Evergreen Capital Management
Latest statistics and disclosures from Evergreen Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, IEMG, IEI, PCAR, and represent 12.09% of Evergreen Capital Management's stock portfolio.
- Added to shares of these 10 stocks: IEMG (+$96M), VNQ (+$30M), SGOV (+$23M), AAPL (+$22M), MSFT (+$15M), TTE (+$13M), IGF (+$10M), CHYM (+$8.6M), ELS (+$7.9M), GOOGL (+$7.7M).
- Started 220 new stock positions in UPST, LEA, CHYM, PB, CNM, RC, BHF, CZR, ERII, GPN.
- Reduced shares in these 10 stocks: GS (-$115M), COF (-$58M), JD (-$52M), OVV (-$30M), SATS (-$25M), SLB (-$19M), APA (-$16M), LINE (-$12M), , AES (-$8.7M).
- Sold out of its positions in ACM, ARE, AVUV, ARI, ATR, ARMK, ADM, APAM, ABG, AN.
- Evergreen Capital Management was a net buyer of stock by $134M.
- Evergreen Capital Management has $4.4B in assets under management (AUM), dropping by 6.26%.
- Central Index Key (CIK): 0001260824
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Portfolio Holdings for Evergreen Capital Management
Evergreen Capital Management holds 1399 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Evergreen Capital Management has 1399 total positions. Only the first 250 positions are shown.
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- Download the Evergreen Capital Management December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 2.9 | $128M | +13% | 265k | 483.62 |
|
| Apple (AAPL) | 2.8 | $124M | +21% | 455k | 271.86 |
|
| Ishares Core Msci Emkt (IEMG) | 2.4 | $108M | +812% | 1.6M | 67.22 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 2.0 | $89M | -2% | 749k | 119.35 |
|
| Paccar (PCAR) | 2.0 | $88M | 794k | 110.91 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $84M | +10% | 267k | 313.00 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $79M | 253k | 313.80 |
|
|
| NVIDIA Corporation (NVDA) | 1.8 | $79M | +10% | 422k | 186.50 |
|
| Goldman Sachs (GS) | 1.6 | $71M | -61% | 81k | 879.00 |
|
| Amazon (AMZN) | 1.5 | $69M | +11% | 298k | 230.82 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 1.4 | $63M | +90% | 709k | 88.49 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.4 | $61M | 736k | 82.82 |
|
|
| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 1.2 | $54M | 1.1M | 50.41 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.2 | $52M | +80% | 520k | 100.38 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.0 | $47M | 921k | 50.58 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.8 | $38M | 746k | 50.29 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.8 | $36M | +3% | 188k | 190.99 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.8 | $35M | +2% | 657k | 52.77 |
|
| Doubleline Etf Trust Mortgage Etf (DMBS) | 0.8 | $34M | +2% | 678k | 49.66 |
|
| Meta Platforms Cl A (META) | 0.7 | $33M | +30% | 49k | 660.09 |
|
| FedEx Corporation (FDX) | 0.7 | $32M | 111k | 290.30 |
|
|
| Capital One Financial (COF) | 0.7 | $32M | -64% | 131k | 242.36 |
|
| Echostar Corp Cl A (SATS) | 0.7 | $32M | -44% | 289k | 108.70 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $31M | +4% | 95k | 322.22 |
|
| Broadcom (AVGO) | 0.7 | $30M | +30% | 86k | 346.10 |
|
| Encana Corporation (OVV) | 0.6 | $29M | -51% | 732k | 39.19 |
|
| Enterprise Products Partners (EPD) | 0.6 | $29M | 894k | 32.06 |
|
|
| Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 0.6 | $28M | 1.1M | 25.82 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.6 | $28M | 57k | 487.86 |
|
|
| Merck & Co (MRK) | 0.6 | $27M | 256k | 106.10 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.6 | $27M | +23% | 302k | 89.46 |
|
| Cisco Systems (CSCO) | 0.6 | $27M | +8% | 351k | 77.03 |
|
| Ishares Tr Global Energ Etf (IXC) | 0.6 | $26M | 625k | 41.93 |
|
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.6 | $26M | -2% | 340k | 75.05 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.6 | $25M | 517k | 48.12 |
