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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 14 of 19  ·  374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 THOMSON REUTERS CORP 3,751.0 $338K 0.01% -2K -34.7% $89.98
262 CNO CNO FINL GROUP INC Financial Services 8,191.0 $336K 0.01% -1K -13.9% $41.06 +23.8%
263 FNV FRANCO NEV CORP Basic Materials 1,358.0 $335K 0.01% -270.0 -16.6% $247.05 -11.2%
264 RB GLOBAL INC 3,475.0 $333K 0.01% -2K -38.3% $95.85
265 SMURFIT WESTROCK PLC 8,344.0 $333K 0.01% -4K -33.1% $39.85
266 HEI HEICO CORP NEW Industrials 1,210.0 $332K 0.01% -77.0 -6.0% $274.20 +22.9%
267 SSRM SSR MINING IN Basic Materials 11,125.0 $327K 0.01% -205.0 -1.8% $29.37 +5.4%
268 VRT VERTIV HOLDINGS CO Industrials 1,292.0 $324K 0.01% -2K -64.9% $250.58 +32.9%
269 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 3,282.0 $323K 0.01% -475.0 -12.6% $98.42 -13.4%
270 CEVA CEVA INC Technology 17,110.0 $320K 0.01% -1K -5.8% $18.68 +166.2%
271 CLX CLOROX CO DEL Consumer Defensive 3,064.0 $318K 0.01% -5K -60.3% $103.63 -7.6%
272 NSA NATIONAL STORAGE AFFILIATES Real Estate 8,314.0 $314K 0.01% -6K -42.5% $37.74 +17.8%
273 B BARRICK MNG CORP Basic Materials 7,664.0 $313K 0.01% -522.0 -6.4% $40.79 -1.1%
274 AVB AVALONBAY CMNTYS INC Real Estate 1,906.0 $313K 0.01% -23K -92.5% $164.00 +8.1%
275 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 932.0 $308K 0.01% -238.0 -20.3% $330.63 -5.3%
276 FERROVIAL SE 4,737.0 $308K 0.01% -808.0 -14.6% $65.05
277 NTNX NUTANIX INC Technology 8,099.0 $308K 0.01% -1K -14.6% $38.01 +23.4%
278 INFY INFOSYS LTD Technology 22,547.0 $305K 0.01% -45K -66.7% $13.51 -21.8%
279 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 4,122.0 $304K 0.01% -37.0 -0.9% $73.70 +13.9%
280 ULTA ULTA BEAUTY INC Consumer Cyclical 581.0 $304K 0.01% -43.0 -6.9% $522.71 -12.7%
Page 14 of 19  ·  374 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%