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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
# Ticker Company Sector Shares Value ↓ % Port Status
1 SA SEABRIDGE GOLD INC Basic Materials 75,664 $2.1M 1.14% SOLD
2 OIH VANECK ETF TRUST 1,842 $745K 0.40% SOLD
3 FXI ISHARES TR 20,485 $735K 0.39% SOLD
4 FGNX FG NEXUS INC. Financial Services 138,100 $689K 0.37% SOLD
5 EWU ISHARES TR 14,353 $654K 0.35% SOLD
6 VALE VALE S A Basic Materials 40,000 $636K 0.34% SOLD
7 BUNGE GLOBAL SA 4,600 $585K 0.31% SOLD
8 ANGLOGOLD ASHANTI PLC 4,750 $462K 0.25% SOLD
9 BND VANGUARD BD INDEX FDS 6,040 $445K 0.24% SOLD
10 SGOL ETFS GOLD TR Financial Services 4,883 $218K 0.12% SOLD
11 TWIN VEE POWERCATS CO 250,000 $64K 0.03% SOLD
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%