Evercore Wealth Management, LLC

CIK

1482689

Location

New York, NY

Portfolio Value

Mid $5,492,665,422

Diversification

Diversified

Filing Date

Global Rank

#626 / 8,623 ▼ 20 · as of Mar 2026

Top Industry

Semiconductors 7.7%

3Y Alpha vs SPY

-6.8%

Period ended 4 months ago

Filed May 15, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+46.0%

SPY

+65.3%

Annualised alpha

-4.8%

Max drawdown

−17.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

315 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.0%

−0.2 pts

Top 5

27.2%

−2.1 pts

Top 10

43.9%

−2.3 pts

HHI

294

Diversified−19

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	24.6%	$1,350,437,234	46
Financial Services	22.5%	$1,237,502,048	60
Consumer Cyclical	17.0%	$934,895,572	26
Industrials	7.3%	$403,111,477	53
Energy	5.9%	$321,566,989	17
Healthcare	5.6%	$305,906,870	37
Communication Services	5.3%	$291,649,125	8
Unclassified	4.0%	$221,959,248	14
Real Estate	3.6%	$198,833,953	8
Consumer Defensive	2.9%	$158,836,471	20
Basic Materials	0.8%	$43,590,195	16
Utilities	0.4%	$24,376,240	10

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ARCC	Ares Capital Corp	+182,651	3,121,008	$56,240,563
SPOT	Spotify Technology S.A.	+150,896	151,382	$73,406,644
SN	SharkNinja, Inc.	+132,749	670,411	$70,996,524
UBER	Uber Technologies, Inc	+68,433	1,156,032	$83,153,381
GLDM	World Gold Trust	+40,971	394,869	$36,600,406
PGR	Progressive Corp/Oh/	+40,117	317,370	$62,915,428
IBIT	iShares Bitcoin Trust ETF	+28,579	150,831	$5,794,926
BX	Blackstone Inc.	+28,573	1,345,665	$154,738,017
FRMI	Fermi Inc.	+25,000	40,000	$233,600
VIK	Viking Holdings Ltd	+14,465	1,672,216	$122,874,431
OBDC	Blue Owl Capital Corp	+10,000	49,800	$550,788
GBDC	GOLUB CAPITAL BDC, Inc.	+5,838	62,814	$795,225
IBM	International Business Machines Corp	+5,196	62,801	$15,222,334
SOC	Sable Offshore Corp.	+5,000	20,750	$342,790
BDX	Becton Dickinson & Co	+4,466	7,008	$1,101,867
EPD	Enterprise Products Partners L.P.	+3,469	219,962	$8,323,362
MELI	Mercadolibre Inc	+2,992	26,601	$45,993,659
BXSL	Blackstone Secured Lending Fund	+2,500	24,650	$583,958
NEE	Nextera Energy Inc	+2,189	174,857	$16,240,717
QQQ	Invesco Qqq Trust, Series 1	+834	9,603	$5,542,659
INTU	Intuit Inc.	+687	1,603	$693,104
QCOM	Qualcomm Inc/De	+621	18,298	$2,356,416
BBY	Best Buy Co Inc	+255	6,974	$447,730
ZTS	Zoetis Inc.	+237	11,675	$1,380,101
COIN	Coinbase Global, Inc.	+175	1,452	$253,533
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CDW	CDW Corp	−446,393	11,151	$1,349,493
SCHW	Schwab Charles Corp	−153,183	16,493	$1,550,011
WMB	Williams Companies, Inc.	−88,419	2,370,634	$172,534,742
NVDA	Nvidia Corp	−81,972	2,182,929	$380,702,816
AAPL	Apple Inc.	−72,216	1,504,338	$381,785,940
JPM	Jpmorgan Chase & Co	−54,861	532,133	$156,532,243
MS	Morgan Stanley	−39,209	1,177,393	$193,763,564
GOOGL	Alphabet Inc.	−37,360	714,008	$205,320,140
ACN	Accenture plc	−35,811	96,981	$19,230,362
TJX	Tjx Companies Inc /De/	−34,147	271,930	$43,427,220
MSFT	Microsoft Corp	−27,332	784,201	$290,287,682
UNH	Unitedhealth Group Inc	−23,350	84,660	$22,908,149
JNJ	Johnson & Johnson	−23,197	133,122	$32,540,340
CARR	CARRIER GLOBAL Corp	−22,647	26,396	$1,486,358
AMZN	Amazon Com Inc	−22,587	1,122,187	$233,717,885
FIX	Comfort Systems USA Inc	−20,929	134,308	$185,209,387
BLDR	Builders FirstSource, Inc.	−16,700	802,718	$66,087,772
BN	BROOKFIELD Corp /ON/	−14,750	24,747	$1,001,511
SLV	iShares Silver Trust	−12,879	19,179	$1,306,857
AMT	American Tower Corp /Ma/	−11,366	346,150	$59,738,566
ABT	Abbott Laboratories	−10,086	87,823	$9,016,786
CBRE	Cbre Group, Inc.	−9,919	987,081	$133,709,990
CVX	Chevron Corp	−9,445	144,505	$29,898,084
RTX	RTX Corp	−9,201	55,101	$10,628,982
RPM	Rpm International Inc/De/	−9,125	22,825	$2,268,805
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
VOYG	Voyager Technologies, Inc./TX	63,494	$1,485,124
VLO	Valero Energy Corp/Tx	1,136	$280,682
FCX	Freeport-Mcmoran Inc	4,543	$267,037
PLD	Prologis, Inc.	2,014	$266,210
AZN	Astrazeneca PLC	1,278	$252,047
SOLS	Solstice Advanced Materials Inc.	3,130	$238,379
TDWD	Tailwind 2.0 Acquisition Corp.	23,200	$230,144
FDX	Fedex Corp	616	$219,406
EMN	Eastman Chemical Co	2,805	$214,077
HODL	VanEck Bitcoin ETF	11,000	$210,760
CE	Celanese Corp	3,195	$210,135
ETH	Grayscale Ethereum Staking Mini ETF	10,550	$209,523
HUBB	Hubbell Inc	425	$208,564
OKE	Oneok Inc /New/	2,292	$207,173
ALIS	Calisa Acquisition Corp	16,590	$165,568
No positions match the current search.

