Evercore Wealth Management, LLC

13F filer · CIK 0001482689

Reported Aug 14, 2026

Net seller this quarter

13F portfolio value$7.07BU.S. long equity reported on 13F

Positions34429 new · 17 closed

Net flow last quarter-$25.3MBuys minus sells

Top 10 positions weight39.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 2026344 positions
NVDANvidia Corp	$430M	6.09%	0.01%	-1.4%	Q2 2016
AAPLApple Inc.	$427M	6.04%	0.01%	-2.0%	Q2 2013
MSFTMicrosoft Corp	$292M	4.14%	0.01%	-0.1%	Q2 2013
GOOGAlphabet Inc.	$288M	4.08%	Not reported	-8.1%	Q4 2015
AMZNAmazon Com Inc	$266M	3.76%	0.01%	-0.7%	Q2 2013
GOOGLAlphabet Inc.	$242M	3.43%	0.01%	-5.1%	Q4 2015
MSMorgan Stanley	$227M	3.22%	0.07%	-7.6%	Q2 2013
FIXComfort Systems USA Inc	$223M	3.15%	0.32%	-16.3%	Q1 2025
MAMastercard Inc	$200M	2.83%	0.03%	-0.6%	Q2 2013
WMBWilliams Companies, Inc.	$175M	2.47%	0.19%	-1.0%	Q2 2013
JPMJPMorgan Chase & Co	$170M	2.41%	0.02%	-2.4%	Q2 2013
AZOAutozone Inc	$165M	2.33%	0.32%	+0.3%	Q2 2013
BXBlackstone Inc.	$159M	2.25%	0.18%	+0.3%	Q2 2013
VIKViking Holdings Ltd	$153M	2.17%	Not reported	-12.4%	Q4 2024
HDHome Depot, Inc.	$151M	2.14%	0.04%	-0.7%	Q2 2013
CBChubb Ltd	$142M	2.01%	0.11%	-1.1%	Q2 2013
TMOThermo Fisher Scientific Inc.	$133M	1.88%	0.07%	-0.6%	Q2 2013
CBRECbre Group, Inc.	$132M	1.87%	0.34%	-0.4%	Q4 2013
BRK.BBerkshire Hathaway Inc	$126M	1.78%	Not reported	-2.4%	Q2 2013
GNRCGenerac Holdings Inc.	$108M	1.53%	0.63%	-4.1%	Q2 2022
SNSharkNinja, Inc.	$108M	1.52%	0.50%	+5.5%	Q4 2025
BLKBlackRock, Inc.	$102M	1.44%	0.07%	-0.3%	Q2 2013
APHAmphenol Corp	$98.2M	1.39%	0.05%	+897.8%	Q2 2013
