Evergreen Capital Management
Latest statistics and disclosures from Evergreen Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IEMG, GS, AAPL, COF, MSFT, and represent 12.72% of Evergreen Capital Management's stock portfolio.
- Added to shares of these 10 stocks: GS (+$119M), TMUS (+$98M), COF (+$93M), OVV (+$57M), Echostar Corporation (+$55M), ITUB (+$44M), IEF (+$39M), JD (+$38M), APA (+$31M), SLB (+$24M).
- Started 178 new stock positions in MAN, Trekor Metals, PRG, CPB, SLM, BTSG, DFAI, TKR, HWC, KBR.
- Reduced shares in these 10 stocks: DELL (-$40M), MU (-$24M), LLY (-$13M), Kennedy-Wilson Holdings (-$13M), SGOV (-$11M), HRI (-$9.2M), SHY (-$7.9M), CTRA (-$6.8M), CSCO (-$5.9M), QCOM (-$5.7M).
- Sold out of its positions in ASO, ACHC, AKR, Air Lease Corp, ALHC, AMTM, DCH, AMPL, MFIC, APLE.
- Evergreen Capital Management was a net buyer of stock by $677M.
- Evergreen Capital Management has $5.7B in assets under management (AUM), dropping by 23.38%.
- Central Index Key (CIK): 0001260824
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Portfolio Holdings for Evergreen Capital Management
Evergreen Capital Management holds 1522 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Evergreen Capital Management has 1522 total positions. Only the first 250 positions are shown.
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- Download the Evergreen Capital Management June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Core Msci Emkt (IEMG) | 4.1 | $234M | +7% | 2.8M | 82.84 |
|
| Goldman Sachs (GS) | 2.7 | $152M | +355% | 150k | 1011.37 |
|
| Apple (AAPL) | 2.2 | $127M | 439k | 289.36 |
|
|
| Capital One Financial (COF) | 1.9 | $105M | +741% | 525k | 200.62 |
|
| Microsoft Corporation (MSFT) | 1.8 | $101M | +17% | 271k | 373.02 |
|
| Metropcs Communications (TMUS) | 1.8 | $99M | +9449% | 592k | 167.73 |
|
| Alphabet Cap Stk Cl A Put Option (GOOGL) | 1.7 | $95M | 267k | 357.37 |
|
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| Encana Corporation (OVV) | 1.7 | $95M | +146% | 1.8M | 52.65 |
|
| Paccar (PCAR) | 1.7 | $95M | 788k | 120.12 |
|
|
| NVIDIA Corporation (NVDA) | 1.6 | $92M | +2% | 457k | 200.09 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.5 | $86M | -2% | 731k | 117.45 |
|
| Echostar Corp Cl A | 1.5 | $84M | +187% | 832k | 101.50 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $80M | 228k | 353.33 |
|
|
| Amazon (AMZN) | 1.4 | $78M | +5% | 326k | 238.34 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 1.3 | $75M | +2% | 782k | 96.43 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.1 | $60M | -11% | 728k | 82.11 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 1.0 | $54M | +4% | 918k | 59.02 |
|
| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 0.9 | $52M | 1.1M | 49.07 |
|
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.9 | $51M | -18% | 508k | 100.67 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.8 | $46M | +6% | 211k | 217.93 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.8 | $45M | -3% | 885k | 50.69 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.8 | $45M | +662% | 471k | 94.57 |
|
| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.8 | $44M | +32881% | 5.3M | 8.17 |
|
| Apa Corporation (APA) | 0.7 | $42M | +300% | 1.3M | 32.57 |
|
| Jd.com Spon Ads Cl A (JD) | 0.7 | $38M | +20017% | 1.5M | 25.48 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.7 | $38M | 746k | 50.58 |
|
|
| Blackrock Etf Trust Ii Isha Flex In Etf (BINC) | 0.6 | $35M | 665k | 52.34 |
|
|
| Dell Technologies CL C (DELL) | 0.6 | $34M | -53% | 80k | 431.46 |
|
| FedEx Corporation (FDX) | 0.6 | $34M | +29% | 109k | 314.35 |
|
| Micron Technology (MU) | 0.6 | $34M | -41% | 29k | 1154.30 |
|
| Merck & Co (MRK) | 0.6 | $33M | 259k | 129.35 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.6 | $33M | +6% | 346k | 96.58 |
|
