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Holders — by stockHoldings — by fund

Everstar Asset Management, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002023744

$207.3M

disclosed book value

202

positions

7.4%

largest position share

Positions, as of 2026-06-30

top 100 of 202 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1SHYISHARES TR185,637$15.2M7.4%
2BILSPDR SERIES TRUST143,846$13.2M6.4%
3XLKSELECT SECTOR SPDR TR31,547$6.0M2.9%
4VTIVANGUARD INDEX FDS12,229$4.5M2.2%
5XLVSELECT SECTOR SPDR TR28,336$4.5M2.2%
6SGOVISHARES TR42,892$4.3M2.1%
7XLFSELECT SECTOR SPDR TR80,001$4.3M2.1%
8PFMINVESCO EXCHANGE TRADED FD T75,326$4.2M2%
9AAPLAPPLE INC9,589$2.8M1.3%
10XLCSELECT SECTOR SPDR TR25,354$2.7M1.3%
11AQSTAQUESTIVE THERAPEUTICS INC611,943$2.5M1.2%
12RIVRIVERNORTH OPPORTUNITIES FD213,685$2.5M1.2%
13XLISELECT SECTOR SPDR TR13,358$2.5M1.2%
14CWBSPDR SERIES TRUST22,450$2.4M1.2%
15VXUSVANGUARD STAR FDS26,239$2.2M1.1%
16XLYSELECT SECTOR SPDR TR19,062$2.2M1.1%
17MSDMORGAN STANLEY EMKT DBT FD I297,003$2.2M1%
18XLUSELECT SECTOR SPDR TR44,592$2.0M1%
19KWEBKRANESHARES TRUST81,304$2.0M1%
20MSFTMICROSOFT CORP4,962$1.9M0.9%
21AMZNAMAZON COM INC7,734$1.8M0.9%
22HSBCHSBC HLDGS PLC15,973$1.8M0.9%
23DGRSWISDOMTREE TR30,019$1.8M0.9%
24CSCOCISCO SYS INC14,970$1.8M0.8%
25GOOGALPHABET INC4,780$1.7M0.8%
26SCHBSCHWAB STRATEGIC TR57,759$1.7M0.8%
27SOSOUTHERN CO15,942$1.5M0.7%
28BABAALIBABA GROUP HLDG LTD15,800$1.5M0.7%
29CHICALAMOS CONV OPPORTUNITIES &111,723$1.5M0.7%
30MOALTRIA GROUP INC20,484$1.5M0.7%
31SIRISIRIUSXM HOLDINGS INC48,113$1.4M0.7%
32NVDANVIDIA CORPORATION7,043$1.4M0.7%
33XLPSELECT SECTOR SPDR TR16,961$1.4M0.7%
34GDXJVANECK ETF TRUST14,174$1.4M0.7%
35IPARINTERPARFUMS INC12,310$1.4M0.7%
36TRNTRINITY INDS INC38,218$1.3M0.6%
37BIDUBAIDU INC11,532$1.3M0.6%
38AROCARCHROCK INC32,013$1.3M0.6%
39ABBVABBVIE INC5,176$1.3M0.6%
40AEPAMERICAN ELEC PWR CO INC9,461$1.3M0.6%
41SRVNXG CUSHING MIDSTREAM ENERGY25,819$1.3M0.6%
42DNPDNP SELECT INCOME FD INC119,690$1.3M0.6%
43OHIOMEGA HEALTHCARE INVS INC26,438$1.3M0.6%
44CALMCAL MAINE FOODS INC15,586$1.3M0.6%
45COPA HOLDINGS SA8,022$1.2M0.6%
46SCHXSCHWAB STRATEGIC TR42,364$1.2M0.6%
47LNTALLIANT ENERGY CORP16,329$1.2M0.6%
48UPSUNITED PARCEL SVCS INC11,522$1.2M0.6%
49TNLTRAVEL PLUS LEISURE CO16,066$1.2M0.6%
50HTOH2O AMERICA20,061$1.2M0.6%
51NADNUVEEN QUALITY MUNCP INCOME100,425$1.2M0.6%
52SFL CORPORATION LTD119,016$1.2M0.6%
53VVISA INC33,198$1.2M0.6%
54MRKMERCK & CO INC9,312$1.2M0.6%
55CIGCIA ENERGETICA DE MINAS GERA569,165$1.2M0.6%
56PFEPFIZER INC48,765$1.2M0.6%
57FEFIRSTENERGY CORP24,590$1.2M0.6%
58BANXARROWMARK FINANCIAL CORP59,632$1.2M0.6%
59XLESELECT SECTOR SPDR TR21,348$1.1M0.5%
60DRIDARDEN RESTAURANTS INC5,468$1.1M0.5%
61TSNTYSON FOODS INC19,657$1.1M0.5%
62CVXCHEVRON CORPORATION6,691$1.1M0.5%
63PAGPENSKE AUTOMOTIVE GRP INC6,192$1.1M0.5%
64PRUPRUDENTIAL FINL INC10,252$1.1M0.5%
65CCDCALAMOS DYNAMIC CONV & INCOM41,742$1.1M0.5%
66ULUNILEVER PLC17,444$1.0M0.5%
67ALVAUTOLIV INC9,000$1.0M0.5%
68WPCWP CAREY INC14,507$1.0M0.5%
69SHELSHELL PLC13,325$1.0M0.5%
70NTRNUTRIEN LTD16,120$1.0M0.5%
71JPSTJ P MORGAN EXCHANGE TRADED F19,706$996,5300.5%
72VEAVANGUARD TAX-MANAGED FDS13,854$987,0980.5%
73SJNKSPDR SERIES TRUST39,171$980,4500.5%
74CLXCLOROX CO DEL9,910$945,8140.5%
75VUGVANGUARD INDEX FDS10,964$944,4390.5%
76SHYGISHARES TR22,260$944,0470.5%
77TBILRBB FD INC18,886$941,6560.5%
78THRVTHRIVE SERIES TRUST37,065$898,0590.4%
79HPFHANCOCK JOHN PFD INCOME FD I55,760$884,9110.4%
80RFICOHEN & STEERS TOTAL RETURN77,948$882,3710.4%
81WMTWALMART INC7,683$870,1390.4%
82SFBSSERVISFIRST BANCSHARES INC9,908$859,5150.4%
83BUIBLACKROCK UTILS INFRASTRUCTU29,015$841,7250.4%
84IVESWEDBUSH SER TR21,521$819,9500.4%
85EEMISHARES TR11,983$819,7570.4%
86ILFISHARES TR23,866$805,4780.4%
87ZTSZOETIS INC11,025$792,2570.4%
88BRSPBRIGHTSPIRE CAPITAL INC139,254$758,9340.4%
89AVGOBROADCOM INC1,968$743,4330.4%
90XFFCXFLAHERTY & CRUMRIN PFD & INM44,900$730,9720.4%
91SCHASCHWAB STRATEGIC TR20,100$726,2130.4%
92FTNTFORTINET INC76,304$723,3620.3%
93ARCCARES CAPITAL CORP37,389$692,8180.3%
94IWFISHARES TR5,485$681,0720.3%
95EWZISHARES INC19,586$675,7170.3%
96XLBSELECT SECTOR SPDR TR13,050$663,3320.3%
97VBKVANGUARD INDEX FDS1,803$659,3570.3%
98IJTISHARES TR3,525$629,5650.3%
99DHRDANAHER CORP DEL37,110$613,4280.3%
100SKTTANGER INC15,411$608,2720.3%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.