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Jim Matejcek

Everest Financial Group Llc

Assets Managed
$607.323M
Holdings
199
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
35.88%(2Q avg: 17.94%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Everest Financial Group Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 199 positions.

Assets under management

The assets under management (AUM) of Everest Financial Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 607.323M in assets, with a quarterly growth rate of 35.88% and a 2-quarter average growth rate of 17.94%. The portfolio is managed by Jim Matejcek, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AMZN
Amazon.com Inc
Recent Activity
Increased 13.99%
5.07%
$30.771M
147,787 shares@ $208.22 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 1.39%
4.81%
$29.152M
101,403 shares@ $287.49 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 12.32%
4.78%
$28.972M
78,266 shares@ $370.18 avg price
RWL
Invesco S&p 500 Revenue Etf
Recent Activity
Increased 4.56%
4.73%
$28.709M
249,841 shares@ $114.91 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 13.85%
4.54%
$27.538M
157,900 shares@ $174.41 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -16.28%
3.64%
$22.095M
720,195 shares@ $30.68 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Increased 8.87%
3.47%
$21.068M
62,341 shares@ $337.96 avg price
AAPL
Apple Inc
Recent Activity
Increased 21.07%
3.47%
$21.048M
82,933 shares@ $253.8 avg price
XMHQ
Invesco S&p Midcap Qual Etf
Recent Activity
Decreased -3.44%
2.66%
$16.143M
156,169 shares@ $103.38 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Increased 19.46%
2.51%
$15.218M
268,497 shares@ $56.68 avg price

1-10 of 199