Evergreen Capital Management LLC Portfolio Holdings
Evergreen Capital Management LLC
- $3.91 Billion
- Q3 2025
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.
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 1,889
- Current Value $3.91 Billion
- Prior Value $3.07 Billion
- Filing
- Period Q3 2025
- Filing Date October 28, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 228 stocks
- Additional Purchases 727 stocks
- Sold out of 0 stocks
- Reduced holdings in 233 stocks