Everest Financial Group LLC

Q2 2026 13F-HR Holdings

Location
Minneapolis, MN
Holdings as of
6/30/2026
Date filed
8/10/2026
Form type
13F-HR
Num holdings
208
Total value ($000)
$738,433
Net value change ($000)
+131,110 (21.6%)
New positions
21
Sold out positions
13
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
MU 18,274 251.2%
AMD 15,511 180.0%
PANW 12,969 123.6%
TSM 8,857 42.0%
CRWD 8,322 96.7%
GOOGL 7,432 25.5%
DELL 5,983 175.5%
AVGO 4,603 32.4%
AMZN 4,424 14.4%
ASML 4,397 47.2%
Top Reduces (Value $000, Stocks/ETFs)
PSLV -4,609 -100.0%
CRM -2,507 -38.9%
SCHD -1,896 -8.6%
NOW -1,312 -12.0%
XMHQ -1,276 -7.9%
IAU -914 -14.7%
XOM -713 -19.2%
SILA -700 -100.0%
FTCS -637 -100.0%
FENI -484 -14.1%
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