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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 5 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WMT WALMART INC Consumer Defensive 7,683.0 $870K 0.42% +2K +29.6% $113.26 +0.9%
82 SFBS SERVISFIRST BANCSHARES INC Financial Services 9,908.0 $860K 0.41% $86.75 +4.4%
83 BUI BLACKROCK UTILS INFRASTRUCTU Financial Services 29,015.0 $842K 0.41% $29.01 -6.9%
84 IVES WEDBUSH SER TR 21,521.0 $820K 0.40% +1K +7.4% $38.10 +4.0%
85 EEM ISHARES TR 11,983.0 $820K 0.40% -13K -52.3% $68.41 -1.6%
86 ILF ISHARES TR 23,866.0 $805K 0.39% +6K +34.9% $33.75 -0.3%
87 ZTS ZOETIS INC Healthcare 11,025.0 $792K 0.38% NEW $71.86 +1.5%
88 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 139,254.0 $759K 0.37% +22K +18.4% $5.45 -10.8%
89 AVGO BROADCOM INC Technology 1,968.0 $743K 0.36% NEW $377.76 +3.9%
90 FFC FLAHERTY & CRUMRIN PFD & INM Financial Services 44,900.0 $731K 0.35% $16.28 -0.4%
91 SCHA SCHWAB STRATEGIC TR 20,100.0 $726K 0.35% $36.13 -0.9%
92 FORTINET INC 76,304.0 $723K 0.35% NEW $9.48
93 ARCC ARES CAPITAL CORP Financial Services 37,389.0 $693K 0.33% -280.0 -0.7% $18.53 +6.0%
94 IWF ISHARES TR 5,485.0 $681K 0.33% +4K +267.1% $124.17 +0.7%
95 EWZ ISHARES INC 19,586.0 $676K 0.33% -355.0 -1.8% $34.50 -1.5%
96 XLB SELECT SECTOR SPDR TR 13,050.0 $663K 0.32% +168.0 +1.3% $50.83 +2.8%
97 VBK VANGUARD INDEX FDS 1,803.0 $659K 0.32% $365.70 +0.1%
98 IJT ISHARES TR 3,525.0 $630K 0.30% $178.60 -0.2%
99 DHR DANAHER CORP DEL Healthcare 37,110.0 $613K 0.30% NEW $16.53 +1125.8%
100 SKT TANGER INC Real Estate 15,411.0 $608K 0.29% -875.0 -5.4% $39.47 -2.7%
Page 5 of 11  ·  202 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%