COSTCostco Wholesale Corp	$93.1M	1.32%	0.02%	-0.6%	Q2 2013
AVGOBroadcom Inc.	$93.1M	1.32%	0.01%	+672.6%	Q1 2016
UBERUber Technologies, Inc	$88M	1.25%	0.06%	+5.5%	Q1 2020
SPYSPDR S&P 500 ETF Trust	$86.8M	1.23%	Not reported	+0.5%	Q2 2013
SPOTSpotify Technology S.A.	$77.2M	1.09%	0.08%	+11.1%	Q1 2024
EOGEog Resources Inc	$75.7M	1.07%	0.11%	+6.3%	Q2 2013
CROXCrocs, Inc.	$71.8M	1.02%	1.24%	-6.8%	Q3 2014
BLDRBuilders FirstSource, Inc.	$68.8M	0.97%	0.71%	-4.2%	Q3 2021
PGRProgressive Corp	$67.4M	0.95%	0.05%	-2.8%	Q2 2013
NOWServiceNow, Inc.	$58.5M	0.83%	0.06%	+11611.1%	Q2 2013
ARCCAres Capital Corp	$55.7M	0.79%	0.42%	-3.6%	Q2 2013
IAUIshares Gold Trust	$47.4M	0.67%	0.08%	+1.2%	Q2 2013
TJXTJX Companies Inc	$39.2M	0.55%	0.02%	-4.9%	Q2 2013
GLDMWorld Gold Trust	$34.8M	0.49%	0.13%	+11.0%	Q1 2021
JNJJohnson & Johnson	$33M	0.47%	0.01%	-2.3%	Q2 2013
SHWSherwin Williams Co	$31.9M	0.45%	0.04%	-3.1%	Q2 2013
LLYELI LILLY & Co	$30.9M	0.44%	0.00%	-4.6%	Q2 2013
AMTAmerican Tower Corp	$30.4M	0.43%	0.04%	-46.4%	Q2 2013
CASYCaseys General Stores Inc	$29.9M	0.42%	0.10%	Not reported	Q4 2015
UNHUnitedhealth Group Inc	$28.6M	0.40%	0.01%	-18.7%	Q2 2013
GLDSPDR Gold Trust	$25.9M	0.37%	0.02%	-2.8%	Q2 2013
CVXChevron Corp	$23.6M	0.33%	0.01%	-1.4%	Q2 2013
ABBVAbbVie Inc.	$20.1M	0.28%	0.00%	-2.5%	Q2 2013
CSCOCisco Systems, Inc.	$20M	0.28%	0.00%	-3.0%	Q2 2013
IBMInternational Business Machines Corp	$17M	0.24%	0.01%	-3.6%	Q2 2013
AMATApplied Materials Inc	$16.4M	0.23%	0.00%	-3.2%	Q2 2013
NEENextera Energy Inc	$15.5M	0.22%	0.01%	+0.9%	Q2 2013

