EVERGREEN CAPITAL MANAGEMENT LLC
Top Portfolio Positions
1,284 positions ·
$2,832,762,997 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 | 1.53% | |
| SATS |
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 RITM
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,140,219 | 858,673 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $301,973 | 27,704 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $248,393 | 21,808 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $248,741 | 22,032 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $255,873 | 22,347 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $239,559 | 22,120 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $256,839 | 22,629 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $236,648 | 21,691 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $241,948 | 21,680 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $231,542 | 21,680 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $204,426 | 22,005 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $206,111 | 22,044 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $131,920 | 16,490 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $149,494 | 18,298 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $104,441 | 14,268 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $140,787 | 15,106 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $4,564,276 | 415,690 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,373,931 | 408,397 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $4,271,036 | 388,276 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,910,844 | 369,296 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,990,105 | 354,676 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $113,872 | 11,456 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $97,252 | 12,233 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $97,243 | 13,088 | Shares | Sole | 2020-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||