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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 41 of 76  ·  1,506 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 15,314.0 $490K 0.01% -6K -28.9% $32.01 +1.5%
802 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 2,591.0 $490K 0.01% +33.0 +1.3% $189.05 +18.8%
803 GPN GLOBAL PMTS INC Industrials 7,272.0 $489K 0.01% -1K -12.9% $67.30 -0.6%
804 CAVA CAVA GROUP INC Consumer Cyclical 6,033.0 $488K 0.01% NEW $80.90 +10.2%
805 CACI CACI INTL INC Technology 897.0 $488K 0.01% +303.0 +51.0% $543.87 -14.2%
806 WSO WATSCO INC Industrials 1,340.0 $487K 0.01% +434.0 +47.9% $363.79 +10.2%
807 VIGI VANGUARD WHITEHALL FDS 5,503.0 $487K 0.01% $88.46 +5.4%
808 EAT BRINKER INTL INC Consumer Cyclical 3,402.0 $486K 0.01% -587.0 -14.7% $142.77 +15.5%
809 CORPAY INC 1,667.0 $485K 0.01% +256.0 +18.1% $290.99
810 PNTG PENNANT GROUP INC Healthcare 15,914.0 $485K 0.01% $30.48 +9.7%
811 CNH INDL N V 44,044.0 $484K 0.01% +25K +135.5% $11.00
812 AAON AAON INC Industrials 5,851.0 $484K 0.01% +2K +48.3% $82.75 +65.2%
813 SAIA SAIA INC Industrials 1,376.0 $483K 0.01% +661.0 +92.5% $351.28 +23.9%
814 DECK DECKERS OUTDOOR CORP Consumer Cyclical 4,820.0 $482K 0.01% +606.0 +14.4% $100.09 +9.0%
815 VOT VANGUARD INDEX FDS 1,874.0 $482K 0.01% $257.35 +19.0%
816 WAT WATERS CORP Healthcare 1,618.0 $482K 0.01% NEW $297.80 +19.4%
817 NPK NATIONAL PRESTO INDS INC Industrials 3,507.0 $481K 0.01% $137.06 -3.8%
818 VMI VALMONT INDS INC Industrials 1,199.0 $480K 0.01% +117.0 +10.8% $400.31 +42.5%
819 BHF BRIGHTHOUSE FINL INC Financial Services 7,998.0 $479K 0.01% -7K -45.4% $59.88 +5.6%
820 CNR CORE NATURAL RESOURCES INC Energy 4,557.0 $477K 0.01% $104.73 -20.2%
Page 41 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%