Everest Management Corp.

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CIK 2056683

13F portfolio (2026-Q1)

$197M

Positions

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

Top 5

49.0%

Top 10

65.1%

Effective N

12.3

HHI

0.081

This quarter

12 new · 0 exit →

By sector

Unclassified60.5%

Information Technology16.8%

Communication Services13.2%

Financials4.4%

Consumer Discretionary4.1%

Health Care0.7%

Energy0.2%

By market cap

Unknown63.4%

Mega (>$200B)35.3%

Large ($10–200B)1.4%

By region

Other60.5%

North America39.5%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	60.79%	35
Software & IT Services	13.22%	4
Semiconductors & Semiconductor Equipment	9.71%	5
Specialty Retail	3.78%	4
Technology Hardware & Equipment	3.53%	5
Software	3.22%	5
Capital Markets	2.84%	1
Commercial Services & Supplies	0.88%	2
Pharmaceuticals & Biotechnology	0.73%	4
Banks	0.37%	2
Automobiles & Components	0.36%	1
Electrical Equipment & Components	0.23%	2
Oil, Gas & Consumable Fuels	0.21%	1
Media & Entertainment	0.13%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	DFUS	DIMENSIONAL ETF TRUST	Unclassified	23.17%
2	AAEQ	EA SERIES TRUST	Unclassified	8.97%
3	GOOG	Alphabet Inc.	Communication Services	6.39%
4	GOOGL	Alphabet Inc.	Communication Services	6.35%
5	NVDA	NVIDIA CORP	Information Technology	4.14%
6	AAUA	EA SERIES TRUST	Unclassified	3.93%
7	AVGO	Broadcom Inc.	Information Technology	3.41%
8	VOO	VANGUARD INDEX FDS	Unclassified	3.14%
9	ARES	Ares Management Corp	Financials	2.84%
10	AAPL	Apple Inc.	Information Technology	2.75%

38/72 names classified · sector 39.5% of weight · industry 39.2% · mkt cap 36.6%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 6 quarters

Information TechnologyAVGO, MSFT, NVDA, AAPL, INTU · other

Communication ServicesGOOGL, GOOG, META, NFLX

Consumer DiscretionaryAMZN, TSLA, COST, WMT, HD

FinancialsV, ARES, BRK.B, JPM, MA · other

Health CareLLY, ABBV, JNJ, BMY

Energy

Materials

UnclassifiedDFUS, VOO, AAEQ, DFAC, AAUA · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 39.5% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 36% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (35 classified)Everest Management Corp. centroid (Large Growth)

Information TechnologyCommunication ServicesConsumer DiscretionaryFinancialsHealth CareEnergy

Style box summary for Everest Management Corp.: centroid Large Growth. Heaviest cells: Large Growth 33.8%, Large Core 1.6%, Large Value 0.8%.

