Everest Financial Group LLC

Q3 2026 13F-HR Holdings

Location
Minneapolis, MN
Holdings as of
9/30/2026
Date filed
11/5/2026
Form type
13F-HR
Num holdings
220
Total value ($000)
$836,413
Net value change ($000)
+97,980 (13.3%)
New positions
25
Sold out positions
15
Turnover %
3.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 10,697 36.6%
CRWD 7,252 42.8%
JMUB 6,225 681.1%
XMMO 5,621 276.9%
NVDA 5,527 17.4%
META 5,329 34.3%
HPE 4,939 702.6%
PULS 4,664 448.0%
PANW 4,655 19.8%
FEGE 4,292 78.6%
Top Reduces (Value $000, Stocks/ETFs)
XMHQ -3,414 -23.0%
XOM -2,992 -100.0%
TLT -2,490 -100.0%
DUHP -2,376 -100.0%
UNH -2,224 -16.4%
ASML -1,630 -11.9%
JEPQ -1,007 -100.0%
TSM -808 -2.7%
TSLA -708 -16.1%
GOOGL -700 -1.9%
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