Evergreen Capital Management
Latest statistics and disclosures from Evergreen Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IEMG, AAPL, PCAR, IEI, MSFT, and represent 12.22% of Evergreen Capital Management's stock portfolio.
- Added to shares of these 10 stocks: IEMG (+$72M), PAVE (+$18M), INTU (+$12M), SGOV (+$10M), LLY (+$10M), IGF (+$8.3M), RITM (+$7.9M), XYL (+$7.5M), SHY (+$7.2M), REM (+$6.9M).
- Started 220 new stock positions in CNK, FRSH, IART, BWZ, WH, Udemy, SUNB, ENOV, ARMK, TNDM.
- Reduced shares in these 10 stocks: GS (-$41M), MSFT (-$13M), COF (-$12M), FDX (-$9.5M), AESI (-$9.2M), GOOG (-$7.5M), PYPL (-$6.8M), META (-$6.3M), DOCU (-$6.3M), TUA (-$6.1M).
- Sold out of its positions in AFRM, ALIT, ALGT, AEO, AWK, COLD, ARES, AHRT, ASH, AstraZeneca.
- Evergreen Capital Management was a net buyer of stock by $134M.
- Evergreen Capital Management has $4.6B in assets under management (AUM), dropping by 3.29%.
- Central Index Key (CIK): 0001260824
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Positions held by Evergreen Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Evergreen Capital Management
Evergreen Capital Management holds 1498 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Evergreen Capital Management has 1498 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Evergreen Capital Management March 31, 2026 positions
- Download the Evergreen Capital Management March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Core Msci Emkt (IEMG) | 4.0 | $184M | +64% | 2.6M | 69.75 |
|
| Apple (AAPL) | 2.4 | $111M | -3% | 437k | 253.79 |
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| Paccar (PCAR) | 2.0 | $92M | 794k | 115.50 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.9 | $89M | 747k | 118.60 |
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| Microsoft Corporation (MSFT) | 1.9 | $85M | -12% | 230k | 370.17 |
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| NVIDIA Corporation (NVDA) | 1.7 | $78M | +5% | 447k | 174.41 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $75M | 262k | 287.56 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.5 | $68M | +11% | 823k | 82.57 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 1.5 | $67M | +7% | 760k | 88.70 |
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| Alphabet Cap Stk Cl C Call Option (Principal) (GOOG) | 1.4 | $65M | -10% | 227k | 286.86 |
|
| Amazon (AMZN) | 1.4 | $64M | +3% | 309k | 208.27 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.4 | $62M | +19% | 620k | 100.66 |
|
| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 1.1 | $53M | 1.1M | 49.46 |
|
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.0 | $46M | 913k | 50.57 |
|
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| Global X Fds Us Infr Dev Etf (PAVE) | 1.0 | $45M | +69% | 877k | 50.81 |
|
| Encana Corporation (OVV) | 0.9 | $44M | 732k | 59.36 |
|
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| Vanguard Index Fds Value Etf (VTV) | 0.8 | $39M | +5% | 198k | 196.20 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.8 | $37M | 746k | 49.89 |
|
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| Ishares Tr Global Energ Etf (IXC) | 0.8 | $37M | +2% | 639k | 57.61 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.7 | $34M | 661k | 51.93 |
|
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| Doubleline Etf Trust Mortgage Etf (DMBS) | 0.7 | $34M | 686k | 49.38 |
|
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| Echostar Corp Cl A | 0.7 | $34M | 289k | 117.07 |
|
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| Enterprise Products Partners (EPD) | 0.7 | $33M | -2% | 876k | 37.84 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $32M | +14% | 108k | 294.16 |
|
| Merck & Co (MRK) | 0.7 | $32M | +2% | 262k | 121.13 |
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| FedEx Corporation (FDX) | 0.7 | $30M | -24% | 84k | 357.88 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.6 | $30M | +7% | 326k | 90.53 |
|
| Dell Technologies CL C (DELL) | 0.6 | $28M | +11% | 171k | 164.13 |
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| Goldman Sachs (GS) | 0.6 | $28M | -59% | 33k | 845.99 |
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| Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 0.6 | $27M | 1.1M | 25.11 |
|
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.6 | $26M | 346k | 75.19 |
