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Lee Larson

Everstar Asset Management, Llc

Assets Managed
$187.881M
Holdings
186
Last Quarter
2026 - Q1
Filed Date
1mo 30d ago
Growth Rate
0.73%(2Q avg: 3.25%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Everstar Asset Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 186 positions.

Assets under management

The assets under management (AUM) of Everstar Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 187.881M in assets, with a quarterly growth rate of 0.73% and a 2-quarter average growth rate of 3.25%. The portfolio is managed by Lee Larson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 17.44%
7.03%
$13.196M
143,994 shares@ $91.65 avg price
SHY
Ishares 1-3 Year Treasury Bo
Recent Activity
Decreased -3.27%
5.07%
$9.508M
115,152 shares@ $82.58 avg price
IEI
Ishares 3-7 Year Treasury Bo
Recent Activity
Decreased -3.17%
4.94%
$9.271M
78,171 shares@ $118.61 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 8.98%
2.09%
$3.927M
12,240 shares@ $320.81 avg price
PFM
Invesco Dividend Achievers E
Recent Activity
Increased 11.8%
1.92%
$3.597M
70,354 shares@ $51.14 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Decreased -8.31%
1.65%
$3.091M
30,703 shares@ $100.67 avg price
XLP
Consumer Staples Spdr
Recent Activity
Decreased -6.09%
1.42%
$2.656M
32,413 shares@ $81.95 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Decreased -6.4%
1.41%
$2.648M
19,924 shares@ $132.91 avg price
XLV
Health Care Select Sector
Recent Activity
Decreased -7.77%
1.38%
$2.581M
17,606 shares@ $146.62 avg price
XLC
Comm Serv Select Sector Spdr
Recent Activity
Decreased -5.62%
1.3%
$2.425M
21,875 shares@ $110.87 avg price

1-10 of 186