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:

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NETFLIX INC

NFLX|64110L106

Shares:268

Value:$249.9K

% of Portfolio:0.2% ($249.9K/$109.7M)

464287200

IVV|464287200

Shares:420

Value:$236.1K

% of Portfolio:0.2% ($236.1K/$109.7M)

78463X756

Shares:4.1K

Value:$230.7K

% of Portfolio:0.2% ($230.7K/$109.7M)

922907746

VTEB|922907746

Shares:4.6K

Value:$228.3K

% of Portfolio:0.2% ($228.3K/$109.7M)

25434V880

DFAX|25434V880

Shares:8.6K

Value:$224.9K

% of Portfolio:0.2% ($224.9K/$109.7M)

464287309

IVW|464287309

Shares:2.4K

Value:$223.5K

% of Portfolio:0.2% ($223.5K/$109.7M)

PROCTER & GAMBLE Co

PG|742718109

Shares:1.3K

Value:$220.7K

% of Portfolio:0.2% ($220.7K/$109.7M)

AbbVie Inc.

ABBV|00287Y109

Shares:1.0K

Value:$218.7K

% of Portfolio:0.2% ($218.7K/$109.7M)

92204A702

VGT|92204A702

Shares:385

Value:$208.8K

% of Portfolio:0.2% ($208.8K/$109.7M)

Walmart Inc.

WMT|931142103

Shares:2.3K

Value:$200.8K

% of Portfolio:0.2% ($200.8K/$109.7M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:383

Value:$200.6K

% of Portfolio:0.2% ($200.6K/$109.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NETFLIX INC(NFLXcusip64110L106)	268	QoQ +12.60% (+30) YoY-	All Managers (Combined)	$249.9K	0.2% ($249.9K/$109.7M)	QoQ +17.81% (+$37.8K) YoY-
(IVVcusip464287200)	420	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$236.1K	0.2% ($236.1K/$109.7M)	QoQ -4.52% (-$11.2K) YoY-
(cusip78463X756)✕	4.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$230.7K	0.2% ($230.7K/$109.7M)	QoQ -3.37% (-$8.1K) YoY-
(VTEBcusip922907746)	4.6K	QoQ +0.32% (-15) YoY-	All Managers (Combined)	$228.3K	0.2% ($228.3K/$109.7M)	QoQ -0.69% (-$1.6K) YoY-
(DFAXcusip25434V880)	8.6K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$224.9K	0.2% ($224.9K/$109.7M)	QoQ +5.39% (+$11.5K) YoY-
(IVWcusip464287309)	2.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$223.5K	0.2% ($223.5K/$109.7M)	QoQ -8.56% (-$20.9K) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	1.3K	QoQ NEW(+1.3K) YoY-	All Managers (Combined)	$220.7K	0.2% ($220.7K/$109.7M)	QoQ NEW(+$220.7K) YoY-
AbbVie Inc.(ABBVcusip00287Y109)	1.0K	QoQ NEW(+1.0K) YoY-	All Managers (Combined)	$218.7K	0.2% ($218.7K/$109.7M)	QoQ NEW(+$218.7K) YoY-
(VGTcusip92204A702)	385	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$208.8K	0.2% ($208.8K/$109.7M)	QoQ -12.77% (-$30.6K) YoY-
Walmart Inc.(WMTcusip931142103)	2.3K	QoQ NEW(+2.3K) YoY-	All Managers (Combined)	$200.8K	0.2% ($200.8K/$109.7M)	QoQ NEW(+$200.8K) YoY-
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	383	QoQ NEW(+383) YoY-	All Managers (Combined)	$200.6K	0.2% ($200.6K/$109.7M)	QoQ NEW(+$200.6K) YoY-