Evergreen Capital Management LLC

13F filer · CIK 0001260824

Reported Jul 23, 2026

Net buyer this quarter

13F portfolio value$5.7BU.S. long equity reported on 13F

Positions1,328164 new · 145 closed

Net flow last quarter+$568MBuys minus sells

Top 10 positions weight18.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 23, 20261,328 positions
GSGoldman Sachs Group Inc	$152M	2.66%	0.05%	+355.9%	Q1 2018
AAPLApple Inc.	$126M	2.22%	0.00%	0.0%	Q3 2013
COFCapital One Financial Corp	$105M	1.85%	0.09%	+741.8%	Q3 2019
MSFTMicrosoft Corp	$101M	1.77%	0.00%	+18.3%	Q3 2013
TMUST-Mobile US, Inc.	$99.3M	1.74%	0.06%	+9450.0%	Q1 2022
OVVOvintiv Inc.	$95.2M	1.67%	0.65%	+146.8%	Q3 2024
GOOGLAlphabet Inc.	$94.7M	1.66%	0.00%	+1.1%	Q4 2015
PCARPaccar Inc	$94.7M	1.66%	0.15%	-0.7%	Q3 2013
NVDANvidia Corp	$90.8M	1.59%	0.00%	+1.5%	Q2 2018
ECHOEchoStar CORP	$84.4M	1.48%	1.74%	+187.7%	Q3 2024
GOOGAlphabet Inc.	$79.8M	1.40%	Not reported	+0.1%	Q4 2015
AMZNAmazon Com Inc	$77.6M	1.36%	0.00%	+5.4%	Q2 2017
ITUBItau Unibanco Holding S.A.	$43.6M	0.77%	0.10%	+32881.4%	Q1 2019
APAAPA Corp	$41.8M	0.73%	0.36%	+300.5%	Q3 2021
JDJD.com, Inc.	$37.7M	0.66%	0.10%	+20017.0%	Q1 2019
SPYSPDR S&P 500 ETF Trust	$37M	0.65%	Not reported	+15.0%	Q2 2016
DELLDell Technologies Inc.	$34.4M	0.60%	0.01%	-53.5%	Q1 2019
FDXFedex Corp	$34.2M	0.60%	0.05%	+29.6%	Q4 2015
MUMicron Technology Inc	$33.5M	0.59%	0.00%	-41.9%	Q4 2020
MRKMerck & Co., Inc.	$33.4M	0.59%	0.01%	-1.4%	Q2 2016
JPMJPMorgan Chase & Co	$32M	0.56%	0.00%	-9.7%	Q3 2013
AVGOBroadcom Inc.	$31M	0.54%	0.00%	+13.5%	Q3 2018
CSCOCisco Systems, Inc.	$30M	0.53%	0.01%	-16.3%	Q3 2017
