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Holdings (Monthly) Guide ↗

Evercore Equity Fund

· Wall Street EWM Funds Trust
Monthly Holdings $528M AUM 12 positions Period Jun 2026 Filed Aug 13, 2026 EDGAR ↗ ← All Funds
All 6 New 4 Added 12 Reduced 2 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Comfort Systems USA Inc FIX Mar 2026 13,600 -3,400 $27.0M +15.0% 5.11% EC
2 Alphabet Inc GOOG Mar 2026 74,000 -19,265 $26.1M -2.3% 4.96% EC
3 Amazon.com Inc AMZN Mar 2026 99,000 -420 $23.6M +14.0% 4.47% EC
4 Morgan Stanley MS Mar 2026 108,500 -30,500 $22.7M -0.8% 4.30% EC
5 JPMorgan Chase & Co JPM Mar 2026 64,000 -2,440 $20.9M +7.2% 3.97% EC
6 Williams Cos Inc/The WMB Mar 2026 277,000 -2,230 $20.6M +1.3% 3.90% EC
7 Home Depot Inc/The HD Mar 2026 40,000 -1,530 $14.1M +3.3% 2.67% EC
8 Generac Holdings Inc GNRC Mar 2026 48,000 -8,000 $14.1M +28.5% 2.66% EC
9 Crocs Inc CROX Mar 2026 115,000 -390 $13.9M +44.8% 2.63% EC
10 CBRE Group Inc CBRE Mar 2026 99,000 -125 $13.3M -0.7% 2.53% EC
11 Blackrock Inc BLK Mar 2026 11,850 -40 $11.4M -0.4% 2.16% EC
12 American Tower Corp AMT Mar 2026 40,000 -2,915 $6.5M -11.7% 1.24% EC