Everstar Asset Management, LLC

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, Everstar Asset Management, LLC maintained a portfolio of 214 distinct positions. The most significant new addition to the portfolio was VANECK ETF TRUST, which now represents 1.42% of the total fund value. They heavily accumulated shares in SPDR SERIES TRUST, increasing their position by 14.2%. Conversely, Everstar Asset Management, LLC completely exited their position in VANECK ETF TRUST.
PCA Score Concentration Risk
Risk ENB
Total Positions
214
Quarter
2025 Q4
Top Holding
BIL (6.0%)
Top 10 Concentration
28.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 214
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
BIL
SPDR SERIES TRU...
ETF 6.01% 5.59% #1
Prev: #1
4.4 15,214 14.2%
P
S
122,611 $11,204,149 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SHY
ISHARES TR
ETF 5.29% 4.96% #2
Prev: #2
4.2 13,600 12.9%
P
S
119,048 $9,859,556 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IEI
ISHARES TR
ETF 5.17% 4.49% #3
Prev: #3
4.1 14,503 21.9%
P
S
80,735 $9,635,723 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VTI
VANGUARD INDEX ...
ETF 2.02% 2.10% #4
Prev: #4
0.8 -76 -0.7%
P
S
11,232 $3,765,753 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PFM
INVESCO EXCHANG...
ETF 1.74% 1.64% #5 1
Prev: #6
2.7 5,997 10.5%
P
S
62,930 $3,240,913 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SGOV
ISHARES TR
Bond/Debt 1.69% 1.57% #6 2
Prev: #8
2.7 6,057 22.1%
P
S
33,486 $3,149,202 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XLK
SELECT SECTOR S...
Unknown 1.64% 1.74% #7 2
Prev: #5
2.9 10,395 95.4%
P
S
21,288 $3,064,834 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XLV
SELECT SECTOR S...
Unknown 1.58% 1.39% #8 2
Prev: #10
2.7 1,526 8.7%
P
S
19,090 $2,955,132 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XLF
SELECT SECTOR S...
Unknown 1.53% 1.60% #9 2
Prev: #7
0.6 -599 -1.1%
P
S
51,942 $2,844,864 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XLC
SELECT SECTOR S...
ETF 1.46% 1.12% #10 12
Prev: #22
2.7 6,551 39.4%
P
S
23,179 $2,728,632 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XLP
SELECT SECTOR S...
Unknown 1.44% 1.32% #11 3
Prev: #14
2.6 4,757 16.0%
P
S
34,518 $2,681,359 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GDX
VANECK ETF TRUS...
ETF 1.42% #12
Prev: #—
2.6 23,704 no change
NEW
23,704 $2,653,471 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 1.30% 0.63% #13 27
Prev: #40
2.8 4,567 104.8%
P
S
8,923 $2,425,681 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XLY
SELECT SECTOR S...
Unknown 1.25% 1.36% #14 3
Prev: #11
2.8 9,541 95.2%
P
S
19,562 $2,335,899 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XLI
SELECT SECTOR S...
Unknown 1.22% 1.33% #15 2
Prev: #13
0.5 -517 -3.4%
P
S
14,637 $2,270,492 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SA
SEABRIDGE GOLD ...
Basic Materials 1.22% 0.18% #16 126
Prev: #142
2.8 63,608 489.3%
P
S
76,608 $2,266,831 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XLU
SELECT SECTOR S...
Unknown 1.20% 1.30% #17 2
Prev: #15
2.8 26,259 99.6%
P
S
52,627 $2,246,647 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JPST
J P MORGAN EXCH...
ETF 1.20% 0.52% #18 42
Prev: #60
2.8 26,291 145.4%
P
S
44,377 $2,245,033 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AQST
AQUESTIVE THERA...
Healthcare 1.19% 1.17% #19 2
Prev: #21
0.5 -23,489 -6.4%
P
S
344,800 $2,227,408 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VXUS
VANGUARD STAR F...
Bond/Debt 1.18% 1.24% #20 2
Prev: #18
0.5 -424 -1.4%
P
S
29,261 $2,208,472 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CWB
SPDR SERIES TRU...
ETF 1.17% 1.27% #21 4
Prev: #17
0.5 -200 -0.8%
P
S
24,480 $2,183,616 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BABA
ALIBABA GROUP H...
