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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 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BX BLACKSTONE INC Financial Services 2,042.0 $240K 0.12% NEW $117.67 +19.5%
22 PAVE GLOBAL X FDS 4,060.0 $239K 0.12% NEW $58.92 -0.3%
23 DTCR GLOBAL X FDS 7,831.0 $238K 0.12% NEW $30.37 -3.8%
24 SOXQ INVESCO EXCH TRADED FD TR II 2,015.0 $226K 0.11% NEW $112.10 -11.4%
25 RDDT REDDIT INC Communication Services 1,300.0 $226K 0.11% NEW $173.58 -5.2%
26 NLR VANECK ETF TRUST 1,760.0 $204K 0.10% NEW $115.98 +2.0%
27 VIG VANGUARD SPECIALIZED FUNDS 20,404.0 $53K 0.03% NEW $2.60 +9298.9%
Page 2 of 2  ·  27 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%