Everstar Asset Management, LLC
Annual return '25
+59.7%
SPY '25
+17.7%
Alpha
+42.0ptsvs SPY
Invested
$187.9M
Holdings
186
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 75%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BIL
SPDR SERIES TRUST
Q4 2025: Exited (was 107.4k shares)
7.0%
02
$SHY
ISHARES TR
Q4 2025: Exited (was 105.4k shares)
5.1%
03
$IEI
ISHARES TR
Q4 2025: Exited (was 66.2k shares)
4.9%
04
$VTI
VANGUARD INDEX FDS
Q4 2025: Exited (was 11.3k shares)
2.1%
05
$PFM
INVESCO EXCHANGE TRADED FD T
Q4 2025: Exited (was 56.9k shares)
1.9%
06
$SGOV
ISHARES TR
Q4 2025: Exited (was 27.4k shares)
1.6%
07
$XLP
SELECT SECTOR SPDR TR
Q4 2025: Exited (was 29.8k shares)
1.4%
08
$XLK
SELECT SECTOR SPDR TR
Q4 2025: Exited (was 10.9k shares)
1.4%
09
$XLV
SELECT SECTOR SPDR TR
Q4 2025: Exited (was 17.6k shares)
1.4%
10
$XLC
SELECT SECTOR SPDR TR
Q4 2025: Exited (was 16.6k shares)
1.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:13 UTC.