Institutional Fund
Everest Financial Group LLC
Minneapolis, MNCIK 20563912 filings on record
Portfolio Value
$607.32M
Q1 2026
Holdings
199
Reported positions
New Buys
113
Opened this quarter
QoQ Change
+35.9%
from $446.96M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Amazon Com Inc5.1%
- Alphabet Inc4.8%
- Microsoft Corp4.8%
- Invesco Exch Traded Fd Tr II4.7%
- Nvidia Corporation4.5%
- Schwab Strategic Tr3.6%
- Other72.5%
Portfolio Holdings
199 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc | 147.8K | $30.77M | 5.1% | +18.1K | Added |
| 2 | Alphabet Inc | 101.4K | $29.15M | 4.8% | +1.4K | Added |
| 3 | Microsoft Corp | 78.3K | $28.97M | 4.8% | +8.6K | Added |
| 4 | Invesco Exch Traded Fd Tr II | 249.8K | $28.71M | 4.7% | +10.9K | Added |
| 5 | Nvidia Corporation | 157.9K | $27.54M | 4.5% | +19.2K | Added |
| 6 | Schwab Strategic Tr | 720.2K | $22.09M | 3.6% | −140.1K | Reduced |
| 7 | Taiwan Semiconductor Mfg Ltd | 62.3K | $21.07M | 3.5% | +5.1K | Added |
| 8 | Apple Inc | 82.9K | $21.05M | 3.5% | +14.4K | Added |
| 9 | Invesco Exchange Traded Fd T | 156.2K | $16.14M | 2.7% | −5.6K | Reduced |
| 10 | J P Morgan Exchange Traded F | 268.5K | $15.22M | 2.5% | +43.7K | Added |
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