EPDEnterprise Products Partners L.P.	$29.3M	0.51%	0.04%	-9.1%	Q3 2013
SLBSLB Limited	$28.9M	0.51%	0.04%	+471.2%	Q3 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$25.3M	0.44%	0.00%	+1.7%	Q3 2017
QQQInvesco QQQ Trust, Series 1	$24.4M	0.43%	Not reported	+0.2%	Q2 2018
METAMeta Platforms, Inc.	$24.3M	0.43%	Not reported	+14.7%	Q2 2017
BACBank of America Corp	$22.7M	0.40%	0.01%	+11.3%	Q3 2015
BRK.BBerkshire Hathaway Inc	$22.6M	0.40%	Not reported	-15.8%	Q3 2013
CCitigroup Inc	$21.9M	0.38%	0.01%	-0.5%	Q1 2018
EDDMorgan Stanley Emerging Markets Domestic Debt Fund, Inc.	$21.5M	0.38%	Not reported	+1.4%	Q2 2019
UBERUber Technologies, Inc	$21.2M	0.37%	0.01%	-7.7%	Q4 2019
AMTAmerican Tower Corp	$20.8M	0.36%	0.03%	+73.5%	Q1 2018
PANWPalo Alto Networks Inc	$20.2M	0.35%	0.01%	+9.6%	Q3 2018
SPTSSports Media Inc	$20.2M	0.35%	Not reported	-4.8%	Q2 2022
COSTCostco Wholesale Corp	$19M	0.33%	0.00%	-1.2%	Q3 2013
IWSImageware Systems Inc	$18.5M	0.32%	Not reported	+7.6%	Q3 2020
TSLATesla, Inc.	$18.4M	0.32%	0.00%	+8.9%	Q4 2017
JNJJohnson & Johnson	$16.8M	0.29%	0.00%	-0.7%	Q3 2013
MTBM&T Bank Corp	$16.6M	0.29%	0.05%	-0.7%	Q4 2020
ASMLAsml Holding NV	$16.5M	0.29%	0.00%	-9.6%	Q1 2018
ETEnergy Transfer LP	$16.2M	0.28%	0.02%	-2.0%	Q2 2014
JJacobs Solutions Inc.	$15.8M	0.28%	0.11%	+21.4%	Q1 2024
AMATApplied Materials Inc	$15.5M	0.27%	0.00%	-2.1%	Q2 2020
TEITempleton Emerging Markets Income Fund	$15.1M	0.26%	Not reported	+1.6%	Q2 2015
GDGeneral Dynamics Corp	$14.9M	0.26%	0.02%	-2.5%	Q2 2020
OKEOneok Inc	$14.9M	0.26%	0.03%	-16.2%	Q4 2018
REMRemington Oil & Gas Corp	$14.8M	0.26%	Not reported	+0.9%	Q1 2020
FANGDiamondback Energy, Inc.	$14.7M	0.26%	0.03%	0.0%	Q4 2020

