Portfolio (Quarterly)
Guide ↗
Everest Management Corp.
· CIK 0002056683| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | VV | VANGUARD INDEX FDS | — | 762.0 | $235K | 0.15% | NEW | — | $307.86 | +10.9% |
| 62 | SNPS | SYNOPSYS INC | Technology | 466.0 | $230K | 0.15% | NEW | — | $493.39 | +1.1% |
| 63 | VXF | VANGUARD INDEX FDS | — | 1,064.0 | $223K | 0.14% | NEW | — | $209.34 | +9.2% |
| 64 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,215.0 | $222K | 0.14% | NEW | — | $182.42 | -24.8% |
| 65 | BAC | BANK AMERICA CORP | Financial Services | 4,173.0 | $215K | 0.14% | NEW | — | $51.59 | -0.2% |
| 66 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 598.0 | $206K | 0.13% | NEW | — | $345.30 | +11.0% |
| 67 | GE | GE AEROSPACE | Industrials | 681.0 | $205K | 0.13% | NEW | — | $300.82 | +0.3% |
① 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
Communication Services
41.6%
Technology
41.0%
Financial Services
8.4%
Consumer Cyclical
5.1%
Healthcare
2.0%
Consumer Defensive
1.2%
Energy
0.5%
Industrials
0.4%