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Everest Management Corp.

Portfolio Manager
Everest Management Corp.
Performance
-5.67% (2026 Q1)
AUM (13F)
$197.42M
# of Holdings
72
Performance Rank
Allocation (Top 20)
80.28%

Everest Management Corp. Holdings Map

Top 50 Everest Management Corp. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DFUS
DIMENSIONAL ETF TRUST
23.17%645.1K$45.7M
-8.21%(-57.69K)
2025-Q1: 638.5K shares2025-Q2: 750.3K shares2025-Q3: 756.7K shares2025-Q4: 702.8K shares2026-Q1: 645.1K shares
$63.12(+29.28%)
2026-03-31
AAEQ
EA SERIES TRUST
8.97%380.5K$17.7M
-0.38%(-1.45K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 381.9K shares2026-Q1: 380.5K shares
$48.92(+8.45%)
2026-03-31
GOOG
ALPHABET INC
6.39%44.0K$12.6M
+2.70%(+1.16K)
2025-Q1: 43.6K shares2025-Q2: 43.5K shares2025-Q3: 42.3K shares2025-Q4: 42.8K shares2026-Q1: 44.0K shares
$181.02(+96.76%)
2026-03-31
GOOGL
ALPHABET INC
6.35%43.6K$12.5M
+1.20%(+517)
2025-Q1: 48.6K shares2025-Q2: 49.1K shares2025-Q3: 43.5K shares2025-Q4: 43.1K shares2026-Q1: 43.6K shares
$178.87(+101.21%)
2026-03-31
NVDA
NVIDIA CORPORATION
4.14%46.9K$8.2M
+104.11%(+23.91K)
2025-Q1: 17.7K shares2025-Q2: 19.0K shares2025-Q3: 19.6K shares2025-Q4: 23.0K shares2026-Q1: 46.9K shares
$159.43(+22.21%)
2026-03-31
AVGO
BROADCOM INC
3.41%21.8K$6.7M
+100.49%(+10.91K)
2025-Q1: 20.6K shares2025-Q2: 14.2K shares2025-Q3: 14.1K shares2025-Q4: 10.9K shares2026-Q1: 21.8K shares
$264.08(+36.49%)
2026-03-31
VOO
VANGUARD INDEX FDS
3.14%10.4K$6.2M
+2.84%(+286)
2025-Q1: 10.4K shares2025-Q2: 10.5K shares2025-Q3: 10.6K shares2025-Q4: 10.1K shares2026-Q1: 10.4K shares
$535.82(+27.81%)
2026-03-31
ARES
ARES MANAGEMENT CORPORATION
2.84%224.2K$5.6Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 224.2K shares
$135.37(-13.64%)
2026-03-31
AAPL
APPLE INC
2.75%21.4K$5.4M
+76.94%(+9.30K)
2025-Q1: 11.4K shares2025-Q2: 16.8K shares2025-Q3: 17.3K shares2025-Q4: 12.1K shares2026-Q1: 21.4K shares
$242.38(+27.33%)
2026-03-31
AMZN
AMAZON COM INC
2.69%25.5K$5.3M
+7.07%(+1.68K)
2025-Q1: 6.5K shares2025-Q2: 7.1K shares2025-Q3: 7.3K shares2025-Q4: 23.8K shares2026-Q1: 25.5K shares
$218.67(+10.97%)
2026-03-31

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