|
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $26M | +18% | 54k | 479.21 |
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| Global X Fds Glbl X Mlp Etf (MLPA) | 0.6 | $26M | -2% | 475k | 53.87 |
|
| Vanguard World Energy Etf (VDE) | 0.6 | $25M | +2% | 146k | 173.04 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $25M | 57k | 436.79 |
|
|
| Cisco Systems (CSCO) | 0.5 | $24M | -12% | 305k | 77.59 |
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| Uber Technologies (UBER) | 0.5 | $23M | +35% | 318k | 71.93 |
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| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.5 | $23M | 794k | 28.72 |
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| Broadcom (AVGO) | 0.5 | $22M | -16% | 72k | 309.52 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.5 | $22M | +59% | 332k | 67.00 |
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| Ishares Tr Residential Mult (REZ) | 0.5 | $22M | +16% | 267k | 83.21 |
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| Meta Platforms Cl A (META) | 0.5 | $22M | -22% | 38k | 572.13 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.5 | $22M | +37% | 830k | 26.20 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $22M | 36k | 597.55 |
|
|
| Spdr Series Trust State Street Spd (SPTS) | 0.5 | $21M | -3% | 732k | 29.18 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $21M | +89% | 23k | 919.83 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $21M | -3% | 165k | 124.32 |
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| Costco Wholesale Corporation (COST) | 0.4 | $21M | -4% | 21k | 996.45 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.4 | $19M | +7% | 573k | 33.86 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $19M | -2% | 33k | 577.18 |
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| Oneok (OKE) | 0.4 | $18M | -6% | 204k | 90.39 |
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| Morgan Stanley Emerging Markets Domestic (EDD) | 0.4 | $18M | 3.5M | 5.21 |
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| Citigroup Com New (C) | 0.4 | $18M | 157k | 113.41 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.4 | $18M | 52k | 338.88 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.4 | $18M | +2% | 307k | 57.20 |
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| Bank of America Corporation (BAC) | 0.4 | $17M | -13% | 357k | 48.75 |
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| Sprott Asset Management Physical Gold An (CEF) | 0.4 | $17M | -18% | 360k | 47.72 |
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| Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) | 0.4 | $17M | +7% | 340k | 50.33 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.4 | $17M | +2% | 226k | 75.10 |
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| Micron Technology (MU) | 0.4 | $17M | -17% | 50k | 337.99 |
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| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.4 | $17M | -17% | 693k | 24.28 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.4 | $17M | 863k | 19.30 |
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| Diamondback Energy (FANG) | 0.4 | $17M | -23% | 84k | 197.79 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.4 | $17M | +52% | 200k | 82.75 |
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| Oracle Corporation (ORCL) | 0.4 | $17M | +46% | 112k | 147.11 |
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| Johnson & Johnson (JNJ) | 0.4 | $16M | -10% | 67k | 244.44 |
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| Vanguard World Health Car Etf (VHT) | 0.3 | $15M | +2% | 56k | 272.33 |
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| Shell Spon Ads (SHEL) | 0.3 | $15M | -15% | 164k | 93.00 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.3 | $15M | +3% | 105k | 145.74 |
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| Tesla Motors (TSLA) | 0.3 | $15M | -22% | 40k | 371.75 |
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| Vanguard World Inf Tech Etf (VGT) | 0.3 | $15M | -4% | 21k | 697.83 |
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| General Dynamics Corporation (GD) | 0.3 | $15M | +2% | 43k | 343.22 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $15M | 68k | 215.06 |
