StockDriftsStockDriftsTop 50 Evergreen Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEMG | ISHARES INC | 4.11% | 2.86M | $232.2M | +1.12%(+31.59K) | $66.86(+13.19%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.88% | 711.6K | $162.7M | +56.86%(+257.96K) | $112.97(+87.57%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.6% | 441.2K | $146.9M | +1.03%(+4.49K) | $117.59(+194.91%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.45% | 270.2K | $138.6M | +0.09%(+249) | $210.93(+148.36%) | 2026-09-30 | |
| GS | GOLDMAN SACHS GROUP INC | 2.39% | 150.2K | $135.2M | -0.00%(-5) | $874.18(+0.69%) | 2026-09-30 | |
| IEI | ISHARES TR | 1.86% | 925.0K | $104.9M | +26.58%(+194.25K) | $117.63(-2.48%) | 2026-09-30 | |
| OVV | OVINTIV INC | 1.85% | 1.81M | $104.5M | -0.00%(-48) | $49.59(+46.59%) | 2026-09-30 | |
| COF | CAPITAL ONE FINL CORP | 1.74% | 509.5K | $98.4M | -3.02%(-15.88K) | $191.98(+4.33%) | 2026-09-30 | |
| TMUS | T-MOBILE US INC | 1.71% | 594.1K | $96.9M | +0.37%(+2.17K) | $190.68(-22.80%) | 2026-09-30 | |
| PCAR | PACCAR INC | 1.53% | 788.5K | $86.6M | +0.01%(+48) | $61.17(+75.47%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.57% | +54.36% | +7.96% | +46.65% |
| Top 20 Holdings Unweighted | +16.62% | +58.62% | +9.14% | +54.85% |
Evergreen Capital Management LLC reports $5.65B in US-listed equity holdings across 1,455 positions in its most recent 13F filing. Its largest disclosed positions are IEMG (4.1%), NVDA (2.9%) and AAPL (2.6%). The top 20 holdings account for 34.72% of reported assets. Its disclosed equity book has returned +54.36% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Evergreen Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1260824). View Evergreen Capital Management LLC’s 13F filings on SEC