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

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464287879

Shares:10.3K

Value:$1.0M

% of Portfolio:0.9% ($1.0M/$109.7M)

46641Q761

Shares:13.7K

Value:$774.9K

% of Portfolio:0.7% ($774.9K/$109.7M)

25434V831

Shares:23.0K

Value:$762.5K

% of Portfolio:0.7% ($762.5K/$109.7M)

ORACLE CORP

ORCL|68389X105

Shares:5.2K

Value:$729.1K

% of Portfolio:0.7% ($729.1K/$109.7M)

381430230

Shares:14.3K

Value:$724.3K

% of Portfolio:0.7% ($724.3K/$109.7M)

Meta Platforms, Inc.

META|30303M102

Shares:1.2K

Value:$679.5K

% of Portfolio:0.6% ($679.5K/$109.7M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:10.9K

Value:$673.6K

% of Portfolio:0.6% ($673.6K/$109.7M)

69344A834

Shares:12.5K

Value:$639.1K

% of Portfolio:0.6% ($639.1K/$109.7M)

922908736

VUG|922908736

Shares:1.6K

Value:$603.5K

% of Portfolio:0.6% ($603.5K/$109.7M)

92203J407

BNDX|92203J407

Shares:10.9K

Value:$531.3K

% of Portfolio:0.5% ($531.3K/$109.7M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:944

Value:$502.8K

% of Portfolio:0.5% ($502.8K/$109.7M)

Tesla, Inc.

TSLA|88160R101

Shares:1.7K

Value:$453.0K

% of Portfolio:0.4% ($453.0K/$109.7M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.5K

Value:$359.1K

% of Portfolio:0.3% ($359.1K/$109.7M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:376

Value:$355.6K

% of Portfolio:0.3% ($355.6K/$109.7M)

ELI LILLY & Co

LLY|532457108

Shares:426

Value:$351.8K

% of Portfolio:0.3% ($351.8K/$109.7M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:568

Value:$317.9K

% of Portfolio:0.3% ($317.9K/$109.7M)

Arista Networks, Inc.

ANET|040413205

Shares:3.7K

Value:$286.3K

% of Portfolio:0.3% ($286.3K/$109.7M)

EXXON MOBIL CORP

XOM|30231G102

Shares:2.3K

Value:$271.4K

% of Portfolio:0.2% ($271.4K/$109.7M)

97717W281

Shares:5.5K

Value:$266.3K

% of Portfolio:0.2% ($266.3K/$109.7M)

Mastercard Inc

MA|57636Q104

Shares:463

Value:$253.8K

% of Portfolio:0.2% ($253.8K/$109.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287879)✕	10.3K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.0M	0.9% ($1.0M/$109.7M)	QoQ -10.24% (-$114.5K) YoY-
(cusip46641Q761)✕	13.7K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$774.9K	0.7% ($774.9K/$109.7M)	QoQ -1.39% (-$11.0K) YoY-
(cusip25434V831)✕	23.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$762.5K	0.7% ($762.5K/$109.7M)	QoQ -1.92% (-$15.0K) YoY-
ORACLE CORP(ORCLcusip68389X105)	5.2K	QoQ -4.76% (-261) YoY-	All Managers (Combined)	$729.1K	0.7% ($729.1K/$109.7M)	QoQ -20.09% (-$183.4K) YoY-
(cusip381430230)✕	14.3K	QoQ -10.36% (-1.7K) YoY-	All Managers (Combined)	$724.3K	0.7% ($724.3K/$109.7M)	QoQ -9.77% (-$78.4K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	1.2K	QoQ +29.13% (+266) YoY-	All Managers (Combined)	$679.5K	0.6% ($679.5K/$109.7M)	QoQ +27.11% (+$145.0K) YoY-
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	10.9K	QoQ NEW(+10.9K) YoY-	All Managers (Combined)	$673.6K	0.6% ($673.6K/$109.7M)	QoQ NEW(+$673.6K) YoY-
(cusip69344A834)✕	12.5K	QoQ +31.14% (+3.0K) YoY-	All Managers (Combined)	$639.1K	0.6% ($639.1K/$109.7M)	QoQ +31.43% (+$152.8K) YoY-
(VUGcusip922908736)	1.6K	QoQ +0.06% (-1) YoY-	All Managers (Combined)	$603.5K	0.6% ($603.5K/$109.7M)	QoQ -9.62% (-$64.2K) YoY-
(BNDXcusip92203J407)	10.9K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$531.3K	0.5% ($531.3K/$109.7M)	QoQ -0.46% (-$2.5K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	944	QoQ +16.54% (+134) YoY-	All Managers (Combined)	$502.8K	0.5% ($502.8K/$109.7M)	QoQ +36.93% (+$135.6K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	1.7K	QoQ +27.03% (-372) YoY-	All Managers (Combined)	$453.0K	0.4% ($453.0K/$109.7M)	QoQ -18.47% (-$102.7K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.5K	QoQ +7.09% (+97) YoY-	All Managers (Combined)	$359.1K	0.3% ($359.1K/$109.7M)	QoQ +9.59% (+$31.4K) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	376	QoQ -8.95% (-37) YoY-	All Managers (Combined)	$355.6K	0.3% ($355.6K/$109.7M)	QoQ -6.02% (-$22.8K) YoY-
ELI LILLY & Co(LLYcusip532457108)	426	QoQ +12.69% (+48) YoY-	All Managers (Combined)	$351.8K	0.3% ($351.8K/$109.7M)	QoQ +20.56% (+$60.0K) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	568	QoQ +0.17% (-1) YoY-	All Managers (Combined)	$317.9K	0.3% ($317.9K/$109.7M)	QoQ -4.28% (-$14.2K) YoY-
Arista Networks, Inc.(ANETcusip040413205)	3.7K	QoQ +1.79% (-65) YoY-	All Managers (Combined)	$286.3K	0.3% ($286.3K/$109.7M)	QoQ -28.64% (-$114.9K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	2.3K	QoQ NEW(+2.3K) YoY-	All Managers (Combined)	$271.4K	0.2% ($271.4K/$109.7M)	QoQ NEW(+$271.4K) YoY-
(cusip97717W281)✕	5.5K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$266.3K	0.2% ($266.3K/$109.7M)	QoQ -1.24% (-$3.4K) YoY-
Mastercard Inc(MAcusip57636Q104)	463	QoQ +12.65% (+52) YoY-	All Managers (Combined)	$253.8K	0.2% ($253.8K/$109.7M)	QoQ +17.26% (+$37.4K) YoY-