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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 30 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 TSN TYSON FOODS INC Consumer Defensive 5,512.0 $353K 0.01% +425.0 +8.3% $64.07 -13.4%
582 GBDC GOLUB CAP BDC INC Financial Services 27,862.0 $353K 0.01% +3K +12.0% $12.66 -2.4%
583 TMDX TRANSMEDICS GROUP INC Healthcare 3,540.0 $352K 0.01% +1K +50.2% $99.41 -20.7%
584 DLTR DOLLAR TREE INC Consumer Defensive 3,203.0 $351K 0.01% +364.0 +12.8% $109.51 +2.0%
585 UAL UNITED AIRLS HLDGS INC Industrials 3,800.0 $350K 0.01% +1K +61.4% $92.07 +28.5%
586 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 5,357.0 $345K 0.01% +632.0 +13.4% $64.45 +15.8%
587 AMH AMERICAN HOMES 4 RENT Real Estate 12,363.0 $345K 0.01% +4K +41.0% $27.92 +13.6%
588 AYI ACUITY INC Industrials 1,226.0 $344K 0.01% +204.0 +20.0% $280.22 +13.3%
589 PK PARK HOTELS & RESORTS INC Real Estate 32,494.0 $342K 0.01% +21K +189.3% $10.53 +39.8%
590 ESTC ELASTIC N V Technology 6,813.0 $341K 0.01% +4K +124.3% $49.99 +18.0%
591 HIW HIGHWOODS PPTYS INC Real Estate 15,820.0 $339K 0.01% +2K +16.2% $21.41 +36.8%
592 AAT AMERICAN ASSETS TR INC Real Estate 18,300.0 $337K 0.01% +8K +76.5% $18.41 +30.6%
593 SWK STANLEY BLACK & DECKER INC Industrials 4,724.0 $336K 0.01% +310.0 +7.0% $71.05 +22.1%
594 KLIC KULICKE & SOFFA INDS INC Technology 5,086.0 $335K 0.01% +164.0 +3.3% $65.92 +84.9%
595 EHC ENCOMPASS HEALTH CORP Healthcare 3,438.0 $333K 0.01% +2K +80.6% $96.73 +1.3%
596 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 10,803.0 $331K 0.01% +1K +11.3% $30.66 -4.2%
597 GVA GRANITE CONSTR INC Industrials 2,745.0 $329K 0.01% +22.0 +0.8% $120.01 +22.2%
598 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 29,219.0 $329K 0.01% +11K +62.7% $11.27 +1.0%
599 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,121.0 $328K 0.01% +13.0 +1.2% $292.75 +32.7%
600 INGERSOLL RAND INC 4,081.0 $327K 0.01% +513.0 +14.4% $80.12
Page 30 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%