13F Insight
DOSSIER · 13F-HR · Q2 2026

EVERGREEN CAPITAL MANAGEMENT LLC

$5.7B in tracked AUM across 2,269 positions as of Q2 2026.

EC
CIK 0001260824 · last filed Jun 30, 2026
Total AUM
$5.7B
as of Q2 2026
Holdings
2,269
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

EVERGREEN CAPITAL MANAGEMENT LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IEMG
ISHARES INC
$234M2.8M4.1%02
GS
GOLDMAN SACHS GROUP INC
$152M150K2.7%03
AAPL
APPLE INC
$127M439K2.2%04
COF
CAPITAL ONE FINL CORP
$105M525K1.8%05
MSFT
MICROSOFT CORP
$101M271K1.8%06
TMUS
T-MOBILE US INC
$99M592K1.7%07
GOOGL
ALPHABET INC
$95M267K1.7%08
OVV
OVINTIV INC
$95M1.8M1.7%09
PCAR
PACCAR INC
$95M788K1.7%10
NVDA
NVIDIA CORPORATION
$91M457K1.6%

Filing history

2026Q2Jun 30
$5.7B▲ 23.6%
2,269 positionsView →2026Q1Mar 31
$4.6B▲ 3.1%
2,179 positionsView →2025Q4Dec 31
$4.5B▲ 6.4%
2,040 positionsView →2025Q3Sep 30
$4.2B▲ 26.6%
1,889 positionsView →2025Q2Jun 30
$3.3B▲ 11.6%
1,667 positionsLocked2025Q1Mar 31
$3.0B▼ 3.0%
1,613 positionsLocked2024Q4Dec 31
$3.1B▲ 3.1%
1,580 positionsLocked2024Q3Sep 30
$3.0B▲ 7.9%
1,497 positionsLocked2024Q2Jun 30
$2.8B▲ 4.4%
1,421 positionsLocked2024Q1Mar 31
$2.6B▲ 8.1%
1,309 positionsLocked2023Q4Dec 31
$2.4B▲ 7.3%
1,270 positionsLocked2023Q3Sep 30
$2.3B▼ 4.7%
1,209 positionsLocked
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