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| M&T Bank Corporation (MTB) | 0.3 | $15M | 70k | 206.72 |
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| Intuit (INTU) | 0.3 | $15M | +495% | 34k | 432.38 |
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| Pfizer (PFE) | 0.3 | $14M | 513k | 28.08 |
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| Ishares Tr Mortge Rel Etf (REM) | 0.3 | $14M | +93% | 667k | 21.47 |
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| Qualcomm (QCOM) | 0.3 | $14M | -11% | 109k | 128.78 |
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| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.3 | $14M | +4% | 119k | 114.32 |
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| Apa Corporation (APA) | 0.3 | $14M | -13% | 320k | 42.44 |
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| Templeton Emerging Markets Income Fund (TEI) | 0.3 | $13M | -28% | 2.2M | 6.01 |
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| Abrdn Asia Pacific Income Fu Com New (FAX) | 0.3 | $13M | +2% | 916k | 14.42 |
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| Totalenergies Se Act (TTE) | 0.3 | $13M | -27% | 144k | 91.95 |
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| Jacobs Engineering Group (J) | 0.3 | $13M | 104k | 127.28 |
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| Ishares Msci Brazil Etf (EWZ) | 0.3 | $13M | +3% | 343k | 38.39 |
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| Kennedy-Wilson Holdings | 0.3 | $13M | 1.2M | 10.94 |
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| American Tower Reit (AMT) | 0.3 | $13M | +3% | 73k | 172.58 |
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| Herc Hldgs (HRI) | 0.3 | $13M | +85% | 126k | 99.55 |
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| Abbvie (ABBV) | 0.3 | $12M | +4% | 57k | 217.49 |
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| Walt Disney Company (DIS) | 0.3 | $12M | +11% | 128k | 96.38 |
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| Invesco Exch Traded Fd Tr Ii Bloomberg Enhanc (IFLN) | 0.3 | $12M | 681k | 17.94 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $12M | +4% | 72k | 169.66 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.3 | $12M | +2% | 9.2k | 1320.83 |
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| Vici Pptys (VICI) | 0.3 | $12M | +20% | 435k | 27.32 |
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| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.3 | $12M | 156k | 73.94 |
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| Capital One Financial (COF) | 0.2 | $11M | -52% | 62k | 182.43 |
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| salesforce (CRM) | 0.2 | $11M | +52% | 60k | 186.67 |
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| Delta Air Lines Com New (DAL) | 0.2 | $11M | -22% | 168k | 66.48 |
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| Invesco Exch Traded Fd Tr Ii China Technlgy (CQQQ) | 0.2 | $11M | 240k | 46.02 |
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| Spdr Series Trust State Street Spd (RWR) | 0.2 | $11M | +7% | 107k | 100.97 |
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| CRH Ord (CRH) | 0.2 | $11M | +5% | 102k | 105.46 |
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| Cummins (CMI) | 0.2 | $11M | -17% | 20k | 538.01 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $11M | +3% | 106k | 100.57 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.2 | $11M | -2% | 184k | 57.07 |
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| Visa Com Cl A (V) | 0.2 | $11M | +37% | 35k | 302.25 |
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| Wal-Mart Stores (WMT) | 0.2 | $10M | +3% | 84k | 124.53 |
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| Chevron Corporation (CVX) | 0.2 | $10M | 50k | 206.90 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $10M | 111k | 92.74 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $10M | 39k | 261.92 |
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| Regeneron Pharmaceuticals (REGN) | 0.2 | $10M | +111% | 13k | 772.64 |
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| Realty Income (O) | 0.2 | $10M | 165k | 61.18 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $10M | -36% | 15k | 653.20 |
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| Pepsi (PEP) | 0.2 | $9.9M | +5% | 64k | 155.29 |
