Everest-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABBV",
  "GOOGL",
  "AVGO",
  null,
  null,
  "META",
  "IVW",
  "MA",
  "MSFT",
  "ANET",
  "ORCL",
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  null,
  null,
  null,
  "GSLC",
  "AMZN",
  null,
  "VGT",
  "VUG",
  "VXUS",
  "BNDX",
  "VTEB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  null,
  "CRM",
  "IXUS",
  "BRK-B",
  "CSCO",
  "COST",
  null,
  "DFAX",
  "DFAC",
  "RSP",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "NFLX",
  null,
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 51
Total Value: 109670275
Accession Number: 0001951757-25-000351
Form Type: 13F-HR
CIK: everest-management
Manager Name: Everest-Management

Data Enrichment

80% identified

41 identified10 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

51 positions • $109.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 3

Sort by:

25434V401

Shares:638.5K

Value:$38.6M

% of Portfolio:35.2% ($38.6M/$109.7M)

Alphabet Inc.

GOOGL|02079K305

Shares:48.6K

Value:$7.5M

% of Portfolio:6.9% ($7.5M/$109.7M)

Alphabet Inc.

GOOG|02079K107

Shares:43.6K

Value:$6.8M

% of Portfolio:6.2% ($6.8M/$109.7M)

922908363

VOO|922908363

Shares:10.4K

Value:$5.3M

% of Portfolio:4.9% ($5.3M/$109.7M)

25434V708

DFAC|25434V708

Shares:114.0K

Value:$3.8M

% of Portfolio:3.4% ($3.8M/$109.7M)

46432F834

IXUS|46432F834

Shares:51.7K

Value:$3.6M

% of Portfolio:3.3% ($3.6M/$109.7M)

Broadcom Inc.

AVGO|11135F101

Shares:20.6K

Value:$3.4M

% of Portfolio:3.1% ($3.4M/$109.7M)

MICROSOFT CORP

MSFT|594918104

Shares:9.1K

Value:$3.4M

% of Portfolio:3.1% ($3.4M/$109.7M)

381430529

Shares:33.2K

Value:$3.3M

% of Portfolio:3.0% ($3.3M/$109.7M)

Apple Inc.

AAPL|037833100

Shares:11.4K

Value:$2.5M

% of Portfolio:2.3% ($2.5M/$109.7M)

381430503

GSLC|381430503

Shares:21.2K

Value:$2.3M

% of Portfolio:2.1% ($2.3M/$109.7M)

922908769

VTI|922908769

Shares:8.1K

Value:$2.2M

% of Portfolio:2.0% ($2.2M/$109.7M)

921909768

VXUS|921909768

Shares:34.9K

Value:$2.2M

% of Portfolio:2.0% ($2.2M/$109.7M)

46137V357

RSP|46137V357

Shares:12.1K

Value:$2.1M

% of Portfolio:1.9% ($2.1M/$109.7M)

922908744

VTV|922908744

Shares:11.8K

Value:$2.0M

% of Portfolio:1.9% ($2.0M/$109.7M)

NVIDIA CORP

NVDA|67066G104

Shares:17.7K

Value:$1.9M

% of Portfolio:1.8% ($1.9M/$109.7M)

VISA INC.

V|92826C839

Shares:5.0K

Value:$1.7M

% of Portfolio:1.6% ($1.7M/$109.7M)

69344A107

Shares:30.3K

Value:$1.5M

% of Portfolio:1.4% ($1.5M/$109.7M)

AMAZON COM INC

AMZN|023135106

Shares:6.5K

Value:$1.2M

% of Portfolio:1.1% ($1.2M/$109.7M)

Salesforce, Inc.

