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 PAGP
Shares Held
Position Value (USD)
26 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,816,692 | 692,615 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $15,997,537 | 835,817 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $13,321,930 | 730,369 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $14,383,096 | 740,252 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $15,308,669 | 716,698 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $18,470,907 | 1,004,946 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $18,680,985 | 1,009,783 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $19,161,639 | 1,018,153 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $19,250,793 | 1,054,838 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $17,032,255 | 1,067,853 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $17,256,298 | 1,070,490 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $17,654,744 | 1,190,475 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $15,372,454 | 1,171,681 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $13,855,000 | 1,113,746 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $12,212,610 | 1,119,396 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,026,751 | 777,786 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,875,020 | 768,400 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $10,190,983 | 1,005,028 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $10,268,294 | 952,532 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $10,411,882 | 872,017 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $11,131,545 | 1,184,207 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $12,082,173 | 1,429,843 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $6,484,364 | 1,064,756 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,399,284 | 157,223 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $11,220 | 2,000 | Call | Sole | 2020-05-15 | |
| 2020-03-31 | $848,035 | 151,165 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||