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Home > Institutional Investor > Everest Financial Group Llc > Profile

Instuitional Investor - Everest Financial Group Llc

Fund Profile
Filing Period:
Fund Name: Everest Financial Group Llc
Portfolio Value $738,432,532
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Alphabet Inc.
 GOOGL 102,368 $36,583,623 4.95%
2.
Amazon Com Inc
 AMZN 147,668 $35,195,197 4.77%
3.
Invesco Exch Traded Fd Tr Ii - S&P 500 REVENUE
 252,019 $32,197,891 4.36%
4.
Nvidia Corp
 NVDA 158,412 $31,696,596 4.29%
5.
Taiwan Semiconductor Manufacturing Co Ltd
 TSM 62,662 $29,925,492 4.05%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.