|
|
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.5 | $24M | 490k | 48.41 |
|
|
| Tesla Motors (TSLA) | 0.5 | $23M | +24% | 52k | 449.72 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.5 | $23M | 782k | 29.36 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $23M | +2% | 45k | 502.65 |
|
| Bank of America Corporation (BAC) | 0.5 | $23M | +21% | 413k | 55.00 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $22M | 36k | 627.13 |
|
|
| Spdr Series Trust State Street Spd (SPTS) | 0.5 | $22M | -8% | 761k | 29.28 |
|
| Qualcomm (QCOM) | 0.5 | $21M | +7% | 123k | 171.05 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $21M | +3% | 34k | 614.30 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $21M | 171k | 120.18 |
|
|
| Sprott Asset Management Physical Gold An (CEF) | 0.5 | $20M | 440k | 45.80 |
|
|
| Templeton Emerging Markets Income Fund (TEI) | 0.4 | $20M | 3.1M | 6.45 |
|
|
| Dell Technologies CL C (DELL) | 0.4 | $19M | -2% | 154k | 125.88 |
|
| Uber Technologies (UBER) | 0.4 | $19M | -5% | 236k | 81.71 |
|
| Morgan Stanley Emerging Markets Domestic (EDD) | 0.4 | $19M | 3.4M | 5.56 |
|
|
| Ishares Tr Residential Mult (REZ) | 0.4 | $19M | +36% | 230k | 82.64 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $19M | +12% | 22k | 862.33 |
|
| Citigroup Com New (C) | 0.4 | $19M | 159k | 116.69 |
|
|
| Vanguard World Energy Etf (VDE) | 0.4 | $18M | 143k | 125.92 |
|
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.4 | $17M | +26% | 533k | 32.57 |
|
| Micron Technology (MU) | 0.4 | $17M | +2% | 60k | 285.52 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.4 | $17M | 22k | 753.87 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $17M | 24k | 684.95 |
|
|
| Diamondback Energy (FANG) | 0.4 | $17M | +2% | 109k | 150.33 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.4 | $16M | 221k | 73.56 |
|
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.4 | $16M | +48% | 606k | 26.80 |
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| Oneok (OKE) | 0.4 | $16M | 218k | 73.50 |
|
|
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.4 | $16M | +14% | 836k | 19.14 |
|
| Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) | 0.4 | $16M | +66% | 317k | 50.41 |
|
| Vanguard World Health Car Etf (VHT) | 0.4 | $16M | +61% | 55k | 287.85 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $16M | -6% | 52k | 304.69 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.4 | $16M | 298k | 52.62 |
|
|
| Johnson & Johnson (JNJ) | 0.3 | $16M | +13% | 75k | 206.95 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.3 | $15M | 216k | 69.40 |
|
|
| Oracle Corporation (ORCL) | 0.3 | $15M | 77k | 194.91 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $15M | 68k | 219.78 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.3 | $15M | +2% | 878k | 16.49 |
|
| Shell Spon Ads (SHEL) | 0.3 | $14M | 195k | 73.48 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.3 | $14M | +3% | 101k | 141.05 |
|
| M&T Bank Corporation (MTB) | 0.3 | $14M | +8% | 71k | 201.48 |
|
| General Dynamics Corporation (GD) | 0.3 | $14M | 42k | 336.66 |
|
|
| Abrdn Asia Pacific Income Fu Com New (FAX) | 0.3 | $14M | +3% | 897k | 15.50 |
|
| Sprott Asset Management Physical Silver (PSLV) | 0.3 | $14M | -21% | 577k | 23.65 |
|
| Jacobs Engineering Group (J) | 0.3 | $14M | +10% | 103k | 132.46 |
|
| Walt Disney Company (DIS) | 0.3 | $13M | -2% | 115k | 114.51 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $13M | +4% | 12k | 1074.59 |
|
| Totalenergies Se Act (TTE) | 0.3 | $13M | NEW | 197k | 65.42 |
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.3 | $13M | -3% | 114k | 111.80 |
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.3 | $13M | +452% | 207k | 61.36 |
|
| Pfizer (PFE) | 0.3 | $13M | -4% | 510k | 24.90 |
|
| American Tower Reit (AMT) | 0.3 | $13M | +142% | 71k | 177.25 |
