account_balance

Investment manager · 13F filer · SEC CIK 2023744

Everstar Asset Management, LLC

Reported value$207Mas of Jun 30, 2026
Positions202 27 new, 11 sold out
Top 10 weight29.8%SHY alone is 7%
FiledAug 334 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SHY iShares Tr 7.4% Added +61%
BIL SPDR Series Trust 6.4% Held
XLK Select Sector SPDR Tr 2.9% Added +58%
VTI Vanguard Index FDS 2.2% Held
XLV Select Sector SPDR Tr 2.2% Added +61%
SGOV iShares Tr 2.1% Added +40%
XLF Select Sector SPDR Tr 2.1% Added +64%
PFM Invesco Exchange Traded Fd T 2.0% Added +7%
AAPL Apple Inc. 1.3% Added +4%
XLC Select Sector SPDR Tr 1.3% Added +16%
AQST Aquestive Therapeutics, Inc. 1.2% Added +11%RIV Rivernorth Opportunities Fund, Inc. 1.2% Added +27%

What changed

Biggest moves since Mar 31, 2026

Filed Aug 3, 2026, compared with the Apr 16, 2026 filing
add_circleNew
arrow_upwardAdded
  • V +3528%
  • XLF +64%
  • JPM +63%
  • SHY +61%
arrow_downwardTrimmed
  • STT −56%
  • EEM −52%
  • JPST −52%
  • XLP −48%
remove_circleSold out
  • SA $2.14M
  • OIH $745K
  • FXI $735K
  • FGC $689K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist