Everhart Financial Group, Inc. Q4 2025 Filing

Filed January 7, 2026

Portfolio Value

$1.1T

Holdings

417

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (417 positions)

#StockSharesValue% PortfolioType
201
MRVLMARVELL TECHNOLOGY INC
8,980$763.0M0.07%
202
RGLDROYAL GOLD INC
3,386$752.0M0.07%
203
HALHALLIBURTON CO
26,415$746.0M0.07%
204
LINLINDE PLC
1,738$741.0M0.07%
205
SLYVSPDR SERIES TRUST
8,067$733.0M0.07%
206
HOMBHOME BANCSHARES INC
26,407$733.0M0.07%
207
UNPUNION PAC CORP
3,132$724.0M0.07%
208
IPAYAMPLIFY ETF TR
13,870$721.0M0.07%
209
TXNTEXAS INSTRS INC
4,153$720.0M0.07%
210
ELVELEVANCE HEALTH INC FORMERLY
2,050$718.0M0.07%
211
CVSCVS HEALTH CORP
9,050$718.0M0.07%
212
COPCONOCOPHILLIPS
7,642$715.0M0.07%
213
ASMLASML HOLDING N V
666$712.0M0.07%
214
KRKROGER CO
11,394$711.0M0.07%
215
DVNDEVON ENERGY CORP NEW
19,095$699.0M0.06%
216
PLDPROLOGIS INC.
5,344$682.0M0.06%
217
USBUS BANCORP DEL
12,708$678.0M0.06%
218
MDGLMADRIGAL PHARMACEUTICALS INC
1,163$677.0M0.06%
219
CIENCIENA CORP
2,854$667.0M0.06%
220
MDYVSPDR SERIES TRUST
7,857$665.0M0.06%
221
PRIPRIMERICA INC
2,570$663.0M0.06%
222
TSMTAIWAN SEMICONDUCTOR MFG LTD
2,181$662.0M0.06%
223
PFEPFIZER INC
26,467$659.0M0.06%
224
CITHE CIGNA GROUP
2,391$658.0M0.06%
225
JCIJOHNSON CTLS INTL PLC
5,398$646.0M0.06%
226
INSPINSPIRE MED SYS INC
7,013$646.0M0.06%
227
PSXPHILLIPS 66
4,989$643.0M0.06%
228
SDYSPDR SERIES TRUST
4,588$638.0M0.06%
229
PULSPGIM ETF TR
12,812$635.0M0.06%
230
SLBSLB LIMITED
16,427$630.0M0.06%
231
IWMISHARES TR
2,554$628.0M0.06%
232
VSTVISTRA CORP
3,889$627.0M0.06%
233
DHRDANAHER CORPORATION
2,731$625.0M0.06%
234
ZMZOOM COMMUNICATIONS INC
7,070$610.0M0.06%
235
UCBUNITED CMNTY BKS BLAIRSVLE G
18,944$591.0M0.05%
236
SHWSHERWIN WILLIAMS CO
1,802$583.0M0.05%
237
URIUNITED RENTALS INC
721$583.0M0.05%
238
CCLCARNIVAL CORP
19,060$582.0M0.05%
239
VGSHVANGUARD SCOTTSDALE FDS
9,900$581.0M0.05%
240
SCHFSCHWAB STRATEGIC TR
24,144$580.0M0.05%
241
SBUXSTARBUCKS CORP
6,859$577.0M0.05%
242
SYYSYSCO CORP
7,807$575.0M0.05%
243
LNGCHENIERE ENERGY INC
2,942$571.0M0.05%
244
MCOMOODYS CORP
1,118$571.0M0.05%
245
BACVERIZON COMMUNICATIONS INC
14,002$570.0M0.05%
246
FEFIRSTENERGY CORP
12,683$567.0M0.05%
247
ORLYOREILLY AUTOMOTIVE INC
6,170$562.0M0.05%
248
OREALTY INCOME CORP
9,828$554.0M0.05%
249
