EVERGREEN CAPITAL MANAGEMENT LLC
CIK 1260824
13F filing for Q2 2026・No. 826
- Holdings
- US$5.7B
- Quarter change
- +US$1.09B
- Entries
- 2,269
- Net bought (estimate)
- +US$694.46M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 178
- Sold out 154
- Cut 608
- Added 619
- Corporate actions 2
- Unchanged 117
Largest holdings
1,522 stocks worth US$5.7B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IEMGISHARES INCCORE MSCI EMKT | Added | 2,829,956 | US$234.43M | 4.12% |
| GSGOLDMAN SACHS GROUP INCCOM | Added | 150,189 | US$151.9M | 2.67% |
| AAPLAppleCOM | Added | 436,726 | US$126.37M | 2.22% |
| COFCAPITAL ONE FINL CORPCOM | Added | 525,329 | US$105.39M | 1.85% |
| MSFTMicrosoftCOM | Added | 269,967 | US$100.7M | 1.77% |
| TMUST-MOBILE US INCCOM | Added | 591,907 | US$99.28M | 1.74% |
| OVVOVINTIV INCCOM | Added | 1,807,357 | US$95.16M | 1.67% |
| GOOGLAlphabetCAP STK CL A | Added | 265,066 | US$94.73M | 1.66% |
| PCARPACCAR INCCOM | Cut | 788,435 | US$94.71M | 1.66% |
| NVDANvidiaCOM | Added | 453,680 | US$90.78M | 1.59% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 23, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.