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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 2 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GDXJ VANECK ETF TRUST 14,174.0 $1.4M 0.67% +5K +58.8% $98.25 +22.5%
22 IPAR INTERPARFUMS INC Consumer Defensive 12,310.0 $1.4M 0.66% +2K +15.8% $111.86 -0.1%
23 BIDU BAIDU INC Communication Services 11,532.0 $1.3M 0.64% +2K +17.1% $114.29 -8.9%
24 ABBV ABBVIE INC Healthcare 5,176.0 $1.3M 0.63% +303.0 +6.2% $251.64 -0.5%
25 DNP DNP SELECT INCOME FD INC Financial Services 119,690.0 $1.3M 0.62% +5K +4.4% $10.79 +1.4%
26 CALM CAL MAINE FOODS INC Consumer Defensive 15,586.0 $1.3M 0.61% +4K +32.4% $80.56 -0.1%
27 UPS UNITED PARCEL SVCS INC Industrials 11,522.0 $1.2M 0.60% +726.0 +6.7% $107.50 -5.1%
28 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 16,066.0 $1.2M 0.59% +214.0 +1.4% $76.43 -3.6%
29 V VISA INC Financial Services 33,198.0 $1.2M 0.58% +32K +3528.2% $36.40 +885.9%
30 CIG CIA ENERGETICA DE MINAS GERA Utilities 569,165.0 $1.2M 0.58% +11K +1.9% $2.10 -8.6%
31 PFE PFIZER INC Healthcare 48,765.0 $1.2M 0.57% +2K +3.3% $24.08 +11.6%
32 FE FIRSTENERGY CORP Utilities 24,590.0 $1.2M 0.56% +668.0 +2.8% $47.54 -0.3%
33 BANX ARROWMARK FINANCIAL CORP Financial Services 59,632.0 $1.2M 0.56% +12K +25.9% $19.55 +6.0%
34 DRI DARDEN RESTAURANTS INC Consumer Cyclical 5,468.0 $1.1M 0.54% +96.0 +1.8% $206.01 +9.5%
35 CVX CHEVRON CORPORATION Energy 6,691.0 $1.1M 0.54% +250.0 +3.9% $165.76 +22.3%
36 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 6,192.0 $1.1M 0.54% +309.0 +5.2% $178.95 +21.8%
37 PRU PRUDENTIAL FINL INC Financial Services 10,252.0 $1.1M 0.53% +1K +14.9% $107.93 +15.4%
38 UNILEVER PLC 17,444.0 $1.0M 0.51% +3K +23.8% $60.12
39 ALV AUTOLIV INC Consumer Cyclical 9,000.0 $1.0M 0.50% +997.0 +12.5% $116.17 +4.0%
40 WPC WP CAREY INC Real Estate 14,507.0 $1.0M 0.50% +1K +10.8% $71.50 +0.0%
Page 2 of 4  ·  69 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%