IDEVISHARES TR
6,716$553.0M0.05%
250
ALBALBEMARLE CORP
3,806$538.0M0.05%
251
SNOWSNOWFLAKE INC
2,415$529.0M0.05%
252
KLACKLA CORP
433$526.0M0.05%
253
EWEDWARDS LIFESCIENCES CORP
6,159$525.0M0.05%
254
CRLCHARLES RIV LABS INTL INC
2,634$525.0M0.05%
255
PRUPRUDENTIAL FINL INC
4,639$523.0M0.05%
256
BUSEFIRST BUSEY CORP
21,649$515.0M0.05%
257
MDTMEDTRONIC PLC
5,365$515.0M0.05%
258
COINCOINBASE GLOBAL INC
2,272$513.0M0.05%
259
CMGCHIPOTLE MEXICAN GRILL INC
13,820$511.0M0.05%
260
IM8NINSMED INC
2,908$506.0M0.05%
261
WMWASTE MGMT INC DEL
2,289$502.0M0.05%
262
APHAMPHENOL CORP NEW
3,712$501.0M0.05%
263
SCHHSCHWAB STRATEGIC TR
23,415$489.0M0.05%
264
SNDKSANDISK CORP
2,058$488.0M0.05%
265
EXPIEXP WORLD HLDGS INC
53,928$488.0M0.05%
266
IWRISHARES TR
5,066$487.0M0.05%
267
LENLENNAR CORP
4,627$475.0M0.04%
268
FCXFREEPORT-MCMORAN INC
9,276$471.0M0.04%
269
VLOVALERO ENERGY CORP
2,876$468.0M0.04%
270
GABCGERMAN AMERN BANCORP INC
11,882$465.0M0.04%
271
XLKSELECT SECTOR SPDR TR
3,196$460.0M0.04%
272
KEYSKEYSIGHT TECHNOLOGIES INC
2,236$454.0M0.04%
273
GENGEN DIGITAL INC
16,724$454.0M0.04%
274
FTNTFORTINET INC
5,704$452.0M0.04%
275
STXKEA SERIES TRUST
13,592$452.0M0.04%
276
TRVCCITIGROUP INC
3,877$452.0M0.04%
277
AMTAMERICAN TOWER CORP NEW
2,574$451.0M0.04%
278
HYGISHARES TR
5,585$450.0M0.04%
279
FISFIDELITY NATL INFORMATION SV
6,771$450.0M0.04%
280
TKOTKO GROUP HOLDINGS INC
2,095$437.0M0.04%
281
ROPROPER TECHNOLOGIES INC
953$424.0M0.04%
282
KKRKKR & CO INC
3,310$421.0M0.04%
283
AMEAMETEK INC
2,054$421.0M0.04%
284
ICEINTERCONTINENTAL EXCHANGE IN
2,577$417.0M0.04%
285
AWCAMERICAN WTR WKS CO INC NEW
3,196$417.0M0.04%
286
SLYGSPDR SERIES TRUST
4,325$407.0M0.04%
287
AG8AGILENT TECHNOLOGIES INC
2,973$404.0M0.04%
288
AONAON PLC
1,142$402.0M0.04%
289
8CWCROWN CASTLE INC
4,496$399.0M0.04%
290
DONSPDR DOW JONES INDL AVERAGE
823$395.0M0.04%
291
LGIHLGI HOMES INC
9,211$395.0M0.04%
292
IWFISHARES TR
829$392.0M0.04%
293
CPRTCOPART INC
9,920$388.0M0.04%
294
RKTROCKET COS INC
19,875$384.0M0.04%
295
NUENUCOR CORP
2,350$383.0M0.04%
296
HYMBSPDR SERIES TRUST
14,780$368.0M0.03%
297
CTRACOTERRA ENERGY INC
13,957$367.0M0.03%
298
EMREMERSON ELEC CO
2,752$365.0M0.03%
299
BCBRUNSWICK CORP
4,872$361.0M0.03%
300
CBRECBRE GROUP INC
2,221$357.0M0.03%
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