Filed: 2/13/2025ACC: 0001951757-25-000260
📋 What this filing means
EVEREST MANAGEMENT CORP. filed this quarterly 13F‑HR report disclosing 50 equity positions with a total reported market value of $113.53M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
50
Positions
$113.53M
Total AUM (reported)
1.22M
Total Shares
Allocation by class
US EQUITY MARKET$41.20M36.3%
COM$20.85M18.4%
CAP STK CL A$9.16M8.1%
S&P 500 ETF SHS$5.47M4.8%
CAP STK CL C$4.96M4.4%
US CORE EQUITY 2$3.94M3.5%
CORE MSCI TOTAL$3.42M3.0%
Portfolio Concentration
Top 3$56.35M49.6%
4–10$25.91M22.8%
11–25$22.57M19.9%
Rest$8.69M7.7%
Top 3 weight
49.6%
Top 10 weight
72.5%
Voting Authority Distribution
Total shares with voting rights: 1.22M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.22M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole50
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings50
Rows:
DIMENSIONAL ETF TRUST
SOLEShares646.35K
TypeSH
Market value$41.20M
36.29%
Sole
0.00
Shared
0.00
None
646.35K
ALPHABET INC
SOLEShares48.40K
TypeSH
Market value$9.16M
8.07%
Sole
0.00
Shared
0.00
None
48.40K
INTUIT
SOLEShares9.52K
TypeSH
Market value$5.98M
5.27%
Sole
0.00
Shared
0.00
None
9.52K
VANGUARD INDEX FDS
SOLEShares10.16K
TypeSH
Market value$5.47M
4.82%
Sole
0.00
Shared
0.00
None
10.16K
ALPHABET INC
SOLEShares26.06K
TypeSH
Market value$4.96M
4.37%
Sole
0.00
Shared
0.00
None
26.06K
DIMENSIONAL ETF TRUST
SOLEShares114.05K
TypeSH
Market value$3.94M
3.47%
Sole
0.00
Shared
0.00
None
114.05K
ISHARES TR
SOLEShares51.68K
TypeSH
Market value$3.42M
3.01%
Sole
0.00
Shared
0.00
None
51.68K
MICROSOFT CORP
SOLEShares7.45K
TypeSH
Market value$3.14M
2.77%
Sole
0.00
Shared
0.00
None
7.45K
APPLE INC
SOLEShares10.12K
TypeSH
Market value$2.53M
2.23%
Sole
0.00
Shared
0.00
None
10.12K
GOLDMAN SACHS ETF TR
SOLEShares21.18K
TypeSH
Market value$2.44M
2.15%
Sole
0.00
Shared
0.00
None
21.18K
VANGUARD STAR FDS
SOLEShares40.61K
TypeSH
Market value$2.39M
2.11%
Sole
0.00
Shared
0.00
None
40.61K
VANGUARD INDEX FDS
SOLEShares8.12K
TypeSH
Market value$2.35M
2.07%
Sole
0.00
Shared
0.00
None
8.12K
NVIDIA CORPORATION
SOLEShares16.37K
TypeSH
Market value$2.20M
1.94%
Sole
0.00
Shared
0.00
None
16.37K
INVESCO EXCHANGE TRADED FD T
SOLEShares12.08K
TypeSH
Market value$2.12M
1.86%
Sole
0.00
Shared
0.00
None
12.08K
VANGUARD INDEX FDS
SOLEShares11.80K
TypeSH
Market value$2.00M
1.76%
Sole
0.00
Shared
0.00
None
11.80K
BROADCOM INC
SOLEShares8K
TypeSH
Market value$1.85M
1.63%
Sole
0.00
Shared
0.00
None
8K
VISA INC
SOLEShares4.76K
TypeSH
Market value$1.50M
1.33%
Sole
0.00
Shared
0.00
None
4.76K
GOLDMAN SACHS ETF TR
SOLEShares14.92K
TypeSH
Market value$1.49M
1.31%
Sole
0.00
Shared
0.00
None
14.92K
AMAZON COM INC
SOLEShares5.62K
TypeSH
Market value$1.23M
1.09%
Sole
0.00
Shared
0.00
None
5.62K
ISHARES TR
SOLEShares10.28K
TypeSH
Market value$1.12M
0.98%
Sole
