Everest Management Corp. Portfolio Holdings

Everest Management Corp.

  • $157 Billion
  • Q3 2025

Everest Management Corp. has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $157 Billion distributed in 67 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $54.8B, Alphabet Inc. with a value of $10.6B, Alphabet Inc. with a value of $10.3B, Vanguard Index Fds S&P 500 ETF with a value of $6.5B, and Broadcom Inc. with a value of $4.67B.

Examining the 13F form we can see an increase of $17.7B in the current position value, from $139B to 157B.

Everest Management Corp. is based out at Cupertino, CA

Below you can find more details about Everest Management Corp. portfolio as well as his latest detailed transactions.

Portfolio value $157 Billion
ETFs: $102 Billion
Communication Services: $22.2 Billion
Technology: $21.3 Billion
Financial Services: $3.28 Billion
Consumer Cyclical: $2.71 Billion
Healthcare: $1.05 Billion
Consumer Defensive: $628 Million
Energy: $258 Million
Other: $205 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $157 Billion
  • Prior Value $139 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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