StockDriftsStockDriftsTop 50 Everest Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 4.95% | 102.4K | $36.6M | +0.95%(+965) | $278.70(+26.11%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.77% | 147.7K | $35.2M | -0.08%(-119) | $224.50(+22.47%) | 2026-06-30 | |
| RWL | INVESCO EXCH TRADED FD TR II | 4.36% | 252.0K | $32.2M | +0.87%(+2.18K) | $112.80(+19.80%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.29% | 158.4K | $31.7M | +0.32%(+512) | $185.79(+18.66%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.05% | 62.7K | $29.9M | +0.51%(+321) | $294.51(+43.84%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.96% | 78.4K | $29.3M | +0.20%(+159) | $492.43(+2.10%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 3.46% | 22.1K | $25.5M | +2.80%(+603) | $242.15(+255.99%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 3.27% | 41.5K | $24.1M | -1.95%(-828) | $188.88(+146.74%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 3.18% | 68.8K | $23.5M | +5.11%(+3.34K) | $193.30(+96.05%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.08% | 78.5K | $22.7M | -5.34%(-4.43K) | $263.17(+16.53%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +6.63% |
| Top 20 Holdings Unweighted | — | — | — | — | +7.07% |
Everest Financial Group LLC reports $738.43M in US-listed equity holdings across 208 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (5.0%), AMZN (4.8%) and RWL (4.4%). The top 20 holdings account for 59.89% of reported assets. Its disclosed equity book has returned +6.63% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Everest Financial Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2056391). View Everest Financial Group LLC’s 13F filings on SEC