|
| Atlas Energy Solutions Com New (AESI) | 0.3 | $13M | -3% | 1.3M | 9.42 |
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| Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) | 0.3 | $12M | +2% | 669k | 18.60 |
|
| Abbvie (ABBV) | 0.3 | $12M | +3% | 54k | 228.49 |
|
| Invesco Exch Traded Fd Tr Ii China Technlgy (CQQQ) | 0.3 | $12M | +7% | 238k | 52.00 |
|
| Cummins (CMI) | 0.3 | $12M | 24k | 510.45 |
|
|
| CRH Ord (CRH) | 0.3 | $12M | 97k | 124.80 |
|
|
| Kennedy-Wilson Holdings (KW) | 0.3 | $12M | -8% | 1.2M | 9.79 |
|
| Charles Schwab Corporation (SCHW) | 0.3 | $11M | +15% | 113k | 99.91 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.3 | $11M | +9% | 99k | 113.10 |
|
| Docusign (DOCU) | 0.3 | $11M | +3% | 163k | 68.40 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $11M | +13% | 131k | 83.75 |
|
| Ishares Msci Brazil Etf (EWZ) | 0.2 | $11M | 332k | 31.87 |
|
|
| Paypal Holdings (PYPL) | 0.2 | $11M | -4% | 179k | 58.38 |
|
| salesforce (CRM) | 0.2 | $11M | +10% | 40k | 265.31 |
|
| Ishares Msci Sth Kor Etf (EWY) | 0.2 | $11M | -7% | 108k | 97.22 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $11M | -7% | 111k | 94.16 |
|
| Vici Pptys (VICI) | 0.2 | $10M | 362k | 28.56 |
|
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $10M | -3% | 102k | 100.70 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.2 | $10M | 190k | 53.37 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $10M | 39k | 257.95 |
|
|
| Herc Hldgs (HRI) | 0.2 | $10M | 68k | 148.38 |
|
|
| Spdr Series Trust State Street Spd (RWR) | 0.2 | $9.8M | +4% | 100k | 98.23 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $9.8M | -3% | 80k | 123.26 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $9.6M | -17% | 9.0k | 1069.86 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $9.6M | 65k | 146.58 |
|
|
| Realty Income (O) | 0.2 | $9.4M | +7% | 167k | 56.64 |
|
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.2 | $9.4M | -2% | 155k | 60.61 |
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| Redwood Trust (RWT) | 0.2 | $9.3M | +52% | 1.7M | 5.53 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $9.2M | 64k | 143.52 |
|
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| Blackrock (BLK) | 0.2 | $9.2M | 8.6k | 1070.34 |
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| Apa Corporation (APA) | 0.2 | $9.1M | -63% | 372k | 24.46 |
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| Palo Alto Networks (PANW) | 0.2 | $9.1M | -7% | 49k | 184.20 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $9.0M | 37k | 246.16 |
|
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| Wal-Mart Stores (WMT) | 0.2 | $9.0M | +42% | 81k | 111.41 |
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| Novo-nordisk A S Adr Call Option (NVO) | 0.2 | $8.9M | -9% | 175k | 50.88 |
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| Visa Com Cl A (V) | 0.2 | $8.8M | 25k | 350.70 |
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| Nike CL B (NKE) | 0.2 | $8.8M | -40% | 137k | 64.03 |
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| Pepsi (PEP) | 0.2 | $8.7M | -2% | 60k | 144.91 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.2 | $8.7M | 108k | 80.22 |
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| Chime Finl Com Shs Cl A (CHYM) | 0.2 | $8.6M | NEW | 342k | 25.17 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $8.5M | +12% | 32k | 268.30 |
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| AES Corporation (AES) | 0.2 | $8.4M | -50% | 587k | 14.34 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $8.3M | +3% | 69k | 120.34 |
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| Equity Lifestyle Properties (ELS) | 0.2 | $8.2M | +2618% | 135k | 61.12 |
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| Ishares Em Mkt Sm-cp Etf (EEMS) | 0.2 | $8.1M | -2% | 120k | 67.48 |