Q1 2026Reported May 14, 20261,307 positions
AAPLApple Inc.	$111M	2.40%	0.00%	-2.5%	Q3 2013
PCARPaccar Inc	$91.7M	1.99%	0.15%	0.0%	Q3 2013
MSFTMicrosoft Corp	$84.5M	1.83%	0.00%	-13.0%	Q3 2013
NVDANvidia Corp	$78M	1.69%	0.00%	+6.0%	Q2 2018
GOOGLAlphabet Inc.	$75.4M	1.63%	0.00%	-1.8%	Q4 2015
GOOGAlphabet Inc.	$64.7M	1.40%	Not reported	-10.7%	Q4 2015
AMZNAmazon Com Inc	$64.4M	1.39%	0.00%	+3.8%	Q2 2017
OVVOvintiv Inc.	$43.5M	0.94%	0.26%	0.0%	Q3 2024
ECHOEchoStar CORP	$33.8M	0.73%	0.61%	-0.1%	Q3 2024
EPDEnterprise Products Partners L.P.	$33.2M	0.72%	0.04%	-2.0%	Q3 2013
JPMJPMorgan Chase & Co	$31.9M	0.69%	0.00%	+14.6%	Q3 2013
MRKMerck & Co., Inc.	$31.8M	0.69%	0.01%	+2.4%	Q2 2016
FDXFedex Corp	$30.1M	0.65%	0.04%	-24.1%	Q4 2015
DELLDell Technologies Inc.	$28.1M	0.61%	0.03%	+11.0%	Q1 2019
SPYSPDR S&P 500 ETF Trust	$28M	0.61%	Not reported	+1.1%	Q2 2016
GSGoldman Sachs Group Inc	$27.9M	0.60%	0.01%	-59.3%	Q1 2018
BRK.BBerkshire Hathaway Inc	$25.7M	0.56%	Not reported	+18.1%	Q3 2013
CSCOCisco Systems, Inc.	$23.7M	0.51%	0.01%	-12.9%	Q3 2017
UBERUber Technologies, Inc	$22.9M	0.50%	0.02%	+35.5%	Q4 2019
AVGOBroadcom Inc.	$22.4M	0.48%	0.00%	-16.4%	Q3 2018
METAMeta Platforms, Inc.	$21.6M	0.47%	Not reported	-20.2%	Q2 2017
SPTSSports Media Inc	$21.3M	0.46%	Not reported	-3.8%	Q2 2022
COSTCostco Wholesale Corp	$20.5M	0.44%	0.00%	-4.7%	Q3 2013
QQQInvesco QQQ Trust, Series 1	$19.1M	0.41%	Not reported	-2.9%	Q2 2018
OKEOneok Inc	$18.4M	0.40%	0.03%	-6.5%	Q4 2018
EDDMorgan Stanley Emerging Markets Domestic Debt Fund, Inc.	$18M	0.39%	Not reported	+0.5%	Q2 2019
CCitigroup Inc	$17.8M	0.39%	0.01%	-1.2%	Q1 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$17.6M	0.38%	0.00%	+0.3%	Q3 2017
BACBank of America Corp	$17.4M	0.38%	0.01%	-13.5%	Q3 2015
CEFSprott Physical Gold & Silver Trust	$17.2M	0.37%	0.19%	-18.2%	Q2 2019
MUMicron Technology Inc	$16.9M	0.37%	0.00%	-17.3%	Q4 2020
PAGPPlains GP Holdings LP	$16.8M	0.36%	0.35%	-17.1%	Q4 2013
ETEnergy Transfer LP	$16.6M	0.36%	0.03%	-1.7%	Q2 2014
FANGDiamondback Energy, Inc.	$16.6M	0.36%	0.03%	-23.4%	Q4 2020
ORCLOracle Corp	$16.5M	0.36%	0.00%	+48.9%	Q3 2013
JNJJohnson & Johnson	$16.3M	0.35%	0.00%	-10.8%	Q3 2013
SHELShell plc	$15.3M	0.33%	0.00%	-15.7%	Q1 2022
IWSImageware Systems Inc	$15.2M	0.33%	Not reported	+3.5%	Q3 2020
TSLATesla, Inc.	$15M	0.32%	0.00%	-22.4%	Q4 2017
GDGeneral Dynamics Corp	$14.8M	0.32%	0.02%	+2.4%	Q2 2020
LLYELI LILLY & Co	$14.7M	0.32%	0.00%	+31.2%	Q2 2018
MTBM&T Bank Corp	$14.6M	0.32%	0.05%	-0.4%	Q4 2020
INTUIntuit Inc.	$14.6M	0.32%	0.01%	+495.4%	Q4 2020
PFEPfizer Inc	$14.4M	0.31%	0.01%	+0.5%	Q3 2013
REMRemington Oil & Gas Corp	$14.3M	0.31%	Not reported	+93.4%	Q1 2020
QCOMQualcomm Inc	$14M	0.30%	0.01%	-11.6%	Q3 2013
APAAPA Corp	$13.6M	0.29%	0.09%	-13.9%	Q3 2021
TEITempleton Emerging Markets Income Fund	$13.2M	0.29%	Not reported	-28.5%	Q2 2015
FAXAbrdn Asia-Pacific Income Fund, Inc.	$13.2M	0.29%	Not reported	+2.2%	Q4 2021
TTETotalEnergies SE	$13.2M	0.29%	0.01%	-27.2%	Q1 2016

