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Everhart Financial Group, Inc.
hedge fundUpdated 11 days agoManaged by Everhart Financial Group, Inc. • Latest filing Q3 2026
Portfolio value
$1.6B
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
62.7%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $997.8M |
| Q4 2025 | $1.1B |
| Q1 2026 | $1.2B |
| Q2 2026 | $1.6B |
| Q3 2026 | $1.6B |
Top holdings
495 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $202.3M | 2.25M | 12.47% | Added(+8.5%) | |
| 2 | $199.4M | 922.9K | 12.29% | Added(+3.0%) | |
| 3 | $68.4M | 234.3K | 4.22% | Added(+8.4%) | |
| 4 | $66.9M | 342.0K | 4.12% | Added(+6.9%) | |
| 5 | $63.6M | 275.4K | 3.92% | Added(+7.8%) | |
| 6 | $62.8M | 167.8K | 3.87% | Trimmed(-3.9%) | |
| 7 | $60.8M | 568.0K | 3.74% | Added(+5.4%) | |
| 8 | $58.2M | 1.40M | 3.58% | Added(+16.4%) | |
| 9 | $57.1M | 250.1K | 3.52% | Added(+3.9%) | |
| 10 | $54.7M | 164.1K | 3.37% | Trimmed(-16.7%) | |
| 11 | $32.1M | 62.5K | 1.98% | Added(+8.1%) | |
| 12 | $29.8M | 757.3K | 1.83% | Added(+15.4%) | |
| 13 | $26.8M | 368.5K | 1.65% | Trimmed(-3.5%) | |
| 14 | $19.1M | 76.8K | 1.18% | Added(+4.5%) | |
| 15 | $16.6M | 48.3K | 1.02% | Added(+2.8%) | |
| 16 | $14.6M | 20.2K | 0.90% | Added(+5.3%) | |
| 17 | $14.4M | 42.3K | 0.89% | Added(+1.6%) | |
| 18 | $12.7M | 36.2K | 0.78% | Added(+0.7%) | |
| 19 | $12.3M | 11.5K | 0.76% | Added(+2.7%) | |
| 20 | $12.1M | 337.9K | 0.75% | Trimmed(-2.0%) |