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Asset Manager ← All Institutions

EVERGREEN CAPITAL MANAGEMENT LLC

Q4 2025 · Filed 2026-01-27
Market Value
$4.4B
+6.1%
Holdings
1,488
+161
New Purchases
211
Added To
601
Closed
118
Reduced
458
Top 10 Concentration
20.7%
Turnover
22.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IEMG 2.44% 0.28% +2.16% $108M
VNQ 1.42% 0.82% +0.60% $63M
SGOV 1.18% 0.69% +0.48% $52M
GOOGL 1.89% 1.41% +0.47% $84M
AAPL 2.75% 2.28% +0.47% $122M
GOOG 1.79% 1.49% +0.30% $79M
TOTB.DE 0.29% 0.00% +0.29% $13M
IGF 0.29% 0.05% +0.23% $13M
CHYM 0.19% 0.00% +0.19% $9M
ELS 0.19% 0.01% +0.18% $8M
MU 0.39% 0.24% +0.15% $17M
AVGO 0.68% 0.52% +0.15% $30M
AMT 0.28% 0.14% +0.15% $13M
AMZN 1.55% 1.41% +0.15% $69M
VHT 0.36% 0.21% +0.15% $16M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GS 1.61% 4.05% -2.44% $71M
JD 0.00% 1.24% -1.24% $0
COF 0.71% 1.88% -1.17% $32M
OVV 0.65% 1.46% -0.81% $29M
SLB 0.10% 0.51% -0.41% $4M
APA 0.21% 0.59% -0.38% $9M
LINE 0.00% 0.28% -0.28% $0
TTE 0.00% 0.28% -0.28% $0
SATS 0.71% 0.96% -0.24% $31M
IEI 2.02% 2.21% -0.19% $89M
AES 0.19% 0.38% -0.19% $8M
NKE 0.20% 0.38% -0.19% $9M
LXP 0.00% 0.18% -0.18% $0
ORCL 0.33% 0.51% -0.18% $15M
UBER 0.43% 0.59% -0.15% $19M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 78 $1.4B 31.0%
Large Cap 769 $2.2B 49.7%
Mid Cap 467 $527M 11.9%
Small Cap 140 $284M 6.4%
Micro Cap 34 $43M 1.0%

Portfolio Analytics

Avg Market Cap
$68.5B
Median Market Cap
$13.1B
Avg P/E
31.7
Median P/E
21.9
Avg Dividend Yield
0.02%
Avg Beta
0.98
# Stocks
1,249
# ETFs / Funds
239

