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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 61 of 76  ·  1,506 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 3,658.0 $267K 0.01% NEW $72.92 +5.2%
1202 FLS FLOWSERVE CORP Industrials 3,613.0 $266K 0.01% NEW $73.60 +11.0%
1203 RL RALPH LAUREN CORP Consumer Cyclical 770.0 $265K 0.01% +171.0 +28.6% $344.29 +20.0%
1204 CYTK CYTOKINETICS INC Healthcare 4,020.0 $265K 0.01% +619.0 +18.2% $65.91 +19.5%
1205 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 6,763.0 $265K 0.01% -2K -21.1% $39.12 +34.8%
1206 KMPR KEMPER CORP Financial Services 8,653.0 $264K 0.01% +3K +45.8% $30.56 -18.1%
1207 HOG HARLEY DAVIDSON INC Consumer Cyclical 13,060.0 $264K 0.01% NEW $20.22 +27.0%
1208 DDS DILLARDS INC Consumer Cyclical 461.0 $264K 0.01% $572.41 -3.1%
1209 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 11,755.0 $264K 0.01% NEW $22.43 +21.6%
1210 BRX BRIXMOR PPTY GROUP INC Real Estate 9,155.0 $264K 0.01% +1K +19.2% $28.80 +7.3%
1211 DDOG DATADOG INC Technology 2,233.0 $264K 0.01% NEW $118.05 +88.9%
1212 VSNT VERSANT MEDIA GROUP INC Industrials 7,109.0 $263K 0.01% NEW $37.02 +3.2%
1213 FUTU FUTU HLDGS LTD Financial Services 1,922.0 $263K 0.01% +573.0 +42.5% $136.76 -29.3%
1214 KDP KEURIG DR PEPPER INC Consumer Defensive 9,881.0 $262K 0.01% +2K +32.9% $26.53 +15.9%
1215 USIG ISHARES TR 5,116.0 $262K 0.01% $51.23 -0.0%
1216 MGA MAGNA INTL INC Consumer Cyclical 4,686.0 $262K 0.01% $55.81 +17.1%
1217 IOT SAMSARA INC Technology 8,251.0 $261K 0.01% NEW $31.69 -0.0%
1218 AMG AFFILIATED MANAGERS GROUP Financial Services 941.0 $260K 0.01% +55.0 +6.2% $276.70 +27.5%
1219 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 4,244.0 $260K 0.01% -5K -51.7% $61.35 -28.8%
1220 NGVC NATURAL GROCERS BY VITAMIN Consumer Defensive 10,066.0 $260K 0.01% +66.0 +0.7% $25.85 +16.5%
Page 61 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%