Evercore Wealth Management, LLC
Filing Date
Global Rank
#627
/ 8,605
▼ 21
· as of Mar 2026
Top Industry
Semiconductors
7.7%
3Y Alpha vs SPY
-6.4%
Period ended 3 months ago
Filed May 15, 2026 · 55d
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+49.1%
SPY
+76.5%
Annualised alpha
-6.6%
Max drawdown
−17.5%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
315 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
7.0%
−0.2 pts
Top 5
27.2%
−2.1 pts
Top 10
43.9%
−2.3 pts
HHI
295
Diversified−19
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 24.6% | $1,349,536,119 |
| Financial Services | 22.5% | $1,237,434,270 |
| Consumer Cyclical | 17.0% | $934,159,945 |
| Industrials | 7.3% | $403,249,128 |
| Energy | 5.9% | $321,566,989 |
| Healthcare | 5.6% | $305,906,870 |
| Communication Services | 5.3% | $291,649,125 |
| Unclassified | 4.0% | $221,959,248 |
| Real Estate | 3.6% | $198,833,953 |
| Consumer Defensive | 2.9% | $158,836,471 |
| Basic Materials | 0.8% | $44,100,500 |
| Utilities | 0.4% | $24,376,240 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | |
| 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 | |
| FDX | Fedex Corp | 616 | $176,798 | |
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
315 positions ·
$5,491,608,858 total
· 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 1,504,338 | $381,785,940 | 6.95% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 2,182,929 | $380,702,816 | 6.93% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 784,201 | $290,287,682 | 5.29% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 1,122,187 | $233,717,885 | 4.26% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 714,008 | $205,320,140 | 3.74% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 392,062 | $195,897,697 | 3.57% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 1,177,393 | $193,763,564 | 3.53% | |
| FIX |
Comfort Systems USA Inc
Industrials
|
Reduced | 134,308 | $185,209,387 | 3.37% | |
| AZO |
Autozone Inc
Consumer Cyclical
|
Reduced | 51,425 | $173,702,335 | 3.16% | |
| WMB |
Williams Companies, Inc.
Energy
|
Reduced | 2,370,634 | $172,534,742 | 3.14% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 532,133 | $156,532,243 | 2.85% | |
| BX |
Blackstone Inc.
Financial Services
|
Added | 1,345,665 | $154,738,017 | 2.82% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 432,199 | $142,145,927 | 2.59% | |
| CB |
Chubb Ltd
Financial Services
|
Reduced | 420,570 | $137,076,379 | 2.50% | |
| CBRE |
Cbre Group, Inc.
Real Estate
|
Reduced | 987,081 | $133,709,990 | 2.43% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 266,753 | $131,117,101 | 2.39% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 257,658 | $123,469,713 | 2.25% | |
| VIK |
Viking Holdings Ltd
Consumer Cyclical
|
Added | 1,672,216 | $122,874,431 | 2.24% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Reduced | 106,170 | $102,104,749 | 1.86% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 100,119 | $99,761,574 | 1.82% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 1,156,032 | $83,153,381 | 1.51% | |
| EOG |
Eog Resources Inc
Energy
|
Reduced | 549,203 | $79,398,276 | 1.45% | |
| GNRC |
Generac Holdings Inc.
Industrials
|
Reduced | 386,149 | $75,426,483 | 1.37% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 115,674 | $75,227,428 | 1.37% | |
| SPOT |
Spotify Technology S.A.
Communication Services
|
Added | 151,382 | $73,406,644 | 1.34% | |
| SN |
SharkNinja, Inc.
Consumer Cyclical
|
Added | 670,411 | $70,996,524 | 1.29% | |
| BLDR |
Builders FirstSource, Inc.
Industrials
|
Reduced | 802,718 | $66,087,772 | 1.20% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
Added | 317,370 | $62,915,428 | 1.15% | |
| AMT |
American Tower Corp /Ma/
Real Estate
|
Reduced | 346,150 | $59,738,566 | 1.09% | |
| ARCC |
Ares Capital Corp
Financial Services
|
Added | 3,121,008 | $56,240,563 | 1.02% | |
| IAU |
Ishares Gold Trust
|
Reduced | 620,632 | $54,714,916 | 1.00% | |
| CROX |
Crocs, Inc.
Consumer Cyclical
|
Reduced | 638,147 | $52,978,963 | 0.96% | |
| ADBE |
Adobe Inc.
Technology
|
Reduced | 202,873 | $49,314,367 | 0.90% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Added | 26,601 | $45,993,659 | 0.84% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Reduced | 271,930 | $43,427,220 | 0.79% | |
| GLDM |
World Gold Trust
|
Added | 394,869 | $36,600,406 | 0.67% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 133,122 | $32,540,340 | 0.59% | |
| GLD |
Spdr Gold Trust
|
Reduced | 72,330 | $31,122,875 | 0.57% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Reduced | 95,482 | $30,606,754 | 0.56% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 144,505 | $29,898,084 | 0.54% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 27,054 | $24,883,457 | 0.45% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 84,660 | $22,908,149 | 0.42% | |
| ACN |
Accenture plc
Technology
|
Reduced | 96,981 | $19,230,362 | 0.35% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 81,879 | $17,807,863 | 0.32% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 174,857 | $16,240,717 | 0.30% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 62,801 | $15,222,334 | 0.28% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 175,229 | $13,596,018 | 0.25% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 36,111 | $13,424,264 | 0.24% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 83,696 | $12,997,151 | 0.24% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 75,605 | $12,827,144 | 0.23% |