Q4 2025Reported Jan 27, 20261,205 positions
MSFTMicrosoft Corp	$127M	2.83%	0.00%	+13.1%	Q3 2013
AAPLApple Inc.	$122M	2.72%	0.00%	+19.8%	Q3 2013
PCARPaccar Inc	$88M	1.97%	0.15%	0.0%	Q3 2013
GOOGLAlphabet Inc.	$83.5M	1.87%	0.00%	+10.1%	Q4 2015
GOOGAlphabet Inc.	$79.3M	1.77%	Not reported	-1.1%	Q4 2015
NVDANvidia Corp	$78.7M	1.76%	0.00%	+10.7%	Q2 2018
GSGoldman Sachs Group Inc	$71.1M	1.59%	0.03%	-61.9%	Q1 2018
AMZNAmazon Com Inc	$68.7M	1.53%	0.00%	+11.4%	Q2 2017
FDXFedex Corp	$32.1M	0.72%	0.05%	+0.1%	Q4 2015
COFCapital One Financial Corp	$31.6M	0.71%	0.02%	-64.7%	Q3 2019
ECHOEchoStar CORP	$31.5M	0.70%	0.61%	-44.6%	Q3 2024
METAMeta Platforms, Inc.	$31.1M	0.70%	Not reported	+27.9%	Q2 2017
JPMJPMorgan Chase & Co	$30.5M	0.68%	0.00%	+4.6%	Q3 2013
AVGOBroadcom Inc.	$29.9M	0.67%	0.00%	+30.9%	Q3 2018
SPYSPDR S&P 500 ETF Trust	$29.1M	0.65%	Not reported	+29.8%	Q2 2016
OVVOvintiv Inc.	$28.7M	0.64%	0.29%	-51.4%	Q3 2024
EPDEnterprise Products Partners L.P.	$28.7M	0.64%	0.04%	-1.5%	Q3 2013
MRKMerck & Co., Inc.	$27.2M	0.61%	0.01%	-0.5%	Q2 2016
CSCOCisco Systems, Inc.	$27M	0.60%	0.01%	+8.3%	Q3 2017
TSLATesla, Inc.	$23.3M	0.52%	0.00%	+24.4%	Q4 2017
BRK.BBerkshire Hathaway Inc	$22.8M	0.51%	Not reported	+2.4%	Q3 2013
BACBank of America Corp	$22.7M	0.51%	0.01%	+21.8%	Q3 2015
SPTSSports Media Inc	$22.3M	0.50%	Not reported	-8.3%	Q2 2022
QCOMQualcomm Inc	$21M	0.47%	0.01%	+7.3%	Q3 2013
QQQInvesco QQQ Trust, Series 1	$20.9M	0.47%	Not reported	+3.5%	Q2 2018
CEFSprott Physical Gold & Silver Trust	$20.2M	0.45%	0.23%	-0.5%	Q2 2019
TEITempleton Emerging Markets Income Fund	$19.9M	0.44%	Not reported	+0.9%	Q2 2015
DELLDell Technologies Inc.	$19.4M	0.43%	0.02%	-2.2%	Q1 2019
UBERUber Technologies, Inc	$19.2M	0.43%	0.01%	-5.9%	Q4 2019
EDDMorgan Stanley Emerging Markets Domestic Debt Fund, Inc.	$19.1M	0.43%	Not reported	+1.9%	Q2 2019
COSTCostco Wholesale Corp	$18.6M	0.41%	0.00%	+12.8%	Q3 2013
CCitigroup Inc	$18.5M	0.41%	0.01%	-0.7%	Q1 2018
MUMicron Technology Inc	$17.2M	0.39%	0.01%	+2.7%	Q4 2020
FANGDiamondback Energy, Inc.	$16.5M	0.37%	0.04%	+2.4%	Q4 2020
OKEOneok Inc	$16M	0.36%	0.03%	+1.8%	Q4 2018
PAGPPlains GP Holdings LP	$16M	0.36%	0.42%	+14.4%	Q4 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$15.8M	0.35%	0.00%	-6.5%	Q3 2017
JNJJohnson & Johnson	$15.5M	0.35%	0.00%	+13.5%	Q3 2013
DALDelta Air Lines, Inc.	$15M	0.33%	0.03%	-0.7%	Q4 2022
ORCLOracle Corp	$14.7M	0.33%	0.00%	-0.6%	Q3 2013
ETEnergy Transfer LP	$14.5M	0.32%	0.03%	+2.2%	Q2 2014
SHELShell plc	$14.3M	0.32%	0.00%	-0.1%	Q1 2022
IWSImageware Systems Inc	$14.2M	0.32%	Not reported	+3.1%	Q3 2020
MTBM&T Bank Corp	$14.2M	0.32%	0.05%	+8.2%	Q4 2020
GDGeneral Dynamics Corp	$14.2M	0.32%	0.02%	-0.1%	Q2 2020
FAXAbrdn Asia-Pacific Income Fund, Inc.	$13.9M	0.31%	Not reported	+3.8%	Q4 2021
PSLVSprott Physical Silver Trust	$13.6M	0.30%	0.09%	-21.7%	Q1 2015
JJacobs Solutions Inc.	$13.6M	0.30%	0.09%	+10.3%	Q1 2024
DISWalt Disney Co	$13.1M	0.29%	0.01%	-2.4%	Q3 2013
LLYELI LILLY & Co	$13.1M	0.29%	0.00%	+14.5%	Q2 2018

