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The Analysis of Everest Management Corp.'s Holdings & P&L

Currently, Everest Management Corp. holds 72 types of securities in its portfolio with a total value $197.4M. In the most recent quarter, they have increased their positions in N/A (+158.6K shares, valued at $7.8M), ARES (+224.2K shares, valued at $5.6M), NVDA (+23.9K shares, valued at $4.2M); decreased their positions in DFUS (-57.7K shares, valued at $4.1M), VTI (-2.4K shares, valued at $758.1K), PAAA (-11.0K shares, valued at $560.8K); initiated new positions in N/A (+158.6K shares, valued at $7.8M), ARES (+224.2K shares, valued at $5.6M), AMAT (+9.2K shares, valued at $3.2M).

1M P&L

+10.2M+6.14%

3M P&L

+10.2M+6.19%

HY P&L

+3.3M+1.94%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A85.7M

65.7%

2Semiconductors9.3M

7.1%

3Asset Management5.6M

4.3%

Top Industries by Stock Count

1N/A30 stocks

48.4%

2Drug Manufacturers - General4 stocks

6.5%

3Software - Infrastructure4 stocks

6.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFUS DIMENSIONAL ETF TRUST645.1K shares-8.21%2026-03-312026-05-07

EA SERIES TRUST EA SERIES TRUST380.5K shares-0.38%2026-03-312026-05-07

ALPHABET INC ALPHABET INC44.0K shares2.70%2026-03-312026-05-07

ALPHABET INC ALPHABET INC43.6K shares1.20%2026-03-312026-05-07

NVDA NVIDIA CORPORATION46.9K shares104.11%2026-03-312026-05-07

EA SERIES TRUST EA SERIES TRUST158.6K sharesnew addition2026-03-312026-05-07

BROADCOM INC BROADCOM INC21.8K shares100.49%2026-03-312026-05-07

VANGUARD INDEX FDS VANGUARD INDEX FDS10.4K shares2.84%2026-03-312026-05-07

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ARES ARES MANAGEMENT CORPORATION224.2K sharesnew addition2026-03-312026-05-07

AAPL APPLE INC21.4K shares76.94%2026-03-312026-05-07

AMZN AMAZON COM INC25.5K shares7.07%2026-03-312026-05-07

IXUS ISHARES TR51.7K shares0.00%2026-03-312026-05-07

DFAC DIMENSIONAL ETF TRUST108.0K shares0.00%2026-03-312026-05-07

VTI VANGUARD INDEX FDS12.8K shares-15.61%2026-03-312026-05-07

VXUS VANGUARD STAR FDS51.3K shares4.88%2026-03-312026-05-07

MSFT MICROSOFT CORP9.5K shares3.73%2026-03-312026-05-07

Sponsored

AMAT APPLIED MATLS INC9.2K sharesnew addition2026-03-312026-05-07

GSLC GOLDMAN SACHS ETF TR20.4K shares0.00%2026-03-312026-05-07

VTV VANGUARD INDEX FDS11.3K shares0.62%2026-03-312026-05-07

DUHP DIMENSIONAL ETF TRUST59.2K shares142.65%2026-03-312026-05-07

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T10.9K shares0.04%2026-03-312026-05-07

GSST GOLDMAN SACHS ETF TR37.4K shares213.06%2026-03-312026-05-07

DIHP DIMENSIONAL ETF TRUST47.3K shares10.43%2026-03-312026-05-07

V VISA INC4.9K shares0.76%2026-03-312026-05-07

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GBIL GOLDMAN SACHS ETF TR14.8K shares-22.99%2026-03-312026-05-07

