Investor
Everest Management Corp.
CIK 0002056683 · filed 2026-05-07 · SEC filing
13F book
$197.4M
Positions
72
12 new · 3 sold
Largest name
23.2%
Dimensional Etf Trust
Est. mark
−$10.2M
Price effect on 60 names still held. Flow $28.4M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust | — | 645.1K | $45.7M | 23.2% | −$2.1M | Cut−$6.38M |
| Ea Series Trust | — | 380.5K | $17.7M | 9.0% | −$1.07M | Cut−$1.14M |
| Alphabet Inc | — | 44K | $12.6M | 6.4% | −$1.15M | Added−$821.4K |
| Alphabet Inc | — | 43.6K | $12.5M | 6.4% | −$1.1M | Added−$947.4K |
| Nvidia Corp | NVDA | 46.9K | $8.17M | 4.1% | −$277.9K | Added$3.89M |
| Ea Series Trust | — | 158.6K | $7.76M | 3.9% | — | New |
| Broadcom Inc. | AVGO | 21.8K | $6.73M | 3.4% | −$397.1K | Added$2.98M |
| Vanguard Index Fds | — | 10.4K | $6.2M | 3.1% | −$298.3K | Added−$127.4K |
| Ares Management Corporation | — | 224.2K | $5.61M | 2.8% | — | New |
| Apple Inc. | AAPL | 21.4K | $5.43M | 2.8% | −$218.5K | Added$2.14M |
| Amazon Com Inc | AMZN | 25.5K | $5.31M | 2.7% | −$536.7K | Added−$186.2K |
| Ishares Tr | — | 51.7K | $4.48M | 2.3% | $103.4K | Held |
| Dimensional Etf Trust | — | 108K | $4.2M | 2.1% | −$78.9K | Held |
| Vanguard Index Fds | — | 12.8K | $4.1M | 2.1% | −$184.8K | Cut−$977K |
| Vanguard Star Fds | — | 51.3K | $3.96M | 2.0% | $81.6K | Added$265.8K |
| Microsoft Corp | MSFT | 9.5K | $3.52M | 1.8% | −$1.04M | Added−$912.8K |
| Applied Matls Inc | — | 9.22K | $3.15M | 1.6% | — | New |
| Goldman Sachs Etf Tr | — | 20.4K | $2.56M | 1.3% | −$147.9K | Held |
| Vanguard Index Fds | — | 11.3K | $2.21M | 1.1% | $58.5K | Added$72K |
| Dimensional Etf Trust | — | 59.2K | $2.18M | 1.1% | −$31K | Added$1.25M |
| Invesco Exchange Traded Fd T | — | 10.9K | $2.09M | 1.1% | $3.92K | Added$4.69K |
| Goldman Sachs Etf Tr | — | 37.4K | $1.89M | 1.0% | $938 | Added$1.29M |
| Dimensional Etf Trust | — | 47.3K | $1.53M | 0.8% | $23.8K | Added$167.8K |
| Visa Inc. | V | 4.92K | $1.49M | 0.8% | −$236.8K | Added−$225.6K |
| Goldman Sachs Etf Tr | — | 14.8K | $1.48M | 0.8% | $3.71K | Cut−$438.3K |
| Walmart Inc. | WMT | 11.9K | $1.48M | 0.8% | $38.1K | Added$1.15M |
| Oracle Corp | — | 8.08K | $1.19M | 0.6% | −$298.6K | Added−$29.1K |
| Pgim Etf Tr | — | 22.7K | $1.12M | 0.6% | −$1.96K | Added$42K |
| Ishares Tr | — | 1.72K | $1.12M | 0.6% | −$54.2K | Cut−$226K |
| J P Morgan Exchange Traded F | — | 17.2K | $1.06M | 0.5% | −$32.1K | Cut−$44.4K |
| Ishares Tr | — | 8.22K | $973.2K | 0.5% | $38.9K | Held |
| Rbb Fd Inc | — | 8.75K | $894.5K | 0.5% | — | New |
| Sound Point Meridian Cap Inc | — | 96.8K | $866.5K | 0.4% | −$383K | Added−$230.7K |
| Wisdomtree Tr | — | 12.9K | $774.5K | 0.4% | $33.3K | Added$107.9K |
