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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 4 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WMT WALMART INC Consumer Defensive 83,513.0 $10.4M 0.23% +3K +3.4% $124.52 -5.9%
62 REGN REGENERON PHARMACEUTICALS Healthcare 13,090.0 $10.1M 0.22% +7K +111.1% $772.64 -21.1%
63 PEP PEPSICO INC Consumer Defensive 63,718.0 $9.9M 0.21% +4K +5.9% $155.29 -8.5%
64 IWM ISHARES TR 38,411.0 $9.5M 0.21% +2K +4.6% $248.00 +19.2%
65 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 144,363.0 $9.0M 0.20% +10K +7.1% $62.42 -0.4%
66 NFLX NETFLIX INC. Communication Services 92,950.0 $8.9M 0.19% +15K +20.0% $96.15 -19.5%
67 AMLP ALPS ETF TR 169,630.0 $8.9M 0.19% +5K +2.8% $52.64 -3.7%
68 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 71,097.0 $8.9M 0.19% +6K +8.8% $125.46 -14.6%
69 CB CHUBB LTD SWITZ Financial Services 27,098.0 $8.9M 0.19% +2K +6.3% $326.89 -1.1%
70 PANW PALO ALTO NETWORKS INC Technology 54,098.0 $8.7M 0.19% +5K +10.1% $160.32 +79.5%
71 BLK BLACKROCK INC Financial Services 8,767.0 $8.4M 0.18% +198.0 +2.3% $961.75 +9.2%
72 XYL XYLEM INC Industrials 69,676.0 $8.3M 0.18% +63K +960.7% $119.50 -6.8%
73 RITM RITHM CAPITAL CORP Real Estate 858,673.0 $8.1M 0.18% +831K +2999.4% $9.48 -3.1%
74 DBL DOUBLELINE OPPORTUNISTIC CR Financial Services 548,752.0 $8.0M 0.17% +22K +4.1% $14.60 -1.6%
75 BX BLACKSTONE INC Financial Services 69,033.0 $7.9M 0.17% +41K +147.8% $114.99 +7.7%
76 LOW LOWES COS INC Consumer Cyclical 33,333.0 $7.9M 0.17% +3K +11.4% $236.28 -6.0%
77 AMAT APPLIED MATLS INC Technology 21,876.0 $7.5M 0.16% +819.0 +3.9% $341.79 +80.6%
78 NVS NOVARTIS AG Healthcare 47,699.0 $7.3M 0.16% +454.0 +1.0% $152.75 -3.7%
79 IJH ISHARES TR 107,060.0 $7.2M 0.16% +3K +2.8% $67.53 +12.2%
80 PLTR PALANTIR TECHNOLOGIES INC Technology 48,365.0 $7.1M 0.15% +5K +12.4% $146.28 -12.2%
Page 4 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%