| Doubleline Etf Trust Mortgage Etf (DMBS) | 0.6 | $33M | 679k | 49.09 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $32M | -9% | 98k | 327.32 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.6 | $32M | +2% | 353k | 90.10 |
|
| Broadcom Put Option (AVGO) | 0.6 | $32M | +15% | 84k | 377.75 |
|
| Ishares Tr Global Energ Etf (IXC) | 0.6 | $31M | 639k | 49.13 |
|
|
| Cisco Systems (CSCO) | 0.5 | $30M | -16% | 256k | 117.46 |
|
| Enterprise Products Partners (EPD) | 0.5 | $29M | -9% | 797k | 36.76 |
|
| SLB Com Stk (SLB) | 0.5 | $29M | +471% | 617k | 46.77 |
|
| Ishares Tr Residential Mult (REZ) | 0.5 | $28M | +12% | 299k | 94.69 |
|
| Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 0.5 | $28M | 1.1M | 25.56 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $28M | +457% | 320k | 86.14 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.5 | $26M | +14% | 657k | 40.21 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $26M | +3% | 37k | 686.80 |
|
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.4 | $25M | 479k | 53.08 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.4 | $25M | 53k | 478.51 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $25M | 166k | 148.32 |
|
|
| Meta Platforms Cl A (META) | 0.4 | $25M | +14% | 44k | 563.28 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $24M | 33k | 737.22 |
|
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.4 | $24M | +9% | 363k | 66.60 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.4 | $23M | 798k | 29.24 |
|
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.4 | $23M | +4% | 865k | 26.52 |
|
| Bank of America Corporation (BAC) | 0.4 | $23M | +11% | 398k | 56.98 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $23M | -15% | 45k | 500.39 |
|
| Citigroup Com New (C) | 0.4 | $22M | 156k | 139.96 |
|
|
| Vanguard World Energy Etf (VDE) | 0.4 | $22M | 145k | 150.13 |
|
|
| Morgan Stanley Emerging Markets Domestic (EDD) | 0.4 | $22M | 3.5M | 6.12 |
|
|
| Uber Technologies (UBER) | 0.4 | $21M | -7% | 294k | 72.16 |
|
| American Tower Reit (AMT) | 0.4 | $21M | +73% | 126k | 164.57 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.4 | $20M | +699% | 170k | 119.52 |
|
| Palo Alto Networks (PANW) | 0.4 | $20M | +9% | 59k | 341.02 |
|
| Spdr Series Trust St Sho Treas Etf (SPTS) | 0.4 | $20M | -4% | 696k | 29.01 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.4 | $20M | +6% | 239k | 83.75 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.3 | $20M | 310k | 63.04 |
|
|
| Costco Wholesale Corporation (COST) | 0.3 | $19M | 20k | 935.46 |
|
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.3 | $19M | +19% | 143k | 130.40 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.3 | $19M | +7% | 112k | 164.60 |
|
| Tesla Motors (TSLA) | 0.3 | $18M | +8% | 44k | 420.60 |
|
| Vanguard World Health Car Etf (VHT) | 0.3 | $17M | +3% | 58k | 299.01 |
|
| Johnson & Johnson (JNJ) | 0.3 | $17M | 66k | 253.97 |
|
|
| M&T Bank Corporation (MTB) | 0.3 | $17M | 70k | 238.01 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $17M | 201k | 82.65 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.3 | $17M | -9% | 8.3k | 1989.44 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.3 | $16M | 846k | 19.12 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $16M | 68k | 236.62 |
|
|
| Jacobs Engineering Group (J) | 0.3 | $16M | +21% | 126k | 126.00 |
|
| Applied Materials (AMAT) | 0.3 | $16M | -2% | 21k | 723.00 |
|
| Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) | 0.3 | $15M | -11% | 302k | 50.30 |
|
| Templeton Emerging Markets Income Fund (TEI) | 0.3 | $15M | 2.2M | 6.74 |
|
|
| General Dynamics Corporation (GD) | 0.3 | $15M | -2% | 42k | 354.24 |
|
| Oneok (OKE) | 0.3 | $15M | -16% | 171k | 86.94 |
|
| Ishares Tr Mortge Rel Etf (REM) | 0.3 | $15M | 672k | 22.05 |
|
|
| Eli Lilly & Co. Put Option (LLY) | 0.3 | $15M | -46% | 12k | 1199.43 |
|
| Diamondback Energy (FANG) | 0.3 | $15M | 84k | 175.78 |