CRM|79466L302

Shares:3.9K

Value:$1.0M

% of Portfolio:1.0% ($1.0M/$109.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25434V401)✕	638.5K	QoQ -1.20% (-7.8K) YoY-	All Managers (Combined)	$38.6M	35.2% ($38.6M/$109.7M)	QoQ -6.27% (-$2.6M) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	48.6K	QoQ +0.40% (-198) YoY-	All Managers (Combined)	$7.5M	6.9% ($7.5M/$109.7M)	QoQ -17.97% (-$1.6M) YoY-
Alphabet Inc.(GOOGcusip02079K107)	43.6K	QoQ +67.21% (+17.5K) YoY-	All Managers (Combined)	$6.8M	6.2% ($6.8M/$109.7M)	QoQ +37.17% (+$1.8M) YoY-
(VOOcusip922908363)	10.4K	QoQ +2.34% (-238) YoY-	All Managers (Combined)	$5.3M	4.9% ($5.3M/$109.7M)	QoQ -2.38% (-$130.5K) YoY-
(DFACcusip25434V708)	114.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$3.8M	3.4% ($3.8M/$109.7M)	QoQ -4.62% (-$182.5K) YoY-
(IXUScusip46432F834)	51.7K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$3.6M	3.3% ($3.6M/$109.7M)	QoQ +5.54% (+$189.7K) YoY-
Broadcom Inc.(AVGOcusip11135F101)	20.6K	QoQ +157.21% (+12.6K) YoY-	All Managers (Combined)	$3.4M	3.1% ($3.4M/$109.7M)	QoQ +85.75% (+$1.6M) YoY-
MICROSOFT CORP(MSFTcusip594918104)	9.1K	QoQ +22.01% (+1.6K) YoY-	All Managers (Combined)	$3.4M	3.1% ($3.4M/$109.7M)	QoQ +8.66% (+$272.2K) YoY-
(cusip381430529)✕	33.2K	QoQ +122.71% (+18.3K) YoY-	All Managers (Combined)	$3.3M	3.0% ($3.3M/$109.7M)	QoQ +123.29% (+$1.8M) YoY-
Apple Inc.(AAPLcusip037833100)	11.4K	QoQ +12.34% (-1.3K) YoY-	All Managers (Combined)	$2.5M	2.3% ($2.5M/$109.7M)	QoQ -0.34% (-$8.7K) YoY-
(GSLCcusip381430503)	21.2K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$2.3M	2.1% ($2.3M/$109.7M)	QoQ -4.42% (-$108.0K) YoY-
(VTIcusip922908769)	8.1K	QoQ +0.33% (-27) YoY-	All Managers (Combined)	$2.2M	2.0% ($2.2M/$109.7M)	QoQ -4.84% (-$114.1K) YoY-
(VXUScusip921909768)	34.9K	QoQ -13.94% (-5.7K) YoY-	All Managers (Combined)	$2.2M	2.0% ($2.2M/$109.7M)	QoQ -9.32% (-$223.1K) YoY-
(RSPcusip46137V357)	12.1K	QoQ +0.03% (-4) YoY-	All Managers (Combined)	$2.1M	1.9% ($2.1M/$109.7M)	QoQ -1.10% (-$23.4K) YoY-
(VTVcusip922908744)	11.8K	QoQ +0.07% (+9) YoY-	All Managers (Combined)	$2.0M	1.9% ($2.0M/$109.7M)	QoQ +2.10% (+$42.1K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	17.7K	QoQ +8.41% (-1.4K) YoY-	All Managers (Combined)	$1.9M	1.8% ($1.9M/$109.7M)	QoQ -12.49% (-$274.8K) YoY-
VISA INC.(Vcusip92826C839)	5.0K	QoQ +4.40% (+210) YoY-	All Managers (Combined)	$1.7M	1.6% ($1.7M/$109.7M)	QoQ +15.78% (+$237.5K) YoY-
(cusip69344A107)✕	30.3K	QoQ +45.04% (+9.4K) YoY-	All Managers (Combined)	$1.5M	1.4% ($1.5M/$109.7M)	QoQ +45.57% (+$471.9K) YoY-
AMAZON COM INC(AMZNcusip023135106)	6.5K	QoQ +15.06% (-846) YoY-	All Managers (Combined)	$1.2M	1.1% ($1.2M/$109.7M)	QoQ -0.21% (-$2.6K) YoY-
Salesforce, Inc.(CRMcusip79466L302)	3.9K	QoQ +74.75% (+1.7K) YoY-	All Managers (Combined)	$1.0M	1.0% ($1.0M/$109.7M)	QoQ +40.27% (+$300.2K) YoY-