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| Lululemon Athletica (LULU) | 0.2 | $8.1M | -7% | 39k | 207.81 |
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| Doubleline Opportunistic Cr (DBL) | 0.2 | $8.0M | +2% | 527k | 15.25 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.2 | $8.0M | 243k | 33.02 |
|
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| Chubb (CB) | 0.2 | $8.0M | +10% | 26k | 313.09 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $7.8M | 44k | 177.75 |
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|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.2 | $7.8M | -6% | 165k | 47.02 |
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| Chevron Corporation (CVX) | 0.2 | $7.6M | 50k | 152.41 |
|
|
| Ishares Tr Mortge Rel Etf (REM) | 0.2 | $7.6M | +2% | 345k | 22.18 |
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| Simplify Exchange Traded Fun Short Term Trea (TUA) | 0.2 | $7.6M | 347k | 21.90 |
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| EQT Corporation (EQT) | 0.2 | $7.4M | -2% | 138k | 53.60 |
|
| Netflix (NFLX) | 0.2 | $7.3M | +951% | 78k | 93.76 |
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| Lowe's Companies (LOW) | 0.2 | $7.2M | 30k | 241.16 |
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| Ishares Tr Msci China Etf (MCHI) | 0.2 | $7.1M | +6% | 118k | 60.07 |
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| Chemed Corp Com Stk (CHE) | 0.2 | $7.0M | -19% | 16k | 427.86 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $6.9M | 104k | 66.00 |
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| United Therapeutics Corporation (UTHR) | 0.1 | $6.6M | +4% | 14k | 487.25 |
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| Western Midstream Partners L Com Unit Lp Int (WES) | 0.1 | $6.6M | 166k | 39.50 |
|
|
| Novartis Sponsored Adr (NVS) | 0.1 | $6.5M | +68% | 47k | 137.87 |
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| Agnc Invt Corp Com reit (AGNC) | 0.1 | $6.5M | -29% | 595k | 10.84 |
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| Applovin Corp Com Cl A (APP) | 0.1 | $6.4M | +21% | 9.5k | 673.82 |
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| American Express Company (AXP) | 0.1 | $6.2M | +59% | 17k | 369.95 |
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| Rh (RH) | 0.1 | $6.2M | +70% | 34k | 179.15 |
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| PG&E Corporation (PCG) | 0.1 | $6.1M | NEW | 378k | 16.12 |
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| Sap Se Spon Adr (SAP) | 0.1 | $6.1M | +90% | 25k | 242.91 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $6.1M | 18k | 335.27 |
|
|
| Lattice Strategies Tr Hartford Mlt Etf (RODM) | 0.1 | $6.1M | -2% | 164k | 36.98 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $6.0M | 8.00 | 754800.00 |
|
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| Ishares Tr Ibonds 2026 Term (IBHF) | 0.1 | $6.0M | +3% | 261k | 23.08 |
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| UnitedHealth (UNH) | 0.1 | $6.0M | -8% | 18k | 330.11 |
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| Astrazeneca Sponsored Adr | 0.1 | $6.0M | +50% | 65k | 91.93 |
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| Onestream Cl A (OS) | 0.1 | $6.0M | -6% | 325k | 18.38 |
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| Enbridge (ENB) | 0.1 | $5.9M | 124k | 47.83 |
|
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| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.1 | $5.9M | -3% | 274k | 21.66 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $5.7M | +2% | 60k | 96.16 |
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| LXP Industrial Trust (LXP) | 0.1 | $5.7M | NEW | 113k | 50.28 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $5.7M | +10% | 65k | 87.35 |