|
|
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.3 | $15M | -12% | 605k | 24.27 |
|
| Sprott Asset Management Physical Gold An (CEF) | 0.3 | $15M | 360k | 40.23 |
|
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| Qualcomm (QCOM) | 0.3 | $14M | -28% | 78k | 184.79 |
|
| Oracle Corporation (ORCL) | 0.2 | $14M | -15% | 95k | 146.55 |
|
| Abrdn Asia Pacific Income Fu Com New (FAX) | 0.2 | $14M | +3% | 947k | 14.71 |
|
| Sandisk Corp (SNDK) | 0.2 | $14M | -14% | 6.0k | 2273.73 |
|
| Invesco Exch Traded Fd Tr Ii China Technlgy (CQQQ) | 0.2 | $14M | 239k | 57.03 |
|
|
| Spdr Series Trust St Str Dow Reit (RWR) | 0.2 | $13M | +10% | 119k | 112.97 |
|
| Rithm Capital Corp Com New (RITM) | 0.2 | $13M | +65% | 1.4M | 9.39 |
|
| Ubs Group SHS (UBS) | 0.2 | $13M | +886% | 270k | 49.56 |
|
| Shell Spon Ads (SHEL) | 0.2 | $13M | +4% | 172k | 77.54 |
|
| Abbvie (ABBV) | 0.2 | $13M | -8% | 52k | 251.64 |
|
| CRH Ord (CRH) | 0.2 | $13M | +18% | 121k | 107.00 |
|
| Walt Disney Company (DIS) | 0.2 | $13M | +3% | 133k | 97.00 |
|
| Invesco Exch Traded Fd Tr Ii Bloo En Ange Etf (IFLN) | 0.2 | $13M | 693k | 18.29 |
|
|
| Intuit (INTU) | 0.2 | $13M | +43% | 48k | 261.00 |
|
| Pfizer (PFE) | 0.2 | $12M | 506k | 24.08 |
|
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| Delta Air Lines Com New (DAL) | 0.2 | $12M | -23% | 129k | 93.66 |
|
| Advanced Micro Devices (AMD) | 0.2 | $12M | +8% | 21k | 580.91 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $12M | +3% | 40k | 300.45 |
|
| Ishares Msci Brazil Etf (EWZ) | 0.2 | $12M | 344k | 34.50 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $12M | +2% | 16k | 748.90 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $12M | 39k | 303.12 |
|
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.2 | $12M | NEW | 105k | 111.31 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $12M | +67% | 119k | 97.11 |
|
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.2 | $12M | 156k | 73.66 |
|
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| Vici Pptys (VICI) | 0.2 | $11M | 429k | 26.55 |
|
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| Lowe's Companies (LOW) | 0.2 | $11M | +53% | 51k | 220.49 |
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| Cummins (CMI) | 0.2 | $11M | -20% | 16k | 713.21 |
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| Regeneron Pharmaceuticals (REGN) | 0.2 | $11M | +35% | 18k | 623.54 |
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| Totalenergies Se Act (TTE) | 0.2 | $11M | -2% | 140k | 78.73 |
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| salesforce (CRM) | 0.2 | $11M | +16% | 70k | 157.10 |
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| Ishares Msci Sth Kor Etf (EWY) | 0.2 | $11M | -29% | 54k | 201.90 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $11M | 107k | 100.81 |
|
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| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.2 | $11M | +96% | 2.2M | 4.99 |
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| Chime Finl Com Shs Cl A (CHYM) | 0.2 | $11M | +52% | 522k | 20.48 |
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| Ishares Tr Msci Usa Min Etf (USMV) | 0.2 | $11M | 111k | 96.46 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $11M | 77k | 137.53 |
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| Xylem (XYL) | 0.2 | $10M | +26% | 88k | 118.21 |
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| Realty Income (O) | 0.2 | $10M | 165k | 61.96 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.2 | $10M | -3% | 177k | 56.33 |
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| Chubb (CB) | 0.2 | $9.8M | +5% | 29k | 341.74 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $9.6M | 61k | 158.03 |
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| Spdr Series Trust St Str P500etf (SPYM) | 0.2 | $9.5M | 108k | 87.88 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $9.5M | -3% | 69k | 136.72 |
