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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 2 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CHI CALAMOS CONV OPPORTUNITIES & Financial Services 111,723.0 $1.2M 0.64% -6K -5.3% $10.74 +12.4%
22 SJNK SPDR SERIES TRUST 39,171.0 $978K 0.52% -2K -5.3% $24.98 -0.2%
23 SHYG ISHARES TR 22,260.0 $942K 0.50% -800.0 -3.5% $42.31 -0.1%
24 CLX CLOROX CO DEL Consumer Defensive 9,077.0 $941K 0.50% -15K -62.5% $103.63 -12.7%
25 CCD CALAMOS DYNAMIC CONV & INCOM Financial Services 42,114.0 $899K 0.48% -2K -4.5% $21.35 +12.9%
26 HPF HANCOCK JOHN PFD INCOME FD I Financial Services 55,760.0 $870K 0.46% -2K -3.5% $15.61 +1.3%
27 RFI COHEN & STEERS TOTAL RETURN Financial Services 77,948.0 $868K 0.46% -2K -2.1% $11.14 -0.4%
28 VUG VANGUARD INDEX FDS 1,813.0 $792K 0.42% -576.0 -24.1% $436.79 -80.0%
29 BUI BLACKROCK UTILS INFRASTRUCTU Financial Services 29,015.0 $765K 0.41% -2K -5.8% $26.38 +3.7%
30 FFC FLAHERTY & CRUMRIN PFD & INM Financial Services 44,900.0 $696K 0.37% -6K -11.0% $15.49 +1.9%
31 ARCC ARES CAPITAL CORP Financial Services 37,669.0 $678K 0.36% -711.0 -1.9% $18.00 +5.0%
32 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 117,563.0 $658K 0.35% -4K -3.4% $5.60 +1.8%
33 EWU ISHARES TR 14,353.0 $654K 0.35% -15K -50.5% $45.56 +0.0%
34 LQD ISHARES TR 5,316.0 $579K 0.31% -911.0 -14.6% $108.99 -1.0%
35 IVV ISHARES TR 840.0 $549K 0.29% -74.0 -8.1% $653.25 +13.7%
36 VBK VANGUARD INDEX FDS 1,803.0 $545K 0.29% -310.0 -14.7% $302.25 +11.7%
37 RNP COHEN & STEERS REIT & PFD & Financial Services 26,560.0 $525K 0.28% -2K -5.3% $19.76 +3.3%
38 PFF SHARES TR 17,007.0 $516K 0.27% -2K -9.0% $30.32 +3.0%
39 IJT ISHARES TR 3,525.0 $510K 0.27% -150.0 -4.1% $144.71 +9.5%
40 NUVEEN REAL ESTATE INCOME FD 67,254.0 $502K 0.27% -3K -4.1% $7.46
Page 2 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%