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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 2 of 12  ·  222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RLI RLI CORP Financial Services 8,641.0 $493K 0.01% NEW $57.04 -6.9%
22 CAVA CAVA GROUP INC Consumer Cyclical 6,033.0 $488K 0.01% NEW $80.90 +10.2%
23 WAT WATERS CORP Healthcare 1,618.0 $482K 0.01% NEW $297.80 +19.4%
24 EVEREST GROUP LTD 1,445.0 $472K 0.01% NEW $326.85
25 PCTY PAYLOCITY HLDG CORP Technology 4,339.0 $469K 0.01% NEW $108.04 -6.5%
26 SAM BOSTON BEER INC Consumer Defensive 1,995.0 $460K 0.01% NEW $230.40 -23.6%
27 VXUS VANGUARD STAR FDS 5,960.0 $460K 0.01% NEW $77.11 +12.5%
28 ATR APTARGROUP INC Healthcare 3,585.0 $452K 0.01% NEW $126.02 -4.5%
29 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 3,935.0 $451K 0.01% NEW $114.73 -0.6%
30 LYV LIVE NATION ENTERTAINMENT IN Communication Services 2,911.0 $444K 0.01% NEW $152.51 +12.3%
31 PVH PVH CORPORATION Consumer Cyclical 6,277.0 $438K 0.01% NEW $69.76 +10.5%
32 ENOV ENOVIS CORPORATION Industrials 18,887.0 $430K 0.01% NEW $22.75 -3.4%
33 SM SM ENERGY COMPANY Energy 13,769.0 $429K 0.01% NEW $31.18 -13.0%
34 WLK WESTLAKE CORPORATION Basic Materials 3,651.0 $427K 0.01% NEW $116.82 -31.3%
35 CNK CINEMARK HLDGS INC Communication Services 14,690.0 $419K 0.01% NEW $28.52 +18.4%
36 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 5,079.0 $413K 0.01% NEW $81.23 +3.7%
37 ESS ESSEX PPTY TR INC Real Estate 1,651.0 $404K 0.01% NEW $244.55 +11.9%
38 KD KYNDRYL HLDGS INC Technology 30,532.0 $401K 0.01% NEW $13.12 -16.2%
39 VSAT VIASAT INC Technology 8,537.0 $391K 0.01% NEW $45.80 +40.0%
40 OSK OSHKOSH CORP Industrials 2,651.0 $390K 0.01% NEW $147.21 -5.2%
Page 2 of 12  ·  222 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%