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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 $113,529,098
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 646,347 $41,204,627 36.29%
2.
Alphabet Inc.
 GOOGL 48,402 $9,162,499 8.07%
3.
Intuit Inc.
 INTU 9,519 $5,982,692 5.26%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 10,161 $5,474,682 4.82%
5.
Alphabet Inc.
 GOOGL 26,060 $4,962,866 4.37%
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)