRSTENERGY CORP Utilities 23,922.0 $1.2M 0.65% +349.0 +1.5% $50.66 -12.2%
25 HTO H2O AMERICA Utilities 20,365.0 $1.2M 0.64% +12K +139.6% $58.67 -4.8%
26 OHI OMEGA HEALTHCARE INVS INC Real Estate 27,013.0 $1.2M 0.63% +461.0 +1.7% $43.82 +9.4%
27 DNP DNP SELECT INCOME FD INC Financial Services 114,661.0 $1.2M 0.63% +6K +6.0% $10.30 +3.4%
28 LNT ALLIANT ENERGY CORP Utilities 16,259.0 $1.2M 0.62% +361.0 +2.3% $71.76 +1.0%
29 NVDA NVIDIA CORPORATION Technology 6,564.0 $1.1M 0.61% +102.0 +1.6% $174.43 +35.1%
30 HSBC HSBC HLDGS PLC Financial Services 13,515.0 $1.1M 0.59% +89.0 +0.7% $82.49 +10.0%
31 BIDU BAIDU INC Communication Services 9,850.0 $1.1M 0.58% +6K +134.5% $111.42 +21.5%
32 TNL RAVEL PLUS LEISURE CO Consumer Cyclical 15,852.0 $1.1M 0.58% +358.0 +2.3% $69.19 -8.1%
33 UPS UNITED PARCEL SVCS INC Industrials 10,796.0 $1.1M 0.56% +7K +184.1% $98.38 +0.0%
34 ABBV ABBVIE INC Healthcare 4,873.0 $1.1M 0.56% +128.0 +2.7% $217.49 -3.3%
35 DRI ARDEN RESTAURANTS INC Consumer Cyclical 5,372.0 $1.1M 0.56% +86.0 +1.6% $196.04 -0.7%
36 STT STATE STR CORP Financial Services 8,181.0 $1.0M 0.55% +201.0 +2.5% $126.56 +21.5%
37 SIRI SIRIUSXM HOLDINGS INC Communication Services 42,790.0 $988K 0.53% +626.0 +1.5% $23.08 +13.6%
38 CPA COPA HOLDINGS SA Industrials 8,607.0 $978K 0.52% +139.0 +1.6% $113.61 +19.3%
39 IPAR INTERPARFUMS INC Consumer Defensive 10,634.0 $966K 0.51% +6K +153.2% $90.84 -3.4%
40 TBIL RBB FD INC 19,051.0 $950K 0.51% +10K +111.4% $49.86 +0.2%
Page 2 of 3  ·  59 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 30.1%
Utilities 9.6%
Consumer Cyclical 9.2%
Consumer Defensive 8.8%
Healthcare 7.9%
Technology 7.7%
Energy 7.2%
Industrials 5.7%
Communication Services 5.0%
Basic Materials 4.8%