Evergreen Capital Management LLC Purchases in Q4 2025

Evergreen Capital Management LLC

  • $4.03 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IEMG
Ishares Inc

ETFs
1.43M
+ 812.22%
N/A
1.61M $86.3M
VNQ
Vanguard Specialized Funds Van

ETFs
336K
+ 90.23%
$88.13 - $92.69 $29.6M - $31.2M
709K $63.5M
AAPL
Apple Inc.

Technology
73.9K
+ 19.77%
$245.27 - $275.25 $18.1M - $20.3M
448K $120M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
232K
+ 80.71%
$100.37 - $100.72 $23.3M - $23.4M
520K $52.2M
GOOGL
Alphabet Inc.

Communication Services
24.5K
+ 10.11%
$236.57 - $291.31 $5.8M - $7.14M
267K $73.8M
MSFT
Microsoft Corp

Technology
30.5K
+ 13.13%
$496.82 - $542.07 $15.1M - $16.5M
262K $133M
AMZN
Amazon Com Inc

Consumer Cyclical
30.5K
+ 11.41%
$213.04 - $254.0 $6.5M - $7.74M
298K $69.9M
IGF
Ishares Global Infrastructure

ETFs
170K
+ 452.32%
$60.97 - $62.49 $10.3M - $10.6M
207K $12.9M
ELS
Equity Lifestyle Properties Inc

Real Estate
130K
+ 2618.01%
$59.85 - $63.37 $7.77M - $8.23M
135K $8.37M
XLE
Energy Sector Spdr

ETFs
83.5K
+ 103.92%
$85.22 - $92.02 $7.12M - $7.69M
164K $15.1M
NVDA
Nvidia Corp

Technology
40.8K
+ 10.7%
$179.83 - $207.04 $7.33M - $8.44M
422K $78.7M
AMT
American Tower Corp

Real Estate
41.5K
+ 142.23%
$176.64 - $193.32 $7.33M - $8.02M
70.7K $12.8M
VHT
Vanguard Health Care ETF

ETFs
21K
+ 61.77%
$264.7 - $283.93 $5.56M - $5.96M
55K $15.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
9.76K
+ 29.81%
$653.02 - $687.39 $6.38M - $6.71M
42.5K $28.3M
PCG
Pg&E Corp

Utilities
378K
New
$15.63 - $16.81 $5.9M - $6.35M
378K $6.23M
NOW
Service Now, Inc.

Technology
7.22K
+ 383.74%
$835.79 - $946.29 $6.04M - $6.83M
9.1K $7.61M
IEFA
Ishares Tr

ETFs
58.5K
+ 23.99%
$86.09 - $89.88 $5.03M - $5.26M
302K $26.8M
CSCO
Cisco Systems, Inc.

Technology
27K
+ 8.32%
$67.46 - $78.0 $1.82M - $2.1M
351K $27.3M
REZ
Ishares Tr Residential And Mul

ETFs
61.8K
+ 36.86%
$81.26 - $85.37 $5.02M - $5.28M
229K $19.4M
MU
Micron Technology Inc

Technology
1.57K
+ 2.66%
$181.6 - $253.3 $285K - $397K
60.4K $14.9M
LLY
Eli Lilly & CO

Healthcare
1.54K
+ 14.47%
$799.57 - $1025.28 $1.23M - $1.58M
12.2K $12.5M
AVB
Avalonbay Communities Inc

Real Estate
23.6K
+ 1325.56%
$173.92 - $191.37 $4.1M - $4.52M
25.4K $4.51M
DFAE
Dimensional ETF Tr

ETFs
113K
+ 26.95%
$30.74 - $33.05 $3.48M - $3.74M
533K $17.3M
ARGX
Argenx Se

Healthcare
4.02K
+ 452.59%
$767.33 - $907.98 $3.08M - $3.65M
4.91K $4.46M
BAC
Bank Of America Corp

Financial Services
73.9K
+ 21.8%
$48.65 - $54.11 $3.6M - $4M
413K $21.3M
FDX
Fedex Corp

