EVERGREEN CAPITAL MANAGEMENT LLC
CIK
1260824
City
Bellevue
State / Country
WA
Top Portfolio Positions
1,284 positions ·
$2,832,762,997 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 | 1.53% | |
| SATS |
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 HIO
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $60,381 | 16,634 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $59,482 | 16,033 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $76,930 | 20,034 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $80,551 | 20,239 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,273,240 | 571,166 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,142,710 | 545,219 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,141,445 | 528,752 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,064,913 | 541,972 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,996,671 | 511,967 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,887,567 | 489,007 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,734,330 | 1,025,915 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,949,022 | 1,044,715 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,746,433 | 983,316 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,637,235 | 920,819 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,358,708 | 1,727,910 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,351,157 | 1,856,353 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,157,504 | 1,824,945 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $9,714,572 | 1,868,187 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $9,556,523 | 1,841,334 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $9,537,723 | 1,806,387 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $8,994,663 | 1,770,603 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $8,725,038 | 1,762,634 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $7,914,622 | 1,615,229 | Shares | Sole | 2020-11-16 | |
| No 13F history on record for this holder in this stock. | ||||||