Q3 2025Reported Oct 28, 20251,105 positions
GSGoldman Sachs Group Inc	$169M	4.01%	0.07%	+11400.3%	Q1 2018
MSFTMicrosoft Corp	$120M	2.86%	0.00%	+4.1%	Q3 2013
AAPLApple Inc.	$95.2M	2.26%	0.00%	+7.7%	Q3 2013
COFCapital One Financial Corp	$78.6M	1.87%	0.06%	+5275.9%	Q3 2019
PCARPaccar Inc	$78M	1.85%	0.15%	+2.2%	Q3 2013
NVDANvidia Corp	$71.1M	1.69%	0.00%	+9.7%	Q2 2018
GOOGAlphabet Inc.	$62.2M	1.48%	Not reported	-2.1%	Q4 2015
OVVOvintiv Inc.	$60.9M	1.45%	0.60%	Not reported	Q3 2024
GOOGLAlphabet Inc.	$58.9M	1.40%	0.00%	+5.9%	Q4 2015
AMZNAmazon Com Inc	$58.7M	1.39%	0.00%	+9.2%	Q2 2017
JDJD.com, Inc.	$51.7M	1.23%	0.10%	Not reported	Q1 2019
ECHOEchoStar CORP	$39.9M	0.95%	1.09%	+6942.9%	Q3 2024
JPMJPMorgan Chase & Co	$28.5M	0.68%	0.00%	-1.9%	Q3 2013
EPDEnterprise Products Partners L.P.	$28.4M	0.67%	0.04%	-4.7%	Q3 2013
METAMeta Platforms, Inc.	$27.1M	0.64%	Not reported	+11.5%	Q2 2017
FDXFedex Corp	$26.3M	0.62%	0.05%	+120.0%	Q4 2015
APAAPA Corp	$24.6M	0.58%	0.28%	+7627.3%	Q3 2021
UBERUber Technologies, Inc	$24.4M	0.58%	0.01%	-4.2%	Q4 2019
SPTSSports Media Inc	$24.3M	0.58%	Not reported	-2.0%	Q2 2022
DELLDell Technologies Inc.	$22.4M	0.53%	0.02%	+0.2%	Q1 2019
BRK.BBerkshire Hathaway Inc	$22.3M	0.53%	Not reported	+6.2%	Q3 2013
CSCOCisco Systems, Inc.	$22.2M	0.53%	0.01%	+1.4%	Q3 2017
SPYSPDR S&P 500 ETF Trust	$21.9M	0.52%	Not reported	+2.2%	Q2 2016
MRKMerck & Co., Inc.	$21.8M	0.52%	0.01%	+0.1%	Q2 2016
AVGOBroadcom Inc.	$21.8M	0.52%	0.00%	+13.1%	Q3 2018
ORCLOracle Corp	$21.3M	0.51%	0.00%	-2.9%	Q3 2013
SLBSLB Limited	$21.2M	0.50%	0.04%	+512.6%	Q3 2013
QQQInvesco QQQ Trust, Series 1	$19.8M	0.47%	Not reported	+0.7%	Q2 2018
QCOMQualcomm Inc	$19.1M	0.45%	0.01%	+3.2%	Q3 2013
TEITempleton Emerging Markets Income Fund	$18.9M	0.45%	Not reported	-11.5%	Q2 2015
EDDMorgan Stanley Emerging Markets Domestic Debt Fund, Inc.	$18.6M	0.44%	Not reported	+2.9%	Q2 2019
TSLATesla, Inc.	$18.5M	0.44%	0.00%	+22.2%	Q4 2017
COSTCostco Wholesale Corp	$17.7M	0.42%	0.00%	+3.9%	Q3 2013
BACBank of America Corp	$17.5M	0.42%	0.00%	+2.3%	Q3 2015
CCitigroup Inc	$16.3M	0.39%	0.01%	-7.9%	Q1 2018
CEFSprott Physical Gold & Silver Trust	$16.2M	0.39%	0.22%	+0.2%	Q2 2019
NKENIKE, Inc.	$16M	0.38%	0.01%	-2.7%	Q2 2017
AESAes Corp	$15.7M	0.37%	0.17%	-19.3%	Q1 2018
AESIAtlas Energy Solutions Inc.	$15.7M	0.37%	1.12%	+4.9%	Q1 2023
OKEOneok Inc	$15.6M	0.37%	0.03%	+33.9%	Q4 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$15.5M	0.37%	0.00%	-2.1%	Q3 2017
FANGDiamondback Energy, Inc.	$15.3M	0.36%	0.04%	+0.1%	Q4 2020
ETEnergy Transfer LP	$14.7M	0.35%	0.03%	-4.5%	Q2 2014
GDGeneral Dynamics Corp	$14.4M	0.34%	0.02%	-1.6%	Q2 2020
FAXAbrdn Asia-Pacific Income Fund, Inc.	$14.1M	0.33%	Not reported	-2.2%	Q4 2021
JJacobs Solutions Inc.	$14M	0.33%	0.08%	-1.2%	Q1 2024
SHELShell plc	$13.9M	0.33%	0.00%	+6.4%	Q1 2022
IWSImageware Systems Inc	$13.7M	0.33%	Not reported	+1.2%	Q3 2020
PFEPfizer Inc	$13.6M	0.32%	0.01%	+11.3%	Q3 2013
DISWalt Disney Co	$13.5M	0.32%	0.01%	+3.4%	Q3 2013

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