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 PCAR
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $91,660,915 | 793,601 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $86,908,887 | 793,616 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $78,032,552 | 793,659 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $73,838,139 | 776,753 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $65,574,215 | 673,454 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $72,238,872 | 694,471 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $67,044,474 | 679,413 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $69,937,229 | 679,398 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $84,263,658 | 680,149 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $66,462,835 | 680,623 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $58,037,031 | 682,628 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $55,971,051 | 669,110 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $47,292,177 | 646,068 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $28,424,117 | 430,799 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $12,368,258 | 221,680 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $12,231,544 | 222,824 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $13,487,149 | 229,712 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $13,526,492 | 229,886 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $12,098,480 | 229,951 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $13,676,253 | 229,853 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $14,238,263 | 229,847 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $12,682,067 | 220,481 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $16,029,446 | 281,944 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $14,112,967 | 282,825 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $11,253,820 | 276,145 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||