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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 3 of 19  ·  374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 O REALTY INCOME CORP Real Estate 165,075.0 $10.1M 0.22% -2K -0.9% $61.18 -1.5%
42 IVV ISHARES TR 15,436.0 $10.1M 0.22% -9K -36.6% $653.20 +14.8%
43 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 400,421.0 $9.8M 0.21% -176K -30.6% $24.39 -13.9%
44 SCHW SCHWAB CHARLES CORP Financial Services 103,545.0 $9.7M 0.21% -10K -8.4% $93.98 -2.4%
45 EWY ISHARES INC 76,317.0 $9.4M 0.20% -31K -29.1% $123.01 +78.2%
46 VYM VANGUARD WHITEHALL FDS 61,276.0 $9.1M 0.20% -3K -4.4% $148.10 +6.8%
47 IVW ISHARES TR 78,441.0 $8.9M 0.19% -1K -1.6% $113.11 +22.0%
48 EQT EQT CORP Energy 135,403.0 $8.6M 0.19% -3K -1.9% $63.64 -20.3%
49 EEMS ISHARES INC 119,047.0 $8.2M 0.18% -1K -1.0% $69.18 +12.7%
50 AESI ATLAS ENERGY SOLUTIONS INC Energy 625,487.0 $8.2M 0.18% -703K -52.9% $13.12 +23.5%
51 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 13,120.0 $7.8M 0.17% -468.0 -3.4% $592.98 -9.5%
52 NKE NIKE INC Consumer Cyclical 130,387.0 $6.9M 0.15% -7K -4.9% $53.24 -15.1%
53 XLE SELECT SECTOR SPDR TR 112,267.0 $6.9M 0.15% -52K -31.5% $61.26 -12.2%
54 WES WESTERN MIDSTREAM PARTNERS L Energy 158,167.0 $6.5M 0.14% -8K -4.8% $41.17 +4.3%
55 RODM LATTICE STRATEGIES TR 162,315.0 $6.4M 0.14% -1K -0.8% $39.42 +4.1%
56 AM ANTERO MIDSTREAM CORP Energy 276,968.0 $6.3M 0.14% -10K -3.6% $22.80 -4.8%
57 IBHF ISHARES TR 259,363.0 $6.0M 0.13% -1K -0.5% $22.95 -1.3%
58 AGNC AGNC INVT CORP Real Estate 580,255.0 $5.9M 0.13% -15K -2.5% $10.15 +2.3%
59 CSX CSX CORP Industrials 143,136.0 $5.9M 0.13% -13K -8.1% $41.05 +11.2%
60 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 164,882.0 $5.8M 0.13% -78K -32.1% $35.44 -10.2%
Page 3 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%