Evergreen Capital Management LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.87 Billion distributed in 1580 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $95.7M, Apple Inc. with a value of $89.7M, Paccar Inc with a value of $72.2M, Ishares Barclays 3 7 Yr Treas with a value of $56.8M, and Amazon Com Inc with a value of $53.2M.
Examining the 13F form we can see an increase of $115M in the current position value, from $2.75B to 2.87B.
Evergreen Capital Management LLC is based out at Bellevue, WA
Below you can find more details about Evergreen Capital Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.87 Billion
ETFs: $995 Million
Technology: $486 Million
Financial Services: $284 Million
Energy: $226 Million
Industrials: $191 Million
Consumer Cyclical: $181 Million
Communication Services: $156 Million
Healthcare: $142 Million
Other: $206 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