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| Sprott Asset Management Physical Silver (PSLV) | 0.2 | $9.8M | -30% | 400k | 24.39 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $9.7M | -8% | 104k | 93.98 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $9.5M | +4% | 38k | 248.00 |
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| Redwood Trust (RWT) | 0.2 | $9.4M | 1.7M | 5.61 |
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| Ishares Msci Sth Kor Etf (EWY) | 0.2 | $9.4M | -29% | 76k | 123.01 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $9.1M | -4% | 61k | 148.10 |
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| Equity Lifestyle Properties (ELS) | 0.2 | $9.0M | +7% | 144k | 62.42 |
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| Netflix (NFLX) | 0.2 | $8.9M | +20% | 93k | 96.15 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.2 | $8.9M | +2% | 170k | 52.64 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $8.9M | +8% | 71k | 125.46 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $8.9M | 78k | 113.11 |
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| Chubb (CB) | 0.2 | $8.9M | +6% | 27k | 326.86 |
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| Palo Alto Networks (PANW) | 0.2 | $8.7M | +10% | 54k | 160.32 |
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| EQT Corporation (EQT) | 0.2 | $8.6M | 135k | 63.64 |
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| Blackrock (BLK) | 0.2 | $8.4M | +2% | 8.8k | 961.71 |
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| Xylem (XYL) | 0.2 | $8.3M | +960% | 70k | 119.50 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.2 | $8.3M | 108k | 76.54 |
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| Ishares Em Mkt Sm-cp Etf (EEMS) | 0.2 | $8.2M | 119k | 69.18 |
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| Atlas Energy Solutions Com New (AESI) | 0.2 | $8.2M | -52% | 626k | 13.12 |
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| Rithm Capital Corp Com New (RITM) | 0.2 | $8.1M | +2999% | 859k | 9.48 |
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| Doubleline Opportunistic Cr (DBL) | 0.2 | $8.0M | +4% | 549k | 14.60 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $7.9M | +147% | 69k | 114.99 |
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| Lowe's Companies (LOW) | 0.2 | $7.9M | +11% | 33k | 236.28 |
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| United Therapeutics Corporation (UTHR) | 0.2 | $7.8M | -3% | 13k | 592.98 |
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| Applied Materials (AMAT) | 0.2 | $7.5M | +3% | 22k | 341.79 |
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| Novartis Sponsored Adr (NVS) | 0.2 | $7.3M | 48k | 152.75 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $7.2M | +2% | 107k | 67.53 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $7.1M | +10% | 48k | 146.28 |
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| Kroger (KR) | 0.2 | $7.0M | +298% | 97k | 72.36 |
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| PG&E Corporation (PCG) | 0.2 | $7.0M | +4% | 396k | 17.62 |
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| Nike CL B (NKE) | 0.2 | $6.9M | -4% | 130k | 53.23 |
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| Home Depot (HD) | 0.2 | $6.9M | +34% | 21k | 328.89 |
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| Spdr Series Trust State Street Spd (SPMD) | 0.2 | $6.9M | +37% | 117k | 59.22 |
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| Ishares Tr Msci China Etf (MCHI) | 0.2 | $6.9M | +4% | 123k | 56.18 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $6.9M | -31% | 112k | 61.26 |
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| Enbridge (ENB) | 0.1 | $6.8M | 127k | 54.14 |
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| Udr (UDR) | 0.1 | $6.8M | +125% | 201k | 33.78 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $6.8M | 193k | 35.14 |
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| Booking Holdings (BKNG) | 0.1 | $6.6M | +54% | 1.6k | 4210.32 |
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| Astrazeneca Ord (AZN) | 0.1 | $6.5M | NEW | 33k | 197.22 |
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| Western Midstream Partners L Com Unit Lp Int (WES) | 0.1 | $6.5M | -4% | 158k | 41.17 |
