Latest Everhart Financial Group, Inc. Stock Portfolio

Everhart Financial Group, Inc. Performance:

2025 Q4: -0.5%YTD: 12.85%2024: 8.5%

Performance for 2025 Q4 is -0.5%, and YTD is 12.85%, and 2024 is 8.5%.

About Everhart Financial Group, Inc. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Everhart Financial Group, Inc. reported an equity portfolio of $1.1 Billions as of 31 Dec, 2025.

The top stock holdings of Everhart Financial Group, Inc. are VB, VB, VB. The fund has invested 14.4% of it's portfolio in VANGUARD INDEX FDS and 12.9% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off STRATEGY INC (MSTR), BERKSHIRE HATHAWAY INC DEL and HIGHWOODS PPTYS INC (HIW) stocks. They significantly reduced their stock positions in COSTAR GROUP INC (CSGP), VANGUARD SCOTTSDALE FDS (BNDW) and COMCAST CORP NEW (CMCSA). Everhart Financial Group, Inc. opened new stock positions in LIFESTANCE HEALTH GROUP INC (LFST), AMPLIFY ETF TR (AMLX) and INSPIRE MED SYS INC (INSP). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), SERVICENOW INC (NOW) and MADRIGAL PHARMACEUTICALS INC (MDGL).

Everhart Financial Group, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Everhart Financial Group, Inc. made a return of -0.5% in the last quarter. In trailing 12 months, it's portfolio return was 12.85%.

Performance
S&P 500

New Buys

Ticker	$ Bought
lifestance health group inc	786,727
amplify etf tr	721,763
inspire med sys inc	646,809
insmed inc	506,108
waste mgmt inc del	502,916
tko group holdings inc	437,855
roper technologies inc	424,209
rocket cos inc	384,780

New stocks bought by Everhart Financial Group, Inc.

Additions

Ticker	% Inc.
netflix inc	935
servicenow inc	428
madrigal pharmaceuticals inc	153
american elec pwr co inc	141
accenture plc ireland	130
cardinal health inc	125
taiwan semiconductor mfg ltd	124
asml holding n v	112

Additions to existing portfolio by Everhart Financial Group, Inc.

Reductions

Ticker	% Reduced
costar group inc	-60.84
vanguard scottsdale fds	-53.16
comcast corp new	-49.92
verizon communications inc	-33.25
axon enterprise inc	-33.2
ishares tr	-31.95
copart inc	-27.2
linde plc	-27.13

Everhart Financial Group, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
cognition therapeutics inc	-42,837
highwoods pptys inc	-631,691
cushman wakefield plc	-205,543
the campbells company	-358,275
harley davidson inc	-228,975
diodes inc	-329,902
mondelez intl inc	-288,861
fortune brands innovations i	-213,613

Everhart Financial Group, Inc. got rid off the above stocks

Sector Distribution

Everhart Financial Group, Inc. has about 55.7% of it's holdings in Others sector.

Sector	%
Others	55.7
Technology	16.2
Financial Services	5.3
Communication Services	4.6
Healthcare	4.5
Consumer Cyclical	4.5
Industrials	3.6
Consumer Defensive	2.1
Energy	1.4

Market Cap. Distribution

Everhart Financial Group, Inc. has about 42.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	55.6
MEGA-CAP	23.6
LARGE-CAP	18.7
MID-CAP	1.4

Stocks belong to which Index?

About 40.7% of the stocks held by Everhart Financial Group, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	59.3
S&P 500	39.6
RUSSELL 2000	1.1

Top 5 Winners (%)		%
	sandisk corp	107.8 %
SLS	sellas life sciences group i	96.1 %
MU	micron technology inc	59.0 %
ALB	albemarle corp	54.5 %
CTKB	cytek biosciences inc	45.5 %

Top 5 Winners ($)		$
VB	vanguard index fds	3.5 M
GOOG	alphabet inc	2.8 M
GOOG	alphabet inc	2.6 M
VB	vanguard index fds	2.3 M
LLY	eli lilly & co	2.2 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.6 %
NOW	servicenow inc	-74.9 %
DD	dupont de nemours inc	-46.4 %
XLB	select sector spdr tr	-41.9 %
AGL	agilon health inc	-33.1 %

Top 5 Losers ($)		$
NFLX	netflix inc	-23.8 M
NOW	servicenow inc	-4.6 M
MSFT	microsoft corp	-2.0 M
META	meta platforms inc	-1.4 M
ORCL	oracle corp	-1.1 M

Everhart Financial Group, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Everhart Financial Group, Inc.

Everhart Financial Group, Inc. has 417 stocks in it's portfolio. About 51.3% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Everhart Financial Group, Inc. last quarter.

Last Reported on: 07 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc	0.04	2,973	404,536	added	11.39

AAPL	apple inc	3.12	124,008	33,712,700	added	7.86

AAXJ	ishares tr	0.11	11,412	1,222,300	added	1.46

AAXJ	ishares tr	0.08	7,825	834,950	added	1.44

AAXJ	ishares tr	0.04	5,585	450,313	added	25.73

ABBV	abbvie inc	0.44	20,650	4,718,320	added	3.19

ABC	cencora inc	0.12	3,741	1,263,520	added	1.85

ABT	abbott labs	0.15	12,662	1,586,470	reduced	-7.72

ACGL	arch cap group ltd	0.07	7,956	763,140	added	8.6

ACN	accenture plc ireland	0.10	3,863	1,036,440	added	130

ACWF	ishares tr	0.02	4,757	216,211	added	0.19

ADBE	adobe inc	0.09	2,638	923,274	added	22.47

ADI	analog devices inc	0.15	5,816	1,577,300	added	50.25

ADM	archer daniels midland co	0.02	4,219	242,550	added	1.37

ADP	automatic data processing in	0.07	3,045	783,360	reduced	-13.71

ADSK	autodesk inc	0.07	2,747	813,139	reduced	-2.00

AEP	american elec pwr co inc	0.08	7,342	846,606	added	141

AFL	aflac inc	0.02	2,037	224,620	added	2.16

AGL	agilon health inc	0.00	18,251	12,569	unchanged	0.00

AGT	ishares tr	0.05	6,716	553,936	added	1.59