Evercore Wealth Management, LLC 13F Holdings · Q2 2026
Evercore Wealth Management, LLC reported 433 securities worth $7.07B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (6.09%), AAPL (6.04%), MSFT (4.14%). Among its top 25 positions this quarter: 5 added, 20 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $430.5M | 6.09% | 2.2M | Trimmed |
| 2 | AAPL | APPLE INC | $426.8M | 6.04% | 1.5M | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $292.3M | 4.14% | 783,550 | Trimmed |
| 4 | GOOG | ALPHABET INC | $288.1M | 4.08% | 815,308 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $265.5M | 3.76% | 1.1M | Trimmed |
| 6 | GOOGL | ALPHABET INC | $242.3M | 3.43% | 677,951 | Trimmed |
| 7 | MS | MORGAN STANLEY | $227.5M | 3.22% | 1.1M | Trimmed |
| 8 | FIX | COMFORT SYS USA INC | $222.8M | 3.15% | 112,392 | Trimmed |
| 9 | MA | MASTERCARD INCORPORATED | $200.1M | 2.83% | 389,561 | Trimmed |
| 10 | WMB | WILLIAMS COS INC | $174.5M | 2.47% | 2.3M | Trimmed |
| 11 | JPM | JPMORGAN CHASE & CO | $170.1M | 2.41% | 519,610 | Trimmed |
| 12 | AZO | AUTOZONE INC | $164.9M | 2.33% | 51,587 | Added |
| 13 | BX | BLACKSTONE INC | $158.8M | 2.25% | 1.3M | Added |
| 14 | VIK | VIKING HOLDINGS LTD | $153.3M | 2.17% | 1.5M | Trimmed |
| 15 | HD | HOME DEPOT INC | $151.4M | 2.14% | 429,314 | Trimmed |
| 16 | CB | CHUBB LIMITED | $141.8M | 2.01% | 416,081 | Trimmed |
| 17 | TMO | THERMO FISHER SCIENTIFIC INC | $132.9M | 1.88% | 265,163 | Trimmed |
| 18 | CBRE | CBRE GROUP INC | $132.4M | 1.87% | 982,835 | Trimmed |
| 19 | BRKB | BERKSHIRE HATHAWAY INC DEL | $125.8M | 1.78% | 251,501 | Trimmed |
| 20 | GNRC | GENERAC HLDGS INC | $108.5M | 1.53% | 370,495 | Trimmed |
| 21 | SN | SHARKNINJA INC | $107.7M | 1.52% | 707,286 | Added |
| 22 | BLK | BLACKROCK INC | $101.7M | 1.44% | 105,813 | Trimmed |
| 23 | VOO | VANGUARD INDEX FDS | $100.4M | 1.42% | 146,121 | Added |
| 24 | DLN | WISDOMTREE TR | $99.7M | 1.41% | 1.0M | Trimmed |
| 25 | APH | AMPHENOL CORP | $98.2M | 1.39% | 556,817 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR