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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 19  ·  374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SHOP SHOPIFY INC Technology 13,798.0 $1.6M 0.04% -690.0 -4.8% $118.62 -8.2%
122 MLI MUELLER INDS INC Industrials 14,458.0 $1.6M 0.04% -647.0 -4.3% $110.80 +24.0%
123 NVR NVR INC Consumer Cyclical 239.0 $1.6M 0.03% -111.0 -31.7% $6589.83 -1.5%
124 E ENI SPA Energy 26,663.0 $1.5M 0.03% -3K -9.4% $57.21 -14.4%
125 CVS CVS HEALTH CORP Healthcare 21,038.0 $1.5M 0.03% -1K -5.3% $71.82 +36.9%
126 DOCU DOCUSIGN INC Technology 29,947.0 $1.4M 0.03% -133K -81.6% $47.41 -8.3%
127 TEL TE CONNECTIVITY PLC Technology 6,754.0 $1.4M 0.03% -583.0 -8.0% $209.02 +4.1%
128 MET METLIFE INC Financial Services 19,770.0 $1.4M 0.03% -13K -40.6% $70.72 +21.0%
129 DFAC DIMENSIONAL ETF TRUST 35,483.0 $1.4M 0.03% -3K -8.7% $38.86 +13.7%
130 F FORD MTR CO Consumer Cyclical 117,714.0 $1.4M 0.03% -37K -23.9% $11.54 +21.8%
131 WDS WOODSIDE ENERGY GROUP LTD Energy 56,177.0 $1.3M 0.03% -6K -9.2% $23.88 -16.0%
132 VO VANGUARD INDEX FDS 4,597.0 $1.3M 0.03% -2K -27.8% $287.18 -72.1%
133 SLV ISHARES SILVER TR Financial Services 19,340.0 $1.3M 0.03% -15K -43.8% $68.14 -12.7%
134 OEF ISHARES TR 4,123.0 $1.3M 0.03% -601.0 -12.7% $318.07 +15.9%
135 CTRE CARETRUST REIT INC Real Estate 34,811.0 $1.3M 0.03% -22K -38.5% $37.04 +0.1%
136 PYPL PAYPAL HLDGS INC Financial Services 28,437.0 $1.3M 0.03% -151K -84.1% $45.23 -6.0%
137 HBM HUDBAY MINERALS INC Basic Materials 60,614.0 $1.3M 0.03% -513.0 -0.8% $20.90 +32.0%
138 DCI DONALDSON INC Industrials 14,596.0 $1.2M 0.03% -1K -8.1% $84.87 +0.8%
139 HIG HARTFORD INSURANCE GROUP INC Financial Services 9,068.0 $1.2M 0.03% -100.0 -1.1% $135.84 -5.6%
140 RRC RANGE RES CORP Energy 27,074.0 $1.2M 0.03% -701.0 -2.5% $45.18 -19.5%
Page 7 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%