Industrials
144
+ 0.13%
$224.63 - $268.67 $32.3K - $38.7K
111K $29.3M
TPL
Texas Pacific Land Corp

Energy
2.66K
+ 193.66%
$889.25 - $1022.65 $2.36M - $2.72M
4.03K $4.12M
AMD
Advanced Micro Devices Inc

Technology
6.75K
+ 46.25%
$164.01 - $264.33 $1.11M - $1.79M
21.4K $5.14M
JNJ
Johnson & Johnson

Healthcare
8.89K
+ 13.5%
$185.98 - $199.58 $1.65M - $1.77M
74.7K $14.9M
TSLA
Tesla, Inc.

Consumer Cyclical
10.2K
+ 24.36%
$401.99 - $468.37 $4.08M - $4.75M
51.8K $21.2M
NVS
Novartis Ag

Healthcare
19.2K
+ 68.19%
$121.8 - $132.39 $2.33M - $2.54M
47.2K $6.22M
MS
Morgan Stanley

Financial Services
16.3K
+ 132.08%
$151.86 - $169.92 $2.48M - $2.77M
28.7K $4.57M
AZN
Astrazeneca PLC

Healthcare
21.7K
+ 50.15%
$81.15 - $89.4 $1.76M - $1.94M
65K $5.81M
WMT
Walmart Inc.

Consumer Defensive
24.2K
+ 42.65%
$101.18 - $109.03 $2.44M - $2.63M
80.8K $8.32M
SAP
Sap Se

Technology
11.9K
+ 90.86%
$238.9 - $280.46 $2.84M - $3.34M
25K $5.98M
NVR
Nvr Inc

Consumer Cyclical
325
+ 1300.0%
$7072.32 - $8178.0 $2.3M - $2.66M
350 $2.55M
RWT
Redwood Trust Inc

Real Estate
578K
+ 52.78%
$5.12 - $5.91 $2.96M - $3.42M
1.67M $8.62M
AXP
American Express CO

Financial Services
6.24K
+ 59.21%
$316.26 - $372.77 $1.97M - $2.32M
16.8K $5.72M
WFC
Wells Fargo & Company

Financial Services
26.4K
+ 77.64%
$77.62 - $87.3 $2.05M - $2.3M
60.4K $5.04M
CAT
Caterpillar Inc

Industrials
3.06K
+ 64.6%
$480.82 - $585.49 $1.47M - $1.79M
7.79K $4.3M
BAX
Baxter International Inc

Healthcare
110K
New
$17.75 - $23.86 $1.95M - $2.62M
110K $2.03M
GE
General Electric CO

Industrials
6.73K
+ 72.84%
$291.49 - $314.28 $1.96M - $2.11M
16K $4.79M
COST
Costco Wholesale Corp

Consumer Defensive
2.45K
+ 12.84%
$910.94 - $954.99 $2.23M - $2.34M
21.5K $19.7M
NICE
Nice Ltd.

Technology
15.8K
+ 84.22%
$123.99 - $139.19 $1.95M - $2.19M
34.5K $4.6M
AOS
Smith A O Corp

Industrials
28.9K
New
$64.74 - $73.54 $1.87M - $2.12M
28.9K $1.87M
RF
Regions Financial Corp

Financial Services
71.5K
New
$23.35 - $26.39 $1.67M - $1.89M
71.5K $1.78M
TT
Trane Technologies PLC

Industrials
4.29K
+ 122.89%
$408.5 - $448.65 $1.75M - $1.92M
7.78K $3.25M
AMAT
Applied Materials Inc

Technology
6.17K
+ 41.4%
$209.95 - $240.89 $1.29M - $1.49M
21.1K $4.82M
HBAN
Huntington Bancshares Inc

Financial Services
111K
New
$15.16 - $17.21 $1.68M - $1.9M
111K $1.74M
Activity Summary
Buys All Purchases 829 New Holdings 220 Increased Positions 609 Sells All Sells 468 Reductions 468 Sold out 0 Options Calls 2 Puts 1
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