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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 5 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 KR KROGER CO Consumer Defensive 97,255.0 $7.0M 0.15% +73K +298.7% $72.36 -21.8%
82 PCG PG&E CORP Utilities 396,057.0 $7.0M 0.15% +19K +4.9% $17.62 -6.5%
83 SPMD SPDR SERIES TRUST 117,044.0 $6.9M 0.15% +32K +37.1% $59.22 +12.4%
84 HD HOME DEPOT INC Consumer Cyclical 21,075.0 $6.9M 0.15% +5K +34.6% $328.89 +1.6%
85 MCHI ISHARES TR 122,583.0 $6.9M 0.15% +5K +4.3% $56.18 -6.1%
86 ENB ENBRIDGE INC Energy 126,512.0 $6.8M 0.15% +2K +2.0% $54.14 +0.8%
87 UDR UDR INC Real Estate 200,693.0 $6.8M 0.15% +112K +125.9% $33.78 +11.2%
88 CTRA COTERRA ENERGY INC Energy 192,697.0 $6.8M 0.15% +1K +0.6% $35.14 -7.3%
89 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,570.0 $6.6M 0.14% +552.0 +54.2% $4210.38 -95.9%
90 KWEB KRANESHARES TRUST 228,297.0 $6.5M 0.14% +114K +100.1% $28.43 -11.2%
91 LULU LULULEMON ATHLETICA INC Consumer Cyclical 42,140.0 $6.5M 0.14% +3K +8.3% $153.10 -27.0%
92 VEEV VEEVA SYS INC Healthcare 36,558.0 $6.4M 0.14% +19K +103.7% $175.66 -12.7%
93 EOG EOG RES INC Energy 43,640.0 $6.3M 0.14% +1K +3.5% $144.57 -10.1%
94 IEF ISHARES TR 61,781.0 $5.9M 0.13% +2K +3.9% $95.44 -1.1%
95 VTI VANGUARD INDEX FDS 18,322.0 $5.9M 0.13% +205.0 +1.1% $320.80 +15.3%
96 ADSK AUTODESK INC Technology 24,371.0 $5.8M 0.13% +22K +1038.3% $239.40 -19.0%
97 CAT CATERPILLAR INC Industrials 7,844.0 $5.6M 0.12% +57.0 +0.7% $708.50 +39.1%
98 MA MASTERCARD INCORPORATED Financial Services 11,120.0 $5.6M 0.12% +1K +14.6% $499.66 -2.0%
99 XLRE SELECT SECTOR SPDR TR 135,802.0 $5.5M 0.12% +5K +4.0% $40.83 +7.4%
100 VEA VANGUARD TAX-MANAGED FDS 86,476.0 $5.5M 0.12% +21K +32.9% $64.08 +12.8%
Page 5 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%