WMT WALMART INC11.9K shares302.81%2026-03-312026-05-07

ORCL ORACLE CORP8.1K shares29.33%2026-03-312026-05-07

PULS PGIM ETF TR22.7K shares4.07%2026-03-312026-05-07

IVV ISHARES TR1.7K shares-12.76%2026-03-312026-05-07

JQUA J P MORGAN EXCHANGE TRADED F17.2K shares-1.12%2026-03-312026-05-07

IJS ISHARES TR8.2K shares0.00%2026-03-312026-05-07

CPAG RBB FD INC8.8K sharesnew addition2026-03-312026-05-07

Sponsored

SPMC SOUND POINT MERIDIAN CAP INC96.8K shares21.33%2026-03-312026-05-07

DGS WISDOMTREE TR12.9K shares10.66%2026-03-312026-05-07

META META PLATFORMS INC1.3K shares4.42%2026-03-312026-05-07

TSLA TESLA INC1.9K shares17.87%2026-03-312026-05-07

INTU INTUIT1.6K shares0.43%2026-03-312026-05-07

CRM SALESFORCE INC3.6K shares7.56%2026-03-312026-05-07

MU MICRON TECHNOLOGY INC2.0K shares139.93%2026-03-312026-05-07

VGIT VANGUARD SCOTTSDALE FDS10.7K shares27.69%2026-03-312026-05-07

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LLY ELI LILLY & CO676 shares59.06%2026-03-312026-05-07

CSCO CISCO SYS INC7.8K shares-26.30%2026-03-312026-05-07

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.1K shares18.55%2026-03-312026-05-07

