Evergreen Advisors, LLC

CIK

1762294

Location

CHATTANOOGA, TN

Portfolio Value

Micro $8,993,522

Diversification

Moderately concentrated

Filing Date

Global Rank

#8,139 / 8,517 ▲ 182

Top Industry

Semiconductors 35.7%

3Y Alpha vs SPY

-0.7%

Period ended 46 days ago

Filed Aug 4, 2026 · 11d

25 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 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

+72.3%

SPY

+75.3%

Annualised alpha

-0.7%

Max drawdown

−19.9%

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. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 12 quarters. Past performance does not predict future results.

Portfolio Concentration

13 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

37.7%

+15.0 pts

Top 5

73.4%

+21.6 pts

Top 10

92.7%

+27.6 pts

HHI

1,867

Moderately concentrated+1,047

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	38.3%	$3,443,516	6
Unclassified	37.7%	$3,388,842	1
Consumer Cyclical	11.3%	$1,013,594	3
Financial Services	6.2%	$556,565	1
Communication Services	4.1%	$367,376	1
Industrials	2.5%	$223,629	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+1,401	3,369	$674,103
TSLA	Tesla, Inc.	+997	1,150	$483,690
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+250	518	$247,381
AVGO	Broadcom Inc.	+250	2,009	$758,899
SMBK	Smartfinancial Inc.	+26	11,862	$556,565
HD	Home Depot, Inc.	+1	621	$219,014
AAPL	Apple Inc.	+1	4,241	$1,227,175
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−305	1,028	$367,376
SPY	Spdr S&P 500 ETF Trust	−61	4,538	$3,388,842
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
VIG	Vanguard Dividend Appreciation ETF	6,895	$1,482,838
VEU	Vanguard FTSE All-World Ex-US ETF	9,831	$738,308
VB	Vanguard Morningstar Small-Cap ETF	898	$235,204
BRK-B	Berkshire Hathaway Inc	396	$189,763
AMZN	Amazon Com Inc	818	$170,364
WMT	Walmart Inc.	1,288	$160,072
CVX	Chevron Corp	720	$148,968
PNFP	Pinnacle Financial Partners, Inc.	1,604	$138,168
PNC	Pnc Financial Services Group, Inc.	660	$137,339
GE	General Electric Co	476	$135,074
JPM	Jpmorgan Chase & Co	439	$129,136
LLY	ELI LILLY & Co	128	$117,730
PLTR	Palantir Technologies Inc.	800	$117,024
ORCL	Oracle Corp	751	$110,479
GEV	GE Vernova Inc.	115	$100,383
MHK	Mohawk Industries Inc	1,000	$98,460
UCB	United Community Banks Inc	2,949	$92,864
JNJ	Johnson & Johnson	367	$89,709
C	Citigroup Inc	712	$80,747
BILL	BILL Holdings, Inc.	2,000	$76,600
UNM	Unum Group	1,000	$73,030
AMD	Advanced Micro Devices Inc	331	$67,335
SCHW	Schwab Charles Corp	599	$56,294
FDX	Fedex Corp	155	$55,207
COST	Costco Wholesale Corp /New	55	$54,803
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

13 tracked positions · $8,993,522 total · filing declares 31 positions · $468,561,299 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	4,538	-61	$3,388,842	+13.3%	37.68%
AAPL	Apple Inc. Technology	Added	4,241	+1	$1,227,175	+14.0%	13.65%
AVGO	Broadcom Inc. Technology	Added	2,009	+250	$758,899	+39.4%	8.44%
NVDA	Nvidia Corp Technology	Added	3,369	+1,401	$674,103	+96.4%	7.50%
SMBK	Smartfinancial Inc. Financial Services	Added	11,862	+26	$556,565	+20.3%	6.19%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,150	+997	$483,690	+750.4%	5.38%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,028	-305	$367,376	−4.1%	4.08%
INTC	Intel Corp Technology	Held	2,313	0	$322,964	+216.4%	3.59%
LOW	Lowes Companies Inc Consumer Cyclical	Held	1,410	0	$310,890	−6.7%	3.46%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	518	+250	$247,381	+173.1%	2.75%
CAT	Caterpillar Inc Industrials	Held	210	0	$223,629	+50.3%	2.49%
HD	Home Depot, Inc. Consumer Cyclical	Added	621	+1	$219,014	+7.4%	2.44%
MSFT	Microsoft Corp Technology	Held	571	0	$212,994	+0.8%	2.37%

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.