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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 51 of 76  ·  1,506 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 BYD BOYD GAMING CORP Consumer Cyclical 4,325.0 $356K 0.01% +405.0 +10.3% $82.38 +2.8%
1002 LH LABCORP HOLDINGS INC Healthcare 1,330.0 $355K 0.01% +131.0 +10.9% $266.81 -4.1%
1003 ITGR INTEGER HLDGS CORP Healthcare 4,032.0 $355K 0.01% NEW $88.00 +3.4%
1004 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 3,904.0 $354K 0.01% NEW $90.66 -3.0%
1005 TSN TYSON FOODS INC Consumer Defensive 5,512.0 $353K 0.01% +425.0 +8.3% $64.07 -13.4%
1006 GBDC GOLUB CAP BDC INC Financial Services 27,862.0 $353K 0.01% +3K +12.0% $12.66 -2.4%
1007 TMDX TRANSMEDICS GROUP INC Healthcare 3,540.0 $352K 0.01% +1K +50.2% $99.41 -20.7%
1008 LLYVA LIBERTY LIVE HOLDINGS INC Communication Services 3,833.0 $351K 0.01% $91.64 +3.6%
1009 BMI BADGER METER INC Technology 2,305.0 $351K 0.01% -490.0 -17.5% $152.35 -11.1%
1010 DLTR DOLLAR TREE INC Consumer Defensive 3,203.0 $351K 0.01% +364.0 +12.8% $109.51 +2.0%
1011 TREX TREX INC Industrials 9,618.0 $350K 0.01% $36.42 +29.4%
1012 UAL UNITED AIRLS HLDGS INC Industrials 3,800.0 $350K 0.01% +1K +61.4% $92.07 +28.5%
1013 QQQE DIREXION SHARES ETF TRUST 3,542.0 $349K 0.01% $98.53 +23.5%
1014 SHW SHERWIN WILLIAMS CO Basic Materials 1,087.0 $348K 0.01% -48.0 -4.2% $320.55 +0.1%
1015 IYH ISHARES TR 5,652.0 $348K 0.01% -5K -44.9% $61.65 +1.7%
1016 SPSB SPDR SERIES TRUST 11,530.0 $347K 0.01% $30.07 -0.4%
1017 IDXX IDEXX LABS INC Healthcare 615.0 $346K 0.01% -75.0 -10.9% $561.89 +0.0%
1018 DAN DANA INC Consumer Cyclical 10,268.0 $346K 0.01% NEW $33.65 -13.3%
1019 PCOR PROCORE TECHNOLOGIES INC Technology 6,059.0 $345K 0.01% NEW $57.00 -29.8%
1020 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 5,357.0 $345K 0.01% +632.0 +13.4% $64.45 +15.8%
Page 51 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%