EVERGREEN CAPITAL MANAGEMENT LLC
Top Portfolio Positions
1,283 positions ·
$2,819,228,200 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
436,694 | $110,828,569 | 3.93% | |
| PCAR |
Paccar Inc
Industrials
|
793,601 | $91,660,915 | 3.25% | |
| MSFT |
Microsoft Corp
Technology
|
230,325 | $85,259,405 | 3.02% | |
| NVDA |
Nvidia Corp
Technology
|
447,079 | $77,970,577 | 2.77% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
262,097 | $75,368,613 | 2.67% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
308,979 | $64,351,055 | 2.28% | |
| OVV |
Ovintiv Inc.
Energy
|
732,328 | $43,470,989 | 1.54% | |
| SATS |
EchoStar CORP
Communication Services
|
289,021 | $33,835,687 | 1.20% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
876,343 | $33,160,819 | 1.18% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
108,359 | $31,874,882 | 1.13% |
Portfolio Trend
24 quarters · across all stocks
Holdings in TS
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,393,294 | 23,948 | Shares | Other | 2026-05-14 | |
| 2025-09-30 | $892,926 | 24,963 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $757,350 | 20,250 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $802,537 | 20,520 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $773,221 | 20,461 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $650,455 | 20,461 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $608,324 | 19,932 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $754,847 | 19,222 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $669,234 | 19,253 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $618,728 | 19,580 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $588,158 | 19,638 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $544,243 | 19,150 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $679,818 | 19,335 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $513,957 | 19,890 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $515,264 | 20,057 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $673,868 | 22,410 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $452,182 | 21,677 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $367,229 | 17,396 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $291,423 | 13,307 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $289,093 | 12,741 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $198,673 | 12,456 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $251,566 | 19,456 | Shares | Sole | 2020-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||