Everest Financial Group LLC reported 97 positions worth $488.40M for the quarter ended Jun 30, 2026, up 26.7% on the prior quarter. It opened 6 new positions, added to 41, trimmed 45 and exited 10. Its largest holding is Alphabet Inc. at 7.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AVGO Broadcom Inc. | +3,915 | +8.5% | $1.48M | 3.85% |
| PANW Palo Alto Networks Inc | +3,344 | +5.1% | $1.14M | 4.8% |
| RTX RTX Corp | +4,296 | – | $815.08K | 0.167% |
| HPE Hewlett Packard Enterprise Co | +15.6K | – | $703.31K | 0.144% |
| MU Micron Technology Inc | +603 | +2.8% | $696.05K | 5.23% |
| META Meta Platforms, Inc. | +1,143 | +4.3% | $643.86K | 3.18% |
| SPCX Space Exploration Technologies Corp | +2,876 | – | $491.39K | 0.101% |
| DELL Dell Technologies Inc. | +1,009 | +4.9% | $435.34K | 1.92% |
| INTC Intel Corp | +2,731 | – | $381.30K | 0.078% |
| GOOGL Alphabet Inc. | +965 | +1.0% | $344.87K | 7.49% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| PSLV Sprott Physical Silver Trust | -189.0K | -100.0% | $4.61M | Exited |
| CRM Salesforce, Inc. | -9,412 | -27.3% | $1.47M | 0.806% |
| AAPL Apple Inc. | -4,426 | -5.3% | $1.28M | 4.65% |
| NOW ServiceNow, Inc. | -7,652 | -7.3% | $759.69K | 1.97% |
| UNH Unitedhealth Group Inc | -1,283 | -3.8% | $533.27K | 2.78% |
| AMD Advanced Micro Devices Inc | -828 | -2.0% | $480.99K | 4.94% |
| FICO Fair Isaac Corp | -396 | -30.8% | $473.13K | 0.217% |
| ADBE Adobe Inc. | -1,515 | -100.0% | $368.27K | Exited |
| ASML Asml Holding Nv | -162 | -2.3% | $322.29K | 2.81% |
| NFLX Netflix Inc | -2,705 | -100.0% | $260.09K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| RTX RTX Corp | +4,296 | $815.08K | 0.167% |
| HPE Hewlett Packard Enterprise Co | +15.6K | $703.31K | 0.144% |
| SPCX Space Exploration Technologies Corp | +2,876 | $491.39K | 0.101% |
| INTC Intel Corp | +2,731 | $381.30K | 0.078% |
| TER Teradyne, Inc | +639 | $309.50K | 0.063% |
| NXPI NXP Semiconductors N.V. | +721 | $202.62K | 0.041% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| PSLV Sprott Physical Silver Trust | -189.0K | $4.61M | 1.2% |
| ADBE Adobe Inc. | -1,515 | $368.27K | 0.096% |
| NFLX Netflix Inc | -2,705 | $260.09K | 0.067% |
| CELH Celsius Holdings, Inc. | -7,053 | $250.24K | 0.065% |
| WK Workiva Inc | -4,182 | $249.37K | 0.065% |
| BP Bp Plc | -5,257 | $247.09K | 0.064% |
| GSK GSK plc | -4,081 | $225.23K | 0.058% |
| MCD Mcdonalds Corp | -696 | $216.18K | 0.056% |
| TRI Thomson Reuters Corp | -2,268 | $204.08K | 0.053% |
| T At&T Inc. | -6,924 | $200.75K | 0.052% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL Alphabet Inc. | Technology | 102.4K | $36.58M | 7.49% | +965 | +1.0% | Added | 0% |
| 2 | AMZN Amazon Com Inc | Consumer Discretionary | 147.7K | $35.20M | 7.21% | -119 | -0.1% | Reduced | 0% |
| 3 | NVDA Nvidia Corp | Technology | 158.4K | $31.70M | 6.49% | +512 | +0.3% | Added | 0% |
| 4 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 62.7K | $29.93M | 6.13% | +321 | +0.5% | Added | 0% |
| 5 | MSFT Microsoft Corp | Technology | 78.4K | $29.25M | 5.99% | +159 | +0.2% | Added | 0% |
| 6 | MU Micron Technology Inc | Technology | 22.1K | $25.55M | 5.23% | +603 | +2.8% | Added | 0% |
| 7 | AMD Advanced Micro Devices Inc | Technology | 41.5K | $24.13M | 4.94% | -828 | -2.0% | Reduced | 0% |
| 8 | PANW Palo Alto Networks Inc | Technology | 68.8K | $23.46M | 4.8% | +3,344 | +5.1% | Added | 0.01% |
| 9 | AAPL Apple Inc. | Technology | 78.5K | $22.72M | 4.65% | -4,426 | -5.3% | Reduced | 0% |
| 10 | AVGO Broadcom Inc. | Technology | 49.7K | $18.79M | 3.85% | +3,915 | +8.5% | Added | 0% |
| 11 | CRWD CrowdStrike Holdings, Inc. | Technology | 88.7K | $16.93M | 3.47% | +536 | +0.6% | Added | 0.01% |
| 12 | META Meta Platforms, Inc. | Technology | 27.6K | $15.54M | 3.18% | +1,143 | +4.3% | Added | 0% |
| 13 | ASML Asml Holding Nv | Technology | 6,897 | $13.72M | 2.81% | -162 | -2.3% | Reduced | 0% |
| 14 | UNH Unitedhealth Group Inc | Healthcare | 32.7K | $13.58M | 2.78% | -1,283 | -3.8% | Reduced | 0% |
| 15 | V Visa Inc. | Financial Services | 33.4K | $11.45M | 2.34% | -477 | -1.4% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Everest Financial.
As of its Q2 2026 13F filing, Everest Financial Group LLC’s five largest positions were Alphabet Inc. (GOOGL) at 7.5%, Amazon Com Inc (AMZN) at 7.2%, Nvidia Corp (NVDA) at 6.5%, Taiwan Semiconductor Manufacturing Co Ltd (TSM) at 6.1%, Microsoft Corp (MSFT) at 6.0% of the reported portfolio.
Everest Financial Group LLC reported a 13F portfolio worth $488.40M across 97 positions for Q2 2026. That is up 26.7% from the previous quarter.
Its largest purchases by value were Broadcom Inc. ($1.48M), Palo Alto Networks Inc ($1.14M), RTX Corp ($815.08K). It opened 6 new positions.
Its largest sales by value were Sprott Physical Silver Trust ($4.61M), Salesforce, Inc. ($1.47M), Apple Inc. ($1.28M). It exited 10 positions entirely.
From the Form 13F-HR reports Everest Financial Group LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.