Everstar Asset Management, LLC

CIK: 0002023744Latest portfolio: $186.5M · Q4 2025

Holdings

187

Total Value

$186.5M

New Positions

24

Closed Positions

27

#StockSharesValue% PortfolioChangeType
1
BILSPDR SERIES TRUST
122,611$11.2M6.01%+15K
2
SHYISHARES TR
119,048$9.9M5.29%+14K
3
IEIISHARES TR
80,735$9.6M5.17%+15K
4
VTIVANGUARD INDEX FDS
11,232$3.8M2.02%-76
5
PFMINVESCO EXCHANGE TRADED FD T
62,930$3.2M1.74%+6K
6
SGOVISHARES TR
33,486$3.1M1.69%+6K
7
XLKSELECT SECTOR SPDR TR
21,288$3.1M1.64%+10K
8
XLVSELECT SECTOR SPDR TR
19,090$3.0M1.58%+2K
9
XLFSELECT SECTOR SPDR TR
51,942$2.8M1.52%-599
10
XLCSELECT SECTOR SPDR TR
23,179$2.7M1.46%+7K
11
XLFISELECT SECTOR SPDR TR
34,518$2.7M1.44%+5K
12
GDXVANECK ETF TRUST
23,704$2.7M1.42%NEW
13
AAPLAPPLE INC
8,923$2.4M1.30%+5K
14
XLYSELECT SECTOR SPDR TR
19,562$2.3M1.25%+10K
15
XLISELECT SECTOR SPDR TR
14,637$2.3M1.22%-517
16
SEASEABRIDGE GOLD INC
76,608$2.3M1.21%+64K
17
XLUSELECT SECTOR SPDR TR
52,627$2.2M1.20%+26K
18
JPSTJ P MORGAN EXCHANGE TRADED F
44,377$2.2M1.20%+26K
19
AQSTAQUESTIVE THERAPEUTICS INC
344,800$2.2M1.19%-23,489
20
VXUSVANGUARD STAR FDS
29,261$2.2M1.18%-424
21
CWBSPDR SERIES TRUST
24,480$2.2M1.17%-200
22
BABAALIBABA GROUP HLDG LTD
13,397$2.0M1.05%-635
23
MSFTMICROSOFT CORP
3,822$1.8M0.99%+70
24
ETENERGY TRANSFER L P
75,464$1.8M0.97%NEW
25
KWEBKRANESHARES TRUST
49,955$1.7M0.91%+7K

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
FG NEXUS INC.380K+223K
SEA77K+64K
CIG550K+52K
MSD210K+32K
JPST44K+26K
XLU53K+26K
RQI44K+26K
RIV135K+20K
EWU29K+19K
BIL123K+15K

Decreased Positions

NameSharesChange
ACI21K-24715
AQST345K-23489
DGRS25K-22319
SKM19K-18241
OLA15K-16957
EEM27K-15775
VEA24K-10975
PMM22K-6700
BKU10K-5958
UPS4K-5554

Sector Breakdown

Financial Services0.0% ($1.1204985996353765e+290T)
Technology0.0% ($2.425184715901362e+67T)
Unknown0.0% ($2.6811055104581256e+26T)
Consumer Defensive0.0% ($1.1761143104589865e+23T)
Healthcare0.0% ($2.2261150108310535e+21T)
Consumer Cyclical0.0% ($196316961092971888640.0T)
Energy0.0% ($1812966942701546240.0T)
Industrials0.0% ($103810211017892720.0T)
Utilities0.0% ($13701104110010.5T)
Communication Services0.0% ($1487855.6T)
Real Estate0.0% ($1.2T)
Basic Materials0.0% ($746.4B)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 5, 2026$186.5M224
Q3 2025Nov 10, 2025$176.3B232
Q2 2025Aug 13, 2025$164.0B0
Q1 2025May 16, 2025$137.3B206
Q4 2024Feb 12, 2025$141.3B182

Fund Information

CIK0002023744
Most Recent FilingFeb 5, 2026
Number of Filings5

Everstar Asset Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $186.5M across 187 holdings. The largest position is SPDR SERIES TRUST (BIL), representing 6.0% of the portfolio. Compared to the previous quarter, the fund opened 25 new positions and closed 28 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.