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Portfolio (Quarterly) Guide ↗

EVERGREEN CAPITAL MANAGEMENT LLC

· CIK 0001260824
13F Portfolio $4.5B AUM 2,040 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1416 New
Page 27 of 71  ·  1,416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 MOH MOLINA HEALTHCARE INC Healthcare 4,788.0 $831K 0.02% NEW $173.54 +30.0%
522 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 37,204.0 $830K 0.02% NEW $22.32 -12.4%
523 NXT NEXTPOWER INC Technology 9,528.0 $830K 0.02% NEW $87.11 +21.9%
524 GWRE GUIDEWIRE SOFTWARE INC Technology 4,113.0 $827K 0.02% NEW $201.01 -25.9%
525 WDC WESTERN DIGITAL CORP Technology 4,791.0 $825K 0.02% NEW $172.27 +168.6%
526 CRBN ISHARES TR 3,566.0 $822K 0.02% NEW $230.53 +9.3%
527 EA ELECTRONIC ARTS INC Communication Services 4,001.0 $818K 0.02% NEW $204.33 +1.6%
528 OWL BLUE OWL CAPITAL INC Financial Services 54,679.0 $817K 0.02% NEW $14.94 -35.9%
529 XBI SPDR SERIES TRUST 6,686.0 $815K 0.02% NEW $121.93 +23.9%
530 IWV ISHARES TR 2,097.0 $811K 0.02% NEW $386.85 +10.1%
531 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 17,744.0 $809K 0.02% NEW $45.57 +43.1%
532 FFIV F5 INC Technology 3,165.0 $808K 0.02% NEW $255.26 +57.0%
533 TD TORONTO DOMINION BK ONT Financial Services 8,544.0 $805K 0.02% NEW $94.20 +30.8%
534 MTZ MASTEC INC Industrials 3,692.0 $803K 0.02% NEW $217.37 +56.1%
535 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 21,553.0 $797K 0.02% NEW $37.00 -8.0%
536 VCTR VICTORY CAP HLDGS INC Financial Services 12,635.0 $797K 0.02% NEW $63.09 +58.6%
537 BWA BORGWARNER INC Consumer Cyclical 17,621.0 $794K 0.02% NEW $45.06 +38.5%
538 ABNB AIRBNB INC Consumer Cyclical 5,825.0 $791K 0.02% NEW $135.72 +8.5%
539 IDCC INTERDIGITAL INC Technology 2,483.0 $791K 0.02% NEW $318.38 -17.8%
540 VST VISTRA CORP Utilities 4,876.0 $787K 0.02% NEW $161.33 -5.8%
Page 27 of 71  ·  1,416 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 25.4%
Financial Services 21.0%
Industrials 11.2%
Energy 9.6%
Communication Services 8.6%
Consumer Cyclical 7.8%
Healthcare 7.1%
Real Estate 3.6%
Consumer Defensive 2.6%
Basic Materials 1.7%