Evergreen Capital Management
Latest statistics and disclosures from Evergreen Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GS, MSFT, AAPL, IEI, COF, and represent 13.31% of Evergreen Capital Management's stock portfolio.
- Added to shares of these 10 stocks: GS (+$168M), COF (+$77M), OVV (+$61M), JD (+$52M), SATS (+$39M), SHY (+$33M), APA (+$24M), SLB (+$18M), IEI (+$16M), FDX (+$14M).
- Started 228 new stock positions in TLN, ATR, CGNX, CAG, CNO, SF, VNT, WEN, NBIX, UI.
- Reduced shares in these 10 stocks: JBBB (-$16M), UPS (-$13M), DOW (-$8.3M), ANGL (-$7.6M), TGT (-$6.7M), AES, PPG, GBIL, PARA, Viper Energy.
- Sold out of its positions in ADMA, MSOS, ALG, AMED, SILJ, ANSS, BXSL, BLMN, AZTA, CNI.
- Evergreen Capital Management was a net buyer of stock by $671M.
- Evergreen Capital Management has $4.2B in assets under management (AUM), dropping by 26.69%.
- Central Index Key (CIK): 0001260824
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Portfolio Holdings for Evergreen Capital Management
Evergreen Capital Management holds 1302 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Evergreen Capital Management has 1302 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Evergreen Capital Management Sept. 30, 2025 positions
- Download the Evergreen Capital Management September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Goldman Sachs (GS) | 4.0 | $169M | +11400% | 212k | 797.51 |
|
| Microsoft Corporation (MSFT) | 2.9 | $121M | +3% | 234k | 517.95 |
|
| Apple (AAPL) | 2.3 | $95M | +7% | 374k | 254.63 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 2.2 | $92M | +20% | 771k | 119.51 |
|
| Capital One Financial (COF) | 1.9 | $79M | +5275% | 370k | 212.58 |
|
| Paccar (PCAR) | 1.9 | $78M | +2% | 794k | 98.32 |
|
| NVIDIA Corporation (NVDA) | 1.7 | $71M | +9% | 381k | 186.59 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $62M | -2% | 255k | 243.55 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.5 | $62M | +111% | 742k | 82.96 |
|
| Encana Corporation (OVV) | 1.5 | $61M | NEW | 1.5M | 40.38 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $59M | +4% | 242k | 243.10 |
|
| Amazon (AMZN) | 1.4 | $59M | +9% | 267k | 219.57 |
|
| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 1.3 | $54M | 1.1M | 50.35 |
|
|
| Jd.com Spon Ads Cl A (JD) | 1.2 | $52M | NEW | 1.5M | 34.98 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.1 | $47M | -2% | 922k | 50.78 |
|
| Echostar Corp Cl A (SATS) | 1.0 | $40M | +6942% | 522k | 76.36 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.9 | $37M | 746k | 50.07 |
|
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.8 | $34M | 642k | 53.24 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.8 | $34M | +3% | 373k | 91.42 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.8 | $34M | 182k | 187.42 |
|
|
| Doubleline Etf Trust Mortgage Etf (DMBS) | 0.8 | $33M | +2% | 660k | 49.68 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.7 | $29M | +38% | 288k | 100.70 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $29M | 90k | 315.42 |
|
|
| Enterprise Products Partners (EPD) | 0.7 | $28M | -4% | 908k | 31.27 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.7 | $28M | 58k | 480.11 |
|
|
| Meta Platforms Cl A (META) | 0.7 | $28M | +11% | 38k | 734.38 |
|
| Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 0.6 | $27M | +2% | 1.1M | 25.51 |
|
| FedEx Corporation (FDX) | 0.6 | $26M | +119% | 111k | 237.04 |
|
| Ishares Tr Global Energ Etf (IXC) | 0.6 | $26M | +3% | 617k | 41.75 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.6 | $26M | +5% | 350k | 73.29 |
|
| Apa Corporation (APA) | 0.6 | $25M | +7627% | 1.0M | 24.28 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.6 | $25M | +2% | 516k | 47.63 |
|
