EVERGREEN CAPITAL MANAGEMENT LLC

CIK
1260824
City
Bellevue
State / Country
WA

Top Portfolio Positions

1,281 positions · $2,793,550,887 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in IIF

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Shares Held

Position Value (USD)

14 quarters on record
Report Date Value (USD) Shares
2026-03-31 $2,761,424 134,180
2025-12-31 $3,029,549 121,279
2025-09-30 $3,024,215 114,771
2025-06-30 $3,166,079 112,153
2025-03-31 $2,498,682 102,447
2022-03-31 $1,463,787 58,295
2021-12-31 $1,515,625 56,765
2021-09-30 $2,341,425 84,865
2021-06-30 $2,064,138 83,670
2021-03-31 $574,241 24,635
2020-12-31 $467,150 22,025
2020-09-30 $390,982 22,535
2020-06-30 $354,356 21,820
2020-03-31 $265,935 20,760