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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 9 of 12  ·  222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SOLV SOLVENTUM CORP Healthcare 3,214.0 $210K 0.01% NEW $65.30 +15.5%
162 SKYWARD SPECIALTY INS GROUP 4,802.0 $210K 0.01% NEW $43.68
163 WRB BERKLEY W R CORP Financial Services 3,160.0 $209K 0.01% NEW $66.28 +1.4%
164 DAR DARLING INGREDIENTS INC Consumer Defensive 3,384.0 $209K 0.01% NEW $61.85 -13.2%
165 SDGR SCHRODINGER INC Healthcare 18,388.0 $209K 0.01% NEW $11.36 +38.7%
166 MDU MDU RES GROUP INC Industrials 10,009.0 $208K 0.01% NEW $20.79 +2.4%
167 AVPT AVEPOINT INC Technology 21,838.0 $208K 0.00% NEW $9.51 +9.5%
168 FA FIRST ADVANTAGE CORP NEW Industrials 17,634.0 $207K 0.00% NEW $11.76 +36.6%
169 PRDO PERDOCEO ED CORP Consumer Defensive 5,569.0 $207K 0.00% NEW $37.21 -13.9%
170 EMGF ISHARES INC 3,427.0 $207K 0.00% NEW $60.43 +25.5%
171 HWKN HAWKINS INC Basic Materials 1,345.0 $207K 0.00% NEW $153.60 +5.1%
172 FOR FORESTAR GROUP INC Real Estate 8,402.0 $205K 0.00% NEW $24.44 +19.9%
173 GFI GOLD FIELDS LTD Basic Materials 4,520.0 $205K 0.00% NEW $45.40 -15.0%
174 CNX CNX RES CORP Energy 5,320.0 $205K 0.00% NEW $38.55 -15.3%
175 YETI YETI HLDGS INC Consumer Cyclical 5,597.0 $205K 0.00% NEW $36.59 +33.8%
176 HOMB HOME BANCSHARES INC Financial Services 7,601.0 $205K 0.00% NEW $26.93 +2.7%
177 DVY ISHARES TR 1,351.0 $205K 0.00% NEW $151.41 +1.3%
178 SLAB SILICON LABORATORIES INC Technology 982.0 $204K 0.00% NEW $208.15 +5.6%
179 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 9,509.0 $204K 0.00% NEW $21.45 +33.1%
180 ESNT ESSENT GROUP LTD Financial Services 3,487.0 $204K 0.00% NEW $58.44 +0.0%
Page 9 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%