Q1 2026Reported May 15, 2026331 positions
AAPLApple Inc.	$382M	6.00%	0.01%	-4.6%	Q2 2013
NVDANvidia Corp	$381M	5.99%	0.01%	-3.6%	Q2 2016
MSFTMicrosoft Corp	$290M	4.56%	0.01%	-3.4%	Q2 2013
GOOGAlphabet Inc.	$255M	4.00%	Not reported	-6.9%	Q4 2015
AMZNAmazon Com Inc	$234M	3.67%	0.01%	-2.0%	Q2 2013
GOOGLAlphabet Inc.	$205M	3.23%	0.01%	-5.0%	Q4 2015
MAMastercard Inc	$196M	3.08%	0.03%	-1.8%	Q2 2013
MSMorgan Stanley	$194M	3.05%	0.07%	-3.2%	Q2 2013
FIXComfort Systems USA Inc	$185M	2.91%	0.38%	-13.5%	Q1 2025
AZOAutozone Inc	$174M	2.73%	0.31%	-1.0%	Q2 2013
WMBWilliams Companies, Inc.	$173M	2.71%	0.19%	-3.6%	Q2 2013
JPMJPMorgan Chase & Co	$157M	2.46%	0.02%	-9.4%	Q2 2013
BXBlackstone Inc.	$155M	2.43%	0.18%	+2.2%	Q2 2013
HDHome Depot, Inc.	$142M	2.24%	0.04%	-1.8%	Q2 2013
CBChubb Ltd	$137M	2.16%	0.11%	-2.1%	Q2 2013
CBRECbre Group, Inc.	$134M	2.10%	0.34%	-1.0%	Q4 2013
TMOThermo Fisher Scientific Inc.	$131M	2.06%	0.07%	-2.9%	Q2 2013
BRK.BBerkshire Hathaway Inc	$123M	1.94%	Not reported	-3.3%	Q2 2013
VIKViking Holdings Ltd	$123M	1.93%	Not reported	+0.9%	Q4 2024
BLKBlackRock, Inc.	$102M	1.61%	0.07%	-2.2%	Q2 2013
COSTCostco Wholesale Corp	$99.8M	1.57%	0.02%	-1.1%	Q2 2013
UBERUber Technologies, Inc	$83.2M	1.31%	0.06%	+6.3%	Q1 2020
EOGEog Resources Inc	$79.4M	1.25%	0.10%	-0.6%	Q2 2013
GNRCGenerac Holdings Inc.	$75.4M	1.19%	0.66%	-2.2%	Q2 2022
SPYSPDR S&P 500 ETF Trust	$75.2M	1.18%	Not reported	-0.8%	Q2 2013
SPOTSpotify Technology S.A.	$73.4M	1.15%	0.07%	+31048.6%	Q1 2024
SNSharkNinja, Inc.	$71M	1.12%	0.47%	+24.7%	Q4 2025
BLDRBuilders FirstSource, Inc.	$66.1M	1.04%	0.75%	-2.0%	Q3 2021
PGRProgressive Corp	$62.9M	0.99%	0.05%	+14.5%	Q2 2013
AMTAmerican Tower Corp	$59.7M	0.94%	0.07%	-3.2%	Q2 2013
ARCCAres Capital Corp	$56.2M	0.88%	0.43%	+6.2%	Q2 2013
IAUIshares Gold Trust	$54.7M	0.86%	0.07%	-0.8%	Q2 2013
CROXCrocs, Inc.	$53M	0.83%	1.27%	0.0%	Q3 2014
ADBEAdobe Inc.	$49.3M	0.78%	0.05%	-3.7%	Q2 2013
MELIMercadolibre Inc	$46M	0.72%	0.05%	+12.7%	Q3 2013
TJXTJX Companies Inc	$43.4M	0.68%	0.02%	-11.2%	Q2 2013
GLDMWorld Gold Trust	$36.6M	0.58%	0.12%	+11.6%	Q1 2021
JNJJohnson & Johnson	$32.5M	0.51%	0.01%	-14.8%	Q2 2013
GLDSPDR Gold Trust	$31.1M	0.49%	0.02%	-2.0%	Q2 2013
SHWSherwin Williams Co	$30.6M	0.48%	0.04%	-3.4%	Q2 2013
CVXChevron Corp	$29.9M	0.47%	0.01%	-6.1%	Q2 2013
LLYELI LILLY & Co	$24.9M	0.39%	0.00%	-22.4%	Q2 2013
UNHUnitedhealth Group Inc	$22.9M	0.36%	0.01%	-21.6%	Q2 2013
ACNAccenture plc	$19.2M	0.30%	0.02%	-27.0%	Q2 2013
ABBVAbbVie Inc.	$17.8M	0.28%	0.00%	-2.4%	Q2 2013
NEENextera Energy Inc	$16.2M	0.26%	0.01%	+1.3%	Q2 2013
IBMInternational Business Machines Corp	$15.2M	0.24%	0.01%	+9.0%	Q2 2013
CSCOCisco Systems, Inc.	$13.6M	0.21%	0.00%	-3.9%	Q2 2013
TSLATesla, Inc.	$13.4M	0.21%	0.00%	-0.9%	Q2 2013
PEPPepsico Inc	$13M	0.20%	0.01%	-9.3%	Q2 2013

