Everest Management Corp. Portfolio Holdings

Everest Management Corp.

  • $114 Billion
  • Q4 2024

Everest Management Corp. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $114 Billion distributed in 50 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 $41.2B, Alphabet Inc. with a value of $9.16B, Intuit Inc with a value of $5.98B, Vanguard Index Fds S&P 500 ETF with a value of $5.47B, and Alphabet Inc. with a value of $4.96B.

Examining the 13F form we can see an increase of $114B in the current position value.

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 $114 Billion
ETFs: $74.8 Billion
Technology: $17.8 Billion
Communication Services: $14.9 Billion
Financial Services: $2.42 Billion
Consumer Cyclical: $1.79 Billion
Consumer Defensive: $378 Million
Healthcare: $292 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$41.2 Billion 36.29% of portfolio
646,347
Q4 2024 New
$1.11T
$9.16 Billion 8.07% of portfolio
48,402
Q4 2024 New
$165B
$5.98 Billion 5.27% of portfolio
9,519
Q4 2024 New
$0
$5.47 Billion 4.82% of portfolio
10,161
Q4 2024 New
$1.14T
$4.96 Billion 4.37% of portfolio
26,060
Q4 2024 New
$0
$3.94 Billion 3.47% of portfolio
114,049
Q4 2024 New
$0
$3.42 Billion 3.01% of portfolio
51,676
Q4 2024 New
$3.06T
$3.14 Billion 2.77% of portfolio
7,449
Q4 2024 New
$3.88T
$2.53 Billion 2.23% of portfolio
10,122
Q4 2024 New
$0
$2.44 Billion 2.15% of portfolio
21,183
Q4 2024 New
$0
$2.39 Billion 2.11% of portfolio
40,610
Q4 2024 New
$0
$2.35 Billion 2.07% of portfolio
8,121
Q4 2024 New
$337B
$2.2 Billion 1.94% of portfolio
16,369
Q4 2024 New
$0
$2.12 Billion 1.86% of portfolio
12,076
Q4 2024 New
$0
$2 Billion 1.76% of portfolio
11,797
Q4 2024 New
$95.5B
$1.85 Billion 1.63% of portfolio
8,000
Q4 2024 New
$0
$1.49 Billion 1.31% of portfolio
14,917
Q4 2024 New
$2.35T
$1.23 Billion 1.09% of portfolio
5,616
Q4 2024 New
$0
$1.12 Billion 0.98% of portfolio
10,283
Q4 2024 New
$0
$1.04 Billion 0.91% of portfolio
20,897
Q4 2024 New
$469B
$913 Million 0.8% of portfolio
5,476
Q4 2024 New
$0
$803 Million 0.71% of portfolio
15,987
Q4 2024 New
$0
$786 Million 0.69% of portfolio
13,723
Q4 2024 New
$0
$777 Million 0.68% of portfolio
23,007
Q4 2024 New
$330B
$746 Million 0.66% of portfolio
2,230
Q4 2024 New
$0
$668 Million 0.59% of portfolio
1,627
Q4 2024 New
$1.12T
$556 Million 0.49% of portfolio
1,376
Q4 2024 New
$0
$534 Million 0.47% of portfolio
10,882
Q4 2024 New
$1.64T
$535 Million 0.47% of portfolio
913
Q4 2024 New
Pgim ETF Tr
-
$486 Million 0.43% of portfolio
-
Q4 2024 New
Arista Networks Inc
-
$401 Million 0.35% of portfolio
-
Q4 2024 New
$477B
$378 Million 0.33% of portfolio
413
Q4 2024 New
$614B
$367 Million 0.32% of portfolio
810
Q4 2024 New
$0
$332 Million 0.29% of portfolio
567
Q4 2024 New
$811B
$328 Million 0.29% of portfolio
1,367
Q4 2024 New
$828B
$292 Million 0.26% of portfolio
378
Q4 2024 New
$0
$270 Million 0.24% of portfolio
5,512
Q4 2024 New
$30.7B
$268 Million 0.24% of portfolio
1,486
Q4 2024 New
$0
$266 Million 0.23% of portfolio
1,437
Q4 2024 New
$0
$247 Million 0.22% of portfolio
420
Q4 2024 New
$0
$244 Million 0.22% of portfolio
2,408
Q4 2024 New
$0
$239 Million 0.21% of portfolio
385
Q4 2024 New
$0
$239 Million 0.21% of portfolio
4,074
Q4 2024 New
$0
$230 Million 0.2% of portfolio
4,586
Q4 2024 New
$0
$213 Million 0.19% of portfolio
529
Q4 2024 New
$540B
$216 Million 0.19% of portfolio
411
Q4 2024 New
$0
$213 Million 0.19% of portfolio
8,585
Q4 2024 New
$464B
$212 Million 0.19% of portfolio
238
Q4 2024 New
$80.8B
$213 Million 0.19% of portfolio
439
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $114 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 50 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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