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| Wal-Mart Stores (WMT) | 0.2 | $9.4M | 83k | 113.26 |
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| Equity Lifestyle Properties (ELS) | 0.2 | $9.3M | 145k | 64.45 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $9.2M | -3% | 100k | 92.27 |
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| Ishares Em Mkt Sm-cp Etf (EEMS) | 0.2 | $9.0M | 119k | 75.89 |
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| Udr (UDR) | 0.2 | $8.9M | +11% | 224k | 39.92 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.2 | $8.9M | 171k | 51.85 |
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| Herc Hldgs (HRI) | 0.2 | $8.8M | -51% | 61k | 143.34 |
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| UnitedHealth (UNH) | 0.2 | $8.7M | +4% | 21k | 415.63 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $8.6M | +4% | 112k | 77.11 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.2 | $8.5M | +4% | 85k | 100.28 |
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| Blackrock (BLK) | 0.1 | $8.4M | 8.7k | 961.56 |
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| Fedex Fght Hldg Common Stock (FDXF) | 0.1 | $8.2M | NEW | 55k | 151.00 |
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| Chevron Corporation (CVX) | 0.1 | $8.2M | 50k | 165.76 |
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| Doubleline Opportunistic Cr (DBL) | 0.1 | $8.1M | +2% | 561k | 14.38 |
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| Atlas Energy Solutions Com New (AESI) | 0.1 | $8.0M | -22% | 484k | 16.61 |
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| Visa Com Cl A (V) | 0.1 | $8.0M | -32% | 23k | 343.09 |
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| Redwood Trust (RWT) | 0.1 | $7.9M | 1.7M | 4.74 |
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| Spdr Series Trust St Str P400mid (SPMD) | 0.1 | $7.9M | 117k | 67.56 |
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| Pepsi (PEP) | 0.1 | $7.9M | -8% | 58k | 135.40 |
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| Caterpillar (CAT) | 0.1 | $7.9M | -5% | 7.4k | 1064.90 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $7.9M | 39k | 199.81 |
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| Core Labs Nv (CLB) | 0.1 | $7.8M | NEW | 670k | 11.65 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $7.7M | +35% | 15k | 513.60 |
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| EQT Corporation (EQT) | 0.1 | $7.7M | +6% | 144k | 53.17 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $7.6M | 18k | 433.59 |
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| United Therapeutics Corporation (UTHR) | 0.1 | $7.6M | +6% | 14k | 541.83 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $7.6M | -6% | 64k | 117.67 |
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| Sprott Asset Management Physical Silver (PSLV) | 0.1 | $7.4M | -2% | 390k | 18.87 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $7.2M | -3% | 46k | 156.72 |
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| Enbridge (ENB) | 0.1 | $7.0M | 129k | 54.21 |
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| Kraneshares Trust Csi Chi Internet (KWEB) | 0.1 | $6.9M | +24% | 283k | 24.47 |
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| CSX Corporation (CSX) | 0.1 | $6.8M | 144k | 47.53 |
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| Western Midstream Partners L Com Unit Lp Int (WES) | 0.1 | $6.8M | 156k | 43.76 |
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| PG&E Corporation (PCG) | 0.1 | $6.8M | 402k | 16.87 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $6.8M | 18k | 370.04 |
