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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 3 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CALM CAL MAINE FOODS INC Consumer Defensive 11,770.0 $931K 0.49% +479.0 +4.2% $79.08 -2.8%
42 ACI ALBERTSONS COS INC Consumer Defensive 53,998.0 $920K 0.49% +33K +163.4% $17.04 -3.8%
43 BANX ARROWMARK FINANCIAL CORP Financial Services 47,345.0 $902K 0.48% +1K +2.5% $19.06 +2.6%
44 WPC WP CAREY INC Real Estate 13,095.0 $890K 0.47% +360.0 +2.8% $67.96 +8.4%
45 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 5,883.0 $880K 0.47% +231.0 +4.1% $149.52 +13.1%
46 PRU PRUDENTIAL FINL INC Financial Services 8,924.0 $872K 0.46% +437.0 +5.2% $97.69 +5.6%
47 ALV AUTOLIV INC Consumer Cyclical 8,003.0 $842K 0.45% +303.0 +3.9% $105.16 +9.2%
48 UNILEVER PLC 14,090.0 $803K 0.43% +9K +164.2% $56.97
49 FXI ISHARES TR 20,485.0 $735K 0.39% +2K +10.0% $35.90 +0.8%
50 IWF SHARES TR 1,494.0 $637K 0.34% +84.0 +6.0% $426.40 -70.8%
51 VALE VALE S A Basic Materials 40,000.0 $636K 0.34% +10K +33.3% $15.91 +4.2%
52 JNJ JOHNSON & JOHNSON Healthcare 2,275.0 $556K 0.30% +31.0 +1.4% $244.44 -5.6%
53 PBR PETROLEO BRASILEIRO S A Energy 26,794.0 $556K 0.30% +14K +103.3% $20.75 -4.7%
54 AWF ALLIANCEBERNSTEIN GLOBAL HIG Financial Services 41,713.0 $424K 0.23% +8K +22.9% $10.17 -1.0%
55 GOOGL ALPHABET INC Communication Services 1,399.0 $402K 0.21% +37.0 +2.7% $287.59 +39.5%
56 ENB ENBRIDGE INC Energy 7,420.0 $402K 0.21% +329.0 +4.6% $54.14 +3.8%
57 ITOT ISHARES TR 2,288.0 $326K 0.17% +66.0 +3.0% $142.43 +13.1%
58 TFC TRUIST FINL CORP Financial Services 6,128.0 $282K 0.15% +65.0 +1.1% $45.97 +2.5%
59 V VISA INC Financial Services 915.0 $276K 0.15% +17.0 +1.9% $302.18 +6.7%
Page 3 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%