Classified: 36.3% of book weight (35/72 names) · unclassified 63.7%: DFUS, AAEQ, AAUA, VOO, ARES, IXUS, DFAC, VTI, VXUS, GSLC +27 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 72 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	DFUSDIMENSIONAL ETF TRUST	645,075	$46M	23.2%	TRIM −8%
2	AAEQEA SERIES TRUST	380,489	$18M	9.0%	HOLD
3	GOOGALPHABET INC	43,954	$13M	6.4%	ADD 3%
4	GOOGLALPHABET INC	43,602	$13M	6.4%	HOLD
5	NVDANVIDIA CORPORATION	46,874	$8M	4.1%	ADD 104%
6	AAUAEA SERIES TRUST	158,603	$8M	3.9%	NEW
7	AVGOBROADCOM INC	21,759	$7M	3.4%	ADD 100%
8	VOOVANGUARD INDEX FDS	10,374	$6M	3.1%	ADD 3%
9	ARESARES MANAGEMENT CORPORATION	224,154	$6M	2.8%	NEW
10	AAPLAPPLE INC	21,395	$5M	2.8%	ADD 77%
11	AMZNAMAZON COM INC	25,483	$5M	2.7%	ADD 7%
12	IXUSISHARES TR	51,676	$4M	2.3%	HOLD
13	DFACDIMENSIONAL ETF TRUST	108,049	$4M	2.1%	HOLD
14	VTIVANGUARD INDEX FDS	12,770	$4M	2.1%	TRIM −16%
15	VXUSVANGUARD STAR FDS	51,303	$4M	2.0%	ADD 5%
16	MSFTMICROSOFT CORP	9,504	$4M	1.8%	ADD 4%
17	AMATAPPLIED MATLS INC	9,220	$3M	1.6%	NEW
18	GSLCGOLDMAN SACHS ETF TR	20,422	$3M	1.3%	HOLD
19	VTVVANGUARD INDEX FDS	11,287	$2M	1.1%	HOLD
20	DUHPDIMENSIONAL ETF TRUST	59,190	$2M	1.1%	ADD 143%
21	RSPINVESCO EXCHANGE TRADED FD T	10,866	$2M	1.1%	HOLD
22	GSSTGOLDMAN SACHS ETF TR	37,420	$2M	1.0%	ADD 213%
23	DIHPDIMENSIONAL ETF TRUST	47,336	$2M	0.8%	ADD 10%
24	VVISA INC	4,923	$1M	0.8%	HOLD
25	GBILGOLDMAN SACHS ETF TR	14,819	$1M	0.8%	TRIM −23%
26	WMTWALMART INC	11,915	$1M	0.8%	ADD 303%
27	ORCLORACLE CORP	8,078	$1M	0.6%	ADD 29%
28	PULSPGIM ETF TR	22,698	$1M	0.6%	ADD 4%
29	IVVISHARES TR	1,716	$1M	0.6%	TRIM −13%
30	JQUAJ P MORGAN EXCHANGE TRADED F	17,243	$1M	0.5%	HOLD
31	IJSISHARES TR	8,216	$973,239	0.5%	HOLD
32	CPAGF/M COMPOUNDR U.S. AGGREGATE BOND ETF	8,751	$894,499	0.5%	NEW
33	SPMCSOUND POINT MERIDIAN CAP INC	96,819	$866,530	0.4%	ADD 21%
34	DGSWISDOMTREE TR	12,888	$774,547	0.4%	ADD 11%
35	METAMETA PLATFORMS INC	1,299	$743,197	0.4%	ADD 4%
36	TSLATESLA INC	1,926	$715,990	0.4%	ADD 18%
37	INTUINTUIT	1,639	$708,671	0.4%	HOLD
38	CRMSALESFORCE INC	3,629	$677,425	0.3%	ADD 8%
39	MUMICRON TECHNOLOGY INC	1,965	$663,856	0.3%	ADD 140%
40	VGITVANGUARD SCOTTSDALE FDS	10,716	$638,138	0.3%	ADD 28%
41	LLYELI LILLY & CO	676	$621,765	0.3%	ADD 59%
42	CSCOCISCO SYS INC	7,832	$607,685	0.3%	TRIM −26%
43	BRK.BBERKSHIRE HATHAWAY INC DEL	1,144	$548,205	0.3%	ADD 19%
44	VUGVANGUARD INDEX FDS	1,203	$525,559	0.3%	TRIM −26%
45	BNDXVANGUARD CHARLOTTE FDS	10,882	$522,880	0.3%	TRIM −3%
46	ANETARISTA NETWORKS INC	4,205	$516,290	0.3%	ADD 6%
47	JPMJPMORGAN CHASE & CO	1,669	$490,953	0.2%	ADD 6%
48	PAAAPGIM ETF TR	9,487	$485,533	0.2%	TRIM −54%
49	AMDADVANCED MICRO DEVICES INC	2,218	$451,208	0.2%	ADD 15%
50	COSTCOSTCO WHSL CORP NEW	434	$432,451	0.2%	ADD 22%
51	XOMEXXON MOBIL CORP	2,496	$423,471	0.2%	ADD 7%
52	VEAVANGUARD TAX-MANAGED FDS	6,224	$398,834	0.2%	HOLD
53	IEMGISHARES INC	5,286	$368,698	0.2%	ADD 19%
54	JNJJOHNSON & JOHNSON	1,250	$305,550	0.2%	ADD 7%
55	ABBVABBVIE INC	1,364	$296,656	0.2%	ADD 29%
56	VGTVANGUARD WORLD FD	422	$294,438	0.1%	HOLD
57	DFAXDIMENSIONAL ETF TRUST	8,585	$291,632	0.1%	HOLD
58	SCHFSCHWAB STRATEGIC TR	11,008	$272,448	0.1%	ADD 4%
59	IVWISHARES TR	2,408	$272,369	0.1%	HOLD
60	EWXSPDR INDEX SHS FDS	4,074	$269,373	0.1%	HOLD
61	PLTRPALANTIR TECHNOLOGIES INC	1,841	$269,301	0.1%	ADD 37%
62	NFLXNETFLIX INC	2,676	$257,297	0.1%	ADD 11%
63	DEHPDIMENSIONAL ETF TRUST	7,358	$248,627	0.1%	NEW
64	MAMASTERCARD INCORPORATED	489	$244,334	0.1%	ADD 3%
65	BACBANK AMERICA CORP	4,811	$234,536	0.1%	ADD 19%
66	HDHOME DEPOT INC	709	$233,183	0.1%	NEW
67	GEGE AEROSPACE	818	$232,124	0.1%	NEW
68	GEVGE VERNOVA INC	246	$214,733	0.1%	NEW
69	ZSZSCALER INC	1,529	$214,503	0.1%	NEW
70	BMYBRISTOL-MYERS SQUIBB CO	3,469	$210,395	0.1%	NEW
71	KLACKLA CORP	141	$207,610	0.1%	NEW
72	WDCWESTERN DIGITAL CORP	761	$205,843	0.1%	NEW

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

DFUSDIMENSIONAL ETF TRUST

646K

639K

750K

757K

703K

645K

$46M

AAEQEA SERIES TRUST

—

382K

380K

$18M

GOOGALPHABET INC

26K

44K

42K

43K

44K

$13M

GOOGLALPHABET INC

48K

49K

44K

43K

44K

$13M

NVDANVIDIA CORPORATION

16K

18K

19K

20K

23K

47K

$8M

AAUAEA SERIES TRUST

—

159K

$8M

AVGOBROADCOM INC

21K

14K

11K

22K

$7M

VOOVANGUARD INDEX FDS

10K

11K

10K

$6M

ARESARES MANAGEMENT CORPORATION

—

224K

$6M

AAPLAPPLE INC

10K

11K

17K

12K

21K

$5M

AMZNAMAZON COM INC

24K

25K

$5M

IXUSISHARES TR

52K

$4M

DFACDIMENSIONAL ETF TRUST

114K

108K

$4M

VTIVANGUARD INDEX FDS

15K

13K

$4M

VXUSVANGUARD STAR FDS

41K

35K

42K

48K

49K

51K

$4M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Everest Management Corp.