Institutional Fund
Everest Management Corp.
Cupertino, CACIK 20566835 filings on record
Portfolio Value
$197.42M
Q1 2026
Holdings
72
Reported positions
New Buys
12
Opened this quarter
QoQ Change
+10.1%
from $179.31M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust23.2%
- Ea Series Trust9.0%
- Alphabet Inc6.4%
- Alphabet Inc6.4%
- Nvidia Corporation4.1%
- Ea Series Trust3.9%
- Other47.1%
Portfolio Holdings
72 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 645.1K | $45.74M | 23.2% | −57.7K | Reduced |
| 2 | Ea Series Trust | 380.5K | $17.70M | 9.0% | −1.4K | Reduced |
| 3 | Alphabet Inc | 44.0K | $12.61M | 6.4% | +1.2K | Added |
| 4 | Alphabet Inc | 43.6K | $12.54M | 6.4% | +517 | Added |
| 5 | Nvidia Corporation | 46.9K | $8.17M | 4.1% | +23.9K | Added |
| 6 | Ea Series Trust | 158.6K | $7.76M | 3.9% | +158.6K | New |
| 7 | Broadcom Inc | 21.8K | $6.73M | 3.4% | +10.9K | Added |
| 8 | Vanguard Index Fds | 10.4K | $6.20M | 3.1% | +286 | Added |
| 9 | Ares Management Corporation | 224.2K | $5.61M | 2.8% | +224.2K | New |
| 10 | Apple Inc | 21.4K | $5.43M | 2.8% | +9.3K | Added |
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