Everest Management Corp. Portfolio Holdings

Everest Management Corp.

  • $110 Billion
  • Q1 2025

Everest Management Corp. has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $110 Billion distributed in 51 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 $38.6B, Alphabet Inc. with a value of $7.52B, Alphabet Inc. with a value of $6.81B, Vanguard Index Fds S&P 500 ETF with a value of $5.34B, and Dimensional ETF Tr U S Core Eq with a value of $3.76B.

Examining the 13F form we can see an decrease of $3.86B in the current position value, from $114B to 110B.

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 $110 Billion
ETFs: $73.2 Billion
Communication Services: $15.3 Billion
Technology: $13.8 Billion
Financial Services: $2.86 Billion
Consumer Cyclical: $1.68 Billion
Consumer Defensive: $777 Million
Healthcare: $771 Million
Energy: $271 Million
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $110 Billion
  • Prior Value $114 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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