EVERGREEN CAPITAL MANAGEMENT LLC
Top Portfolio Positions
1,283 positions ·
$2,832,319,212 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 RWT
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,417,736 | 1,678,741 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $9,257,268 | 1,674,009 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $6,344,148 | 1,095,708 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $6,780,258 | 1,147,252 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,041,484 | 1,160,047 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,067,677 | 1,235,479 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $9,590,162 | 1,240,642 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,124,681 | 1,251,877 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,246,900 | 1,294,647 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $9,700,512 | 1,309,111 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $9,426,836 | 1,322,137 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $9,963,201 | 1,564,082 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $10,336,907 | 1,533,666 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $10,663,324 | 1,577,415 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,208,298 | 907,369 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,896,016 | 894,425 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $7,432,579 | 705,848 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $9,081,090 | 688,483 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $10,585,177 | 821,193 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $9,617,291 | 796,793 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $10,686,312 | 1,026,543 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $8,987,058 | 1,023,583 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $8,097,972 | 1,076,858 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $7,796,642 | 1,113,806 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,441,098 | 284,802 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||