Position in TM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,497,422
-$2,541,941 QoQ
Shares Held
8,891
-54.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#154
of 639 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 7%
Shared 93%
None 0%
Common Shares in TM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $24,482,558 across 7 Auto Manufacturers names. TM ranks #3 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
43,794 | $18,419,756 | |
| 2 | RACE |
Ferrari N.V.
|
4,166 | $1,550,960 | |
| 3 | TM |
Toyota Motor Corp/
This page
|
8,891 | $1,497,422 | |
| 4 | HMC |
Honda Motor Co Ltd
|
35,891 | $973,005 | |
| 5 | GM |
General Motors Co
|
12,420 | $957,333 | |
| 6 | F |
Ford Motor Co
|
59,520 | $827,327 | |
| 7 | STLA |
Stellantis N.V.
|
44,731 | $256,755 |
All Filings in TM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,497,422 | 8,891 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $4,039,363 | 19,600 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $2,823,023 | 13,188 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,586,784 | 13,537 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,645,255 | 9,551 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,565,291 | 8,867 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,724,049 | 8,859 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,342,845 | 7,520 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,433,149 | 6,992 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,781,641 | 7,079 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,247,717 | 6,804 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,261,126 | 7,016 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $1,070,112 | 6,657 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $584,612 | 4,126 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $746,682 | 5,467 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $810,403 | 6,220 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,060,380 | 6,878 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $997,323 | 5,533 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,434,300 | 45,517 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $728,419 | 4,098 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $810,558 | 4,636 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $610,974 | 3,915 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $498,488 | 3,225 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $337,192 | 2,546 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $319,477 | 2,543 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $502,230 | 4,187 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||