| Meta Platforms, Inc. | META | 1.3K | $743.2K | 0.4% | −$109.4K | Added−$78K |
| Tesla, Inc. | TSLA | 1.93K | $716K | 0.4% | −$127.4K | Added−$18.9K |
| Intuit Inc. | INTU | 1.64K | $708.7K | 0.4% | −$375.4K | Added−$372.4K |
| Salesforce, Inc. | CRM | 3.63K | $677.4K | 0.3% | −$264K | Added−$216.4K |
| Micron Technology Inc | MU | 1.97K | $663.9K | 0.3% | $42.9K | Added$430.1K |
| Vanguard Scottsdale Fds | — | 10.7K | $638.1K | 0.3% | −$3.19K | Added$135.2K |
| Eli Lilly & Co | LLY | 676 | $621.8K | 0.3% | −$65.8K | Added$165K |
| Cisco Sys Inc | — | 7.83K | $607.7K | 0.3% | $4.39K | Cut−$210.9K |
| Berkshire Hathaway Inc Del | — | 1.14K | $548.2K | 0.3% | −$22.6K | Added$63.1K |
| Vanguard Growth Etf | — | 1.2K | $525.6K | 0.3% | −$61.3K | Cut−$269.1K |
| Vanguard Charlotte Fds | — | 10.9K | $522.9K | 0.3% | −$2.94K | Cut−$20.2K |
| Arista Networks, Inc. | ANET | 4.21K | $516.3K | 0.3% | −$32.7K | Added−$2.46K |
| Jpmorgan Chase & Co. | — | 1.67K | $491K | 0.2% | −$44.2K | Added−$16.2K |
| Pgim Etf Tr | — | 9.49K | $485.5K | 0.2% | −$776 | Cut−$562.4K |
| Advanced Micro Devices Inc | AMD | 2.22K | $451.2K | 0.2% | −$20.8K | Added$36.8K |
| Costco Whsl Corp New | — | 434 | $432.5K | 0.2% | $47.7K | Added$125.5K |
| Exxon Mobil Corp | — | 2.5K | $423.5K | 0.2% | $114.9K | Added$143.1K |
| Vanguard Tax-Managed Fds | — | 6.22K | $398.8K | 0.2% | $9.96K | Added$12.3K |
| Ishares Inc | — | 5.29K | $368.7K | 0.2% | $11.2K | Added$70.9K |
| Johnson & Johnson | JNJ | 1.25K | $305.6K | 0.2% | $43.8K | Added$63.6K |
| AbbVie Inc. | ABBV | 1.36K | $296.7K | 0.1% | −$11.7K | Added$54.2K |
| Vanguard World Fd | — | 422 | $294.4K | 0.1% | −$23.7K | Held |
| Dimensional Etf Trust | — | 8.59K | $291.6K | 0.1% | $10.6K | Held |
| Schwab Strategic Tr | — | 11K | $272.4K | 0.1% | $7.49K | Added$18.8K |
| Ishares Tr | — | 2.41K | $272.4K | 0.1% | −$24.4K | Held |
| Spdr Index Shs Fds | — | 4.07K | $269.4K | 0.1% | $1.89K | Held |
| Palantir Technologies Inc. | PLTR | 1.84K | $269.3K | 0.1% | −$42.3K | Added$30.4K |
| Netflix Inc | NFLX | 2.68K | $257.3K | 0.1% | $5.74K | Added$32.2K |
| Dimensional Etf Trust | — | 7.36K | $248.6K | 0.1% | — | New |
| Mastercard Inc | MA | 489 | $244.3K | 0.1% | −$33.8K | Added−$26.8K |
| Bank America Corp | — | 4.81K | $234.5K | 0.1% | −$25.2K | Added$12.5K |
| Home Depot, Inc. | HD | 709 | $233.2K | 0.1% | — | New |
| Ge Aerospace | — | 818 | $232.1K | 0.1% | — | New |
| GE Vernova Inc. | GEV | 246 | $214.7K | 0.1% | — | New |
| Zscaler, Inc. | ZS | 1.53K | $214.5K | 0.1% | — | New |
| Bristol-Myers Squibb Co | — | 3.47K | $210.4K | 0.1% | — | New |
| Kla Corp | KLAC | 141 | $207.6K | 0.1% | — | New |
| Western Digital Corp | WDC | 761 | $205.8K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.