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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 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 GEO GEO GROUP INC NEW Industrials 13,327 $215K 0.01% SOLD
82 GIII G III APPAREL GROUP LTD Consumer Cyclical 7,414 $215K 0.01% SOLD
83 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 10,891 $215K 0.01% SOLD
84 HR HEALTHCARE RLTY TR Real Estate 12,648 $214K 0.01% SOLD
85 GIB CGI INC Technology 2,319 $214K 0.01% SOLD
86 DPZ DOMINOS PIZZA INC Consumer Cyclical 510 $213K 0.01% SOLD
87 CALX CALIX INC Technology 3,993 $211K 0.01% SOLD
88 ROK ROCKWELL AUTOMATION INC Industrials 541 $210K 0.01% SOLD
89 DFAI DIMENSIONAL ETF TRUST 5,520 $210K 0.01% SOLD
90 COLD AMERICOLD REALTY TRUST INC Real Estate 16,226 $210K 0.01% SOLD
91 WINA WINMARK CORP Consumer Cyclical 518 $210K 0.01% SOLD
92 FAF FIRST AMERN FINL CORP Financial Services 3,399 $209K 0.01% SOLD
93 SPSC SPS COMM INC Technology 2,337 $208K 0.01% SOLD
94 ALGT ALLEGIANT TRAVEL CO Industrials 2,442 $208K 0.01% SOLD
95 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,569 $205K 0.01% SOLD
96 JOBY JOBY AVIATION INC Industrials 15,510 $205K 0.01% SOLD
97 AZTA AZENTA INC Healthcare 6,100 $203K 0.01% SOLD
98 BEN FRANKLIN RESOURCES INC Financial Services 8,441 $202K 0.01% SOLD
99 INCY INCYTE CORP Healthcare 2,042 $202K 0.01% SOLD
100 ASH ASHLAND INC Basic Materials 3,435 $202K 0.01% SOLD
Page 5 of 7  ·  132 positions
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%