Evergreen Advisors, LLC
Filing Date
Global Rank
#8,091
/ 8,603
▲ 263
· as of Mar 2026
Top Industry
Semiconductors
15.2%
3Y Alpha vs SPY
-0.3%
Period ended 3 months ago
Filed May 5, 2026 · 2mo
24 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
+74.0%
SPY
+76.0%
Annualised alpha
-0.5%
Max drawdown
−21.3%
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
113 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
28.2%
−23.6 pts
Top 5
51.1%
−38.0 pts
Top 10
62.8%
−37.2 pts
HHI
1,015
Diversified−2,154
Portfolio Trend
24 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 28.8% | $3,056,294 |
| Technology | 26.9% | $2,852,040 |
| Financial Services | 15.4% | $1,630,740 |
| Consumer Cyclical | 9.2% | $971,697 |
| Industrials | 5.5% | $582,203 |
| Communication Services | 4.1% | $433,630 |
| Healthcare | 3.6% | $386,203 |
| Consumer Defensive | 3.5% | $372,869 |
| Energy | 2.3% | $245,780 |
| Utilities | 0.6% | $62,193 |
| Basic Materials | 0.0% | $463 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HD | Home Depot, Inc. | 620 | $203,911 | |
| 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 | |
| CAT | Caterpillar Inc | 210 | $148,776 | |
| 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 | |
| INTC | Intel Corp | 2,313 | $102,072 | |
| GEV | GE Vernova Inc. | 115 | $100,383 | |
| MHK | Mohawk Industries Inc | 1,000 | $98,460 | |
| UCB | United Community Banks Inc | 2,949 | $92,864 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 268 | $90,570 | |
| 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 | |
| TSLA | Tesla, Inc. | 153 | $56,877 | |
| SCHW | Schwab Charles Corp | 599 | $56,294 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
113 positions ·
$10,594,112 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 113 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 4,599 | $2,990,913 | 28.23% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 4,240 | $1,076,069 | 10.16% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 1,759 | $544,428 | 5.14% | |
| SMBK |
Smartfinancial Inc.
Financial Services
|
Added | 11,836 | $462,550 | 4.37% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 1,968 | $343,219 | 3.24% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Added | 1,410 | $333,154 | 3.14% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 1,028 | $295,611 | 2.79% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 571 | $211,367 | 2.00% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
NEW | 620 | $203,911 | 1.92% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
NEW | 396 | $189,763 | 1.79% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
NEW | 818 | $170,364 | 1.61% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
NEW | 1,288 | $160,072 | 1.51% | |
| CVX |
Chevron Corp
Energy
|
NEW | 720 | $148,968 | 1.41% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 210 | $148,776 | 1.40% | |
| PNFP |
Pinnacle Financial Partners, Inc.
Financial Services
|
NEW | 1,604 | $138,168 | 1.30% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
NEW | 660 | $137,339 | 1.30% | |
| GE |
General Electric Co
Industrials
|
NEW | 476 | $135,074 | 1.27% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
NEW | 439 | $129,136 | 1.22% | |
| LLY |
ELI LILLY & Co
Healthcare
|
NEW | 128 | $117,730 | 1.11% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
NEW | 800 | $117,024 | 1.10% | |
| ORCL |
Oracle Corp
Technology
|
NEW | 751 | $110,479 | 1.04% | |
| INTC |
Intel Corp
Technology
|
NEW | 2,313 | $102,072 | 0.96% | |
| GEV |
GE Vernova Inc.
Industrials
|
NEW | 115 | $100,383 | 0.95% | |
| MHK |
Mohawk Industries Inc
Consumer Cyclical
|
NEW | 1,000 | $98,460 | 0.93% | |
| UCB |
United Community Banks Inc
Financial Services
|
NEW | 2,949 | $92,864 | 0.88% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
NEW | 268 | $90,570 | 0.85% | |
| JNJ |
Johnson & Johnson
Healthcare
|
NEW | 367 | $89,709 | 0.85% | |
| C |
Citigroup Inc
Financial Services
|
NEW | 712 | $80,747 | 0.76% | |
| BILL |
BILL Holdings, Inc.
Technology
|
NEW | 2,000 | $76,600 | 0.72% | |
| UNM |
Unum Group
Financial Services
|
NEW | 1,000 | $73,030 | 0.69% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 331 | $67,335 | 0.64% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
NEW | 153 | $56,877 | 0.54% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
NEW | 599 | $56,294 | 0.53% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
NEW | 55 | $54,803 | 0.52% | |
| VOD |
Vodafone Group Public Ltd Co
Communication Services
|
NEW | 3,623 | $54,417 | 0.51% | |
| NSC |
Norfolk Southern Corp
Industrials
|
NEW | 188 | $53,956 | 0.51% | |
| AMAT |
Applied Materials Inc /De
Technology
|
NEW | 151 | $51,610 | 0.49% | |
| GLDM |
World Gold Trust
|
NEW | 534 | $49,496 | 0.47% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
NEW | 55 | $46,529 | 0.44% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
NEW | 280 | $46,295 | 0.44% | |
| FDX |
Fedex Corp
Industrials
|
NEW | 155 | $44,486 | 0.42% | |
| V |
Visa Inc.
Financial Services
|
NEW | 145 | $43,824 | 0.41% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
NEW | 359 | $43,184 | 0.41% | |
| AMGN |
Amgen Inc
Healthcare
|
NEW | 105 | $36,944 | 0.35% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
NEW | 253 | $36,543 | 0.34% | |
| COP |
Conocophillips
Energy
|
NEW | 276 | $36,432 | 0.34% | |
| ARW |
Arrow Electronics, Inc.
Technology
|
NEW | 254 | $36,426 | 0.34% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
NEW | 225 | $35,932 | 0.34% | |
| DUK |
Duke Energy CORP
Utilities
|
NEW | 272 | $35,615 | 0.34% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
NEW | 75 | $34,574 | 0.33% |