Holdings (Monthly)
Guide ↗
Evercore Equity Fund
· Wall Street EWM Funds Trust| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVIDIA Corp | NVDA | Mar 2026 | 243,515 | — | $48.7M | +14.7% | 9.24% | EC |
| 2 | Comfort Systems USA Inc | FIX | Mar 2026 | 13,600 | -3,400 | $27.0M | +15.0% | 5.11% | EC |
| 3 | Apple Inc | AAPL | Mar 2026 | 92,960 | — | $26.9M | +14.0% | 5.10% | EC |
| 4 | Alphabet Inc | GOOG | Mar 2026 | 74,000 | -19,265 | $26.1M | -2.3% | 4.96% | EC |
| 5 | Amazon.com Inc | AMZN | Mar 2026 | 99,000 | -420 | $23.6M | +14.0% | 4.47% | EC |
| 6 | Morgan Stanley | MS | Mar 2026 | 108,500 | -30,500 | $22.7M | -0.8% | 4.30% | EC |
| 7 | Microsoft Corp | MSFT | Mar 2026 | 60,340 | — | $22.5M | +0.8% | 4.27% | EC |
| 8 | JPMorgan Chase & Co | JPM | Mar 2026 | 64,000 | -2,440 | $20.9M | +7.2% | 3.97% | EC |
| 9 | Williams Cos Inc/The | WMB | Mar 2026 | 277,000 | -2,230 | $20.6M | +1.3% | 3.90% | EC |
| 10 | Viking Holdings Ltd | VIK | Mar 2026 | 187,000 | +168,011 | $19.6M | +112.6% | 3.71% | EC |
| 11 | Mastercard Inc | MA | Mar 2026 | 36,280 | — | $18.6M | +2.8% | 3.53% | EC |
| 12 | Alphabet Inc | GOOGL | Mar 2026 | 45,805 | — | $16.4M | +24.3% | 3.10% | EC |
| 13 | Chubb Ltd | CB | Mar 2026 | 46,365 | NEW | $15.8M | — | 2.99% | EC |
| 14 | SharkNinja Inc | SN | Mar 2026 | 102,500 | NEW | $15.6M | — | 2.96% | EC |
| 15 | AutoZone Inc | AZO | Mar 2026 | 4,755 | — | $15.2M | -5.4% | 2.88% | EC |
| 16 | Home Depot Inc/The | HD | Mar 2026 | 40,000 | -1,530 | $14.1M | +3.3% | 2.67% | EC |
| 17 | Generac Holdings Inc | GNRC | Mar 2026 | 48,000 | -8,000 | $14.1M | +28.5% | 2.66% | EC |
| 18 | Crocs Inc | CROX | Mar 2026 | 115,000 | -390 | $13.9M | +44.8% | 2.63% | EC |
| 19 | EOG Resources Inc | EOG | Mar 2026 | 106,620 | +9,000 | $13.8M | -2.0% | 2.62% | EC |
| 20 | Blackstone Inc | BX | Mar 2026 | 116,120 | — | $13.7M | +2.3% | 2.59% | EC |
| 21 | Thermo Fisher Scientific Inc | TMO | Mar 2026 | 27,220 | — | $13.6M | +2.0% | 2.59% | EC |
| 22 | CBRE Group Inc | CBRE | Mar 2026 | 99,000 | -125 | $13.3M | -0.7% | 2.53% | EC |
| 23 | Progressive Corp/The | PGR | Mar 2026 | 55,265 | — | $12.1M | +10.2% | 2.29% | EC |
| 24 | Amphenol Corp | APH | Jun 2026 | 65,000 | NEW | $11.5M | — | 2.17% | EC |
| 25 | Blackrock Inc | BLK | Mar 2026 | 11,850 | -40 | $11.4M | -0.4% | 2.16% | EC |
| 26 | Broadcom Inc | AVGO | Jun 2026 | 30,000 | NEW | $11.3M | — | 2.15% | EC |
| 27 | Uber Technologies Inc | UBER | Mar 2026 | 149,345 | +16,500 | $10.8M | +12.8% | 2.04% | EC |
| 28 | Spotify Technology SA | SPOT | Mar 2026 | 21,989 | NEW | $10.1M | — | 1.91% | EC |
| 29 | Builders FirstSource Inc | BLDR | Mar 2026 | 93,080 | — | $8.3M | +8.7% | 1.58% | EC |
| 30 | ServiceNow Inc | NOW | Jun 2026 | 71,500 | NEW | $7.1M | — | 1.35% | EC |
| 31 | American Tower Corp | AMT | Mar 2026 | 40,000 | -2,915 | $6.5M | -11.7% | 1.24% | EC |
| 32 | Invesco Government & Agency Po | AGPXX | Mar 2026 | 2,122,362 | +1,235,435 | $2.1M | +139.3% | 0.40% | STIV |
| ✕ | Adobe Inc | 00724F101 | — | 23,770 | SOLD | $5.8M | — | — | — |
| ✕ | MercadoLibre Inc | 58733R102 | — | 3,180 | SOLD | $5.5M | — | — | — |