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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 1 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SHY ISHARES TR 115,152.0 $9.5M 5.06% -4K -3.3% $82.57 -0.6%
2 IEI ISHARES TR 78,171.0 $9.3M 4.93% -3K -3.2% $118.60 -1.4%
3 SGOV ISHARES TR 30,703.0 $3.1M 1.65% -3K -8.3% $100.66 -0.1%
4 XLP SELECT SECTOR SPDR TR 32,413.0 $2.7M 1.41% -2K -6.1% $81.95 +3.3%
5 XLK SELECT SECTOR SPDR TR 19,924.0 $2.6M 1.41% -1K -6.4% $132.90 +32.7%
6 XLV SELECT SECTOR SPDR TR 17,606.0 $2.6M 1.37% -1K -7.8% $146.61 -1.0%
7 XLC SELECT SECTOR SPDR TR 21,875.0 $2.4M 1.29% -1K -5.6% $110.86 +4.7%
8 XLF SELECT SECTOR SPDR TR 48,876.0 $2.4M 1.28% -3K -5.9% $49.39 +3.6%
9 XLI SELECT SECTOR SPDR TR 13,893.0 $2.2M 1.20% -744.0 -5.1% $161.73 +6.0%
10 SA SEABRIDGE GOLD INC Basic Materials 75,664.0 $2.1M 1.14% -944.0 -1.2% $28.34 +11.4%
11 CWB SPDR SERIES TRUST 23,380.0 $2.1M 1.14% -1K -4.5% $91.52 +14.2%
12 XLU SELECT SECTOR SPDR TR 45,624.0 $2.1M 1.11% -7K -13.3% $45.87 -4.3%
13 J P MORGAN EXCHANGE TRADED F 41,019.0 $2.1M 1.10% -3K -7.6% $50.61
14 XLY ELECT SECTOR SPDR TR 18,315.0 $2.0M 1.06% -1K -6.4% $108.98 +6.9%
15 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 13,145.0 $1.6M 0.88% -252.0 -1.9% $125.46 +5.7%
16 SO SOUTHERN CO Utilities 15,871.0 $1.5M 0.81% -478.0 -2.9% $96.52 -2.9%
17 VEA VANGUARD TAX-MANAGED FDS 23,677.0 $1.5M 0.81% -425.0 -1.8% $64.08 +7.8%
18 SCHB CHWAB STRATEGIC TR 58,964.0 $1.5M 0.79% -2K -2.6% $25.10 +13.2%
19 XLE SELECT SECTOR SPDR TR 23,727.0 $1.5M 0.77% -2K -6.0% $61.26 -2.9%
20 EEM ISHARES TR 25,136.0 $1.4M 0.76% -2K -7.0% $56.77 +14.6%
Page 1 of 4  ·  67 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%