Evergreen Capital Management LLC has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.91 Billion distributed in 1889 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs Group Inc with a value of $169M, Microsoft Corp with a value of $120M, Apple Inc. with a value of $95.2M, Ishares Barclays 3 7 Yr Treas with a value of $92.1M, and Capital One Financial Corp with a value of $78.6M.
Examining the 13F form we can see an increase of $848M in the current position value, from $3.07B to 3.91B.
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
$3.91 Billion
ETFs: $1.24 Billion
Technology: $652 Million
Financial Services: $596 Million
Energy: $323 Million
Consumer Cyclical: $250 Million
Industrials: $250 Million
Communication Services: $197 Million
Healthcare: $171 Million
Other: $232 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