Q4 2025Reported Feb 17, 2026332 positions
AAPLApple Inc.	$429M	6.28%	0.01%	-2.6%	Q2 2013
NVDANvidia Corp	$422M	6.19%	0.01%	-3.2%	Q2 2016
MSFTMicrosoft Corp	$392M	5.75%	0.01%	-1.0%	Q2 2013
GOOGAlphabet Inc.	$299M	4.38%	Not reported	-2.5%	Q4 2015
AMZNAmazon Com Inc	$264M	3.87%	0.01%	-0.7%	Q2 2013
GOOGLAlphabet Inc.	$235M	3.45%	0.01%	-2.0%	Q4 2015
MAMastercard Inc	$228M	3.34%	0.03%	-1.6%	Q2 2013
MSMorgan Stanley	$216M	3.16%	0.08%	-2.2%	Q2 2013
BXBlackstone Inc.	$203M	2.97%	0.18%	-1.2%	Q2 2013
JPMJPMorgan Chase & Co	$189M	2.77%	0.02%	-0.7%	Q2 2013
AZOAutozone Inc	$176M	2.58%	0.31%	+0.7%	Q2 2013
CBRECbre Group, Inc.	$160M	2.35%	0.34%	-2.6%	Q4 2013
TMOThermo Fisher Scientific Inc.	$159M	2.33%	0.07%	-2.0%	Q2 2013
HDHome Depot, Inc.	$152M	2.22%	0.04%	-1.1%	Q2 2013
WMBWilliams Companies, Inc.	$148M	2.17%	0.20%	-1.6%	Q2 2013
FIXComfort Systems USA Inc	$145M	2.12%	0.44%	-2.5%	Q1 2025
CBChubb Ltd	$134M	1.96%	0.11%	-1.6%	Q2 2013
BRK.BBerkshire Hathaway Inc	$134M	1.96%	Not reported	-0.7%	Q2 2013
VIKViking Holdings Ltd	$118M	1.73%	Not reported	-1.4%	Q4 2024
BLKBlackRock, Inc.	$116M	1.70%	0.07%	-0.9%	Q2 2013
UBERUber Technologies, Inc	$88.9M	1.30%	0.05%	-2.0%	Q1 2020
COSTCostco Wholesale Corp	$87.3M	1.28%	0.02%	-0.5%	Q2 2013
BLDRBuilders FirstSource, Inc.	$84.3M	1.24%	0.74%	-5.8%	Q3 2021
SPYSPDR S&P 500 ETF Trust	$79.5M	1.16%	Not reported	+0.6%	Q2 2013
ADBEAdobe Inc.	$73.7M	1.08%	0.05%	+1.7%	Q2 2013
PGRProgressive Corp	$63.1M	0.93%	0.05%	-11.1%	Q2 2013
AMTAmerican Tower Corp	$62.8M	0.92%	0.08%	-9.9%	Q2 2013
CDWCDW Corp	$62.3M	0.91%	0.35%	-8.7%	Q4 2014
SNSharkNinja, Inc.	$60.2M	0.88%	0.38%	New	Q4 2025
ARCCAres Capital Corp	$59.4M	0.87%	0.41%	+22.9%	Q2 2013
EOGEog Resources Inc	$58M	0.85%	0.10%	-12.3%	Q2 2013
CROXCrocs, Inc.	$54.6M	0.80%	1.27%	-13.3%	Q3 2014
GNRCGenerac Holdings Inc.	$53.9M	0.79%	0.67%	-2.1%	Q2 2022
IAUIshares Gold Trust	$50.8M	0.74%	0.08%	+1.0%	Q2 2013
MELIMercadolibre Inc	$47.6M	0.70%	0.05%	+2.0%	Q3 2013
TJXTJX Companies Inc	$47M	0.69%	0.03%	-9.6%	Q2 2013
LLYELI LILLY & Co	$37.4M	0.55%	0.00%	+1.5%	Q2 2013
UNHUnitedhealth Group Inc	$35.7M	0.52%	0.01%	-25.8%	Q2 2013
ACNAccenture plc	$35.6M	0.52%	0.02%	-11.7%	Q2 2013
JNJJohnson & Johnson	$32.4M	0.47%	0.01%	-4.5%	Q2 2013
SHWSherwin Williams Co	$32M	0.47%	0.04%	-1.2%	Q2 2013
GLDMWorld Gold Trust	$30.2M	0.44%	0.12%	+40.6%	Q1 2021
GLDSPDR Gold Trust	$29.3M	0.43%	0.02%	-2.1%	Q2 2013
CVXChevron Corp	$23.5M	0.34%	0.01%	+6.2%	Q2 2013
ABBVAbbVie Inc.	$19.2M	0.28%	0.00%	-1.7%	Q2 2013
ROPRoper Technologies Inc	$17.3M	0.25%	0.04%	-6.2%	Q2 2013
IBMInternational Business Machines Corp	$17.1M	0.25%	0.01%	-2.0%	Q2 2013
SCHWSchwab Charles Corp	$17M	0.25%	0.01%	0.0%	Q2 2013
TSLATesla, Inc.	$16.4M	0.24%	0.00%	+20.3%	Q2 2013
ADPAutomatic Data Processing Inc	$14.1M	0.21%	0.01%	-0.1%	Q2 2013

Q3 2025Reported Nov 14, 2025324 positions
NVDANvidia Corp	$436M	6.40%	0.01%	-3.1%	Q2 2016
MSFTMicrosoft Corp	$424M	6.23%	0.01%	-2.0%	Q2 2013
AAPLApple Inc.	$412M	6.05%	0.01%	-1.6%	Q2 2013
AMZNAmazon Com Inc	$253M	3.71%	0.01%	-1.0%	Q2 2013
GOOGAlphabet Inc.	$238M	3.49%	Not reported	-0.7%	Q4 2015
MAMastercard Inc	$231M	3.38%	0.03%	-1.7%	Q2 2013
BXBlackstone Inc.	$228M	3.34%	0.18%	-1.8%	Q2 2013
AZOAutozone Inc	$221M	3.25%	0.31%	-2.5%	Q2 2013
MSMorgan Stanley	$198M	2.90%	0.08%	-1.4%	Q2 2013
JPMJPMorgan Chase & Co	$186M	2.74%	0.02%	-1.5%	Q2 2013
GOOGLAlphabet Inc.	$186M	2.73%	0.01%	-1.9%	Q4 2015
HDHome Depot, Inc.	$180M	2.65%	0.04%	-1.3%	Q2 2013
CBRECbre Group, Inc.	$161M	2.37%	0.34%	-1.5%	Q4 2013
WMBWilliams Companies, Inc.	$158M	2.32%	0.20%	-1.4%	Q2 2013
TMOThermo Fisher Scientific Inc.	$136M	1.99%	0.07%	-1.4%	Q2 2013
BRK.BBerkshire Hathaway Inc	$135M	1.98%	Not reported	-1.2%	Q2 2013
FIXComfort Systems USA Inc	$131M	1.93%	0.45%	+0.4%	Q1 2025
BLKBlackRock, Inc.	$128M	1.87%	0.07%	-0.5%	Q2 2013
CBChubb Ltd	$123M	1.81%	0.11%	+0.3%	Q2 2013
UBERUber Technologies, Inc	$109M	1.60%	0.05%	+3.3%	Q1 2020
BLDRBuilders FirstSource, Inc.	$105M	1.55%	0.79%	-0.4%	Q3 2021
VIKViking Holdings Ltd	$104M	1.53%	Not reported	+0.2%	Q4 2024
COSTCostco Wholesale Corp	$94.2M	1.38%	0.02%	-2.1%	Q2 2013
CDWCDW Corp	$79.8M	1.17%	0.38%	-0.1%	Q4 2014
SPYSPDR S&P 500 ETF Trust	$77.2M	1.13%	Not reported	+0.3%	Q2 2013
PGRProgressive Corp	$77M	1.13%	0.05%	+15.8%	Q2 2013
AMTAmerican Tower Corp	$76.3M	1.12%	0.08%	-2.2%	Q2 2013
ADBEAdobe Inc.	$73M	1.07%	0.05%	+0.9%	Q2 2013
EOGEog Resources Inc	$70.6M	1.04%	0.12%	-1.6%	Q2 2013
GNRCGenerac Holdings Inc.	$67.5M	0.99%	0.69%	-6.6%	Q2 2022
CROXCrocs, Inc.	$61.5M	0.90%	1.41%	-7.3%	Q3 2014
MELIMercadolibre Inc	$54.1M	0.79%	0.05%	Not reported	Q3 2013
UNHUnitedhealth Group Inc	$50.3M	0.74%	0.02%	-53.0%	Q2 2013
TJXTJX Companies Inc	$48.9M	0.72%	0.03%	-4.7%	Q2 2013
ARCCAres Capital Corp	$48.8M	0.72%	0.33%	+43.5%	Q2 2013
IAUIshares Gold Trust	$45.1M	0.66%	0.08%	-2.6%	Q2 2013
ACNAccenture plc	$37.1M	0.54%	0.02%	-58.7%	Q2 2013
SHWSherwin Williams Co	$34.6M	0.51%	0.04%	-1.8%	Q2 2013
FISVFiserv Inc	$30.7M	0.45%	0.04%	-27.7%	Q3 2013
JNJJohnson & Johnson	$30.3M	0.45%	0.01%	-1.4%	Q2 2013
GLDSPDR Gold Trust	$26.8M	0.39%	0.02%	-0.6%	Q2 2013
LLYELI LILLY & Co	$26.2M	0.38%	0.00%	-4.5%	Q2 2013
CVXChevron Corp	$22.5M	0.33%	0.01%	-11.7%	Q2 2013
ROPRoper Technologies Inc	$20.7M	0.30%	0.04%	-1.4%	Q2 2013
ABBVAbbVie Inc.	$19.8M	0.29%	0.00%	-0.9%	Q2 2013
GLDMWorld Gold Trust	$19.2M	0.28%	0.10%	+132.2%	Q1 2021
ORCLOracle Corp	$17.3M	0.25%	0.00%	-0.2%	Q2 2013
IBMInternational Business Machines Corp	$16.6M	0.24%	0.01%	-1.0%	Q2 2013
SCHWSchwab Charles Corp	$16.2M	0.24%	0.01%	-2.1%	Q2 2013
ADPAutomatic Data Processing Inc	$16.2M	0.24%	0.01%	-1.6%	Q2 2013

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