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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 33 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 BN BROOKFIELD CORP Financial Services 6,706.0 $271K 0.01% +2K +30.0% $40.47 +9.8%
642 AIR AAR CORP Industrials 2,479.0 $271K 0.01% +15.0 +0.6% $109.46 +23.2%
643 RL RALPH LAUREN CORP Consumer Cyclical 770.0 $265K 0.01% +171.0 +28.6% $344.29 +20.0%
644 CYTK CYTOKINETICS INC Healthcare 4,020.0 $265K 0.01% +619.0 +18.2% $65.91 +19.5%
645 KMPR KEMPER CORP Financial Services 8,653.0 $264K 0.01% +3K +45.8% $30.56 -18.1%
646 BRX BRIXMOR PPTY GROUP INC Real Estate 9,155.0 $264K 0.01% +1K +19.2% $28.80 +7.3%
647 FUTU FUTU HLDGS LTD Financial Services 1,922.0 $263K 0.01% +573.0 +42.5% $136.76 -29.3%
648 KDP KEURIG DR PEPPER INC Consumer Defensive 9,881.0 $262K 0.01% +2K +32.9% $26.53 +15.9%
649 AMG AFFILIATED MANAGERS GROUP Financial Services 941.0 $260K 0.01% +55.0 +6.2% $276.70 +27.5%
650 NGVC NATURAL GROCERS BY VITAMIN Consumer Defensive 10,066.0 $260K 0.01% +66.0 +0.7% $25.85 +16.5%
651 RDW REDWIRE CORPORATION Industrials 30,529.0 $259K 0.01% +4K +15.1% $8.50 +68.8%
652 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 4,739.0 $259K 0.01% +31.0 +0.7% $54.75 +41.0%
653 INVA INNOVIVA INC Healthcare 11,026.0 $257K 0.01% +277.0 +2.6% $23.30 -3.5%
654 MRTN MARTEN TRANS LTD Industrials 19,515.0 $256K 0.01% +2K +8.5% $13.13 +28.3%
655 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 5,643.0 $253K 0.01% +752.0 +15.4% $44.84 +11.5%
656 BRC BRADY CORP Industrials 3,079.0 $250K 0.01% +32.0 +1.1% $81.24 +5.0%
657 BPOP POPULAR INC Financial Services 1,854.0 $250K 0.01% +186.0 +11.2% $134.73 +18.2%
658 IQVIA HLDGS INC 1,464.0 $250K 0.01% +93.0 +6.8% $170.54
659 CANADIAN PACIFIC KANSAS CITY 3,158.0 $249K 0.01% +78.0 +2.5% $78.82
660 ADNT ADIENT PLC Consumer Cyclical 12,229.0 $247K 0.01% +2K +17.2% $20.21 +2.7%
Page 33 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%