2026 Q1 Portfolio Activity
In 2026 Q1, Everest Financial Group LLC maintained a portfolio of 89 distinct positions.
Position History
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Total Positions
89
Quarter
2026 Q1
Top Holding
MSFT (7.5%)
Top 10 Concentration
53.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 89
Everest Financial Group LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
MSFT
MICROSOFT CORP
|
Technology | 7.50% | — |
#1
Prev: #—
|
8.5 |
—
|
69,683 | — |
NEW
|
69,683 | $33,509,948 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 7.00% | — |
#2
Prev: #—
|
7.8 |
—
|
100,016 | — |
NEW
|
100,016 | $31,305,144 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 6.70% | — |
#3
Prev: #—
|
7.2 |
—
|
129,656 | — |
NEW
|
129,656 | $29,927,198 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
RWL
INVESCO EXCH TR...
|
ETF | 6.12% | — |
#4
Prev: #—
|
6.4 |
—
|
238,961 | — |
NEW
|
238,961 | $27,361,015 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 5.77% | — |
#5
Prev: #—
|
6.3 |
—
|
138,700 | — |
NEW
|
138,700 | $25,774,244 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 5.27% | — |
#6
Prev: #—
|
5.6 |
—
|
860,268 | — |
NEW
|
860,268 | $23,575,027 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AAPL
APPLE INC
|
Technology | 4.17% | — |
#7
Prev: #—
|
5.2 |
—
|
68,501 | — |
NEW
|
68,501 | $18,622,756 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 3.89% | — |
#8
Prev: #—
|
5.1 |
—
|
57,264 | — |
NEW
|
57,264 | $17,401,957 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
XMHQ
INVESCO EXCHANG...
|
ETF | 3.71% | — |
#9
Prev: #—
|
5.0 |
—
|
161,743 | — |
NEW
|
161,743 | $16,565,672 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
META
META PLATFORMS ...
|
Communication Services | 3.16% | — |
#10
Prev: #—
|
4.8 |
—
|
21,451 | — |
NEW
|
21,451 | $14,142,825 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NOW
SERVICENOW INC
|
Technology | 3.03% | — |
#11
Prev: #—
|
4.7 |
—
|
88,288 | — |
NEW
|
88,288 | $13,524,839 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
JEPI
J P MORGAN EXCH...
|
ETF | 2.88% | — |
#12
Prev: #—
|
4.7 |
—
|
224,772 | — |
NEW
|
224,772 | $12,865,931 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AVGO
BROADCOM INC
|
Technology | 2.72% | — |
#13
Prev: #—
|
4.6 |
—
|
35,031 | — |
NEW
|
35,031 | $12,134,947 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 2.28% | — |
#14
Prev: #—
|
4.4 |
—
|
55,227 | — |
NEW
|
55,227 | $10,175,945 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 2.23% | — |
#15
Prev: #—
|
4.4 |
—
|
21,231 | — |
NEW
|
21,231 | $9,952,244 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
V
VISA INC
|
Financial Services | 2.13% | — |
#16
Prev: #—
|
4.4 |
—
|
27,116 | — |
NEW
|
27,116 | $9,509,875 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 2.12% | — |
#17
Prev: #—
|
4.3 |
—
|
28,887 | — |
NEW
|
28,887 | $9,477,653 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CRM
SALESFORCE INC
|
Technology | 1.97% | — |
#18
Prev: #—
|
4.3 |
—
|
33,250 | — |
NEW
|
33,250 | $8,808,207 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 1.94% | — |
#19
Prev: #—
|
4.3 |
—
|
40,522 | — |
NEW
|
40,522 | $8,678,192 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
XLF
SELECT SECTOR S...
|
Unknown | 1.90% | — |
#20
Prev: #—
|
4.3 |
—
|
154,974 | — |
NEW
|
154,974 | $8,487,940 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 1.82% | — |
#21
Prev: #—
|
4.2 |
—
|
249,838 | — |
NEW
|
249,838 | $8,149,732 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.68% | — |
#22
Prev: #—
|
4.2 |
—
|
14,909 | — |
NEW
|
14,909 | $7,494,009 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IWY
ISHARES TR
|
ETF | 1.64% | — |
#23
Prev: #—
|
4.2 |
—
|
26,453 | — |
NEW
|
26,453 | $7,325,937 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ASML
ASML HOLDING N ...
|
Technology | 1.47% | — |
#24
Prev: #—
|
4.1 |
—
|
6,142 | — |
NEW
|
6,142 | $6,571,080 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 1.34% | — |
#25
Prev: #—
|
4.0 |
—
|
21,052 | — |
NEW
|
21,052 | $6,008,517 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
UBER
UBER TECHNOLOGI...
