Portfolio (Quarterly)
Guide ↗
Everest Management Corp.
· CIK 0002056683| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | SPMC | SOUND POINT MERIDIAN CAP INC | Financial Services | 75,555.0 | $1.3M | 0.84% | NEW | — | $17.35 | -38.3% |
| 22 | DIHP | DIMENSIONAL ETF TRUST | — | 42,866.0 | $1.3M | 0.83% | NEW | — | $30.39 | +12.3% |
| 23 | PULS | PGIM ETF TR | — | 24,703.0 | $1.2M | 0.79% | NEW | — | $49.83 | -0.3% |
| 24 | IJS | ISHARES TR | — | 10,283.0 | $1.1M | 0.72% | NEW | — | $110.59 | +16.0% |
| 25 | INTU | INTUIT | Technology | 1,649.0 | $1.1M | 0.72% | NEW | — | $682.91 | -55.0% |
| 26 | PAAA | PGIM ETF TR | — | 21,672.0 | $1.1M | 0.71% | NEW | — | $51.50 | -0.1% |
| 27 | — | J P MORGAN EXCHANGE TRADED F | — | 17,429.0 | $1.1M | 0.70% | NEW | — | $62.91 | — |
| 28 | DUHP | DIMENSIONAL ETF TRUST | — | 27,768.0 | $1.0M | 0.67% | NEW | — | $37.77 | +6.7% |
| 29 | META | META PLATFORMS INC | Communication Services | 1,286.0 | $944K | 0.60% | NEW | — | $734.38 | -17.3% |
| 30 | GSST | GOLDMAN SACHS ETF TR | — | 16,937.0 | $859K | 0.55% | NEW | — | $50.70 | -0.4% |
| 31 | TSLA | TESLA INC | Consumer Cyclical | 1,917.0 | $853K | 0.54% | NEW | — | $444.72 | -6.2% |
| 32 | CRM | SALESFORCE INC | Technology | 3,370.0 | $799K | 0.51% | NEW | — | $237.00 | -25.6% |
| 33 | VUG | VANGUARD INDEX FDS | — | 1,628.0 | $781K | 0.50% | NEW | — | $479.63 | -81.8% |
| 34 | DGS | WISDOMTREE TR | — | 11,635.0 | $664K | 0.42% | NEW | — | $57.10 | +12.4% |
| 35 | MUB | ISHARES TR | — | 6,015.0 | $641K | 0.41% | NEW | — | $106.49 | -0.4% |
| 36 | ANET | ARISTA NETWORKS INC | Technology | 3,767.0 | $549K | 0.35% | NEW | — | $145.71 | +2.0% |
| 37 | BNDX | VANGUARD CHARLOTTE FDS | — | 10,882.0 | $538K | 0.34% | NEW | — | $49.46 | -3.0% |
| 38 | JPM | JPMORGAN CHASE & CO. | Financial Services | 1,688.0 | $532K | 0.34% | NEW | — | $315.43 | -3.9% |
| 39 | IWF | ISHARES TR | — | 1,117.0 | $523K | 0.33% | NEW | — | $468.59 | -73.4% |
| 40 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,029.0 | $517K | 0.33% | NEW | — | $502.74 | — |
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%