Back to Everstar Asset Management, LLC

Everstar Asset Management, LLC

Q2 2026 13F filing

Updated 38 days ago

205 disclosed positions worth $207.3M

Portfolio value
$207.3M
Total holdings
205
New positions
27
Closed positions
11
Increased
88
Decreased
42
Turnover
18.5%
Filed
2026-08-03

Full holdings

Every line item disclosed in Q2 2026

B
1.BLK

ISHARES TR

+61.2%
Value
$15.2M
Shares
185.6K
% Port
7.35%
S

SPDR SERIES TRUST

-0.1%
Value
$13.2M
Shares
143.8K
% Port
6.36%
S

SELECT SECTOR SPDR TR

+58.3%
Value
$6M
Shares
31.5K
% Port
2.90%
V

VANGUARD INDEX FDS

-0.1%
Value
$4.5M
Shares
12.2K
% Port
2.18%
S

SELECT SECTOR SPDR TR

+61.0%
Value
$4.5M
Shares
28.3K
% Port
2.17%
E

ISHARES TR

+39.7%
Value
$4.3M
Shares
42.9K
% Port
2.08%
S

SELECT SECTOR SPDR TR

+63.7%
Value
$4.3M
Shares
80.0K
% Port
2.07%
?
8.N/A

INVESCO EXCHANGE TRADED FD T

+7.1%
Value
$4.2M
Shares
75.3K
% Port
2.02%
A

APPLE INC

+4.2%
Value
$2.8M
Shares
9.6K
% Port
1.34%
S

SELECT SECTOR SPDR TR

+15.9%
Value
$2.7M
Shares
25.4K
% Port
1.31%
A
11.AQST

AQUESTIVE THERAPEUTICS INC

+80.0%
Value
$2.5M
Shares
611.9K
% Port
1.23%
R

RIVERNORTH OPPORTUNITIES FD

+26.8%
Value
$2.5M
Shares
213.7K
% Port
1.20%
S

SELECT SECTOR SPDR TR

-3.9%
Value
$2.5M
Shares
13.4K
% Port
1.19%
C
14.CW

SPDR SERIES TRUST

-4.0%
Value
$2.4M
Shares
22.4K
% Port
1.17%
V
15.VGES

VANGUARD STAR FDS

-13.0%
Value
$2.2M
Shares
26.2K
% Port
1.08%
S

SELECT SECTOR SPDR TR

+4.1%
Value
$2.2M
Shares
19.1K
% Port
1.08%
?
17.N/A

MORGAN STANLEY EMKT DBT FD I

+15.8%
Value
$2.2M
Shares
297.0K
% Port
1.05%
S

SELECT SECTOR SPDR TR

-2.3%
Value
$2M
Shares
44.6K
% Port
0.98%
?
19.N/A

KRANESHARES TRUST

+502.3%
Value
$2M
Shares
81.3K
% Port
0.96%
M
20.MSFT

MICROSOFT CORP

+281.7%
Value
$1.9M
Shares
5.0K
% Port
0.89%
A
21.AMZN

AMAZON COM INC

+383.4%
Value
$1.8M
Shares
7.7K
% Port
0.89%
B
22.BTCW

WISDOMTREE TR

+16.3%
Value
$1.8M
Shares
30.0K
% Port
0.86%
C
23.CSCO

CISCO SYS INC

+133.9%
Value
$1.8M
Shares
15.0K
% Port
0.85%
G

ALPHABET INC

+117.3%
Value
$1.7M
Shares
4.8K
% Port
0.81%
S

SCHWAB STRATEGIC TR

-2.0%
Value
$1.7M
Shares
57.8K
% Port
0.81%
S
26.SOMN

SOUTHERN CO

+0.5%
Value
$1.5M
Shares
15.9K
% Port
0.74%
B

ALIBABA GROUP HLDG LTD

+95.1%
Value
$1.5M
Shares
15.8K
% Port
0.73%
C
28.CHY

CALAMOS CONV OPPORTUNITIES &

Unchanged
Value
$1.5M
Shares
111.7K
% Port
0.72%
M
29.MO

ALTRIA GROUP INC

+135.4%
Value
$1.5M
Shares
20.5K
% Port
0.71%
S
30.SIRI

SIRIUSXM HOLDINGS INC

+275.9%
Value
$1.4M
Shares
48.1K
% Port
0.69%
N
31.NVDA

NVIDIA CORPORATION

+7.3%
Value
$1.4M
Shares
7.0K
% Port
0.68%
A
32.AAPL

SELECT SECTOR SPDR TR

-47.7%
Value
$1.4M
Shares
17.0K
% Port
0.68%
H
33.HODL

VANECK ETF TRUST

+58.8%
Value
$1.4M
Shares
14.2K
% Port
0.67%
I
34.IPAR

INTERPARFUMS INC

+193.1%
Value
$1.4M
Shares
12.3K
% Port
0.66%
T
35.TRN

TRINITY INDS INC

+141.9%
Value
$1.3M
Shares
38.2K
% Port
0.64%
B

BAIDU INC

+156.3%
Value
$1.3M
Shares
11.5K
% Port
0.64%
A
37.AROC

ARCHROCK INC

+52.4%
Value
$1.3M
Shares
32.0K
% Port
0.63%
A
38.ABBV

ABBVIE INC

+204.5%
Value
$1.3M
Shares
5.2K
% Port
0.63%
A
39.AEP

AMERICAN ELEC PWR CO INC

+178.3%
Value
$1.3M
Shares
9.5K
% Port
0.62%
S
40.SRV

NXG CUSHING MIDSTREAM ENERGY

Value
$1.3M
Shares
25.8K
% Port
0.62%
D
41.DNP

DNP SELECT INCOME FD INC

+4.4%
Value
$1.3M
Shares
119.7K
% Port
0.62%
O
42.OHI

OMEGA HEALTHCARE INVS INC

+159.2%
Value
$1.3M
Shares
26.4K
% Port
0.61%
C
43.CALM

CAL MAINE FOODS INC

+289.6%
Value
$1.3M
Shares
15.6K
% Port
0.61%
C
44.CPA

COPA HOLDINGS SA

+322.2%
Value
$1.2M
Shares
8.0K
% Port
0.60%
S

SCHWAB STRATEGIC TR

-3.6%
Value
$1.2M
Shares
42.4K
% Port
0.60%
L
46.LNT

ALLIANT ENERGY CORP

+196.9%
Value
$1.2M
Shares
16.3K
% Port
0.60%
U
47.UPS

UNITED PARCEL SVCS INC

+203.2%
Value
$1.2M
Shares
11.5K
% Port
0.60%
T
48.TNL

TRAVEL PLUS LEISURE CO

+167.8%
Value
$1.2M
Shares
16.1K
% Port
0.59%
H
49.HTO

H2O AMERICA

+136.0%
Value
$1.2M
Shares
20.1K
% Port
0.59%
N
50.NAD

NUVEEN QUALITY MUNCP INCOME

+0.3%
Value
$1.2M
Shares
100.4K
% Port
0.59%