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 WDS
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,341,506 | 56,177 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $964,100 | 61,841 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $993,058 | 65,984 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $651,747 | 42,239 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $380,086 | 26,231 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $438,780 | 28,127 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $397,829 | 23,076 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $449,540 | 23,899 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $422,045 | 21,134 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $387,676 | 18,382 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $496,822 | 21,332 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $487,337 | 21,015 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $416,771 | 18,581 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $481,463 | 19,887 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $431,665 | 21,412 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $466,428 | 21,634 | Shares | Sole | 2022-08-15 | |
| No 13F history on record for this holder in this stock. | ||||||