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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 39 of 76  ·  1,506 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 OKTA OKTA INC Technology 6,670.0 $525K 0.01% +2K +45.0% $78.71 +49.7%
762 EXPAND ENERGY CORPORATION 4,781.0 $525K 0.01% -75.0 -1.5% $109.78
763 MBB ISHARES TR 5,491.0 $521K 0.01% -1K -16.2% $94.96 -0.5%
764 REMX VANECK ETF TRUST 5,900.0 $519K 0.01% $88.00 +8.6%
765 INSTALLED BLDG PRODS INC 1,955.0 $518K 0.01% +412.0 +26.7% $265.15
766 OLN OLIN CORP Basic Materials 17,414.0 $518K 0.01% +1K +6.2% $29.73 -26.0%
767 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 14,071.0 $517K 0.01% $36.75 +6.3%
768 FMS FRESENIUS MEDICAL CARE AG Healthcare 22,921.0 $517K 0.01% +5K +27.2% $22.56 +4.6%
769 LEN LENNAR CORP Consumer Cyclical 5,930.0 $515K 0.01% +2K +57.9% $86.84 +3.3%
770 AVAV AEROVIRONMENT INC Industrials 2,810.0 $514K 0.01% +794.0 +39.4% $183.05 -7.3%
771 PEGA PEGASYSTEMS INC Technology 12,056.0 $513K 0.01% NEW $42.56 -29.3%
772 TDS TELEPHONE & DATA SYS INC Communication Services 12,168.0 $512K 0.01% $42.10 -6.0%
773 SFM SPROUTS FMRS MKT INC Consumer Defensive 6,638.0 $512K 0.01% +3K +108.2% $77.13 +4.4%
774 HPE HEWLETT PACKARD ENTERPRISE C Technology 21,307.0 $510K 0.01% -4K -15.7% $23.95 +98.0%
775 ESI ELEMENT SOLUTIONS INC Basic Materials 14,894.0 $508K 0.01% +3K +25.4% $34.14 +34.7%
776 BBEU J P MORGAN EXCHANGE TRADED F 7,020.0 $508K 0.01% $72.41 +8.4%
777 PHM PULTE GROUP INC Consumer Cyclical 4,298.0 $506K 0.01% +983.0 +29.6% $117.83 +7.7%
778 VGSH VANGUARD SCOTTSDALE FDS 8,640.0 $506K 0.01% $58.54 -0.7%
779 MKL MARKEL GROUP INC Financial Services 264.0 $505K 0.01% +96.0 +57.1% $1914.07 -3.5%
780 SNEX STONEX GROUP INC Financial Services 6,250.0 $504K 0.01% +2K +52.2% $80.65 +72.4%
Page 39 of 76  ·  1,506 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%