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Portfolio (Quarterly) Guide ↗

Everstar Asset Management, LLC

· CIK 0002023744
13F Portfolio $187M AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 187 New
Page 2 of 10  ·  187 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CWB SPDR SERIES TRUST 24,480.0 $2.2M 1.17% NEW $89.20 +17.2%
22 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 13,397.0 $2.0M 1.05% NEW $146.58 -9.5%
23 MSFT MICROSOFT CORP Technology 3,822.0 $1.8M 0.99% NEW $483.67 -15.3%
24 ET ENERGY TRANSFER L P Energy 75,464.0 $1.8M 0.97% NEW $24.02 -15.2%
25 KWEB KRANESHARES TRUST 49,955.0 $1.7M 0.91% NEW $34.05 -17.3%
26 AMZN AMAZON COM INC Consumer Cyclical 7,352.0 $1.7M 0.91% NEW $230.82 +14.4%
27 MSD MORGAN STANLEY EMKT DBT FD I Financial Services 210,370.0 $1.6M 0.86% NEW $7.66 -4.7%
28 RIV RIVERNORTH OPPORTUNITIES FD Financial Services 135,467.0 $1.6M 0.85% NEW $11.74 -2.5%
29 SCHB SCHWAB STRATEGIC TR 60,520.0 $1.6M 0.85% NEW $26.23 +8.3%
30 VEA VANGUARD TAX-MANAGED FDS 24,102.0 $1.5M 0.81% NEW $62.47 +10.6%
31 GOOG ALPHABET INC Communication Services 4,743.0 $1.5M 0.80% NEW $313.80 +26.6%
32 EEM ISHARES TR 27,015.0 $1.5M 0.79% NEW $54.71 +18.9%
33 SO SOUTHERN CO Utilities 16,349.0 $1.4M 0.73% NEW $83.81 +11.8%
34 CSCO CISCO SYS INC Technology 17,707.0 $1.4M 0.73% NEW $77.03 +50.0%
35 DGRS WISDOMTREE TR 24,737.0 $1.2M 0.66% NEW $50.05 +9.0%
36 CHI CALAMOS CONV OPPORTUNITIES & Financial Services 117,953.0 $1.2M 0.66% NEW $10.48 +15.1%
37 NVDA NVIDIA CORPORATION Technology 6,462.0 $1.2M 0.65% NEW $186.50 +26.4%
38 SCHX SCHWAB STRATEGIC TR 44,065.0 $1.2M 0.64% NEW $26.91 +7.9%
39 MO ALTRIA GROUP INC Consumer Defensive 20,389.0 $1.2M 0.63% NEW $57.74 +25.4%
40 OHI OMEGA HEALTHCARE INVS INC Real Estate 26,552.0 $1.2M 0.63% NEW $44.34 +8.1%
Page 2 of 10  ·  187 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 29.3%
Consumer Cyclical 10.8%
Technology 10.7%
Healthcare 8.4%
Consumer Defensive 7.4%
Utilities 7.4%
Energy 7.2%
Industrials 6.8%
Communication Services 5.1%
Basic Materials 3.7%