Top Holdings (1,488 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSFT 2.87% 262,458 $127M $483.62 $7M +30,453 +13.1%
2 AAPL 2.75% 447,640 $122M $271.86 $27M +73,890 +19.8%
3 IEMG 2.44% 1,608,892 $108M $67.22 $97M +1,432,521 +812.2%
4 IEI 2.02% 748,901 $89M $119.35 -$3M -21,684 -2.8%
5 PCAR 1.99% 793,616 $88M $110.91 $10M -43 -0.0%
6 GOOGL 1.89% 266,891 $84M $313.00 $25M +24,498 +10.1%
7 GOOG 1.79% 252,636 $79M $313.80 $17M -2,770 -1.1%
8 NVDA 1.78% 421,950 $79M $186.50 $8M +40,769 +10.7%
9 GS 1.61% 80,894 $71M $879.00 -$98M -131,286 -61.9%
10 AMZN 1.55% 297,680 $69M $230.82 $10M +30,490 +11.4%
11 VNQ 1.42% 708,773 $63M $88.49 $29M +336,188 +90.2%
12 SHY 1.38% 736,394 $61M $82.82 -$574K -5,674 -0.8%
13 MTBA 1.22% 1,068,299 $54M $50.41 $110K +912 +0.1%
14 SGOV 1.18% 519,636 $52M $100.38 $23M +232,085 +80.7%
15 JAAA 1.05% 921,304 $47M $50.58 -$210K -508 -0.1%
16 VTEB 0.85% 745,618 $37M $50.29 $169K +96 +0.0%
17 VTV 0.81% 188,069 $36M $190.99 $2M +6,469 +3.6%
18 BINC 0.78% 657,412 $35M $52.77 $500K +15,186 +2.4%
19 DMBS 0.76% 678,314 $34M $49.66 $887K +18,203 +2.8%
20 FDX 0.73% 110,698 $32M $290.30 $6M +144 +0.1%
21 COF 0.71% 130,473 $32M $242.36 -$47M -239,065 -64.7%
22 SATS 0.71% 289,329 $31M $108.70 -$8M -232,693 -44.6%
23 META 0.70% 47,182 $31M $660.09 $4M +10,305 +27.9%
24 JPM 0.69% 94,545 $30M $322.22 $2M +4,113 +4.5%
25 AVGO 0.68% 86,403 $30M $346.10 $8M +20,381 +30.9%
26 SPY 0.66% 42,522 $29M $683.92 $7M +9,764 +29.8%
27 OVV 0.65% 732,363 $29M $39.19 -$32M -774,968 -51.4%
28 EPD 0.65% 894,406 $29M $32.06 $277K -13,753 -1.5%
29 EMLC 0.63% 1,078,317 $28M $25.82 $834K +19,574 +1.9%
30 VUG 0.63% 56,817 $28M $487.86 -$90K -1,105 -1.9%
31 MRK 0.61% 256,092 $27M $106.09 $5M -1,293 -0.5%
32 IEFA 0.61% 302,198 $27M $89.46 $6M +58,469 +24.0%
33 CSCO 0.61% 350,699 $27M $77.03 $5M +26,950 +8.3%
34 IXC 0.59% 624,706 $26M $41.93 $434K +7,691 +1.2%
35 SPHQ 0.58% 340,324 $26M $75.05 -$94K -9,460 -2.7%
36 PAVE 0.56% 517,209 $25M $48.12 $313K +1,272 +0.2%
37 MLPA 0.54% 489,625 $24M $48.41 $148K +3,150 +0.7%
38 TSLA 0.53% 51,825 $23M $449.72 $5M +10,151 +24.4%
39 ANGL 0.52% 781,910 $23M $29.36 -$214K +2,411 +0.3%
40 BRK-B 0.51% 45,327 $23M $502.65 $529K +1,059 +2.4%
41 BAC 0.51% 412,946 $23M $55.00 $5M +73,920 +21.8%
42 VOO 0.51% 35,685 $22M $627.13 $101K -592 -1.6%
43 SPTS 0.50% 760,572 $22M $29.28 -$2M -68,380 -8.2%
44 QCOM 0.48% 123,026 $21M $171.05 $2M +8,416 +7.3%
45 QQQ 0.47% 34,082 $21M $614.30 $1M +1,147 +3.5%
46 IJR 0.46% 170,461 $20M $120.18 $199K -262 -0.1%
47 CEF 0.46% 440,169 $20M $45.80 $4M -2,115 -0.5%
48 TEI 0.45% 3,079,241 $20M $6.45 $932K +26,106 +0.9%
49 DELL 0.44% 154,305 $19M $125.88 -$3M -3,488 -2.2%
50 UBER 0.43% 234,780 $19M $81.71 -$5M -14,786 -5.9%
51 EDD 0.43% 3,441,903 $19M $5.56 $563K +64,943 +1.9%
52 REZ 0.43% 229,453 $19M $82.64 $5M +61,800 +36.9%
53 COST 0.42% 21,547 $19M $862.33 $905K +2,451 +12.8%
54 C 0.42% 158,944 $19M $116.69 $2M -1,156 -0.7%
55 VDE 0.41% 142,837 $18M $125.92 $143K +1,069 +0.8%
56 DFAE 0.39% 533,261 $17M $32.57 $4M +113,209 +26.9%
57 MU 0.39% 60,393 $17M $285.52 $7M +1,567 +2.7%
58 VGT 0.38% 22,307 $17M $753.79 $83K -103 -0.5%
59 IVV 0.38% 24,335 $17M $684.94 $620K +358 +1.5%
60 FANG 0.37% 109,428 $16M $150.33 $1M +2,529 +2.4%
61 VEU 0.37% 221,226 $16M $73.56 $351K -1,874 -0.8%
62 PYLD 0.37% 605,504 $16M $26.80 $5M +199,116 +49.0%
63 OKE 0.36% 218,117 $16M $73.50 $396K +3,849 +1.8%
64 PAGP 0.36% 835,817 $16M $19.14 $3M +105,448 +14.4%
65 XHLF 0.36% 316,767 $16M $50.41 $6M +125,962 +66.0%
66 VHT 0.36% 54,971 $16M $287.85 $7M +20,991 +61.8%
67 TSM 0.36% 51,793 $16M $304.68 $261K -3,615 -6.5%
68 IFRA 0.35% 297,933 $16M $52.62 -$6K +1,005 +0.3%
69 JNJ 0.35% 74,701 $15M $206.95 $3M +8,885 +13.5%
70 DAL 0.34% 215,982 $15M $69.40 $3M -1,524 -0.7%
71 VIG 0.34% 67,759 $15M $219.78 -$76K -1,328 -1.9%
72 ORCL 0.33% 75,189 $15M $194.91 -$7M -418 -0.6%
73 ET 0.33% 877,757 $14M $16.49 -$262K +19,030 +2.2%
74 SHEL 0.32% 194,563 $14M $73.48 $361K -263 -0.1%
75 IWS 0.32% 100,985 $14M $141.05 $564K +3,043 +3.1%
76 MTB 0.32% 70,695 $14M $201.48 $1M +5,353 +8.2%
77 GD 0.32% 42,056 $14M $336.66 -$195K -37 -0.1%
78 PSLV 0.31% 576,898 $14M $23.65 $2M -159,721 -21.7%
79 J 0.31% 102,760 $14M $132.46 -$351K +9,591 +10.3%
80 DIS 0.30% 114,765 $13M $114.51 -$321K -2,812 -2.4%
81 LLY 0.30% 12,210 $13M $1,074.65 $5M +1,543 +14.5%
82 TOTB.DE 0.29% 197,129 $13M $65.42 +197,129 NEW
83 IVOO 0.29% 114,263 $13M $111.80 -$356K -4,696 -4.0%
84 IGF 0.29% 207,177 $13M $61.36 $10M +169,667 +452.3%
85 PFE 0.29% 509,959 $13M $24.90 -$941K -25,323 -4.7%
86 AMT 0.28% 70,693 $13M $177.26 $7M +41,509 +142.2%
87 AESI 0.28% 1,328,937 $13M $9.42 -$3M -53,183 -3.9%
88 PHB 0.28% 668,581 $12M $18.60 $367K +19,039 +2.9%
89 ABBV 0.28% 54,375 $12M $228.49 $250K +1,797 +3.4%
90 CQQQ 0.28% 237,496 $12M $52.00 -$639K +17,379 +7.9%
91 CMI 0.28% 24,132 $12M $510.44 $2M -63 -0.3%
92 CRH.L 0.27% 96,735 $12M $124.80 $522K +403 +0.4%
93 KW 0.26% 1,174,901 $12M $9.79 $629K -113,573 -8.8%
94 SCHW 0.26% 113,093 $11M $99.91 $2M +15,035 +15.3%
95 HOOD 0.25% 98,934 $11M $113.10 -$2M +8,929 +9.9%
96 DOCU 0.25% 162,778 $11M $68.40 -$246K +4,926 +3.1%
97 VCIT 0.25% 130,949 $11M $83.75 $1M +15,874 +13.8%
98 EWZ 0.24% 332,236 $11M $31.87 $481K +6,155 +1.9%
99 PYPL 0.24% 179,330 $10M $58.38 -$2M -7,928 -4.2%
100 CRM 0.24% 39,453 $10M $265.32 $2M +3,867 +10.9%

