EVERGREEN CAPITAL MANAGEMENT LLC

Position in BHP — BHP Group Ltd

CIK 1260824 Bellevue, WA

Position in BHP

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$4,492,824

+$471,321 QoQ

Shares Held

53,929

-2.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#134

of 814 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Basic Materials · as of Jun 30, 2026

EVERGREEN CAPITAL MANAGEMENT LLC holds $8,845,120 across 5 Other Industrial Metals & Mining names. BHP ranks #1 (50.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BHP	BHP Group Ltd This page	53,929	$4,492,824
2	RIO	Rio Tinto PLC	27,601	$2,620,162
3	MP	MP Materials Corp. / DE	23,609	$1,322,339
4	VALE	Vale S.A.	25,049	$376,736
5	GSM	Ferroglobe PLC	10,396	$33,059

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,492,824	53,929	-2.5%	Shares	Sole	2026-07-23
2026-03-31	$4,021,503	55,286	+51.1%	Shares	Sole	2026-05-14
2025-12-31	$2,208,576	36,584	+7.9%	Shares	Other	2026-01-27
2025-09-30	$1,890,761	33,915	+42.6%	Shares	Other	2025-10-28
2025-06-30	$1,143,435	23,777	+79.6%	Shares	Other	2025-08-14
2025-03-31	$642,572	13,238	-26.9%	Shares	Other	2025-05-15
2024-12-31	$884,262	18,109	+52.1%	Shares	Other	2025-02-13
2024-09-30	$739,481	11,906	-24.0%	Shares	Other	2024-11-14
2024-06-30	$893,857	15,657	-9.6%	Shares	Other	2024-08-14
2024-03-31	$999,247	17,321	+10.0%	Shares	Other	2024-05-15
2023-12-31	$1,075,882	15,750	+3.1%	Shares	Other	2024-02-14
2023-09-30	$868,784	15,274	+12.8%	Shares	Sole	2023-11-14
2023-06-30	$807,693	13,536	+14.5%	Shares	Other	2023-08-14
2023-03-31	$749,442	11,819	+7.7%	Shares	Other	2023-05-15
2022-12-31	$680,626	10,969	+13.1%	Shares	Other	2023-02-14
2022-09-30	$485,337	9,699	-14.0%	Shares	Sole	2022-11-14
2022-06-30	$633,541	11,277	+20.0%	Shares	Sole	2022-08-15
2022-03-31	$725,995	9,398	+11.1%	Shares	Sole	2022-05-16
2021-12-31	$510,682	8,462	+42.2%	Shares	Sole	2022-03-11
2021-09-30	$318,444	5,950	-16.3%	Shares	Sole	2021-11-15
2021-06-30	$517,967	7,112	+26.3%	Shares	Sole	2021-08-16
2021-03-31	$390,804	5,632	+25.8%	Shares	Sole	2021-05-17
2020-12-31	$292,461	4,476	-24.1%	Shares	Sole	2021-02-16
2020-03-31	$216,434	5,899	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.