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| Kraneshares Trust Csi Chi Internet (KWEB) | 0.1 | $6.5M | +100% | 228k | 28.43 |
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| Lululemon Athletica (LULU) | 0.1 | $6.5M | +8% | 42k | 153.10 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $6.4M | +103% | 37k | 175.66 |
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| Chime Finl Com Shs Cl A (CHYM) | 0.1 | $6.4M | 342k | 18.73 |
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| Lattice Strategies Tr Hartford Mlt Etf (RODM) | 0.1 | $6.4M | 162k | 39.42 |
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| Antero Midstream Corp antero midstream (AM) | 0.1 | $6.3M | -3% | 277k | 22.80 |
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| EOG Resources (EOG) | 0.1 | $6.3M | +3% | 44k | 144.57 |
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| Spdr Series Trust Bloomberg Short (BWZ) | 0.1 | $6.2M | NEW | 231k | 26.92 |
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| Ishares Tr Ibonds 2026 Term (IBHF) | 0.1 | $6.0M | 259k | 22.95 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $5.9M | +3% | 62k | 95.44 |
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| Agnc Invt Corp Com reit (AGNC) | 0.1 | $5.9M | -2% | 580k | 10.15 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $5.9M | 18k | 320.80 |
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| CSX Corporation (CSX) | 0.1 | $5.9M | -8% | 143k | 41.05 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.1 | $5.8M | -32% | 165k | 35.44 |
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| Autodesk (ADSK) | 0.1 | $5.8M | +1038% | 24k | 239.40 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $5.7M | 8.00 | 718140.00 |
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| AES Corporation (AES) | 0.1 | $5.7M | -31% | 403k | 14.09 |
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| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.1 | $5.7M | 272k | 20.90 |
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| Dover Corporation (DOV) | 0.1 | $5.6M | NEW | 27k | 208.45 |
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| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.1 | $5.6M | NEW | 1.1M | 5.10 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $5.6M | -18% | 81k | 69.30 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $5.6M | 39k | 142.19 |
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| SLB Com Stk (SLB) | 0.1 | $5.6M | 108k | 51.68 |
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| Caterpillar (CAT) | 0.1 | $5.6M | 7.8k | 708.61 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $5.6M | +14% | 11k | 499.66 |
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| Select Sector Spdr Tr State Street Rea (XLRE) | 0.1 | $5.5M | +4% | 136k | 40.83 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $5.5M | +32% | 87k | 64.08 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $5.5M | +31% | 55k | 100.19 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $5.5M | 69k | 79.27 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $5.5M | +3% | 28k | 192.90 |
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| UnitedHealth (UNH) | 0.1 | $5.4M | +10% | 20k | 270.59 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $5.4M | 13k | 430.29 |
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| TPG Com Cl A (TPG) | 0.1 | $5.2M | +1283% | 128k | 40.51 |
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| LXP Industrial Trust (LXP) | 0.1 | $5.2M | -2% | 111k | 46.96 |
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| Hess Midstream Cl A Shs (HESM) | 0.1 | $5.2M | 133k | 38.87 |
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| Ishares Msci Japan Etf (EWJ) | 0.1 | $5.2M | +4% | 61k | 84.44 |
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| Rh (RH) | 0.1 | $5.1M | +6% | 37k | 139.82 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $5.0M | 172k | 29.08 |
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| Ge Aerospace Com New (GE) | 0.1 | $4.9M | +8% | 17k | 284.22 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $4.9M | 64k | 77.08 |
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| McDonald's Corporation (MCD) | 0.1 | $4.9M | +22% | 16k | 310.81 |
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| Procter & Gamble Company (PG) | 0.1 | $4.8M | +14% | 34k | 144.44 |
