EVERGREEN CAPITAL MANAGEMENT LLC

CIK
0001260824
City
Bellevue
State / Country
WA

Top Portfolio Positions

1,057 positions · $2,722,372,844 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
MSFT
Microsoft Corp
Technology
264,558 $127,945,539 4.70%
AAPL
Apple Inc.
Technology
454,640 $123,598,430 4.54%
PCAR
Paccar Inc
Industrials
793,616 $86,908,887 3.19%
GOOGL
Alphabet Inc.
Communication Services
266,891 $83,536,883 3.07%
NVDA
Nvidia Corp
Technology
421,950 $78,693,675 2.89%
GS
Goldman Sachs Group Inc
Financial Services
80,894 $71,105,826 2.61%
AMZN
Amazon Com Inc
Consumer Cyclical
297,680 $68,710,496 2.52%
META
Meta Platforms, Inc.
Communication Services
49,182 $32,464,545 1.19%
FDX
Fedex Corp
Industrials
110,698 $31,976,223 1.17%
COF
Capital One Financial Corp
Financial Services
130,473 $31,621,435 1.16%

Portfolio Trend

24 quarters · across all stocks

Holdings in NMR

Export CSV

Shares Held

Position Value (USD)

21 of 21 shown
Report Date Value (USD) Shares
2025-12-31 $758,573 90,414
2025-09-30 $658,400 90,564
2025-06-30 $292,612 44,470
2025-03-31 $290,138 47,177
2024-12-31 $177,920 30,729
2024-09-30 $170,078 32,582
2024-06-30 $133,523 23,101
2024-03-31 $123,161 19,184
2023-12-31 $83,448 18,503
2023-09-30 $86,421 21,498
2023-06-30 $70,659 18,449
2023-03-31 $84,728 22,297
2022-12-31 $48,787 13,010
2022-09-30 $97,475 29,538
2022-06-30 $112,637 31,463
2022-03-31 $77,133 18,278
2021-12-31 $49,617 11,459
2021-09-30 $68,651 13,897
2021-06-30 $58,188 11,432
2021-03-31 $54,264 10,124
2020-03-31 $76,398 17,892