EVERGREEN CAPITAL MANAGEMENT LLC
Top Portfolio Positions
1,284 positions ·
$2,831,630,540 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
436,694 | $110,828,569 | 3.91% | |
| PCAR |
Paccar Inc
Industrials
|
793,601 | $91,660,915 | 3.24% | |
| MSFT |
Microsoft Corp
Technology
|
230,325 | $85,259,405 | 3.01% | |
| NVDA |
Nvidia Corp
Technology
|
447,079 | $77,970,577 | 2.75% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
262,097 | $75,368,613 | 2.66% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
308,979 | $64,351,055 | 2.27% | |
| OVV |
Ovintiv Inc.
Energy
|
732,328 | $43,470,989 | 1.54% | |
| ECHO |
EchoStar CORP
Communication Services
|
289,021 | $33,835,687 | 1.19% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
876,343 | $33,160,819 | 1.17% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
108,359 | $31,874,882 | 1.13% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CEF
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,176,241 | 359,938 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $20,159,740 | 440,169 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $16,227,399 | 442,284 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $13,290,715 | 441,552 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,357,554 | 434,972 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $13,410,785 | 564,427 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $16,508,047 | 674,073 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,696,810 | 666,522 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $16,992,890 | 835,442 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $16,751,826 | 874,769 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $14,927,709 | 861,877 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $15,162,064 | 841,402 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $15,360,403 | 812,290 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $21,826,457 | 1,217,315 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $18,310,958 | 1,176,041 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $19,654,607 | 1,168,526 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $28,441,390 | 1,467,564 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $25,601,818 | 1,443,169 | Shares | Sole | 2022-03-11 | |
| 2021-06-30 | $24,931,878 | 1,334,683 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $22,535,542 | 1,297,383 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $24,133,494 | 1,247,209 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $21,924,718 | 1,195,459 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $22,800,989 | 1,349,171 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $18,071,591 | 1,236,087 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||