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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$54.8 Billion 34.95% of portfolio
756,729
Q3 2025 Added 0.86%
$0
$6.5 Billion 4.14% of portfolio
10,615
Q3 2025 Added 0.86%
$0
$4.4 Billion 2.8% of portfolio
114,049
Q4 2024 New
$0
$4.27 Billion 2.72% of portfolio
51,676
Q4 2024 New
$0
$3.68 Billion 2.34% of portfolio
36,677
Q3 2025 Added 70.46%
$0
$3.56 Billion 2.27% of portfolio
48,484
Q3 2025 Added 16.48%
$0
$2.91 Billion 1.85% of portfolio
8,865
Q3 2025 Added 4.66%
$0
$2.76 Billion 1.76% of portfolio
21,183
Q4 2024 New
$0
$2.29 Billion 1.46% of portfolio
12,088
Q3 2025 Added 0.03%
$0
$2.2 Billion 1.4% of portfolio
11,814
Q3 2025 Added 0.07%
$0
$1.43 Billion 0.91% of portfolio
54,462
Q2 2025 New
$0
$1.3 Billion 0.83% of portfolio
42,866
Q3 2025 Added 88.59%
$0
$1.23 Billion 0.78% of portfolio
24,703
Q3 2025 Reduced 6.23%
$0
$1.14 Billion 0.72% of portfolio
10,283
Q4 2024 New
$0
$1.1 Billion 0.7% of portfolio
17,429
Q3 2025 Added 0.03%
$0
$1.05 Billion 0.67% of portfolio
27,768
Q3 2025 Added 17.83%
$0
$781 Million 0.5% of portfolio
1,628
Q1 2025 Added 0.06%
$0
$664 Million 0.42% of portfolio
11,635
Q3 2025 Added 21.11%
$0
$641 Million 0.41% of portfolio
6,015
Q3 2025 Reduced 34.94%
$0
$538 Million 0.34% of portfolio
10,882
Q4 2024 New
$0
$523 Million 0.33% of portfolio
1,117
Q2 2025 New
$0
$460 Million 0.29% of portfolio
1,259
Q2 2025 New
$0
$371 Million 0.24% of portfolio
6,187
Q3 2025 Added 45.58%
$0
$380 Million 0.24% of portfolio
571
Q3 2025 Added 0.18%
$0
$315 Million 0.2% of portfolio
422
Q3 2025 Added 9.61%
$0
$291 Million 0.19% of portfolio
2,408
Q4 2024 New
$0
$297 Million 0.19% of portfolio
4,498
Q3 2025 Added 24.39%
$0
$281 Million 0.18% of portfolio
420
Q4 2024 New
$0
$274 Million 0.17% of portfolio
4,074
Q4 2024 New
$0
$269 Million 0.17% of portfolio
8,585
Q4 2024 New
$0
$246 Million 0.16% of portfolio
10,550
Q3 2025 New
$0
$235 Million 0.15% of portfolio
762
Q2 2025 New
$0
$223 Million 0.14% of portfolio
1,064
Q3 2025 New

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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