0.00
Shared
0.00
None
10.28K
PGIM ETF TR
SOLEShares20.90K
TypeSH
Market value$1.04M
0.91%
Sole
0.00
Shared
0.00
None
20.90K
ORACLE CORP
SOLEShares5.48K
TypeSH
Market value$912.5K
0.80%
Sole
0.00
Shared
0.00
None
5.48K
GOLDMAN SACHS ETF TR
SOLEShares15.99K
TypeSH
Market value$802.7K
0.71%
Sole
0.00
Shared
0.00
None
15.99K
J P MORGAN EXCHANGE TRADED F
SOLEShares13.72K
TypeSH
Market value$785.9K
0.69%
Sole
0.00
Shared
0.00
None
13.72K
DIMENSIONAL ETF TRUST
SOLEShares23.01K
TypeSH
Market value$777.4K
0.68%
Sole
0.00
Shared
0.00
None
23.01K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 646.35K | SH | $41.20M 36.29% | 0.00 | 0.00 | 646.35K |
ALPHABET INCSOLE | CAP STK CL A | 48.40K | SH | $9.16M 8.07% | 0.00 | 0.00 | 48.40K |
INTUITSOLE | COM | 9.52K | SH | $5.98M 5.27% | 0.00 | 0.00 | 9.52K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 10.16K | SH | $5.47M 4.82% | 0.00 | 0.00 | 10.16K |
ALPHABET INCSOLE | CAP STK CL C | 26.06K | SH | $4.96M 4.37% | 0.00 | 0.00 | 26.06K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 114.05K | SH | $3.94M 3.47% | 0.00 | 0.00 | 114.05K |
ISHARES TRSOLE | CORE MSCI TOTAL | 51.68K | SH | $3.42M 3.01% | 0.00 | 0.00 | 51.68K |
MICROSOFT CORPSOLE | COM | 7.45K | SH | $3.14M 2.77% | 0.00 | 0.00 | 7.45K |
APPLE INCSOLE | COM | 10.12K | SH | $2.53M 2.23% | 0.00 | 0.00 | 10.12K |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA US LG | 21.18K | SH | $2.44M 2.15% | 0.00 | 0.00 | 21.18K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 40.61K | SH | $2.39M 2.11% | 0.00 | 0.00 | 40.61K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 8.12K | SH | $2.35M 2.07% | 0.00 | 0.00 | 8.12K |
NVIDIA CORPORATIONSOLE | COM | 16.37K | SH | $2.20M 1.94% | 0.00 | 0.00 | 16.37K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 12.08K | SH | $2.12M 1.86% | 0.00 | 0.00 | 12.08K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 11.80K | SH | $2.00M 1.76% | 0.00 | 0.00 | 11.80K |
BROADCOM INCSOLE | COM | 8K | SH | $1.85M 1.63% | 0.00 | 0.00 | 8K |
VISA INCSOLE | COM CL A | 4.76K | SH | $1.50M 1.33% | 0.00 | 0.00 | 4.76K |
GOLDMAN SACHS ETF TRSOLE | ACCES TREASURY | 14.92K | SH | $1.49M 1.31% | 0.00 | 0.00 | 14.92K |
AMAZON COM INCSOLE | COM | 5.62K | SH | $1.23M 1.09% | 0.00 | 0.00 | 5.62K |
ISHARES TRSOLE | SP SMCP600VL ETF | 10.28K | SH | $1.12M 0.98% | 0.00 | 0.00 | 10.28K |
PGIM ETF TRSOLE | PGIM ULTRA SH BD | 20.90K | SH | $1.04M 0.91% | 0.00 | 0.00 | 20.90K |
ORACLE CORPSOLE | COM | 5.48K | SH | $912.5K 0.80% | 0.00 | 0.00 | 5.48K |
GOLDMAN SACHS ETF TRSOLE | ACES ULTRA SHR | 15.99K | SH | $802.7K 0.71% | 0.00 | 0.00 | 15.99K |
J P MORGAN EXCHANGE TRADED FSOLE | US QUALTY FCTR | 13.72K | SH | $785.9K 0.69% | 0.00 | 0.00 | 13.72K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 23.01K | SH | $777.4K 0.68% | 0.00 | 0.00 | 23.01K |
Page 1 of 2