Portfolio (Quarterly)
Guide ↗
EVERGREEN CAPITAL MANAGEMENT LLC
· CIK 0001260824| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | UPST | UPSTART HLDGS INC | Financial Services | 5,550 | $243K | 0.01% | SOLD |
| 62 | MAIN | MAIN STR CAP CORP | Financial Services | 3,994 | $241K | 0.01% | SOLD |
| 63 | VXF | VANGUARD INDEX FDS | — | 1,153 | $241K | 0.01% | SOLD |
| 64 | GEN | GEN DIGITAL INC | Technology | 8,788 | $239K | 0.01% | SOLD |
| 65 | LMND | LEMONADE INC | Financial Services | 3,350 | $238K | 0.01% | SOLD |
| 66 | BXP | BXP INC | Real Estate | 3,496 | $238K | 0.01% | SOLD |
| 67 | FBK | FB FINL CORP | Financial Services | 4,263 | $238K | 0.01% | SOLD |
| 68 | ERII | ENERGY RECOVERY INC | Industrials | 17,449 | $235K | 0.01% | SOLD |
| 69 | FSLR | FIRST SOLAR INC | Energy | 879 | $230K | 0.01% | SOLD |
| 70 | HUBG | HUB GROUP INC | Industrials | 5,347 | $228K | 0.01% | SOLD |
| 71 | EL | LAUDER ESTEE COS INC | Consumer Defensive | 2,173 | $228K | 0.01% | SOLD |
| 72 | CR | CRANE COMPANY | Industrials | 1,223 | $226K | 0.01% | SOLD |
| 73 | HIMS | HIMS & HERS HEALTH INC | Healthcare | 6,942 | $225K | 0.01% | SOLD |
| 74 | BIO | BIO RAD LABS INC | Healthcare | 742 | $225K | 0.01% | SOLD |
| 75 | GPC | GENUINE PARTS CO | Consumer Cyclical | 1,800 | $223K | 0.01% | SOLD |
| 76 | MKC | MCCORMICK & CO INC | Consumer Defensive | 3,240 | $222K | 0.01% | SOLD |
| 77 | RPM | RPM INTL INC | Basic Materials | 2,113 | $220K | 0.01% | SOLD |
| 78 | QTWO | Q2 HLDGS INC | Technology | 3,022 | $218K | 0.01% | SOLD |
| 79 | PDD | PDD HOLDINGS INC | Consumer Cyclical | 1,922 | $218K | 0.01% | SOLD |
| 80 | NEU | NEWMARKET CORP | Basic Materials | 315 | $217K | 0.01% | SOLD |
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%