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 reported positions 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 reported non-option book. Cloning the disclosed picks since 2025 would be +8% (+9.6%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+8.2%
+9.6%/yr · since Nov '25
Their reported book
+6.9%
held from quarter-end
S&P 500
+11.8%
same window
$9K$10K$10K$11K$11KNov '25Jan '26Mar '26May '26Jul '26Sep '26
Everstar Asset Management, LLC (copied at disclosure) S&P 500

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.

How much sits in the biggest positions

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.

Where the money is, by sector

36% mapped to company sectors

ETFs / funds
56%
No sector on file yet
8%
Information Technology
7%
Utilities
5%
Health Care
4%
Consumer Discretionary
4%
Financials
4%
Industrials
4%

+5 sectors below the cut, 8% together

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 (an exit at the prior quarter-end), 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
IMZ Advisory Inc15 / 80$285.1M
Independent Investors Inc13 / 80$344.2M
HT Partners LLC12 / 80$237.0M
Nelson Capital Management, LLC23 / 80$588.4M
Beacon Wealthcare LLC8 / 80$194.3M
Hoey Investments, Inc23 / 80$479.4M
Ketron Financial12 / 80$192.4M
Gordian Advisors LLC12 / 80$100.1M

Ranked by the share of each fund's own book sitting in the names it shares with Everstar Asset Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position'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
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Filing history

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

$207.3M · Q2 2026Q3 2025 · $176.3MQ2 2026 · $207.3M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 3, 202634d205$207.3M13F-HR
Q1 2026Mar 31, 2026Apr 16, 202616d232$187.9M13F-HR
Q4 2025Dec 31, 2025Feb 5, 202636d224$186.5M13F-HR
Q3 2025Sep 30, 2025Nov 10, 202541d232$176.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.