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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 12  ·  222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BOH BANK HAWAII CORP Financial Services 4,378.0 $325K 0.01% NEW $74.25 +4.8%
62 VLO VALERO ENERGY CORP Energy 1,306.0 $323K 0.01% NEW $247.08 -4.4%
63 HQY HEALTHEQUITY INC Healthcare 3,795.0 $317K 0.01% NEW $83.57 +2.0%
64 NEBIUS GROUP N.V. 3,026.0 $314K 0.01% NEW $103.76
65 CTO CTO RLTY GROWTH INC NEW Real Estate 16,656.0 $308K 0.01% NEW $18.49 +11.4%
66 FTV FORTIVE CORP Technology 5,556.0 $307K 0.01% NEW $55.28 +10.4%
67 FIVN FIVE9 INC Technology 20,177.0 $306K 0.01% NEW $15.17 +27.9%
68 VVV VALVOLINE INC Energy 9,058.0 $305K 0.01% NEW $33.68 +13.0%
69 AN AUTONATION INC Consumer Cyclical 1,562.0 $305K 0.01% NEW $195.26 -3.3%
70 LPLA LPL FINL HLDGS INC Financial Services 1,012.0 $304K 0.01% NEW $300.83 -2.3%
71 CUBE CUBESMART Real Estate 8,300.0 $304K 0.01% NEW $36.65 +10.8%
72 LW LAMB WESTON HLDGS INC Consumer Defensive 7,188.0 $304K 0.01% NEW $42.26 +6.6%
73 QIAGEN NV 7,526.0 $301K 0.01% NEW $40.04
74 NBR NABORS INDUSTRIES LTD Energy 3,497.0 $301K 0.01% NEW $86.06 +1.2%
75 DOCS DOXIMITY INC Healthcare 12,806.0 $298K 0.01% NEW $23.30 -12.2%
76 RXO RXO INC Industrials 20,281.0 $297K 0.01% NEW $14.62 +73.7%
77 KVUE KENVUE INC Consumer Defensive 17,191.0 $296K 0.01% NEW $17.24 +5.1%
78 FRHC FREEDOM HOLDING CORP Financial Services 2,032.0 $294K 0.01% NEW $144.88 -0.8%
79 PODD INSULET CORP Healthcare 1,391.0 $292K 0.01% NEW $209.84 -30.5%
80 TQQQ PROSHARES TR 7,002.0 $292K 0.01% NEW $41.68 +98.8%
Page 4 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%