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 $5.70B across 1,521 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IEMG ($234.4M, 4.11%), GS ($151.9M, 2.66%), AAPL ($127.1M, 2.23%), COF ($105.4M, 1.85%), MSFT ($101.1M, 1.77%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IEMG | ISHARES INC | $234.4M | 4.11% | 2.8M | Added |
| 2 | GS | GOLDMAN SACHS GROUP INC | $151.9M | 2.66% | 150,189 | Added |
| 3 | AAPL | APPLE INC | $127.1M | 2.23% | 439,326 | Added |
| 4 | COF | CAPITAL ONE FINL CORP | $105.4M | 1.85% | 525,329 | Added |
| 5 | MSFT | MICROSOFT CORP | $101.1M | 1.77% | 271,067 | Added |
| 6 | TMUS | T-MOBILE US INC | $99.3M | 1.74% | 591,907 | Added |
| 7 | OVV | OVINTIV INC | $95.2M | 1.67% | 1.8M | Added |
| 8 | GOOGL | ALPHABET INC | $95.3M | 1.67% | 266,666 | Added |
| 9 | PCAR | PACCAR INC | $94.7M | 1.66% | 788,435 | Trimmed |
| 10 | NVDA | NVIDIA CORPORATION | $91.5M | 1.60% | 457,280 | Added |
| 11 | IEI | ISHARES TR | $85.8M | 1.50% | 730,746 | Trimmed |
| 12 | SATS | ECHOSTAR CORP | $84.4M | 1.48% | 831,632 | Added |
| 13 | GOOG | ALPHABET INC | $80.4M | 1.41% | 227,463 | Added |
| 14 | AMZN | AMAZON COM INC | $77.6M | 1.36% | 325,697 | Added |
| 15 | VNQ | VANGUARD INDEX FDS | $75.4M | 1.32% | 781,642 | Added |
| 16 | SHY | ISHARES TR | $59.8M | 1.05% | 727,713 | Trimmed |
| 17 | PAVE | GLOBAL X FDS | $54.2M | 0.95% | 918,222 | Added |
| 18 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | $51.8M | 0.91% | 1.1M | Trimmed |
| 19 | SGOV | ISHARES TR | $51.1M | 0.90% | 507,483 | Trimmed |
| 20 | VTV | VANGUARD INDEX FDS | $45.9M | 0.81% | 210,730 | Added |
| 21 | JAAA | JANUS DETROIT STR TR | $44.8M | 0.79% | 884,464 | Trimmed |
| 22 | IEF | ISHARES TR | $44.5M | 0.78% | 470,944 | Added |
| 23 | ITUB | ITAU UNIBANCO HLDG S A | $43.6M | 0.77% | 5.3M | Added |
| 24 | APA | APA CORPORATION | $41.8M | 0.73% | 1.3M | Added |
| 25 | VTEB | VANGUARD MUN BD FDS | $37.7M | 0.66% | 745,522 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30