Everstar Asset Management, LLC - Portfolio overview

Everstar Asset Management, LLC has 211 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

  1. BIL - SPDR SERIES TRUST, 7.68%
  2. SHY - ISHARES TR, 5.54%
  3. IEI - ISHARES TR, 5.40%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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