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Everstar Asset Management, LLC - Portfolio Stock Holdings

Everstar Asset Management, LLC disclosed 212 stock positions in a recent SEC 13F filing. $241,410,737 of stock holdings were filed, with the largest holdings including SHY, BIL, and FTNT. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $336,741,565 and has 13 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

212

Est. Stock Holding Value:

$241,410,737

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Everstar Asset Management, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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