Everest Management Corp. Portfolio Holdings by Sector

Everest Management Corp.

$110 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFUS VOO DFAC IXUS GBIL GSLC VXUS RSP 23 stocks	$70.9 Million 65.34% of portfolio	8	3	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG META 3 stocks	$15 Million 13.83% of portfolio	3	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO NVDA 2 stocks	$5.37 Million 4.95% of portfolio	2	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$4.14 Million 3.82% of portfolio	1	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.53 Million 2.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$2.24 Million 2.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$2 Million 1.84% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1.23 Million 1.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM 1 stocks	$1.05 Million 0.96% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$673,626 0.62% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY ABBV 2 stocks	$570,577 0.53% of portfolio	2	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$556,389 0.51% of portfolio	1	1	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$502,756 0.46% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$453,012 0.42% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$359,119 0.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$271,398 0.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$249,918 0.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$220,694 0.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$200,596 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts

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