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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 8 of 71  ·  1,416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TUA SIMPLIFY EXCHANGE TRADED FUN 346,606.0 $7.6M 0.17% NEW $21.90 -6.5%
142 EQT EQT CORP Energy 138,082.0 $7.4M 0.17% NEW $53.60 -8.1%
143 XLE SELECT SECTOR SPDR TR 163,909.0 $7.3M 0.16% NEW $44.71 +26.3%
144 NFLX NETFLIX INC Communication Services 77,455.0 $7.3M 0.16% NEW $93.76 -21.4%
145 LOW LOWES COS INC Consumer Cyclical 29,925.0 $7.2M 0.16% NEW $241.16 -13.1%
146 MCHI ISHARES TR 117,468.0 $7.1M 0.16% NEW $60.07 -9.9%
147 CHE CHEMED CORP NEW Healthcare 16,244.0 $7.0M 0.15% NEW $427.86 +15.1%
148 IJH ISHARES TR 104,156.0 $6.9M 0.15% NEW $66.00 +14.6%
149 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 13,588.0 $6.6M 0.15% NEW $487.25 +8.1%
150 WES WESTERN MIDSTREAM PARTNERS L Energy 166,198.0 $6.6M 0.15% NEW $39.50 +16.3%
151 NVS NOVARTIS AG Healthcare 47,245.0 $6.5M 0.14% NEW $137.87 +9.4%
152 AGNC AGNC INVT CORP Real Estate 595,179.0 $6.5M 0.14% NEW $10.84 +4.4%
153 AXP AMERICAN EXPRESS CO Financial Services 16,766.0 $6.2M 0.14% NEW $369.95 -3.1%
154 RH RH Consumer Cyclical 34,414.0 $6.2M 0.14% NEW $179.15 +6.2%
155 PCG PG&E CORP Utilities 377,535.0 $6.1M 0.14% NEW $16.12 +8.6%
156 SAP SAP SE Technology 25,012.0 $6.1M 0.14% NEW $242.91 -35.8%
157 VTI VANGUARD INDEX FDS 18,117.0 $6.1M 0.14% NEW $335.27 +11.1%
158 RODM LATTICE STRATEGIES TR 163,640.0 $6.1M 0.14% NEW $36.98 +11.4%
159 BERKSHIRE HATHAWAY INC DEL 8.0 $6.0M 0.14% NEW $754800.00
160 IBHF ISHARES TR 260,671.0 $6.0M 0.13% NEW $23.08 -2.3%
Page 8 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%