Everest Management Corp.

Q3 2025 13F-HR Holdings

Location
Cupertino, CA
Holdings as of
9/30/2025
Date filed
11/6/2025
Form type
13F-HR
Num holdings
67
Total value ($000)
$156,866
Net value change ($000)
+17,705 (12.7%)
New positions
7
Sold out positions
5
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2025 Next filing: 2/2/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFUS 4,532 9.0%
GOOGL 2,577 33.4%
GOOGL 1,915 22.1%
GBIL 1,521 70.6%
AAPL 950 27.5%
AVGO 753 19.2%
VXUS 686 23.9%
NVDA 647 21.5%
DIHP 633 94.5%
VOO 522 8.7%
Top Reduces (Value $000, Stocks/ETFs)
SGOV -1,082 -100.0%
SCHD -367 -100.0%
MUB -325 -33.6%
ZS -315 -100.0%
VTEB -227 -100.0%
VNQ -208 -100.0%
INTU -174 -13.4%
CRM -130 -14.0%
PULS -80 -6.1%
V -69 -3.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type