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| Hci (HCI) | 0.1 | $6.8M | +1787% | 39k | 175.25 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $6.7M | +3% | 38k | 177.47 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $6.7M | +12% | 9.00 | 748850.00 |
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| Agnc Invt Corp Com reit (AGNC) | 0.1 | $6.4M | 584k | 11.02 |
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| Intel Corporation (INTC) | 0.1 | $6.4M | +15% | 46k | 139.63 |
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| Lattice Strategies Tr Hartford Mlt Etf (RODM) | 0.1 | $6.3M | -3% | 157k | 40.41 |
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| Dover Corporation (DOV) | 0.1 | $6.3M | +3% | 28k | 224.28 |
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| American Express Company (AXP) | 0.1 | $6.3M | +65% | 19k | 338.25 |
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| Antero Midstream Corp antero midstream (AM) | 0.1 | $6.2M | 273k | 22.75 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $6.2M | 87k | 71.25 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $6.2M | 171k | 36.13 |
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| Astrazeneca Ord (AZN) | 0.1 | $6.1M | -2% | 32k | 189.62 |
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| Ge Aerospace Com New (GE) | 0.1 | $6.1M | -6% | 16k | 373.76 |
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| LXP Industrial Trust (LXP) | 0.1 | $6.0M | 111k | 54.58 |
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| Select Sector Spdr Tr St Str Real Etf (XLRE) | 0.1 | $6.0M | 137k | 44.03 |
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| Devon Energy Corporation (DVN) | 0.1 | $6.0M | +1070% | 145k | 41.32 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.1 | $6.0M | +8% | 43k | 137.54 |
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| Ishares Tr Ibon 2026 Te Etf (IBHF) | 0.1 | $5.9M | 259k | 22.65 |
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| MercadoLibre (MELI) | 0.1 | $5.9M | NEW | 3.4k | 1697.41 |
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| Comfort Systems USA (FIX) | 0.1 | $5.8M | 2.9k | 1981.95 |
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| Procter & Gamble Company (PG) | 0.1 | $5.8M | +18% | 40k | 146.64 |
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| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.1 | $5.8M | 267k | 21.65 |
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| Booking Holdings (BKNG) | 0.1 | $5.8M | +1959% | 32k | 178.24 |
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| EOG Resources (EOG) | 0.1 | $5.7M | 44k | 129.73 |
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| Kroger (KR) | 0.1 | $5.7M | +5% | 102k | 55.53 |
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| Allison Transmission Hldngs I (ALSN) | 0.1 | $5.7M | +2197% | 50k | 112.74 |
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| Ishares Msci Japan Etf (EWJ) | 0.1 | $5.7M | 61k | 93.27 |
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| Kla Corp Com New (KLAC) | 0.1 | $5.6M | +887% | 19k | 301.71 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $5.5M | +7% | 5.7k | 965.70 |
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| Netflix (NFLX) | 0.1 | $5.4M | -18% | 76k | 71.40 |
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| TPG Com Cl A (TPG) | 0.1 | $5.3M | +2% | 131k | 40.55 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $5.3M | -2% | 67k | 79.03 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $5.2M | 27k | 190.19 |
|
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $5.1M | -6% | 51k | 100.16 |
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| Dbx Etf Tr Xtrack Hrvst Csi (ASHR) | 0.1 | $5.1M | 140k | 36.66 |
|
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| eBay (EBAY) | 0.1 | $5.1M | 46k | 111.75 |
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| Hess Midstream Cl A Shs (HESM) | 0.1 | $5.1M | 135k | 37.60 |