| Uber Technologies (UBER) | 0.6 | $25M | -3% | 250k | 97.97 |
|
| Spdr Series Trust Portfolio Sh Tsr (SPTS) | 0.6 | $24M | 829k | 29.32 |
|
|
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.6 | $24M | 487k | 48.42 |
|
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.6 | $23M | -24% | 780k | 29.73 |
|
| Dell Technologies CL C (DELL) | 0.5 | $22M | 158k | 141.77 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $22M | +3% | 36k | 614.12 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $22M | +6% | 44k | 502.74 |
|
| Cisco Systems (CSCO) | 0.5 | $22M | 324k | 68.42 |
|
|
| Merck & Co (MRK) | 0.5 | $22M | 257k | 84.73 |
|
|
| Broadcom (AVGO) | 0.5 | $22M | +13% | 66k | 329.91 |
|
| Oracle Corporation Call Option (Principal) (ORCL) | 0.5 | $22M | -2% | 77k | 281.24 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $21M | +5% | 244k | 87.31 |
|
| Schlumberger Com Stk (SLB) | 0.5 | $21M | +512% | 611k | 34.37 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $20M | 171k | 118.83 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $20M | 33k | 601.07 |
|
|
| Qualcomm (QCOM) | 0.5 | $19M | +3% | 115k | 166.36 |
|
| Templeton Emerging Markets Income Fund (TEI) | 0.5 | $19M | -11% | 3.1M | 6.20 |
|
| Morgan Stanley Emerging Markets Domestic (EDD) | 0.4 | $19M | +2% | 3.4M | 5.50 |
|
| Tesla Motors (TSLA) | 0.4 | $19M | +22% | 42k | 444.72 |
|
| Vanguard World Energy Etf (VDE) | 0.4 | $18M | 142k | 125.86 |
|
|
| Costco Wholesale Corporation (COST) | 0.4 | $18M | +3% | 19k | 925.60 |
|
| Bank of America Corporation (BAC) | 0.4 | $18M | +2% | 339k | 51.59 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.4 | $17M | 22k | 746.71 |
|
|
| Citigroup Com New (C) | 0.4 | $16M | -7% | 160k | 101.50 |
|
| Sprott Asset Management Physical Gold An (CEF) | 0.4 | $16M | 442k | 36.69 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $16M | -7% | 24k | 669.30 |
|
| Nike CL B (NKE) | 0.4 | $16M | -2% | 229k | 70.13 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.4 | $16M | +4% | 223k | 71.37 |
|
| AES Corporation (AES) | 0.4 | $16M | -19% | 1.2M | 13.16 |
|
| Atlas Energy Solutions Com New (AESI) | 0.4 | $16M | +4% | 1.4M | 11.37 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.4 | $16M | 297k | 52.83 |
|
|
| Oneok (OKE) | 0.4 | $16M | +33% | 214k | 72.97 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $16M | -2% | 55k | 280.09 |
|
| Diamondback Energy (FANG) | 0.4 | $15M | 107k | 143.10 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $15M | 69k | 216.65 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.4 | $15M | -4% | 859k | 17.16 |
|
| General Dynamics Corporation (GD) | 0.3 | $14M | 42k | 341.00 |
|
|
| Ishares Tr Residential Mult (REZ) | 0.3 | $14M | +3% | 168k | 84.97 |
|
| Abrdn Asia Pacific Income Fu Com New (FAX) | 0.3 | $14M | -2% | 864k | 16.29 |
|
| Jacobs Engineering Group (J) | 0.3 | $14M | 93k | 149.86 |
|
|
| Shell Spon Ads (SHEL) | 0.3 | $14M | +6% | 195k | 71.53 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.3 | $14M | 98k | 139.67 |
|
|
| Pfizer (PFE) | 0.3 | $14M | +11% | 535k | 25.48 |
|
| Walt Disney Company (DIS) | 0.3 | $14M | +3% | 118k | 114.50 |
|
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.3 | $13M | 730k | 18.24 |
|
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.3 | $13M | +5% | 420k | 31.53 |
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.3 | $13M | +4% | 119k | 110.38 |
|
| Invesco Exch Traded Fd Tr Ii China Technlgy (CQQQ) | 0.3 | $13M | +3% | 220k | 59.01 |
|
| M&T Bank Corporation (MTB) | 0.3 | $13M | 65k | 197.62 |
|
|
| Robinhood Mkts Com Cl A (HOOD) | 0.3 | $13M | 90k | 143.18 |
|
|
| Paypal Holdings (PYPL) | 0.3 | $13M | +5% | 187k | 67.06 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.3 | $12M | 218k | 56.75 |
|
|
| Johnson & Johnson (JNJ) | 0.3 | $12M | +3% | 66k | 185.41 |
|
| Abbvie (ABBV) | 0.3 | $12M | +6% | 53k | 231.54 |
|
| Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) | 0.3 | $12M | +2% | 650k | 18.58 |
|
| Vici Pptys (VICI) | 0.3 | $12M | -2% | 369k | 32.62 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.3 | $12M | +2% | 67k | 178.73 |
|
| Lineage (LINE) | 0.3 | $12M | -2% | 303k | 39.17 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.3 | $12M | +3% | 194k | 60.68 |
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $12M | +48% | 176k | 65.92 |
|
| Sprott Asset Management Physical Silver (PSLV) | 0.3 | $12M | -2% | 737k | 15.70 |
|
| CRH Ord (CRH) | 0.3 | $12M | -10% | 96k | 119.90 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $11M | +7% | 120k | 95.14 |
|
| Docusign (DOCU) | 0.3 | $11M | -14% | 158k | 72.09 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.3 | $11M | +70% | 406k | 26.84 |
|
| Kennedy-Wilson Holdings (KW) | 0.3 | $11M | 1.3M | 8.44 |
|
|
| Palo Alto Networks (PANW) | 0.3 | $11M | +2% | 53k | 203.62 |
|
| Novo-nordisk A S Adr Call Option (Principal) (NVO) | 0.3 | $11M | +12% | 193k | 55.49 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.3 | $11M | 106k | 100.69 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $11M | +9% | 11k | 968.09 |
|
| Cummins (CMI) | 0.2 | $10M | 24k | 422.37 |
|
|
| Ishares Msci Brazil Etf (EWZ) | 0.2 | $10M | 326k | 31.00 |
|
|
| Blackrock (BLK) | 0.2 | $10M | 8.6k | 1165.87 |
|
|
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.2 | $9.9M | 158k | 62.71 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $9.9M | +3% | 82k | 120.72 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $9.8M | 39k | 255.09 |
|
|
| Micron Technology (MU) | 0.2 | $9.8M | 59k | 167.32 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $9.7M | +2% | 115k | 84.11 |
|
| Spdr Series Trust Dj Reit Etf (RWR) | 0.2 | $9.6M | +109% | 96k | 100.29 |
|
| Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) | 0.2 | $9.6M | +10% | 191k | 50.42 |
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| Realty Income (O) | 0.2 | $9.4M | +3% | 155k | 60.79 |
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| Ishares Msci Sth Kor Etf (EWY) | 0.2 | $9.4M | 117k | 80.10 |
|
|
| Charles Schwab Corporation (SCHW) | 0.2 | $9.4M | 98k | 95.47 |
|
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.2 | $9.3M | -4% | 187k | 49.95 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $9.1M | 65k | 140.95 |
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| Chemed Corp Com Stk (CHE) | 0.2 | $9.1M | +95% | 20k | 447.74 |
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| Eli Lilly & Co. Call Option (Principal) (LLY) | 0.2 | $8.9M | +30% | 12k | 763.00 |
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| Netflix (NFLX) | 0.2 | $8.8M | +9% | 7.4k | 1198.92 |
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| Vanguard World Health Car Etf (VHT) | 0.2 | $8.8M | +46% | 34k | 259.60 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $8.7M | +3% | 36k | 241.96 |
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| Visa Com Cl A (V) | 0.2 | $8.6M | +7% | 25k | 341.38 |
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| Pepsi (PEP) | 0.2 | $8.6M | +9% | 61k | 140.44 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.2 | $8.5M | +6% | 108k | 78.34 |
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| salesforce (CRM) | 0.2 | $8.4M | 36k | 237.41 |
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| Ishares Em Mkt Sm-cp Etf (EEMS) | 0.2 | $8.4M | 123k | 67.91 |
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| Agnc Invt Corp Com reit (AGNC) | 0.2 | $8.3M | 840k | 9.91 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.2 | $8.3M | +3% | 176k | 46.93 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $8.1M | +8% | 44k | 182.42 |
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| Doubleline Opportunistic Cr (DBL) | 0.2 | $8.0M | +2% | 512k | 15.58 |
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| Herc Hldgs (HRI) | 0.2 | $7.9M | NEW | 68k | 116.67 |
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| Chevron Corporation (CVX) | 0.2 | $7.9M | +54% | 51k | 155.29 |
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| EQT Corporation (EQT) | 0.2 | $7.7M | 142k | 54.43 |
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| Udr (UDR) | 0.2 | $7.7M | +70% | 206k | 37.26 |
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| Lululemon Athletica (LULU) | 0.2 | $7.5M | +52% | 42k | 177.93 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $7.5M | +4% | 66k | 112.75 |
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| Simplify Exchange Traded Fun Short Term Trea (TUA) | 0.2 | $7.5M | 341k | 21.87 |
|
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| Lowe's Companies (LOW) | 0.2 | $7.5M | +5% | 30k | 251.31 |
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| Lexington Realty Trust (LXP) | 0.2 | $7.5M | -2% | 820k | 9.10 |
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| Ishares Tr Mortge Rel Etf (REM) | 0.2 | $7.4M | +4% | 336k | 21.97 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.2 | $7.3M | -3% | 246k | 29.62 |
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| Ishares Tr Msci China Etf (MCHI) | 0.2 | $7.2M | 110k | 65.85 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $7.0M | +17% | 28k | 246.60 |
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| UnitedHealth (UNH) | 0.2 | $6.9M | +15% | 20k | 345.30 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $6.8M | +7% | 105k | 65.26 |
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| Home Depot (HD) | 0.2 | $6.8M | +8% | 17k | 405.19 |
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| Western Midstream Partners L Com Unit Lp Int (WES) | 0.2 | $6.5M | -5% | 166k | 39.29 |
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| Chubb (CB) | 0.2 | $6.5M | 23k | 283.21 |
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|
| Onestream Cl A (OS) | 0.2 | $6.4M | NEW | 347k | 18.43 |
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| Redwood Trust (RWT) | 0.2 | $6.3M | -4% | 1.1M | 5.79 |
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| CSX Corporation (CSX) | 0.1 | $6.3M | +1906% | 176k | 35.51 |
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| Enbridge (ENB) | 0.1 | $6.2M | +2% | 122k | 50.46 |
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| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.1 | $6.1M | 284k | 21.56 |
|
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $6.1M | 18k | 329.02 |
|
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $6.0M | +100% | 8.00 | 754200.00 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $6.0M | 75k | 79.93 |
|
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| Lattice Strategies Tr Hartford Mlt Etf (RODM) | 0.1 | $6.0M | 168k | 35.52 |
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| Ishares Tr Ibonds 2026 Term (IBHF) | 0.1 | $5.9M | +8% | 253k | 23.39 |
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| Antero Midstream Corp antero midstream (AM) | 0.1 | $5.9M | 303k | 19.44 |
|
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| Wal-Mart Stores (WMT) | 0.1 | $5.8M | +13% | 57k | 103.06 |
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| American Tower Reit (AMT) | 0.1 | $5.7M | 29k | 193.99 |
|
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $5.6M | +3% | 58k | 96.46 |
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| Applovin Corp Com Cl A (APP) | 0.1 | $5.6M | 7.8k | 718.54 |
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| United Therapeutics Corporation (UTHR) | 0.1 | $5.4M | 13k | 419.21 |
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| Ares Capital Corporation (ARCC) | 0.1 | $5.4M | 265k | 20.41 |
|
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| Otis Worldwide Corp (OTIS) | 0.1 | $5.4M | +2104% | 59k | 91.43 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $5.3M | +9% | 9.4k | 568.81 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $5.3M | +3% | 191k | 27.90 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $5.2M | +2% | 18k | 297.91 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $5.2M | +6% | 123k | 42.13 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $5.1M | -36% | 51k | 100.23 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $5.0M | +2% | 40k | 125.05 |
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| EOG Resources (EOG) | 0.1 | $4.9M | -2% | 44k | 112.12 |
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| Spdr Series Trust Portfolio S&p400 (SPMD) | 0.1 | $4.9M | 85k | 57.19 |
|
|
| Kraneshares Trust Csi Chi Internet (KWEB) | 0.1 | $4.8M | -3% | 115k | 42.01 |
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| Abrdn Palladium Etf Trust Physical Palladm (PALL) | 0.1 | $4.8M | 42k | 114.17 |
|
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| Procter & Gamble Company (PG) | 0.1 | $4.7M | 31k | 153.65 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $4.6M | +4% | 13k | 355.47 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $4.5M | -2% | 192k | 23.65 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $4.5M | +6% | 26k | 170.85 |
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| Booking Holdings (BKNG) | 0.1 | $4.4M | +7% | 816.00 | 5399.27 |
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| Newmont Mining Corporation (NEM) | 0.1 | $4.4M | -14% | 52k | 84.31 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.1 | $4.4M | 55k | 80.21 |
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|
| Bunge Global Sa Com Shs (BG) | 0.1 | $4.2M | -5% | 52k | 81.25 |
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| Hess Midstream Cl A Shs (HESM) | 0.1 | $4.2M | +2% | 123k | 34.55 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $4.2M | +3% | 38k | 111.22 |
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| Rh (RH) | 0.1 | $4.1M | +16% | 20k | 203.16 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $4.1M | 175k | 23.28 |
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|
| At&t (T) | 0.1 | $4.0M | +12% | 140k | 28.24 |
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| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.1 | $3.9M | 43k | 91.22 |
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|
| Hartford Fds Exchange Traded Aaa Clo Etf (TRPA) | 0.1 | $3.9M | 101k | 39.08 |
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| NetApp (NTAP) | 0.1 | $3.9M | 33k | 118.46 |
|
|
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.1 | $3.9M | 41k | 95.22 |
|
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.1 | $3.9M | -14% | 86k | 45.51 |
|
| International Business Machines (IBM) | 0.1 | $3.9M | +9% | 14k | 282.18 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $3.9M | -17% | 65k | 59.92 |
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| eBay (EBAY) | 0.1 | $3.8M | -18% | 42k | 90.95 |
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| Nutrien (NTR) | 0.1 | $3.8M | 65k | 59.26 |
|
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| Alamos Gold Com Cl A (AGI) | 0.1 | $3.8M | -21% | 109k | 34.87 |
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| Intuit (INTU) | 0.1 | $3.8M | +8% | 5.6k | 682.91 |
