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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 6 of 12  ·  222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DDOG DATADOG INC Technology 2,233.0 $264K 0.01% NEW $118.05 +88.9%
102 VSNT VERSANT MEDIA GROUP INC Industrials 7,109.0 $263K 0.01% NEW $37.02 +3.2%
103 IOT SAMSARA INC Technology 8,251.0 $261K 0.01% NEW $31.69 -0.0%
104 OII OCEANEERING INTL INC Energy 7,303.0 $259K 0.01% NEW $35.47 +1.7%
105 KFY KORN FERRY Industrials 4,079.0 $258K 0.01% NEW $63.34 +12.8%
106 IMO IMPERIAL OIL LTD Energy 1,963.0 $258K 0.01% NEW $131.45 -14.4%
107 BILL BILL HOLDINGS INC Technology 6,716.0 $257K 0.01% NEW $38.30 -15.2%
108 CBZ CBIZ INC Industrials 9,561.0 $257K 0.01% NEW $26.85 +15.8%
109 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 3,531.0 $257K 0.01% NEW $72.69 +3.3%
110 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 2,187.0 $256K 0.01% NEW $117.06 +1.7%
111 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 3,903.0 $254K 0.01% NEW $65.09 +32.2%
112 BSY BENTLEY SYS INC Technology 7,223.0 $254K 0.01% NEW $35.12 -16.3%
113 ROKU ROKU INC Communication Services 2,656.0 $251K 0.01% NEW $94.62 +45.9%
114 TNDM TANDEM DIABETES CARE INC Healthcare 12,992.0 $249K 0.01% NEW $19.17 -20.2%
115 IRT INDEPENDENCE RLTY TR INC Real Estate 16,724.0 $249K 0.01% NEW $14.89 +6.2%
116 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 1,266.0 $247K 0.01% NEW $195.41 +0.8%
117 CRL CHARLES RIV LABS INTL INC Healthcare 1,430.0 $247K 0.01% NEW $172.50 +7.2%
118 INTA INTAPP INC Technology 9,598.0 $247K 0.01% NEW $25.69 -14.2%
119 FRSH FRESHWORKS INC Technology 30,597.0 $246K 0.01% NEW $8.03 +10.3%
120 WST WEST PHARMACEUTICAL SVSC INC Healthcare 974.0 $244K 0.01% NEW $250.64 +30.8%
Page 6 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%