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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 70 of 76  ·  1,506 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 WAY WAYSTAR HLDG CORP Technology 8,589.0 $207K 0.00% -993.0 -10.4% $24.11 -23.4%
1382 TLH ISHARES TR 2,053.0 $207K 0.00% $100.72 -0.2%
1383 HWKN HAWKINS INC Basic Materials 1,345.0 $207K 0.00% NEW $153.60 +5.1%
1384 ALHC ALIGNMENT HEALTHCARE INC Healthcare 11,688.0 $206K 0.00% +223.0 +1.9% $17.62 +24.1%
1385 FOR FORESTAR GROUP INC Real Estate 8,402.0 $205K 0.00% NEW $24.44 +19.9%
1386 GFI GOLD FIELDS LTD Basic Materials 4,520.0 $205K 0.00% NEW $45.40 -15.0%
1387 CNX CNX RES CORP Energy 5,320.0 $205K 0.00% NEW $38.55 -15.3%
1388 YETI YETI HLDGS INC Consumer Cyclical 5,597.0 $205K 0.00% NEW $36.59 +33.8%
1389 HOMB HOME BANCSHARES INC Financial Services 7,601.0 $205K 0.00% NEW $26.93 +2.7%
1390 DVY ISHARES TR 1,351.0 $205K 0.00% NEW $151.41 +1.3%
1391 GDDY GODADDY INC Technology 2,474.0 $205K 0.00% +77.0 +3.2% $82.67 -6.8%
1392 SLAB SILICON LABORATORIES INC Technology 982.0 $204K 0.00% NEW $208.15 +5.6%
1393 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 9,509.0 $204K 0.00% NEW $21.45 +33.1%
1394 ESNT ESSENT GROUP LTD Financial Services 3,487.0 $204K 0.00% NEW $58.44 +0.0%
1395 M MACYS INC Consumer Cyclical 11,180.0 $204K 0.00% -1K -9.6% $18.22 +32.5%
1396 HRB BLOCK H & R INC Consumer Cyclical 6,421.0 $203K 0.00% NEW $31.63 +8.7%
1397 BHE BENCHMARK ELECTRS INC Technology 3,611.0 $203K 0.00% NEW $56.22 +64.0%
1398 SXI STANDEX INTL CORP Industrials 796.0 $203K 0.00% NEW $254.86 +23.7%
1399 LAD LITHIA MTRS INC Consumer Cyclical 812.0 $203K 0.00% -590.0 -42.1% $249.72 +18.1%
1400 FCFS FIRSTCASH HOLDINGS INC Financial Services 1,076.0 $202K 0.00% NEW $188.00 +20.8%
Page 70 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%