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| Flex Ord (FLEX) | 0.1 | $5.0M | 31k | 162.07 |
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| Ishares Tr Msci China Etf (MCHI) | 0.1 | $5.0M | -19% | 99k | 51.02 |
|
| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.1 | $5.0M | 42k | 119.33 |
|
|
| Otis Worldwide Corp (OTIS) | 0.1 | $5.0M | +8% | 69k | 71.60 |
|
| Bank of New York Mellon Corporation (BNY) | 0.1 | $4.9M | +5% | 34k | 144.61 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $4.9M | 175k | 27.70 |
|
|
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.1 | $4.8M | 41k | 117.33 |
|
|
| Ares Capital Corporation (ARCC) | 0.1 | $4.8M | 259k | 18.53 |
|
|
| Home Depot (HD) | 0.1 | $4.8M | -35% | 14k | 352.68 |
|
| MGM Resorts International. (MGM) | 0.1 | $4.8M | 100k | 47.81 |
|
|
| Coca-Cola Company (KO) | 0.1 | $4.8M | +10% | 58k | 81.80 |
|
| McDonald's Corporation (MCD) | 0.1 | $4.7M | +9% | 17k | 270.31 |
|
| Autodesk (ADSK) | 0.1 | $4.6M | -2% | 24k | 194.42 |
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.1 | $4.6M | -7% | 152k | 30.17 |
|
| Eaton Corp SHS (ETN) | 0.1 | $4.6M | +4% | 11k | 426.12 |
|
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.1 | $4.5M | +27% | 229k | 19.89 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $4.5M | -2% | 12k | 368.38 |
|
| NetApp (NTAP) | 0.1 | $4.5M | -19% | 29k | 154.76 |
|
| American Intl Group Com New (AIG) | 0.1 | $4.5M | +15% | 61k | 74.53 |
|
| Lululemon Athletica (LULU) | 0.1 | $4.5M | -5% | 40k | 114.18 |
|
| Ishares Tr Msci Uk Etf New (EWU) | 0.1 | $4.5M | +99% | 98k | 46.14 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $4.5M | +2% | 41k | 109.43 |
|
| Bhp Billiton Sponsored Ads (BHP) | 0.1 | $4.5M | -2% | 54k | 83.31 |
|
| Exchange Traded Concepts Tru Inqq Ind Int Etf (INQQ) | 0.1 | $4.4M | -14% | 345k | 12.87 |
|
| Morgan Stanley Com New (MS) | 0.1 | $4.4M | +38% | 21k | 209.04 |
|
| Stmicroelectronics N V Ny Registry (STM) | 0.1 | $4.4M | -7% | 59k | 74.89 |
|
| Ge Vernova (GEV) | 0.1 | $4.3M | 3.6k | 1175.34 |
|
|
| Philip Morris International (PM) | 0.1 | $4.2M | 23k | 182.38 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $4.1M | -26% | 36k | 116.67 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.1 | $4.1M | 86k | 48.12 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $4.1M | +95% | 86k | 47.94 |
|
| TJX Companies (TJX) | 0.1 | $4.1M | 27k | 151.50 |
|
|
| Nutrien (NTR) | 0.1 | $4.0M | 64k | 63.50 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $4.0M | -24% | 21k | 189.73 |
|
| Tc Energy Corp (TRP) | 0.1 | $4.0M | 61k | 66.29 |
|
|
| Ishares Msci Aust Etf (EWA) | 0.1 | $4.0M | +3% | 142k | 28.16 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $3.9M | +20% | 7.6k | 515.23 |
|
| Wells Fargo & Company (WFC) | 0.1 | $3.9M | +57% | 47k | 82.64 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $3.8M | -6% | 40k | 93.40 |
|
| Linde SHS (LIN) | 0.1 | $3.7M | +12% | 7.2k | 518.94 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $3.7M | +10% | 34k | 110.32 |
|
| State Street Corporation (STT) | 0.1 | $3.7M | -2% | 22k | 169.60 |
|
| Generac Holdings (GNRC) | 0.1 | $3.7M | -27% | 13k | 292.81 |
|
| Cheniere Energy Com New (LNG) | 0.1 | $3.7M | +2% | 15k | 239.01 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $3.6M | 53k | 68.41 |
|
|
| Carpenter Technology Corporation (CRS) | 0.1 | $3.6M | 5.8k | 616.84 |
|
|
| International Business Machines (IBM) | 0.1 | $3.5M | -33% | 13k | 281.22 |
|
| Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) | 0.1 | $3.5M | +37% | 149k | 23.58 |
|
Past Filings by Evergreen Capital Management
SEC 13F filings are viewable for Evergreen Capital Management going back to 2011
- Evergreen Capital Management 2026 Q2 filed July 23, 2026
- Evergreen Capital Management 2026 Q1 filed May 14, 2026
- 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