Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
EVERGREEN CAPITAL MANAGEMENT LLC (CIK 1260824) reported $4.62B across 1,482 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IEMG ($184.3M, 3.99%), AAPL ($110.8M, 2.40%), PCAR ($91.7M, 1.99%), IEI ($88.6M, 1.92%), MSFT ($85.3M, 1.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IEMG | ISHARES INC | $184.3M | 3.99% | 2.6M | Added |
| 2 | AAPL | APPLE INC | $110.8M | 2.40% | 436,694 | Trimmed |
| 3 | PCAR | PACCAR INC | $91.7M | 1.99% | 793,601 | Trimmed |
| 4 | IEI | ISHARES TR | $88.6M | 1.92% | 747,310 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $85.3M | 1.85% | 230,325 | Trimmed |
| 6 | NVDA | NVIDIA CORPORATION | $78.0M | 1.69% | 447,079 | Added |
| 7 | GOOGL | ALPHABET INC | $75.4M | 1.63% | 262,097 | Trimmed |
| 8 | SHY | ISHARES TR | $68.0M | 1.47% | 823,328 | Added |
| 9 | VNQ | VANGUARD INDEX FDS | $67.4M | 1.46% | 759,691 | Added |
| 10 | GOOG | ALPHABET INC | $65.0M | 1.41% | 226,659 | Trimmed |
| 11 | AMZN | AMAZON COM INC | $64.4M | 1.39% | 308,979 | Added |
| 12 | SGOV | ISHARES TR | $62.4M | 1.35% | 620,251 | Added |
| 13 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | $52.5M | 1.14% | 1.1M | Trimmed |
| 14 | JAAA | JANUS DETROIT STR TR | $46.2M | 1.00% | 913,080 | Trimmed |
| 15 | PAVE | GLOBAL X FDS | $44.6M | 0.97% | 876,826 | Added |
| 16 | OVV | OVINTIV INC | $43.5M | 0.94% | 732,328 | Trimmed |
| 17 | VTV | VANGUARD INDEX FDS | $38.8M | 0.84% | 197,610 | Added |
| 18 | VTEB | VANGUARD MUN BD FDS | $37.2M | 0.81% | 745,522 | Trimmed |
| 19 | IXC | ISHARES TR | $36.8M | 0.80% | 639,418 | Added |
| 20 | BINC | BLACKROCK ETF TRUST II | $34.3M | 0.74% | 660,637 | Added |
| 21 | SATS | ECHOSTAR CORP | $33.8M | 0.73% | 289,021 | Trimmed |
| 22 | DMBS | DOUBLELINE ETF TRUST | $33.9M | 0.73% | 686,434 | Added |
| 23 | EPD | ENTERPRISE PRODS PARTNERS L | $33.2M | 0.72% | 876,343 | Trimmed |
| 24 | MRK | MERCK & CO INC | $31.8M | 0.69% | 262,297 | Added |
| 25 | JPM | JPMORGAN CHASE & CO | $31.9M | 0.69% | 108,359 | Added |
Source: SEC Form 13F filings · as of 2026-03-31