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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 7 of 12  ·  222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ACM AECOM Industrials 2,868.0 $243K 0.01% NEW $84.82 -18.9%
122 TOST TOAST INC Technology 9,174.0 $243K 0.01% NEW $26.51 -7.0%
123 KVYO KLAVIYO INC Technology 12,450.0 $242K 0.01% NEW $19.46 -31.9%
124 MUSA MURPHY USA INC Consumer Cyclical 482.0 $238K 0.01% NEW $493.97 +11.6%
125 ALGN ALIGN TECHNOLOGY INC Healthcare 1,386.0 $238K 0.01% NEW $171.43 +6.2%
126 VRRM VERRA MOBILITY CORP Technology 16,595.0 $237K 0.01% NEW $14.29 -68.9%
127 JKHY HENRY JACK & ASSOC INC Technology 1,496.0 $236K 0.01% NEW $158.04 -20.1%
128 CRI CARTERS INC Consumer Cyclical 6,553.0 $234K 0.01% NEW $35.76 +19.0%
129 COOPER COS INC 3,248.0 $232K 0.01% NEW $71.50
130 SCCO SOUTHERN COPPER CORP Basic Materials 1,347.0 $232K 0.01% NEW $172.09 +12.1%
131 WU WESTERN UN CO Financial Services 26,486.0 $231K 0.01% NEW $8.73 -18.4%
132 UTL UNITIL CORP Utilities 4,395.0 $230K 0.01% NEW $52.24 -2.5%
133 LINE LINEAGE INC Real Estate 6,890.0 $229K 0.01% NEW $33.29 +24.3%
134 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 24,262.0 $229K 0.01% NEW $9.42 +86.6%
135 MSA MSA SAFETY INC Industrials 1,393.0 $228K 0.01% NEW $163.95 +0.3%
136 FTAI AVIATION LTD 930.0 $228K 0.01% NEW $245.00
137 XLU SELECT SECTOR SPDR TR 4,933.0 $226K 0.01% NEW $45.89 -2.5%
138 FE FIRSTENERGY CORP Utilities 4,422.0 $224K 0.01% NEW $50.66 -8.3%
139 MOD MODINE MFG CO Consumer Cyclical 1,033.0 $224K 0.01% NEW $216.71 +37.2%
140 ARMK ARAMARK Industrials 5,451.0 $221K 0.01% NEW $40.54 +31.5%
Page 7 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%