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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 3 of 10  ·  186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AEP AMERICAN ELEC PWR CO INC Utilities 9,702.0 $1.3M 0.68% +127.0 +1.3% $131.08 -4.5%
42 TSN TYSON FOODS INC Consumer Defensive 19,813.0 $1.3M 0.68% +327.0 +1.7% $64.07 +4.0%
43 TRN TRINITY INDS INC Industrials 39,132.0 $1.3M 0.67% +621.0 +1.6% $32.18 +9.6%
44 SHEL HELL PLC Energy 13,296.0 $1.2M 0.66% +461.0 +3.6% $93.02 -9.2%
45 MRK MERCK & CO INC Healthcare 10,077.0 $1.2M 0.65% +58.0 +0.6% $120.29 -5.7%
46 FE FIRSTENERGY CORP Utilities 23,922.0 $1.2M 0.65% +349.0 +1.5% $50.66 -12.2%
47 CHI CALAMOS CONV OPPORTUNITIES & Financial Services 111,723.0 $1.2M 0.64% -6K -5.3% $10.74 +12.4%
48 HTO H2O AMERICA Utilities 20,365.0 $1.2M 0.64% +12K +139.6% $58.67 -4.8%
49 OHI OMEGA HEALTHCARE INVS INC Real Estate 27,013.0 $1.2M 0.63% +461.0 +1.7% $43.82 +9.4%
50 DNP DNP SELECT INCOME FD INC Financial Services 114,661.0 $1.2M 0.63% +6K +6.0% $10.30 +3.4%
51 LNT ALLIANT ENERGY CORP Utilities 16,259.0 $1.2M 0.62% +361.0 +2.3% $71.76 +1.0%
52 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 100,170.0 $1.2M 0.61% NEW $11.50 +3.1%
53 NVDA NVIDIA CORPORATION Technology 6,564.0 $1.1M 0.61% +102.0 +1.6% $174.43 +35.1%
54 SCHX SCHWAB STRATEGIC TR 43,951.0 $1.1M 0.60% $25.64 +13.3%
55 HSBC HSBC HLDGS PLC Financial Services 13,515.0 $1.1M 0.59% +89.0 +0.7% $82.49 +10.0%
56 BIDU BAIDU INC Communication Services 9,850.0 $1.1M 0.58% +6K +134.5% $111.42 +21.5%
57 TNL RAVEL PLUS LEISURE CO Consumer Cyclical 15,852.0 $1.1M 0.58% +358.0 +2.3% $69.19 -8.1%
58 GDXJ VANECK ETF TRUST 8,925.0 $1.1M 0.57% NEW $120.04 -3.1%
59 UPS UNITED PARCEL SVCS INC Industrials 10,796.0 $1.1M 0.56% +7K +184.1% $98.38 +0.0%
60 ABBV ABBVIE INC Healthcare 4,873.0 $1.1M 0.56% +128.0 +2.7% $217.49 -3.3%
Page 3 of 10  ·  186 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%