Evergreen Capital Management LLC Reduced Holdings in Q4 2025

Evergreen Capital Management LLC

  • $4.03 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
GS
Goldman Sachs Group Inc

Financial Services
-131K
- 61.87%
$744.6 - $838.97 $97.8M - $110M
80.9K $62.7M
COF
Capital One Financial Corp

Financial Services
-239K
- 64.69%
$201.01 - $225.01 $48.1M - $53.8M
130K $26.2M
OVV
Ovintiv Inc.

Energy
-775K
- 51.41%
$35.97 - $40.53 $27.9M - $31.4M
732K $28.7M
SATS
Echo Star Corp

Technology
-233K
- 44.58%
$67.4 - $79.5 $15.7M - $18.5M
289K $19.5M
SLB
Schlumberger Limited

Energy
-502K
- 82.16%
$31.72 - $37.61 $15.9M - $18.9M
109K $4.02M
APA
Apa Corp

Energy
-641K
- 63.27%
$21.66 - $25.12 $13.9M - $16.1M
372K $9.23M
AES
Aes Corp

Utilities
-610K
- 50.97%
$13.44 - $15.37 $8.2M - $9.37M
587K $8.11M
NKE
Nike, Inc.

Consumer Cyclical
-91.5K
- 40.01%
$60.8 - $74.57 $5.56M - $6.82M
137K $8.63M
ORCL
Oracle Corp

Technology
-418
- 0.55%
$217.57 - $313.0 $90.9K - $131K
75.2K $16.5M
UDR
Udr, Inc.

Real Estate
-118K
- 56.96%
$33.56 - $36.92 $3.95M - $4.34M
88.8K $3.08M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-21.7K
- 2.81%
$119.13 - $120.38 $2.58M - $2.61M
749K $89.4M
NVO
Novo Nordisk A S

Healthcare
-17.9K
- 9.3%
$45.68 - $59.65 $818K - $1.07M
175K $8.46M
AGNC
Agnc Investment Corp.

Real Estate
-245K
- 29.16%
$9.88 - $10.34 $2.42M - $2.53M
595K $6.04M
PCAR
Paccar Inc

Industrials
-43
- 0.01%
$93.0 - $101.08 $4K - $4.35K
794K $75.9M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-68.4K
- 8.25%
$29.23 - $29.39 $2M - $2.01M
761K $22.3M
CHE
Chemed Corp

Healthcare
-4.02K
- 19.83%
$429.66 - $465.54 $1.73M - $1.87M
16.2K $7.08M
PSLV
Sprott Physical Silver Trust

Financial Services
-160K
- 21.68%
$15.32 - $18.07 $2.45M - $2.89M
577K $9.65M
DELL
Dell Technologies Inc.

Technology
-3.49K
- 2.21%
$133.76 - $164.88 $467K - $575K
154K $20.6M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-1.17K
- 1.76%
$153.8 - $189.34 $180K - $222K
65.3K $10.3M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-7.93K
- 4.23%
$61.89 - $76.13 $491K - $604K
179K $11.1M
ASML
Asml Holding Nv

Technology
-1.9K
- 17.47%
$936.19 - $1075.45 $1.78M - $2.05M
8.99K $9.17M
DIS
Walt Disney CO

Communication Services
-2.81K
- 2.39%
$105.69 - $116.65 $297K - $328K
115K $12.1M
HD
Home Depot, Inc.

Consumer Cyclical
-1.11K
- 6.64%
$358.03 - $397.02 $399K - $442K
15.7K $5.6M
UNH
Unitedhealth Group Inc

Healthcare
-1.71K
- 8.63%
$320.52 - $369.92 $549K - $634K
18.2K $5.82M
VICI
Vici Properties Inc.

Real Estate
-6.58K
- 1.78%
$29.52 - $32.91 $194K - $216K
362K $11M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-8.94K
- 7.45%
$92.34 - $95.43 $826K - $853K
111K $10.5M
GBIL
Goldman Sachs Access Treasury

ETFs
-9.37K
- 18.28%
$99.91 - $100.24 $936K - $939K
41.9K $4.19M
VZ
Verizon Communications Inc

Communication Services
-18.1K
- 33.97%
$38.4 - $43.83 $696K - $795K
35.2K $1.45M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-3.37K
- 7.98%
$160.66 - $181.39 $542K - $612K
38.9K $6.64M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-3.62K
- 6.52%
$280.66 - $305.09 $1.01M - $1.1M
51.8K $14.6M
PFE
Pfizer Inc

Healthcare
-25.3K
- 4.73%
$24.23 - $27.37 $614K - $693K
510K $12.8M
CSX
Csx Corp

Industrials
-20.6K
- 11.69%
$34.88 - $36.67 $719K - $756K
156K $5.43M
RHI
Robert Half International Inc.

Industrials
-20.2K
- 56.86%
$25.48 - $34.43 $514K - $694K
15.3K $407K
PANW
Palo Alto Networks Inc

Technology
-4.17K
- 7.82%
$204.77 - $221.38 $854K - $923K
49.1K $10.1M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-4.7K
- 3.95%
$106.97 - $112.08 $502K - $526K
114K $12.4M
PALL
Abrdn Palladium ETF Trust

ETFs
-10.1K
- 23.82%
$114.08 - $147.62 $1.15M - $1.49M
32.2K $4.12M
HUN
Huntsman Corp

Basic Materials
-75.4K
- 84.82%
$7.42 - $9.39 $560K - $708K
13.5K $117K
AM
Antero Midstream Corp

Energy
-15.7K
- 5.19%
$17.19 - $19.41 $271K - $306K
287K $5.22M
C
Citigroup Inc

Financial Services
-1.16K
- 0.72%
$93.93 - $102.87 $109K - $119K
159K $15.6M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-9.46K
- 2.7%
$72.21 - $75.0 $683K - $710K
340K $25M
BMY
Bristol Myers Squibb CO

Healthcare
-14.1K
- 32.41%
$42.6 - $49.08 $600K - $691K
29.4K $1.37M
SNPS
Synopsys Inc

Technology
-791
- 29.84%
$389.83 - $489.36 $308K - $387K
1.86K $725K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-3.43K
- 2.16%
$57.84 - $62.5 $198K - $214K
155K $9.35M
UNP
Union Pacific Corp

Industrials
-1.91K
- 19.93%
$216.37 - $237.41 $413K - $453K
7.67K $1.7M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-17.5K
- 9.15%
$27.17 - $28.65 $474K - $500K
173K $4.75M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-5.67K
- 0.76%
$82.69 - $83.12 $469K - $472K
736K $61M
CMCSA
Comcast Corp

Communication Services
-9.6K
- 13.66%
$26.98 - $31.09 $259K - $298K
60.7K $1.65M
BA
Boeing CO

Industrials
-1.72K
- 18.57%
$191.81 - $225.32 $329K - $386K
7.52K $1.44M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-11.3K
- 6.39%
$44.68 - $47.47 $503K - $534K
165K $7.75M
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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