Sold Out

Positions the filer fully exited

18 positions

Ticker	Company	Shares	Value
BWA	Borgwarner Inc	36,221	$1,632,117
IOT	Samsara Inc.	25,215	$893,871
EXE	EXPAND ENERGY Corp	5,028	$554,890
BSX	Boston Scientific Corp	3,210	$306,073
RIOT	Riot Platforms, Inc.	20,000	$253,400
BIPH	Brookfield Infrastructure Partners L.P.	6,896	$239,567
ALNY	Alnylam Pharmaceuticals, Inc.	600	$238,590
XYL	Xylem Inc.	1,639	$223,198
ROIV	Roivant Sciences Ltd.	10,000	$217,000
T	At&T Inc.	8,710	$216,355
EQR	Equity Residential	3,421	$215,659
A	Agilent Technologies, Inc.	1,508	$205,193
FSLR	First Solar, Inc.	783	$204,543
ELV	Elevance Health, Inc.	579	$202,968
MET	Metlife Inc	2,570	$202,875
HYAC	Haymaker Acquisition Corp. 4	16,763	$190,762
FAC	Factorial Energy Inc.	10,100	$103,979
BRBS	Blue Ridge Bankshares, Inc.	20,000	$85,400
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

315 tracked positions · $5,492,665,422 total · filing declares 722 positions · $6,359,680,035 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 315 positions by value · page 1 of 7