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| CSX Corporation (CSX) | 0.1 | $5.6M | -11% | 156k | 36.25 |
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| Wells Fargo & Company (WFC) | 0.1 | $5.6M | +77% | 60k | 93.20 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $5.6M | -6% | 70k | 79.73 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $5.5M | +3% | 9.7k | 570.88 |
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| Booking Holdings (BKNG) | 0.1 | $5.5M | +24% | 1.0k | 5355.43 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $5.4M | 40k | 136.73 |
|
|
| Applied Materials (AMAT) | 0.1 | $5.4M | +41% | 21k | 256.99 |
|
| Home Depot (HD) | 0.1 | $5.4M | -6% | 16k | 344.10 |
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| Unilever Spon Adr New (UL) | 0.1 | $5.4M | NEW | 82k | 65.40 |
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| Ares Capital Corporation (ARCC) | 0.1 | $5.3M | 261k | 20.23 |
|
|
| Select Sector Spdr Tr State Street Rea (XLRE) | 0.1 | $5.3M | +5% | 131k | 40.35 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $5.1M | 51k | 99.85 |
|
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| Antero Midstream Corp antero midstream (AM) | 0.1 | $5.1M | -5% | 287k | 17.79 |
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| Morgan Stanley Com New (MS) | 0.1 | $5.1M | +132% | 29k | 177.53 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $5.0M | +26% | 28k | 183.40 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $5.0M | 192k | 26.32 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $5.0M | -2% | 13k | 396.31 |
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| Spdr Series Trust State Street Spd (SPMD) | 0.1 | $4.9M | 85k | 57.91 |
|
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $4.9M | -9% | 173k | 28.48 |
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| Ge Aerospace Com New (GE) | 0.1 | $4.9M | +72% | 16k | 308.41 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $4.8M | +4% | 6.2k | 771.87 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $4.8M | +10% | 28k | 168.77 |
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| Ishares Msci Japan Etf (EWJ) | 0.1 | $4.7M | +7% | 59k | 80.74 |
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| Abrdn Palladium Etf Trust Physical Palladm (PALL) | 0.1 | $4.7M | -23% | 32k | 145.38 |
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| AvalonBay Communities (AVB) | 0.1 | $4.6M | +1325% | 25k | 182.85 |
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| Exchange Traded Concepts Tru Inqq The India I (INQQ) | 0.1 | $4.6M | +29% | 313k | 14.72 |
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| Advanced Micro Devices (AMD) | 0.1 | $4.6M | +46% | 21k | 214.16 |
|
| Hess Midstream Cl A Shs (HESM) | 0.1 | $4.5M | +7% | 132k | 34.50 |
|
| International Business Machines (IBM) | 0.1 | $4.5M | +9% | 15k | 296.21 |
|
| Caterpillar (CAT) | 0.1 | $4.5M | +64% | 7.8k | 572.87 |
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| EOG Resources (EOG) | 0.1 | $4.4M | -3% | 42k | 105.01 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.1 | $4.4M | +39% | 40k | 110.96 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $4.3M | +5% | 28k | 154.14 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $4.3M | +2% | 39k | 109.91 |
|
| SLB Com Stk (SLB) | 0.1 | $4.2M | -82% | 109k | 38.66 |
|
| Procter & Gamble Company (PG) | 0.1 | $4.2M | -4% | 29k | 143.31 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $4.2M | 175k | 24.04 |
|
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $4.2M | -18% | 42k | 100.27 |
|
| Alamos Gold Com Cl A (AGI) | 0.1 | $4.2M | 109k | 38.59 |
|
|
| Argenx Se Sponsored Adr (ARGX) | 0.1 | $4.1M | +452% | 4.9k | 840.95 |
|
| TJX Companies (TJX) | 0.1 | $4.1M | +51% | 27k | 153.61 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $4.1M | -2% | 48k | 85.77 |
|