Consumer Cyclical 1.05% 1.42% #22 13
Prev: #9
0.4 -635 -4.5%
P
S
13,397 $1,963,733 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 0.99% 1.10% #23
Prev: #23
2.4 70 1.9%
P
S
3,822 $1,848,591 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ET
ENERGY TRANSFER...
Energy 0.97% #24
Prev: #—
2.4 75,464 no change
NEW
75,464 $1,812,825 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KWEB
KRANESHARES TRU...
Bond/Debt 0.91% 1.02% #25 1
Prev: #24
2.4 7,195 16.8%
P
S
49,955 $1,700,959 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GDXJ
VANECK ETF TRUS...
ETF 0.00% 1.17%
Sold All 😨
(Was: #20)
0.3 -20,912 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ETHE
GRAYSCALE ETHER...
ETF 0.00% 0.94%
Sold All 😨
(Was: #26)
0.3 -48,586 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TLT
ISHARES TR
ETF 0.00% 0.82%
Sold All 😨
(Was: #28)
0.3 -16,084 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MOS
MOSAIC CO NEW
Basic Materials 0.00% 0.60%
Sold All 😨
(Was: #46)
0.3 -30,361 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
LYB
LYONDELLBASELL ...
Basic Materials 0.00% 0.47%
Sold All 😨
(Was: #70)
0.3 -17,010 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NMFC
NEW MTN FIN COR...
Financial Services 0.00% 0.45%
Sold All 😨
(Was: #77)
0.3 -82,310 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
REZ
ISHARES TR
Bond/Debt 0.00% 0.37%
Sold All 😨
(Was: #89)
0.3 -7,636 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IVES
WEDBUSH SER TR
ETF 0.00% 0.35%
Sold All 😨
(Was: #94)
0.3 -19,234 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SKT
TANGER INC
Real Estate 0.00% 0.34%
Sold All 😨
(Was: #98)
0.3 -17,561 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JPC
NUVEEN PFD & IN...
Financial Services 0.00% 0.32%
Sold All 😨
(Was: #102)
0.3 -69,074 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NEM
NEWMONT CORP
Basic Materials 0.00% 0.31%
Sold All 😨
(Was: #106)
0.3 -6,500 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CMCSA
COMCAST CORP NE...
Communication Services 0.00% 0.30%
Sold All 😨
(Was: #111)
0.3 -16,564 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IUSG
ISHARES TR
Warrant 0.00% 0.29%
Sold All 😨
(Was: #113)
0.3 -3,067 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EWZ
ISHARES INC
ETF 0.00% 0.25%
Sold All 😨
(Was: #119)
0.3 -14,173 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NAD
NUVEEN QUALITY ...
Financial Services 0.00% 0.21%
Sold All 😨
(Was: #132)
0.3 -31,367 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RSF
RIVERNORTH CAP ...
Financial Services 0.00% 0.20%
Sold All 😨
(Was: #136)
0.3 -23,757 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NOAH
NOAH HLDGS LTD
Financial Services 0.00% 0.15%
Sold All 😨
(Was: #150)
0.3 -23,000 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HPQ
HP INC
Technology 0.00% 0.12%
Sold All 😨
(Was: #168)
0.3 -7,825 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JAZZ
JAZZ PHARMACEUT...
Healthcare 0.00% 0.12%
Sold All 😨
(Was: #169)
0.3 -1,600 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
Communication Services 0.00% 0.11%
Sold All 😨
(Was: #172)
0.3 -276 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
XOM
EXXON MOBIL COR...
Energy 0.00% 0.11%
Sold All 😨
(Was: #173)
0.3 -1,787 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RMMZ
RIVERNORTH MANA...
Financial Services 0.00% 0.09%
Sold All 😨
(Was: #178)
0.3 -10,641 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DSU
BLACKROCK DEBT ...
Financial Services 0.00% 0.07%
Sold All 😨
(Was: #184)
0.3 -10,831 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ADT
ADT INC DEL
Industrials 0.00% 0.05%
Sold All 😨
(Was: #185)
0.3 -10,339 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PML
PIMCO MUN INCOM...
Financial Services 0.00% 0.05%
Sold All 😨
(Was: #186)
0.3 -11,269 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GUT
GABELLI UTIL TR
Financial Services 0.00% 0.03%
Sold All 😨
(Was: #189)
0.3 -10,050 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
RIVERNORTH OPPO...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #190)
0.3 -10,104 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 214 holdings

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