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	1,504,338	-72,216	$381,785,940	−10.9%	6.95%
NVDA	Nvidia Corp Technology	Reduced	2,182,929	-81,972	$380,702,816	−9.9%	6.93%
MSFT	Microsoft Corp Technology	Reduced	784,201	-27,332	$290,287,682	−26.0%	5.29%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,122,187	-22,587	$233,717,885	−11.5%	4.26%
GOOGL	Alphabet Inc. Communication Services	Reduced	714,008	-37,360	$205,320,140	−12.7%	3.74%
MA	Mastercard Inc Financial Services	Reduced	392,062	-7,117	$195,897,697	−14.0%	3.57%
MS	Morgan Stanley Financial Services	Reduced	1,177,393	-39,209	$193,763,564	−10.3%	3.53%
FIX	Comfort Systems USA Inc Industrials	Reduced	134,308	-20,929	$185,209,387	+27.8%	3.37%
AZO	Autozone Inc Consumer Cyclical	Reduced	51,425	-536	$173,702,335	−1.4%	3.16%
WMB	Williams Companies, Inc. Energy	Reduced	2,370,634	-88,419	$172,534,742	+16.7%	3.14%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	532,133	-54,861	$156,532,243	−17.2%	2.85%
BX	Blackstone Inc. Financial Services	Added	1,345,665	+28,573	$154,738,017	−23.8%	2.82%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	432,199	-8,119	$142,145,927	−6.2%	2.59%
CB	Chubb Ltd Financial Services	Reduced	420,570	-8,906	$137,076,379	+2.3%	2.50%
CBRE	Cbre Group, Inc. Real Estate	Reduced	987,081	-9,919	$133,709,990	−16.6%	2.43%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	266,753	-8,002	$131,117,101	−17.6%	2.39%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	257,658	-8,789	$123,469,713	−7.8%	2.25%
VIK	Viking Holdings Ltd Consumer Cyclical	Added	1,672,216	+14,465	$122,874,431	+3.8%	2.24%
BLK	BlackRock, Inc. Financial Services	Reduced	106,170	-2,397	$102,104,749	−12.1%	1.86%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	100,119	-1,117	$99,761,574	+14.3%	1.82%
UBER	Uber Technologies, Inc Technology	Added	1,156,032	+68,433	$83,153,381	−6.4%	1.51%
EOG	Eog Resources Inc Energy	Reduced	549,203	-3,051	$79,398,276	+36.9%	1.45%
GNRC	Generac Holdings Inc. Industrials	Reduced	386,149	-8,866	$75,426,483	+40.0%	1.37%
SPY	Spdr S&P 500 ETF Trust	Reduced	115,674	-874	$75,227,428	−5.3%	1.37%
SPOT	Spotify Technology S.A. Communication Services	Added	151,382	+150,896	$73,406,644	+25910.0%	1.34%
SN	SharkNinja, Inc. Consumer Cyclical	Added	670,411	+132,749	$70,996,524	+18.0%	1.29%
BLDR	Builders FirstSource, Inc. Industrials	Reduced	802,718	-16,700	$66,087,772	−21.6%	1.20%
PGR	Progressive Corp/Oh/ Financial Services	Added	317,370	+40,117	$62,915,428	−0.3%	1.15%
AMT	American Tower Corp /Ma/ Real Estate	Reduced	346,150	-11,366	$59,738,566	−4.8%	1.09%
ARCC	Ares Capital Corp Financial Services	Added	3,121,008	+182,651	$56,240,563	−5.4%	1.02%
IAU	Ishares Gold Trust	Reduced	620,632	-5,087	$54,714,916	+7.7%	1.00%
CROX	Crocs, Inc. Consumer Cyclical	Reduced	638,147	-127	$52,978,963	−2.9%	0.96%
ADBE	Adobe Inc. Technology	Reduced	202,873	-7,760	$49,314,367	−33.1%	0.90%
MELI	Mercadolibre Inc Consumer Cyclical	Added	26,601	+2,992	$45,993,659	−3.3%	0.84%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	271,930	-34,147	$43,427,220	−7.6%	0.79%
GLDM	World Gold Trust	Added	394,869	+40,971	$36,600,406	+21.1%	0.67%
JNJ	Johnson & Johnson Healthcare	Reduced	133,122	-23,197	$32,540,340	+0.6%	0.59%
GLD	Spdr Gold Trust	Reduced	72,330	-1,504	$31,122,875	+6.4%	0.57%
SHW	Sherwin Williams Co Basic Materials	Reduced	95,482	-3,336	$30,606,754	−4.4%	0.56%
CVX	Chevron Corp Energy	Reduced	144,505	-9,445	$29,898,084	+27.4%	0.54%
LLY	ELI LILLY & Co Healthcare	Reduced	27,054	-7,792	$24,883,457	−33.6%	0.45%
UNH	Unitedhealth Group Inc Healthcare	Reduced	84,660	-23,350	$22,908,149	−35.8%	0.42%
ACN	Accenture plc Technology	Reduced	96,981	-35,811	$19,230,362	−46.0%	0.35%
ABBV	AbbVie Inc. Healthcare	Reduced	81,879	-2,021	$17,807,863	−7.1%	0.32%
NEE	Nextera Energy Inc Utilities	Added	174,857	+2,189	$16,240,717	+17.2%	0.30%
IBM	International Business Machines Corp Technology	Added	62,801	+5,196	$15,222,334	−10.8%	0.28%
CSCO	Cisco Systems, Inc. Technology	Reduced	175,229	-7,081	$13,596,018	−3.2%	0.25%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	36,111	-325	$13,424,264	−18.1%	0.24%
PEP	Pepsico Inc Consumer Defensive	Reduced	83,696	-8,607	$12,997,151	−1.9%	0.24%
XOM	ExxonMobil Holdings Corp Energy	Reduced	75,605	-5,744	$12,827,144	+31.0%	0.23%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.