Arkolith/Funds/Everstar Asset Management, LLC

Everstar Asset Management, LLC

CIK 2023744
Holdings as of Jun 30, 2026·disclosed Aug 3, 2026·~34-day 13F lag·13F-HR
Active Filer

Everstar Asset Management, LLC holds a diversified book of 202 stocks worth $207.3M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened NXG Cushing Midstream Energy and trimmed SS SPDR BB 1-3M T-Bill ETF. Their largest long position is Ishares 1-3 Year Treasury Bo at 7% of the equity book. Cloning the disclosed picks since 2025 would be +9% (+12.5%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Everstar Asset Management, LLC's latest
holdings, largest changes, and filing provenance.
Opened
27
new positions
Added to
74
existing
Trimmed
57
reduced
Sold out
11
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+9.0%
+12.5%/yr · since Nov '25
Their reported book
+7.1%
held from quarter-end
S&P 500
+11.8%
same window
$9K$10K$10K$11K$11KNov '25Jan '26Feb '26Apr '26Jun '26Aug '26
Everstar Asset Management, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 1.9 points over this window.

Growth of $10,000 cloning Everstar Asset Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~34 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
21%
Top 10 holdings
30%
Top 20 holdings
41%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

36% mapped to company sectors

ETF / fund or unclassified
64%
Information Technology
7%
Utilities
5%
Health Care
4%
Consumer Discretionary
4%
Financials
4%
Industrials
4%
Materials
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Everstar Asset Management, LLC

Manager / fundShared namesTheir $ in those
UBS Group AG80 / 80$88.7B
MORGAN STANLEY79 / 80$324.7B
OSAIC HOLDINGS, INC.79 / 80$11.5B
ROYAL BANK OF CANADA78 / 80$93.2B
WELLS FARGO & COMPANY/MN78 / 80$87.6B
LPL Financial LLC78 / 80$47.8B
STIFEL FINANCIAL CORP78 / 80$19.9B
BANK OF AMERICA CORP /DE/77 / 80$230.3B

Ranked by how many of Everstar Asset Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

