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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 4 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPY STATE STR SPDR S&P 500 ETF T Financial Services 400.0 $299K 0.14% +23.0 +6.1% $746.77 +3.5%
62 SPRY ARS PHARMACEUTICALS INC Healthcare 33,732.0 $270K 0.13% +14K +68.7% $8.01 -22.1%
63 CMB.TECH NV 18,589.0 $260K 0.12% +4K +23.4% $13.99
64 VIRTUS CONVERTIBLE & INCOME 14,025.0 $242K 0.12% +2K +21.7% $17.29
65 ORLA ORLA MNG LTD NEW Basic Materials 22,475.0 $220K 0.11% +11K +96.4% $9.79 -3.6%
66 IAU ISHARES GOLD TR Financial Services 2,849.0 $215K 0.10% +245.0 +9.4% $75.51 +10.1%
67 NU NU HLDGS LTD Financial Services 15,916.0 $213K 0.10% +6K +59.2% $13.36 +10.3%
68 EXK ENDEAVOUR SILVER CORP Basic Materials 24,943.0 $207K 0.10% +10K +66.3% $8.28 +22.5%
69 RQI COHEN & STEERS QUALITY INCOM Financial Services 32,450.0 $200K 0.10% +16K +100.0% $6.16 +100.4%
Page 4 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%