EVERGREEN CAPITAL MANAGEMENT LLC
Top Portfolio Positions
1,281 positions ·
$2,793,550,887 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
436,694 | $110,828,569 | 3.97% | |
| PCAR |
Paccar Inc
Industrials
|
793,601 | $91,660,915 | 3.28% | |
| MSFT |
Microsoft Corp
Technology
|
230,325 | $85,259,405 | 3.05% | |
| NVDA |
Nvidia Corp
Technology
|
447,079 | $77,970,577 | 2.79% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
262,097 | $75,368,613 | 2.70% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
308,979 | $64,351,055 | 2.30% | |
| OVV |
Ovintiv Inc.
Energy
|
732,328 | $43,470,989 | 1.56% | |
| SATS |
EchoStar CORP
Communication Services
|
289,021 | $33,835,687 | 1.21% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
876,343 | $33,160,819 | 1.19% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
108,359 | $31,874,882 | 1.14% |
Portfolio Trend
Holdings in PDI
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,635,869 | 95,609 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,742,380 | 98,384 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,059,972 | 104,039 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,230,056 | 117,557 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,371,842 | 119,790 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,233,995 | 121,810 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,578,830 | 127,224 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,445,939 | 130,034 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,663,023 | 138,052 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,596,054 | 144,627 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,639,018 | 152,721 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,972,137 | 158,514 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,883,362 | 160,009 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,004,884 | 162,602 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,505,202 | 180,867 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,972,938 | 190,366 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,386,671 | 221,037 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,279,366 | 242,353 | Shares | Sole | 2022-03-11 | |
| No 13F history on record for this holder in this stock. | ||||||