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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 45 of 76  ·  1,506 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 EPR EPR PPTYS Real Estate 8,663.0 $433K 0.01% +2K +37.5% $49.96 +15.1%
882 MAS MASCO CORP Industrials 7,124.0 $430K 0.01% +2K +27.9% $60.37 +23.2%
883 ITOT ISHARES TR 3,018.0 $430K 0.01% +38.0 +1.3% $142.43 +15.0%
884 ENOV ENOVIS CORPORATION Industrials 18,887.0 $430K 0.01% NEW $22.75 -3.4%
885 SM SM ENERGY COMPANY Energy 13,769.0 $429K 0.01% NEW $31.18 -13.0%
886 GTLS CHART INDS INC Industrials 2,076.0 $429K 0.01% +29.0 +1.4% $206.75 +0.6%
887 PAYC PAYCOM SOFTWARE INC Technology 3,530.0 $429K 0.01% +2K +75.4% $121.54 +2.7%
888 DOX AMDOCS LTD Technology 6,513.0 $429K 0.01% $65.83 -21.8%
889 WEN WENDYS CO Consumer Cyclical 61,572.0 $428K 0.01% +9K +16.8% $6.95 -2.2%
890 CCL CARNIVAL CORP Consumer Cyclical 16,526.0 $428K 0.01% +9K +129.3% $25.88 +19.3%
891 MMSI MERIT MED SYS INC Healthcare 6,191.0 $427K 0.01% +1K +21.1% $68.93 -2.5%
892 WLK WESTLAKE CORPORATION Basic Materials 3,651.0 $427K 0.01% NEW $116.82 -31.3%
893 LECO LINCOLN ELEC HLDGS INC Industrials 1,708.0 $426K 0.01% +308.0 +22.0% $249.58 +10.3%
894 NXE NEXGEN ENERGY LTD Energy 36,695.0 $426K 0.01% -18K -33.4% $11.60 -8.2%
895 AI C3 AI INC Technology 50,496.0 $425K 0.01% +350.0 +0.7% $8.42 +22.3%
896 DLB DOLBY LABORATORIES INC Technology 7,078.0 $425K 0.01% +742.0 +11.7% $60.06 -12.9%
897 VIAV VIAVI SOLUTIONS INC Technology 12,748.0 $424K 0.01% -71.0 -0.6% $33.28 +41.7%
898 ESGU ISHARES TR 2,995.0 $424K 0.01% $141.42 +15.4%
899 VIKING HOLDINGS LTD 5,741.0 $422K 0.01% $73.48
900 ETSY INC 8,428.0 $421K 0.01% +4K +99.6% $49.98
Page 45 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%