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 UPLD
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $41,551 | 62,390 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $89,217 | 62,390 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $147,864 | 62,390 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $121,660 | 62,390 | Shares | Sole | 2025-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||