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| Exchange Traded Concepts Tru Inqq The India I (INQQ) | 0.1 | $3.8M | +114% | 242k | 15.60 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $3.7M | -6% | 49k | 76.40 |
|
| Prudential Financial (PRU) | 0.1 | $3.7M | +4% | 36k | 103.74 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $3.7M | 26k | 144.37 |
|
|
| Paramount Skydance Corp Com Cl B (PSKY) | 0.1 | $3.7M | NEW | 195k | 18.97 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $3.6M | +8% | 22k | 167.33 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $3.6M | +20% | 28k | 128.24 |
|
| Ishares Msci Sweden Etf (EWD) | 0.1 | $3.5M | +2% | 74k | 47.20 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $3.5M | +17% | 13k | 267.21 |
|
| American Express Company (AXP) | 0.1 | $3.5M | +8% | 11k | 332.16 |
|
| Ishares Msci Mexico Etf (EWW) | 0.1 | $3.5M | +3% | 51k | 68.21 |
|
| McDonald's Corporation (MCD) | 0.1 | $3.5M | +11% | 11k | 303.89 |
|
| MGM Resorts International. (MGM) | 0.1 | $3.4M | 99k | 34.66 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $3.3M | -27% | 5.9k | 562.27 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $3.3M | +29% | 43k | 76.72 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $3.3M | 34k | 96.55 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $3.2M | +5% | 9.2k | 352.75 |
|
| American Intl Group Com New (AIG) | 0.1 | $3.2M | -3% | 41k | 78.54 |
|
| Abbott Laboratories (ABT) | 0.1 | $3.2M | +7% | 24k | 133.94 |
|
| Cme (CME) | 0.1 | $3.2M | +4% | 12k | 270.19 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.1 | $3.1M | +2% | 28k | 110.47 |
|
| Applied Materials (AMAT) | 0.1 | $3.0M | +12% | 15k | 204.74 |
|
| Viper Energy Cl A (VNOM) | 0.1 | $3.0M | NEW | 79k | 38.22 |
|
| Morgan Stanley India Investment Fund (IIF) | 0.1 | $3.0M | +2% | 115k | 26.35 |
|
| Eaton Corp SHS (ETN) | 0.1 | $3.0M | +8% | 8.0k | 374.25 |
|
| Tc Energy Corp (TRP) | 0.1 | $2.9M | +9% | 54k | 54.41 |
|
| Euronet Worldwide (EEFT) | 0.1 | $2.9M | -3% | 33k | 87.81 |
|
| Black Stone Minerals Com Unit (BSM) | 0.1 | $2.9M | -15% | 219k | 13.14 |
|
| Wells Fargo & Company (WFC) | 0.1 | $2.8M | +13% | 34k | 83.82 |
|
| Oklo Com Cl A (OKLO) | 0.1 | $2.8M | 25k | 111.63 |
|
|
| Philip Morris International (PM) | 0.1 | $2.8M | +14% | 17k | 162.20 |
|
| Coca-Cola Company (KO) | 0.1 | $2.8M | +11% | 42k | 66.68 |
|
| Gilead Sciences (GILD) | 0.1 | $2.8M | +5% | 25k | 111.00 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $2.8M | -14% | 52k | 53.40 |
|
| Ge Aerospace Com New (GE) | 0.1 | $2.8M | +16% | 9.2k | 301.20 |
|
| McKesson Corporation (MCK) | 0.1 | $2.8M | +6% | 3.6k | 773.36 |
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.1 | $2.8M | 22k | 125.95 |
|
|
| Ishares Msci Hong Kg Etf (EWH) | 0.1 | $2.7M | 126k | 21.55 |
|
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $2.7M | -11% | 58k | 46.96 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $2.7M | +5% | 37k | 72.77 |
|
| Nice Sponsored Adr (NICE) | 0.1 | $2.7M | -5% | 19k | 144.78 |
|
| Generac Holdings (GNRC) | 0.1 | $2.7M | -23% | 16k | 167.40 |
|
| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.1 | $2.7M | +69% | 79k | 34.27 |
|
| Cheniere Energy Com New (LNG) | 0.1 | $2.7M | -2% | 11k | 234.99 |
|
| Pinterest Cl A (PINS) | 0.1 | $2.6M | -2% | 82k | 32.17 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $2.6M | 24k | 108.96 |
|
|
| Toyota Motor Corp Ads (TM) | 0.1 | $2.6M | +41% | 14k | 191.09 |
|
| TJX Companies (TJX) | 0.1 | $2.6M | +11% | 18k | 144.54 |
|
| Altria (MO) | 0.1 | $2.5M | +4% | 38k | 67.03 |
|
Past Filings by Evergreen Capital Management
SEC 13F filings are viewable for Evergreen Capital Management going back to 2011
- 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
- Evergreen Capital Management 2021 Q4 filed March 11, 2022