| Prudential Financial (PRU) | 0.1 | $4.1M | 36k | 112.88 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $4.1M | 65k | 62.47 |
|
|
| MGM Resorts International. (MGM) | 0.1 | $4.1M | +12% | 111k | 36.49 |
|
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.1 | $4.0M | 41k | 97.76 |
|
|
| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.1 | $4.0M | 43k | 93.12 |
|
|
| Veeva Sys Cl A Com (VEEV) | 0.1 | $4.0M | +2% | 18k | 223.23 |
|
| Cheniere Energy Com New (LNG) | 0.1 | $4.0M | +78% | 20k | 194.39 |
|
| McDonald's Corporation (MCD) | 0.1 | $4.0M | +14% | 13k | 305.63 |
|
| Nutrien (NTR) | 0.1 | $4.0M | 64k | 62.26 |
|
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.1 | $3.9M | 86k | 45.53 |
|
|
| Nice Sponsored Adr (NICE) | 0.1 | $3.9M | +84% | 35k | 113.04 |
|
| Kraneshares Trust Csi Chi Internet (KWEB) | 0.1 | $3.9M | 114k | 34.05 |
|
|
| Ishares Msci Sweden Etf (EWD) | 0.1 | $3.9M | +5% | 78k | 49.23 |
|
| NetApp (NTAP) | 0.1 | $3.8M | +8% | 36k | 107.09 |
|
| Ishares Msci Mexico Etf (EWW) | 0.1 | $3.8M | +7% | 55k | 69.33 |
|
| Intuit (INTU) | 0.1 | $3.7M | 5.7k | 662.42 |
|
|
| eBay (EBAY) | 0.1 | $3.7M | 42k | 87.10 |
|
|
| Euronet Worldwide (EEFT) | 0.1 | $3.6M | +43% | 47k | 76.11 |
|
| A Mark Precious Metals (GOLD) | 0.1 | $3.6M | +3% | 76k | 46.78 |
|
| Hartford Fds Exchange Traded Aaa Clo Etf (TRPA) | 0.1 | $3.5M | -10% | 90k | 39.10 |
|
| Coca-Cola Company (KO) | 0.1 | $3.5M | +18% | 50k | 69.91 |
|
| At&t (T) | 0.1 | $3.5M | 140k | 24.84 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $3.5M | +14% | 6.1k | 566.36 |
|
| American Intl Group Com New (AIG) | 0.1 | $3.4M | -2% | 40k | 85.55 |
|
| Cme (CME) | 0.1 | $3.3M | +3% | 12k | 273.08 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $3.3M | 34k | 96.27 |
|
|
| Morgan Stanley India Investment Fund (IIF) | 0.1 | $3.3M | +5% | 121k | 26.90 |
|
| Udr (UDR) | 0.1 | $3.3M | -56% | 89k | 36.68 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $3.2M | +93% | 64k | 49.65 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $3.2M | +29% | 6.7k | 473.31 |
|
| Tc Energy Corp (TRP) | 0.1 | $3.2M | +6% | 58k | 55.01 |
|
| Gilead Sciences (GILD) | 0.1 | $3.2M | 26k | 122.74 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $3.2M | +4% | 39k | 81.17 |
|
| Comfort Systems USA (FIX) | 0.1 | $3.1M | +23% | 3.3k | 933.29 |
|
| Eaton Corp SHS (ETN) | 0.1 | $3.1M | +22% | 9.7k | 318.51 |
|
| Viper Energy Cl A (VNOM) | 0.1 | $3.1M | 80k | 38.63 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $3.1M | -4% | 8.8k | 349.99 |
|
| Trane Technologies SHS (TT) | 0.1 | $3.0M | +122% | 7.8k | 389.20 |
|
| Amgen (AMGN) | 0.1 | $3.0M | +3% | 9.2k | 327.31 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $3.0M | +7% | 26k | 116.09 |
|
| Barclays Adr (BCS) | 0.1 | $3.0M | +185% | 118k | 25.45 |
|
Past Filings by Evergreen Capital Management
SEC 13F filings are viewable for Evergreen Capital Management going back to 2011
- Evergreen Capital Management 2025 Q4 filed Jan. 27, 2026
- Evergreen Capital Management 2025 Q3 filed Oct. 28, 2025
- Evergreen Capital Management 2025 Q2 filed Aug. 14, 2025
- Evergreen Capital Management 2025 Q1 filed May 15, 2025
- Evergreen Capital Management 2024 Q4 filed Feb. 13, 2025
- Evergreen Capital Management 2024 Q3 filed Nov. 14, 2024
- Evergreen Capital Management 2024 Q2 filed Aug. 14, 2024
- Evergreen Capital Management 2024 Q1 filed May 15, 2024
- Evergreen Capital Management 2023 Q4 filed Feb. 14, 2024
- Evergreen Capital Management 2023 Q3 filed Nov. 14, 2023
- Evergreen Capital Management 2023 Q2 filed Aug. 14, 2023
- Evergreen Capital Management 2023 Q1 filed May 15, 2023
- Evergreen Capital Management 2022 Q4 filed Feb. 14, 2023
- Evergreen Capital Management 2022 Q3 filed Nov. 14, 2022
- Evergreen Capital Management 2022 Q2 filed Aug. 15, 2022
- Evergreen Capital Management 2022 Q1 filed May 16, 2022