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Home > Institutional Investor > Everest Management Corp. > Profile

Instuitional Investor - Everest Management Corp.

Fund Profile
Filing Period:
Fund Name: Everest Management Corp.
Portfolio Value $139,160,894
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 750,294 $50,284,713 36.13%
2.
Alphabet Inc.
 GOOGL 49,148 $8,661,352 6.22%
3.
Alphabet Inc.
 GOOGL 43,549 $7,725,157 5.55%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 10,524 $5,978,027 4.3%
5.
Microsoft Corp
 MSFT 8,332 $4,144,420 2.98%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)