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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 55 of 71  ·  1,416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 TPH TRI POINTE HOMES INC Consumer Cyclical 8,957.0 $282K 0.01% NEW $31.47 +49.2%
1082 CELH CELSIUS HLDGS INC Consumer Defensive 6,156.0 $282K 0.01% NEW $45.74 -34.2%
1083 SNX TD SYNNEX CORPORATION Technology 1,874.0 $282K 0.01% NEW $150.23 +62.4%
1084 AMH AMERICAN HOMES 4 RENT Real Estate 8,767.0 $281K 0.01% NEW $32.10 +6.7%
1085 CLH CLEAN HARBORS INC Industrials 1,199.0 $281K 0.01% NEW $234.48 +32.2%
1086 MCY MERCURY GENL CORP NEW Financial Services 2,981.0 $280K 0.01% NEW $94.06 +13.8%
1087 LSCC LATTICE SEMICONDUCTOR CORP Technology 3,801.0 $280K 0.01% NEW $73.58 +74.0%
1088 WTS WATTS WATER TECHNOLOGIES INC Industrials 1,010.0 $279K 0.01% NEW $276.02 +28.0%
1089 BWXT BWX TECHNOLOGIES INC Industrials 1,612.0 $279K 0.01% NEW $172.84 +0.8%
1090 THRM GENTHERM INC Consumer Cyclical 7,656.0 $278K 0.01% NEW $36.37 +0.9%
1091 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 457.0 $277K 0.01% NEW $605.05 +14.5%
1092 BCPC BALCHEM CORP Basic Materials 1,795.0 $276K 0.01% NEW $154.02 +7.6%
1093 GSL GLOBAL SHIP LEASE INC NEW Industrials 7,885.0 $276K 0.01% NEW $35.04 +19.6%
1094 EQX EQUINOX GOLD CORP Basic Materials 19,676.0 $276K 0.01% NEW $14.04 -37.0%
1095 PENN PENN ENTERTAINMENT INC Consumer Cyclical 18,703.0 $276K 0.01% NEW $14.75 +42.3%
1096 MRVL MARVELL TECHNOLOGY INC Technology 3,237.0 $275K 0.01% NEW $84.98 +124.0%
1097 WDFC WD 40 CO Basic Materials 1,396.0 $275K 0.01% NEW $196.90 +30.1%
1098 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 3,056.0 $275K 0.01% NEW $89.92 +25.3%
1099 ZS ZSCALER INC Technology 1,220.0 $274K 0.01% NEW $224.92 -34.4%
1100 IEX IDEX CORP Industrials 1,540.0 $274K 0.01% NEW $177.94 +28.2%
Page 55 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%