EVERGREEN CAPITAL MANAGEMENT LLC
Top Portfolio Positions
1,284 positions ·
$2,831,630,540 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 | 1.54% | |
| ECHO |
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 WIT
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $595,575 | 280,932 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $263,816 | 92,893 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $546,884 | 207,941 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $406,138 | 134,483 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $96,787 | 31,630 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $111,970 | 31,630 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $51,240 | 15,815 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $51,340 | 16,833 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $47,492 | 16,519 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $43,855 | 15,747 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $50,730 | 20,963 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $41,941 | 17,772 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $22,746 | 10,132 | Shares | Other | 2023-05-15 | |
| 2022-09-30 | $27,204 | 11,552 | Shares | Other | 2022-11-14 | |
| 2022-03-31 | $92,836 | 24,082 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $75,034 | 15,376 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $45,699 | 10,351 | Shares | Sole | 2021-11-15 | |
| No 13F history on record for this holder in this stock. | ||||||