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| Nutrien (NTR) | 0.1 | $4.8M | 64k | 76.01 |
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| Alamos Gold Com Cl A (AGI) | 0.1 | $4.8M | 107k | 44.43 |
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| Ares Capital Corporation (ARCC) | 0.1 | $4.7M | 262k | 18.02 |
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| Exchange Traded Concepts Tru Inqq The India I (INQQ) | 0.1 | $4.7M | +28% | 404k | 11.64 |
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| Newmont Mining Corporation (NEM) | 0.1 | $4.7M | -15% | 43k | 108.25 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $4.6M | -2% | 27k | 168.85 |
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| International Business Machines (IBM) | 0.1 | $4.6M | +25% | 19k | 242.37 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.1 | $4.6M | 40k | 114.83 |
|
|
| Sandisk Corp (SNDK) | 0.1 | $4.5M | -5% | 7.1k | 635.34 |
|
| Dbx Etf Tr Xtrack Hrvst Csi (ASHR) | 0.1 | $4.5M | +73% | 137k | 32.64 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $4.4M | +3% | 40k | 110.36 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $4.3M | 175k | 24.75 |
|
|
| TJX Companies (TJX) | 0.1 | $4.3M | 27k | 159.70 |
|
|
| At&t (T) | 0.1 | $4.3M | +7% | 150k | 28.99 |
|
| Cheniere Energy Com New (LNG) | 0.1 | $4.2M | -26% | 15k | 283.76 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $4.2M | -3% | 46k | 91.77 |
|
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.1 | $4.2M | 41k | 101.74 |
|
|
| Ishares Msci Sweden Etf (EWD) | 0.1 | $4.1M | +7% | 84k | 48.72 |
|
| eBay (EBAY) | 0.1 | $4.1M | +6% | 45k | 91.02 |
|
| Unilever Spon Adr New (UL) | 0.1 | $4.1M | -13% | 71k | 57.63 |
|
| Comfort Systems USA (FIX) | 0.1 | $4.1M | -11% | 2.9k | 1378.99 |
|
| Coca-Cola Company (KO) | 0.1 | $4.0M | +5% | 53k | 76.58 |
|
| Toyota Motor Corp Ads (TM) | 0.1 | $4.0M | +48% | 20k | 206.09 |
|
| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.1 | $4.0M | -3% | 42k | 96.29 |
|
| Bhp Billiton Sponsored Ads (BHP) | 0.1 | $4.0M | +51% | 55k | 72.74 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.1 | $4.0M | 86k | 46.74 |
|
|
| American Intl Group Com New (AIG) | 0.1 | $4.0M | +31% | 53k | 75.25 |
|
| Gilead Sciences (GILD) | 0.1 | $3.9M | +9% | 28k | 139.37 |
|
| Philip Morris International (PM) | 0.1 | $3.9M | +32% | 23k | 166.69 |
|
| Advanced Micro Devices (AMD) | 0.1 | $3.9M | -11% | 19k | 203.43 |
|
| Cme (CME) | 0.1 | $3.8M | +5% | 13k | 295.35 |
|
| Ishares Msci Aust Etf (EWA) | 0.1 | $3.8M | +66% | 137k | 27.76 |
|
| Bank of New York Mellon Corporation (BNY) | 0.1 | $3.8M | +22% | 32k | 118.63 |
|
| Tc Energy Corp (TRP) | 0.1 | $3.8M | +4% | 60k | 62.60 |
|
| MGM Resorts International. (MGM) | 0.1 | $3.7M | -8% | 101k | 37.01 |
|
| NetApp (NTAP) | 0.1 | $3.7M | 37k | 102.39 |
|
|
| Lam Research Corp Com New (LRCX) | 0.1 | $3.7M | +4% | 18k | 213.86 |
|
| BP Sponsored Adr (BP) | 0.1 | $3.7M | 78k | 47.00 |
|
|
| Eaton Corp SHS (ETN) | 0.1 | $3.7M | +5% | 10k | 357.67 |
|
| Viper Energy Cl A (VNOM) | 0.1 | $3.6M | -3% | 77k | 46.99 |
|
| Bunge Global Sa Com Shs (BG) | 0.1 | $3.6M | -7% | 28k | 127.20 |
|
| Amgen (AMGN) | 0.1 | $3.5M | +7% | 10k | 351.87 |
|
| Prudential Financial (PRU) | 0.1 | $3.5M | 36k | 97.69 |
|
|
| American Express Company (AXP) | 0.1 | $3.4M | -32% | 11k | 302.48 |
|
| Generac Holdings (GNRC) | 0.1 | $3.4M | +4% | 17k | 195.33 |
|
| Abrdn Palladium Etf Trust Physical Palladm (PALL) | 0.1 | $3.3M | -22% | 25k | 134.71 |
|
| Hartford Fds Exchange Traded Aaa Clo Etf (TRPA) | 0.1 | $3.3M | -4% | 86k | 38.91 |
|
| McKesson Corporation (MCK) | 0.1 | $3.3M | +6% | 3.8k | 866.12 |
|
| Ge Vernova (GEV) | 0.1 | $3.2M | +42% | 3.7k | 873.36 |
|
| Linde SHS (LIN) | 0.1 | $3.2M | +51% | 6.4k | 495.76 |
|
| Chemed Corp Com Stk (CHE) | 0.1 | $3.2M | -48% | 8.4k | 377.74 |
|
| Ishares Msci Hong Kg Etf (EWH) | 0.1 | $3.2M | +6% | 137k | 23.09 |
|
| Abbott Laboratories (ABT) | 0.1 | $3.1M | +26% | 30k | 102.67 |
|
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.1 | $3.1M | +11% | 180k | 16.97 |
|
Past Filings by Evergreen Capital Management
SEC 13F filings are viewable for Evergreen Capital Management going back to 2011
- 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
- Evergreen Capital Management 2022 Q2 filed Aug. 15, 2022