VUG VANGUARD INDEX FDS1.2K shares-26.15%2026-03-312026-05-07

BNDX VANGUARD CHARLOTTE FDS10.9K shares-3.18%2026-03-312026-05-07

ARISTA NETWORKS INC ARISTA NETWORKS INC4.2K shares6.21%2026-03-312026-05-07

JPM JPMORGAN CHASE & CO1.7K shares6.04%2026-03-312026-05-07

PAAA PGIM ETF TR9.5K shares-53.60%2026-03-312026-05-07

Sponsored

AMD ADVANCED MICRO DEVICES INC2.2K shares14.63%2026-03-312026-05-07

COST COSTCO WHOLESALE CORPORATION434 shares21.91%2026-03-312026-05-07

XOM EXXON MOBIL CORP2.5K shares7.12%2026-03-312026-05-07

VEA VANGUARD TAX-MANAGED FDS6.2K shares0.60%2026-03-312026-05-07

IEMG ISHARES INC5.3K shares19.32%2026-03-312026-05-07

JNJ JOHNSON & JOHNSON1.3K shares6.93%2026-03-312026-05-07

ABBV ABBVIE INC1.4K shares28.56%2026-03-312026-05-07

VGT VANGUARD WORLD FD422 shares0.00%2026-03-312026-05-07

Sponsored

DFAX DIMENSIONAL ETF TRUST8.6K shares0.00%2026-03-312026-05-07

SCHF SCHWAB STRATEGIC TR11.0K shares4.34%2026-03-312026-05-07

IVW ISHARES TR2.4K shares0.00%2026-03-312026-05-07

EWX SPDR INDEX SHS FDS4.1K shares0.00%2026-03-312026-05-07

PLTR PALANTIR TECHNOLOGIES INC1.8K shares36.98%2026-03-312026-05-07

NFLX NETFLIX INC.2.7K shares11.45%2026-03-312026-05-07

DEHP DIMENSIONAL ETF TRUST7.4K sharesnew addition2026-03-312026-05-07

MA MASTERCARD INCORPORATED489 shares2.95%2026-03-312026-05-07

Sponsored

BAC BANK AMERICA CORP4.8K shares19.17%2026-03-312026-05-07

HD HOME DEPOT INC709 sharesnew addition2026-03-312026-05-07

GE AEROSPACE GE AEROSPACE818 sharesnew addition2026-03-312026-05-07

GEV GE VERNOVA INC246 sharesnew addition2026-03-312026-05-07

ZS ZSCALER INC1.5K sharesnew addition2026-03-312026-05-07

BMY BRISTOL-MYERS SQUIBB CO3.5K sharesnew addition2026-03-312026-05-07

KLAC KLA CORP141 sharesnew addition2026-03-312026-05-07

WDC WESTERN DIGITAL CORP761 sharesnew addition2026-03-312026-05-07

Sponsored

DFUS

DIMENSIONAL ETF TRUST

-8.21%

Shares645.1K

Event2026-03-31

Filed2026-05-07

EA SERIES TRUST

-0.38%

Shares380.5K

Event2026-03-31

Filed2026-05-07

ALPHABET INC

2.70%

Shares44.0K

Event2026-03-31

Filed2026-05-07

ALPHABET INC

1.20%

Shares43.6K

Event2026-03-31

Filed2026-05-07

NVDA

NVIDIA CORPORATION

104.11%

Shares46.9K

Event2026-03-31

Filed2026-05-07

EA SERIES TRUST

New

Shares158.6K

Event2026-03-31

Filed2026-05-07

BROADCOM INC

100.49%

Shares21.8K

Event2026-03-31

Filed2026-05-07

VANGUARD INDEX FDS

2.84%

Shares10.4K

Event2026-03-31

Filed2026-05-07

ARES

ARES MANAGEMENT CORPORATION

New

Shares224.2K

Event2026-03-31

Filed2026-05-07

AAPL

APPLE INC

76.94%

Shares21.4K

Event2026-03-31

Filed2026-05-07

AMZN

AMAZON COM INC

7.07%

Shares25.5K

Event2026-03-31

Filed2026-05-07

IXUS

ISHARES TR

0.00%

Shares51.7K

Event2026-03-31

Filed2026-05-07

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares108.0K

Event2026-03-31

Filed2026-05-07

VTI

VANGUARD INDEX FDS

-15.61%

Shares12.8K

Event2026-03-31

Filed2026-05-07

VXUS

VANGUARD STAR FDS

4.88%

Shares51.3K

Event2026-03-31

Filed2026-05-07

MSFT

MICROSOFT CORP

3.73%

Shares9.5K

Event2026-03-31

Filed2026-05-07

AMAT

APPLIED MATLS INC

New

Shares9.2K

Event2026-03-31

Filed2026-05-07

GSLC

GOLDMAN SACHS ETF TR

0.00%

Shares20.4K

Event2026-03-31

Filed2026-05-07

VTV

VANGUARD INDEX FDS

0.62%

Shares11.3K

Event2026-03-31

Filed2026-05-07

DUHP

DIMENSIONAL ETF TRUST

142.65%

Shares59.2K

Event2026-03-31

Filed2026-05-07

INVESCO EXCHANGE TRADED FD T

0.04%

Shares10.9K

Event2026-03-31

Filed2026-05-07

GSST

GOLDMAN SACHS ETF TR

213.06%

Shares37.4K

Event2026-03-31

Filed2026-05-07

DIHP

DIMENSIONAL ETF TRUST

10.43%

Shares47.3K

Event2026-03-31

Filed2026-05-07

VISA INC

0.76%

Shares4.9K

Event2026-03-31

Filed2026-05-07

GBIL

GOLDMAN SACHS ETF TR

-22.99%

Shares14.8K

Event2026-03-31

Filed2026-05-07

WMT

WALMART INC

302.81%

Shares11.9K

Event2026-03-31

Filed2026-05-07

ORCL

ORACLE CORP

29.33%

Shares8.1K

Event2026-03-31

Filed2026-05-07

PULS

PGIM ETF TR

4.07%

Shares22.7K

Event2026-03-31

Filed2026-05-07

IVV

ISHARES TR

-12.76%

Shares1.7K

Event2026-03-31

Filed2026-05-07

JQUA

J P MORGAN EXCHANGE TRADED F

-1.12%

Shares17.2K

Event2026-03-31

Filed2026-05-07

IJS

ISHARES TR

0.00%

Shares8.2K

Event2026-03-31

Filed2026-05-07

CPAG

RBB FD INC

New

Shares8.8K

Event2026-03-31

Filed2026-05-07

SPMC

SOUND POINT MERIDIAN CAP INC

21.33%

Shares96.8K

Event2026-03-31

Filed2026-05-07

DGS

WISDOMTREE TR

10.66%

Shares12.9K

Event2026-03-31

Filed2026-05-07