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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 18 of 19  ·  374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CNM CORE & MAIN INC Industrials 4,234.0 $209K 0.01% -148.0 -3.4% $49.40 -1.7%
342 STEP STEPSTONE GROUP INC Financial Services 4,378.0 $209K 0.01% -958.0 -17.9% $47.72 -5.3%
343 ASB ASSOCIATED BANC-CORP Financial Services 8,074.0 $209K 0.01% -2K -20.1% $25.86 +12.9%
344 ORA ORMAT TECHNOLOGIES INC Utilities 1,865.0 $209K 0.01% -36.0 -1.9% $111.92 +14.1%
345 LBRT LIBERTY ENERGY INC Energy 7,192.0 $207K 0.00% -7K -49.4% $28.80 -5.6%
346 WAY WAYSTAR HLDG CORP Technology 8,589.0 $207K 0.00% -993.0 -10.4% $24.11 -23.4%
347 M MACYS INC Consumer Cyclical 11,180.0 $204K 0.00% -1K -9.6% $18.22 +32.5%
348 LAD LITHIA MTRS INC Consumer Cyclical 812.0 $203K 0.00% -590.0 -42.1% $249.72 +18.1%
349 MPT MEDICAL PROPERTIES TRUST INC Financial Services 42,185.0 $200K 0.00% -8K -16.5% $4.74 -4.4%
350 RUN SUNRUN INC Energy 13,600.0 $184K 0.00% -4K -24.1% $13.56 -0.3%
351 SOFI SOFI TECHNOLOGIES INC Financial Services 11,281.0 $179K 0.00% -29K -71.8% $15.88 +12.8%
352 APLE APPLE HOSPITALITY REIT INC Real Estate 15,442.0 $178K 0.00% -2K -12.3% $11.51 +44.1%
353 CHCT COMMUNITY HEALTHCARE TR INC Real Estate 10,582.0 $168K 0.00% -256.0 -2.4% $15.89 +9.7%
354 CAG CONAGRA BRANDS INC Consumer Defensive 10,309.0 $162K 0.00% -7K -41.7% $15.72 -16.0%
355 NMRK NEWMARK GROUP INC Real Estate 10,281.0 $154K 0.00% -3K -24.0% $14.99 -0.8%
356 PTEN PATTERSON-UTI ENERGY INC Energy 13,473.0 $146K 0.00% -8K -38.4% $10.83 -7.3%
357 KSS KOHLS CORP Consumer Cyclical 11,028.0 $144K 0.00% -10K -48.5% $13.02 +32.5%
358 OWL BLUE OWL CAPITAL INC Financial Services 15,016.0 $137K 0.00% -40K -72.5% $9.13 +4.4%
359 CLDT CHATHAM LODGING TR Real Estate 17,323.0 $136K 0.00% -1K -6.0% $7.87 +69.8%
360 FPI FARMLAND PARTNERS INC Real Estate 11,169.0 $125K 0.00% -3K -18.9% $11.23 -13.1%
Page 18 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%