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Evergreen Capital Management LLC

Portfolio Manager
Evergreen Capital Management LLC
Performance
-3.76% (2026 Q1)
AUM (13F)
$4.62B
# of Holdings
1498
Performance Rank
Allocation (Top 20)
29.83%

Evergreen Capital Management LLC Holdings Map

Top 50 Evergreen Capital Management LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IEMG
ISHARES INC
4%2.64M$184.3M
+64.27%(+1.03M)
2025-Q1: 73.2K shares2025-Q2: 119.1K shares2025-Q3: 176.4K shares2025-Q4: 1.61M shares2026-Q1: 2.64M shares
$66.12(+20.75%)
2026-03-31
AAPL
APPLE INC
2.41%436.7K$110.8M
-2.45%(-10.95K)
2025-Q1: 349.6K shares2025-Q2: 347.2K shares2025-Q3: 373.8K shares2025-Q4: 447.6K shares2026-Q1: 436.7K shares
$115.59(+167.00%)
2026-03-31
PCAR
PACCAR INC
1.99%793.6K$91.7M
-0.00%(-15)
2025-Q1: 673.5K shares2025-Q2: 776.8K shares2025-Q3: 793.7K shares2025-Q4: 793.6K shares2026-Q1: 793.6K shares
$61.16(+95.38%)
2026-03-31
IEI
ISHARES TR
1.92%747.3K$88.6M
-0.21%(-1.59K)
2025-Q1: 535.2K shares2025-Q2: 638.4K shares2025-Q3: 770.6K shares2025-Q4: 748.9K shares2026-Q1: 747.3K shares
$118.21(-0.93%)
2026-03-31
MSFT
MICROSOFT CORP
1.83%228.2K$84.5M
-13.04%(-34.23K)
2025-Q1: 226.7K shares2025-Q2: 223.0K shares2025-Q3: 232.0K shares2025-Q4: 262.5K shares2026-Q1: 228.2K shares
$182.32(+114.18%)
2026-03-31
NVDA
NVIDIA CORPORATION
1.69%447.1K$78.0M
+5.96%(+25.13K)
2025-Q1: 345.9K shares2025-Q2: 347.6K shares2025-Q3: 381.2K shares2025-Q4: 421.9K shares2026-Q1: 447.1K shares
$53.52(+264.05%)
2026-03-31
GOOGL
ALPHABET INC
1.64%262.1K$75.4M
-1.80%(-4.79K)
2025-Q1: 207.0K shares2025-Q2: 228.9K shares2025-Q3: 242.4K shares2025-Q4: 266.9K shares2026-Q1: 262.1K shares
$145.09(+148.06%)
2026-03-31
SHY
ISHARES TR
1.48%823.3K$68.0M
+11.81%(+86.93K)
2025-Q1: 359.1K shares2025-Q2: 350.3K shares2025-Q3: 742.1K shares2025-Q4: 736.4K shares2026-Q1: 823.3K shares
$82.89(-1.15%)
2026-03-31
VNQ
VANGUARD INDEX FDS
1.46%759.7K$67.4M
+7.18%(+50.92K)
2025-Q1: 330.0K shares2025-Q2: 360.2K shares2025-Q3: 372.6K shares2025-Q4: 708.8K shares2026-Q1: 759.7K shares
$88.80(+10.39%)
2026-03-31
GOOG
ALPHABET INC
1.41%225.7K$64.7M
-10.68%(-26.98K)
2025-Q1: 250.7K shares2025-Q2: 261.0K shares2025-Q3: 255.4K shares2025-Q4: 252.6K shares2026-Q1: 225.7K shares
$80.77(+340.97%)
2026-03-31

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