Options Breakdown

7 Calls $3M Call Value 11 Puts $3M Put Value 1.22 P/C Ratio

Top Calls

SymbolSharesValueStatus
META 2,000 $1M
MSFT 1,500 $725K
ORCL 1,500 $292K
ISRG 500 $283K
P 500 $34K NEW
NVO 100 $5K
LLY $0 SOLD

Top Puts

SymbolSharesValueStatus
AAPL 7,000 $2M NEW
APP 900 $606K
MSFT 600 $290K
PLTR 800 $142K
UBER 800 $65K
SPOT 100 $58K
NU 3,000 $50K
CRWD 100 $47K
AFRM 400 $30K
ABNB 200 $27K

New Positions

SymbolValue% Port
TOTB.DE $13M 0.29%
CHYM $9M 0.19%
PCG $6M 0.14%
BAX $2M 0.05%
RF $2M 0.04%
HBAN $2M 0.04%
AOS $2M 0.04%
AA $1M 0.03%
KEY $1M 0.03%
RKT $1M 0.03%
ROL $1M 0.03%
LYB $1M 0.02%
YELP $997K 0.02%
BHF $948K 0.02%
EXPE $876K 0.02%

Sold Out Positions

SymbolValue% Port
APAM —%
ATR —%
AN —%
ARMK —%
ETD —%
ABG —%
CUBE —%
AVTR —%
WH —%
CWT —%
GBCI —%
ARE —%
REXR —%
ECG —%
FCPT —%
View SEC EDGAR Filings for EVERGREEN CAPITAL MANAGEMENT LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms