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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 5 of 10  ·  186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 UNILEVER PLC 14,090.0 $803K 0.43% +9K +164.2% $56.97
82 VUG VANGUARD INDEX FDS 1,813.0 $792K 0.42% -576.0 -24.1% $436.79 -80.0%
83 EWZ ISHARES INC 19,941.0 $766K 0.41% NEW $38.39 -5.6%
84 BUI BLACKROCK UTILS INFRASTRUCTU Financial Services 29,015.0 $765K 0.41% -2K -5.8% $26.38 +3.7%
85 OIH VANECK ETF TRUST 1,842.0 $745K 0.40% NEW $404.21 +9.0%
86 WMT WALMART INC Consumer Defensive 5,929.0 $737K 0.39% $124.26 +6.6%
87 FXI ISHARES TR 20,485.0 $735K 0.39% +2K +10.0% $35.90 +0.8%
88 SFBS SERVISFIRST BANCSHARES INC Financial Services 9,908.0 $722K 0.38% $72.83 +4.8%
89 FFC FLAHERTY & CRUMRIN PFD & INM Financial Services 44,900.0 $696K 0.37% -6K -11.0% $15.49 +1.9%
90 FGNX FG NEXUS INC. Financial Services 138,100.0 $689K 0.37% NEW $4.99 +26.9%
91 ARCC ARES CAPITAL CORP Financial Services 37,669.0 $678K 0.36% -711.0 -1.9% $18.00 +5.0%
92 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 117,563.0 $658K 0.35% -4K -3.4% $5.60 +1.8%
93 EWU ISHARES TR 14,353.0 $654K 0.35% -15K -50.5% $45.56 +0.0%
94 XLB SELECT SECTOR SPDR TR 12,882.0 $644K 0.34% NEW $49.98 +0.7%
95 IWF SHARES TR 1,494.0 $637K 0.34% +84.0 +6.0% $426.40 -70.8%
96 VALE VALE S A Basic Materials 40,000.0 $636K 0.34% +10K +33.3% $15.91 +4.2%
97 THRV THRIVE SERIES TRUST 25,843.0 $633K 0.34% NEW $24.48 +0.1%
98 ILF ISHARES TR 17,687.0 $628K 0.33% NEW $35.52 -3.0%
99 BUNGE GLOBAL SA 4,600.0 $585K 0.31% $127.20
100 SCHA SCHWAB STRATEGIC TR 20,100.0 $585K 0.31% $29.08 +12.0%
Page 5 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%