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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 $109,670,275
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 638,528 $38,618,201 35.21%
2.
Alphabet Inc.
 GOOGL 48,600 $7,515,504 6.85%
3.
Alphabet Inc.
 GOOGL 43,577 $6,808,035 6.21%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 10,399 $5,344,222 4.87%
5.
Dimensional Etf Trust
 114,049 $3,762,477 3.43%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)