Everstar Asset Management, LLC
All 13F Filings
- Location
- Mooresville, NC
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 187,881
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/16/2026 | 186 | 187,881 | 13F-HR | Everstar Asset Management, LLC |
| Q4 2025 | 2/5/2026 | 187 | 186,524 | 13F-HR | Everstar Asset Management, LLC |
| Q3 2025 | 11/10/2025 | 190 | 176,348 | 13F-HR | Everstar Asset Management, LLC |
| Q2 2025 | 8/13/2025 | 192 | 163,953 | 13F-HR | Everstar Asset Management, LLC |
| Q1 2025 | 8/8/2025 | 183 | 150,924 | 13F-HR/A - RESTATEMENT | Everstar Asset Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 92.38 K | 49.2% | 0 | 73.83 K | -73.83 K |
| ETFs | 95.51 K | 50.8% | 75.19 K | 0 | 75.19 K |
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Fund Snapshot
Q1 2026
Latest filed
4/16/2026
Total value ($000)
187,881
Holdings
186
QoQ value change ($000)
1,357
(0.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.