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Portfolio (Quarterly) Guide ↗

EVERGREEN CAPITAL MANAGEMENT LLC

· CIK 0001260824
13F Portfolio $4.6B AUM 2,179 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 222 New 691 Added 374 Reduced 132 Exited
Page 17 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 MHO M/I HOMES INC Consumer Cyclical 6,957.0 $852K 0.02% +1K +24.0% $122.45 +21.8%
322 NOC NORTHROP GRUMMAN CORP Industrials 1,245.0 $849K 0.02% +356.0 +40.0% $682.24 -23.6%
323 TRU TRANSUNION Industrials 12,276.0 $849K 0.02% +7K +139.9% $69.19 -6.6%
324 RGA REINSURANCE GROUP AMER INC Financial Services 4,134.0 $844K 0.02% +2K +145.2% $204.16 +3.1%
325 PSTG EVERPURE INC Technology 14,269.0 $842K 0.02% +9K +153.2% $59.04 +26.5%
326 TD TORONTO DOMINION BK ONT Financial Services 9,005.0 $840K 0.02% +461.0 +5.4% $93.31 +27.8%
327 CNQ CANADIAN NAT RES LTD MED TER Energy 16,944.0 $833K 0.02% +471.0 +2.9% $49.17 -16.5%
328 DASH DOORDASH INC Communication Services 5,540.0 $832K 0.02% +3K +96.0% $150.15 +15.5%
329 LAMR LAMAR ADVERTISING CO Real Estate 6,564.0 $831K 0.02% +1K +28.2% $126.66 +18.2%
330 CTVA CORTEVA INC Basic Materials 9,922.0 $831K 0.02% +2K +21.8% $83.71 -6.1%
331 FIVE FIVE BELOW INC Consumer Cyclical 3,617.0 $826K 0.02% +2K +72.8% $228.48 -15.1%
332 MDLZ MONDELEZ INTL INC Consumer Defensive 14,212.0 $825K 0.02% +4K +39.7% $58.05 +3.6%
333 YELP YELP INC Communication Services 33,023.0 $817K 0.02% +228.0 +0.7% $24.74 -7.5%
334 CL COLGATE PALMOLIVE CO Consumer Defensive 9,535.0 $813K 0.02% +5K +103.7% $85.23 +5.0%
335 MKSI MKS INC. Technology 3,528.0 $811K 0.02% +93.0 +2.7% $229.81 +76.8%
336 THC TENET HEALTHCARE CORP Healthcare 4,286.0 $809K 0.02% +2K +55.1% $188.71 -8.6%
337 NVT NVENT ELEC PLC Industrials 6,836.0 $809K 0.02% +1K +27.8% $118.28 +49.7%
338 FIBK FIRST INTST BANCSYSTEM INC Financial Services 24,199.0 $808K 0.02% +132.0 +0.6% $33.40 +9.1%
339 ENSG ENSIGN GROUP INC Healthcare 4,006.0 $807K 0.02% +38.0 +1.0% $201.57 -23.8%
340 NE NOBLE CORP PLC Energy 16,326.0 $801K 0.02% +660.0 +4.2% $49.07 -15.1%
Page 17 of 35  ·  691 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.2%
Financial Services 17.6%
Industrials 12.4%
Energy 11.8%
Communication Services 7.7%
Healthcare 7.7%
Consumer Cyclical 7.5%
Real Estate 4.2%
Consumer Defensive 3.2%
Basic Materials 2.3%