202 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
1 3 YR TREAS BD
$15.2M185.6K
7.4%
+61%
Added · +70K sh
2SPDR Series Trust
ST STR BLO 1 ETF
$13.2M143.8K
6.4%
−0.1%
Reduced · −148 sh
3Select Sector SPDR TR
ST STR TECHN ETF
$6.0M31.5K
2.9%
+58%
Added · +12K sh
4Vanguard Index FDS
TOTAL STK MKT
$4.5M12.2K
2.2%
−0.1%
Reduced · −11 sh
5Select Sector SPDR TR
ST STR CARE ETF
$4.5M28.3K
2.2%
+61%
Added · +11K sh
6Ishares TR
0-3 MTH TREASURY
$4.3M42.9K
2.1%
+40%
Added · +12K sh
7Select Sector SPDR TR
ST STR FINL ETF
$4.3M80.0K
2.1%
+64%
Added · +31K sh
8Invesco Exchange Traded FD T
DIVID ACHIEVEV
$4.2M75.3K
2.0%
+7.1%
Added · +5K sh
9Apple Inc
COM
$2.8M9.6K
1.3%
+4.2%
Added · +386 sh
10Select Sector SPDR TR
ST STR SVC ETF
$2.7M25.4K
1.3%
+16%
Added · +3K sh
11Aquestive Therapeutics Inc
COM
$2.5M611.9K
1.2%
+11%
Added · +59K sh
12Rivernorth Opportunities FD
COM
$2.5M213.7K
1.2%
+27%
Added · +45K sh
13Select Sector SPDR TR
ST STR INDL ETF
$2.5M13.4K
1.2%
−3.9%
Reduced · −535 sh
14SPDR Series Trust
ST STR CONV ETF
$2.4M22.4K
1.2%
−4.0%
Reduced · −930 sh
15Vanguard Star FDS
VG TL INTL STK F
$2.2M26.2K
1.1%
−13%
Reduced · −4K sh
16Select Sector SPDR TR
ST STR DISCR ETF
$2.2M19.1K
1.1%
+4.1%
Added · +747 sh
17Morgan Stanley Emkt DBT FD I
COM
$2.2M297.0K
1.0%
+16%
Added · +40K sh
18Select Sector SPDR TR
ST STR UTIL ETF
$2.0M44.6K
1.0%
−2.3%
Reduced · −1K sh
19Kraneshares Trust
CSI CHI INTERNET
$2.0M81.3K
1.0%
+53%
Added · +28K sh
20Microsoft Corp
COM
$1.9M5.0K
0.9%
+23%
Added · +933 sh
21Amazon Com Inc
COM
$1.8M7.7K
0.9%
+3.9%
Added · +289 sh
22HSBC Hldgs PLC
SPON ADR NEW
$1.8M16.0K
0.9%
+18%
Added · +2K sh
23Wisdomtree TR
US S CAP QTY DIV
$1.8M30.0K
0.9%
+16%
Added · +4K sh
24Cisco Sys Inc
COM
$1.8M15.0K
0.8%
−15%
Reduced · −3K sh
25Alphabet Inc
CAP STK CL C
$1.7M4.8K
0.8%
−1.5%
Reduced · −71 sh
26Schwab Strategic TR
US BRD MKT ETF
$1.7M57.8K
0.8%
−2.0%
Reduced · −1K sh
27Southern Co
COM
$1.5M15.9K
0.7%
+0.4%
Added · +71 sh
28Alibaba Group Hldg Ltd
SPONSORED ADS
$1.5M15.8K
0.7%
+20%
Added · +3K sh
29Calamos Conv Opportunities &
SH BEN INT
$1.5M111.7K
0.7%
Held
30Altria Group Inc
COM
$1.5M20.5K
0.7%
−1.0%
Reduced · −202 sh
31Siriusxm Holdings Inc
COMMON STOCK
$1.4M48.1K
0.7%
+12%
Added · +5K sh
32Nvidia Corporation
COM
$1.4M7.0K
0.7%
+7.3%
Added · +479 sh
33Select Sector SPDR TR
ST STR STAPL ETF
$1.4M17.0K
0.7%
−48%
Reduced · −15K sh
34Vaneck ETF Trust
JUNIOR GOLD MINE
$1.4M14.2K
0.7%
+59%
Added · +5K sh
35Interparfums Inc
COM
$1.4M12.3K
0.7%
+16%
Added · +2K sh
36Trinity Inds Inc
COM
$1.3M38.2K
0.6%
−2.3%
Reduced · −914 sh
37Baidu Inc
SPON ADR REP A
$1.3M11.5K
0.6%
+17%
Added · +2K sh
38Archrock Inc
COM
$1.3M32.0K
0.6%
−32%
Reduced · −15K sh
39Abbvie Inc
COM
$1.3M5.2K
0.6%
+6.2%
Added · +303 sh
40American Elec PWR Co Inc
COM
$1.3M9.5K
0.6%
−2.5%
Reduced · −241 sh
41NXG Cushing Midstream Energy
COM NEW
$1.3M25.8K
0.6%
New
New position
42DNP Select Income FD Inc
COM
$1.3M119.7K
0.6%
+4.4%
Added · +5K sh
43Omega Healthcare Invs Inc
COM
$1.3M26.4K
0.6%
−2.1%
Reduced · −575 sh
44Cal Maine Foods Inc
COM NEW
$1.3M15.6K
0.6%
+32%
Added · +4K sh
45Copa Holdings Sa
CL A
$1.2M8.0K
0.6%
−6.8%
Reduced · −585 sh
46Schwab Strategic TR
US LRG CAP ETF
$1.2M42.4K
0.6%
−3.6%
Reduced · −2K sh
47Alliant Energy Corp
COM
$1.2M16.3K
0.6%
+0.4%
Added · +70 sh
48United Parcel Svcs Inc
CL B
$1.2M11.5K
0.6%
+6.7%
Added · +726 sh
49Travel Plus Leisure Co
COM
$1.2M16.1K
0.6%
+1.3%
Added · +214 sh
50H2o America
COM
$1.2M20.1K
0.6%
−1.5%
Reduced · −304 sh
Showing 50 of 202 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 3, 2026205$207.3M13F-HR
Q1 2026Mar 31, 2026Apr 16, 2026232$187.9M13F-HR
Q4 2025Dec 31, 2025Feb 5, 2026224$186.5M13F-HR
Q3 2025Sep 30, 2025Nov 10, 2025232$176.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.