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Everest Management Corp.
Period ended Sep 30, 2026 · Latest filing Nov 10, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $306,856,874
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- DIMENSIONAL ETF TRUST · US EQUI MARK ETF · 25434V401 · shares: $58,269,212
- EA SERIES TRUST · ALPHA ARCHITECT · 02072Q358 · shares: $21,936,926
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $17,907,499
- EA SERIES TRUST · ALPHA ARCHITECT · 02072Q242 · shares: $16,320,077
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $15,422,698
- RBB FD INC · F M CO US AG ETF · 74933W148 · shares: $13,861,996
- NVIDIA CORPORATION · COM · 67066G104 · shares: $11,474,377
- APPLE INC · COM · 037833100 · shares: $9,147,469
- NETSKOPE INC · CL A · 64119N608 · shares: $9,125,201
- VANGUARD STAR FDS · VG TL INTL STK F · 921909768 · shares: $7,933,307
Reported holdings
110 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ISHARES TR | MSCI INTL QUALTY | 46434V456 | — | 4,728 shares | $233,890 |
| TEXAS INSTRS INC | COM | 882508104 | — | 834 shares | $233,595 |
| BLACKROCK INC | COM | 09290D101 | — | 217 shares | $229,649 |
| COCA COLA CO | COM | 191216100 | — | 2,647 shares | $227,854 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 3,549 shares | $221,458 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 1,457 shares | $217,166 |
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | — | 3,367 shares | $215,118 |
| CENTENE CORP DEL | COM | 15135B101 | — | 3,398 shares | $211,084 |
| PNC FINL SVCS GROUP INC | COM | 693475105 | — | 933 shares | $207,369 |
| REGENERON PHARMACEUTICALS | COM | 75886F107 | — | 273 shares | $207,008 |