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Everstar Asset Management, LLC

Everstar Asset Management, LLC is an Investment Adviser institutional filer with the SEC under CIK 2023744, reporting 202 portfolio positions, with 13 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: NC
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-03

Top 10 portfolio positions

The largest reported holdings in Everstar Asset Management, LLC's most recent 13F filing, ranked by reported market value.

  1. ISHARES TR (SHY)
  2. SPDR SERIES TRUST (BIL)
  3. SELECT SECTOR SPDR TR (XLK)
  4. VANGUARD INDEX FDS (VTI)
  5. SELECT SECTOR SPDR TR (XLV)
  6. ISHARES TR (SGOV)
  7. SELECT SECTOR SPDR TR (XLF)
  8. INVESCO EXCHANGE TRADED FD T (PFM)
  9. APPLE INC (AAPL)
  10. SELECT SECTOR SPDR TR (XLC)
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