Long-term investor
Everest Financial Group LLC @everestfinancialgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002056391).
Record
- Tracked since 2025-12-31 (257 days), 129 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +4.3%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GOOGL · 5.0% · long · since 2025-12-31
- AMZN · 4.8% · long · since 2025-12-31
- RWL · 4.4% · long · since 2025-12-31
- NVDA · 4.3% · long · since 2025-12-31
- TSM · 4.1% · long · since 2025-12-31
- MSFT · 4.0% · long · since 2025-12-31
- MU · 3.5% · long · since 2025-12-31
- AMD · 3.3% · long · since 2025-12-31
- PANW · 3.2% · long · since 2025-12-31
- AAPL · 3.1% · long · since 2025-12-31
- SCHD · 2.7% · long · since 2025-12-31
- AVGO · 2.5% · long · since 2025-12-31