|
Technology | 1.33% | — |
#26
Prev: #—
|
4.0 |
—
|
72,633 | — |
NEW
|
72,633 | $5,944,239 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 1.28% | — |
#27
Prev: #—
|
4.0 |
—
|
70,602 | — |
NEW
|
70,602 | $5,730,764 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ET
ENERGY TRANSFER...
|
Energy | 1.15% | — |
#28
Prev: #—
|
4.0 |
—
|
310,966 | — |
NEW
|
310,966 | $5,127,835 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DAL
DELTA AIR LINES...
|
Industrials | 0.94% | — |
#29
Prev: #—
|
3.9 |
—
|
60,219 | — |
NEW
|
60,219 | $4,179,227 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.90% | — |
#30
Prev: #—
|
3.9 |
—
|
8,949 | — |
NEW
|
8,949 | $4,024,544 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.65% | — |
#31
Prev: #—
|
3.8 |
—
|
9,069 | — |
NEW
|
9,069 | $2,922,070 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.60% | — |
#32
Prev: #—
|
3.7 |
—
|
4,679 | — |
NEW
|
4,679 | $2,682,488 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ECL
ECOLAB INC
|
Basic Materials | 0.48% | — |
#33
Prev: #—
|
3.7 |
—
|
8,240 | — |
NEW
|
8,240 | $2,163,292 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
XMVM
INVESCO EXCHANG...
|
Bond/Debt | 0.48% | — |
#34
Prev: #—
|
3.7 |
—
|
33,318 | — |
NEW
|
33,318 | $2,137,661 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
JPIE
J P MORGAN EXCH...
|
ETF | 0.41% | — |
#35
Prev: #—
|
3.7 |
—
|
39,785 | — |
NEW
|
39,785 | $1,841,653 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GGG
GRACO INC
|
Industrials | 0.38% | — |
#36
Prev: #—
|
3.7 |
—
|
20,807 | — |
NEW
|
20,807 | $1,705,560 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SCHW
SCHWAB CHARLES ...
|
Financial Services | 0.35% | — |
#37
Prev: #—
|
3.6 |
—
|
15,509 | — |
NEW
|
15,509 | $1,549,466 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 0.35% | — |
#38
Prev: #—
|
3.6 |
—
|
14,472 | — |
NEW
|
14,472 | $1,544,199 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.34% | — |
#39
Prev: #—
|
3.6 |
—
|
1,727 | — |
NEW
|
1,727 | $1,517,949 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.33% | — |
#40
Prev: #—
|
3.6 |
—
|
12,114 | — |
NEW
|
12,114 | $1,457,746 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.32% | — |
#41
Prev: #—
|
3.6 |
—
|
4,568 | — |
NEW
|
4,568 | $1,433,522 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VHT
VANGUARD WORLD ...
|
ETF | 0.29% | — |
#42
Prev: #—
|
3.6 |
—
|
4,511 | — |
NEW
|
4,511 | $1,297,126 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
FDVV
FIDELITY COVING...
|
ETF | 0.29% | — |
#43
Prev: #—
|
3.6 |
—
|
22,616 | — |
NEW
|
22,616 | $1,282,107 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MS
MORGAN STANLEY
|
Financial Services | 0.24% | — |
#44
Prev: #—
|
3.6 |
—
|
6,066 | — |
NEW
|
6,066 | $1,076,959 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
HSBC
HSBC HLDGS PLC
|
Financial Services | 0.21% | — |
#45
Prev: #—
|
3.6 |
—
|
12,067 | — |
NEW
|
12,067 | $949,311 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
USB
US BANCORP DEL
|
Financial Services | 0.20% | — |
#46
Prev: #—
|
3.6 |
—
|
16,759 | — |
NEW
|
16,759 | $894,259 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
QCOM
QUALCOMM INC
|
Technology | 0.18% | — |
#47
Prev: #—
|
3.6 |
—
|
4,799 | — |
NEW
|
4,799 | $820,888 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BLK
BLACKROCK INC
|
Financial Services | 0.17% | — |
#48
Prev: #—
|
3.6 |
—
|
714 | — |
NEW
|
714 | $763,965 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
C
CITIGROUP INC
|
Financial Services | 0.17% | — |
#49
Prev: #—
|
3.6 |
—
|
6,380 | — |
NEW
|
6,380 | $744,493 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
JMUB
J P MORGAN EXCH...
|
ETF | 0.16% | — |
#50
Prev: #—
|
3.6 |
—
|
14,558 | — |
NEW
|
14,558 | $735,194 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-50 of 89 holdings