Evergreen Capital Management LLC Incresed Positions in Q3 2025

Evergreen Capital Management LLC

  • $3.91 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GS
Goldman Sachs Group Inc

Financial Services
210K
+ 11400.27%
$696.56 - $806.32 $147M - $170M
212K $169M
COF
Capital One Financial Corp

Financial Services
363K
+ 5275.88%
$207.29 - $229.74 $75.2M - $83.3M
370K $78.6M
SATS
Echo Star Corp

Technology
515K
+ 6942.93%
$26.33 - $83.57 $13.5M - $43M
522K $39.9M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
392K
+ 111.81%
$82.38 - $83.0 $32.3M - $32.5M
742K $61.6M
APA
Apa Corp

Energy
1M
+ 7627.33%
$18.06 - $24.69 $18.1M - $24.7M
1.01M $24.6M
AAPL
Apple Inc.

Technology
26.6K
+ 7.65%
$202.38 - $256.87 $5.38M - $6.82M
374K $95.2M
GOOGL
Alphabet Inc.

Communication Services
13.5K
+ 5.89%
$174.36 - $254.72 $2.35M - $3.44M
242K $58.9M
SLB
Schlumberger Limited

Energy
511K
+ 512.56%
$32.37 - $37.31 $16.5M - $19.1M
611K $21M
NVDA
Nvidia Corp

Technology
33.6K
+ 9.66%
$153.3 - $186.58 $5.15M - $6.27M
381K $71.1M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
132K
+ 20.71%
$117.65 - $120.08 $15.6M - $15.9M
771K $92.1M
MSFT
Microsoft Corp

Technology
9.05K
+ 4.06%
$491.09 - $535.64 $4.44M - $4.85M
232K $120M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
80.6K
+ 38.95%
$100.37 - $100.74 $8.09M - $8.12M
288K $29M
TSLA
Tesla, Inc.

Consumer Cyclical
7.56K
+ 22.17%
$293.94 - $444.72 $2.22M - $3.36M
41.7K $18.5M
CSX
Csx Corp

Industrials
167K
+ 1906.12%
$32.05 - $36.52 $5.37M - $6.12M
176K $6.26M
AVGO
Broadcom Inc.

Technology
7.63K
+ 13.07%
$264.74 - $369.57 $2.02M - $2.82M
66K $21.8M
RWR
Spdr Dow Jones Reit ETF

ETFs
50.3K
+ 109.46%
$95.17 - $101.62 $4.78M - $5.11M
96.2K $9.65M
OTIS
Otis Worldwide Corp

Industrials
56.1K
+ 2104.31%
$84.93 - $101.07 $4.77M - $5.67M
58.8K $5.38M
AMZN
Amazon Com Inc

Consumer Cyclical
22.5K
+ 9.21%
$211.65 - $238.24 $4.77M - $5.37M
267K $58.7M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.64K
+ 2.53%
$103.83 - $179.9 $170K - $295K
66.5K $11.9M
HOOD
Robinhood Markets, Inc.

Technology
325
+ 0.36%
$91.27 - $143.18 $29.7K - $46.5K
90K $12.9M
PCAR
Paccar Inc

Industrials
16.9K
+ 2.18%
$92.91 - $102.86 $1.57M - $1.74M
794K $78M
CHE
Chemed Corp

Healthcare
9.91K
+ 95.79%
$412.3 - $483.92 $4.09M - $4.8M
20.3K $9.07M
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
6.66K
+ 3.12%
$43.27 - $59.01 $288K - $393K
220K $13M
CVX
Chevron Corp

Energy
17.8K
+ 54.39%
$145.57 - $161.83 $2.6M - $2.89M
50.7K $7.87M
BRK-A
Berkshire Hathaway Inc

Financial Services
4
+ 100.0%
$692600.0 - $759798.0 $2.77M - $3.04M
8 $6.03M
IEMG
Ishares Inc

ETFs
57.3K
+ 48.08%
N/A
176K $9.46M
VHT
Vanguard Health Care ETF

ETFs
10.8K
+ 46.73%
$239.12 - $259.95 $2.59M - $2.81M
34K $8.82M
DELL
Dell Technologies Inc.

Technology
264
+ 0.17%
$120.96 - $141.77 $31.9K - $37.4K
158K $22.4M
ABBV
Abb Vie Inc.

Healthcare
3.18K
+ 6.43%
$184.85 - $231.54 $587K - $736K
52.6K $12.2M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
732
+ 0.17%
$30.06 - $36.69 $22K - $26.9K
442K $16.2M
UDR
Udr, Inc.

Real Estate
85.6K
+ 70.84%
$36.71 - $41.37 $3.14M - $3.54M
206K $7.69M
MU
Micron Technology Inc

Technology
848
+ 1.46%
$104.88 - $168.89 $88.9K - $143K
58.8K $9.84M
META
Meta Platforms, Inc.

Communication Services
3.8K
+ 11.48%
$695.21 - $791.73 $2.64M - $3.01M
36.9K $27.1M
ASML
Asml Holding Nv

Technology
970
+ 9.77%
$689.63 - $968.09 $669K - $939K
10.9K $10.6M
OKE
Oneok Inc

Energy
54.2K
+ 33.9%
$71.36 - $83.47 $3.87M - $4.53M
214K $15.6M
PAVE
Global X Fds Us Infrastructure

ETFs
10.9K
+ 2.15%
$44.02 - $47.63 $478K - $517K
516K $24.6M
JNJ
Johnson & Johnson

Healthcare
2.31K
+ 3.64%
$155.17 - $185.42 $358K - $428K
65.8K $12.2M
VUG
Vanguard Growth ETF

ETFs
54
+ 0.09%
$433.97 - $484.08 $23.4K - $26.1K
57.9K $27.8M
VTV
Vanguard Value ETF

ETFs
3.5K
+ 1.97%
$175.51 - $186.57 $615K - $654K
182K $33.9M
CMI
Cummins Inc

Industrials
282
+ 1.18%
$327.85 - $426.39 $92.5K - $120K
24.2K $10.2M
PLTR
Palantir Technologies Inc.

Technology
2.67K
+ 6.56%
$130.68 - $186.97 $349K - $500K
43.4K $7.91M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.24K
+ 3.54%
$567.77 - $614.76 $703K - $762K
36.3K $22.2M
IXC
Ishares Tr Global Energy ETF

ETFs
20.2K
+ 3.39%
$39.45 - $42.95 $797K - $868K
617K $25.8M
IEFA
Ishares Tr

ETFs
13.8K
+ 6.0%
$81.7 - $87.53 $1.13M - $1.21M
244K $21.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
702
+ 2.19%
$617.65 - $666.84 $434K - $468K
32.8K $21.8M
IGF
Ishares Global Infrastructure

ETFs
32.7K
+ 676.77%
$58.29 - $61.43 $1.9M - $2.01M
37.5K $2.29M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.58K
+ 6.19%
$459.11 - $506.91 $1.18M - $1.31M
44.3K $22.3M
VNQ
Vanguard Specialized Funds Van

ETFs
12.4K
+ 3.44%
$88.47 - $93.24 $1.1M - $1.16M
373K $34.1M
PFE
Pfizer Inc

Healthcare
54.3K
+ 11.3%
$23.29 - $25.88 $1.27M - $1.41M
535K $13.6M
Activity Summary
Buys All Purchases 955 New Holdings 228 Increased Positions 727 Sells All Sells 233 Reductions 233 Sold out 0 Options Calls 3 Puts 10
Track This Portfolio

Track Evergreen Capital Management LLC Portfolio

Follow Evergreen Capital Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evergreen Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Capital Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email