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EVERGREEN CAPITAL MANAGEMENT LLC
EVERGREEN CAPITAL MANAGEMENT LLC is an institution, managing $4.2B across 1,307 long positions as of Q3 2025 with 33% ETF concentration.
- Portfolio Value
- $4.2B
- Positions
- 1,307
- Top Holding
- GS at 4.02%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in EVERGREEN CAPITAL MANAGEMENT LLC's portfolio (21.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Financial - Capital Markets Financial Services | $169.0M | 4.02% | +$167.5M Bought | 0.07% 212.2K shares | |
Software - Infrastructure Technology | $120.2M | 2.86% | +$4.7M Bought | 0.00% 232.0K shares | |
Consumer Electronics Technology | $95.2M | 2.26% | +$6.8M Bought | 0.00% 373.8K shares | |
ETF ETF | $92.1M | 2.19% | +$15.8M Bought | — 770.6K shares | |
Financial - Credit Services Financial Services | $78.6M | 1.87% | +$77.1M Bought | 0.06% 369.5K shares | |
Agricultural - Machinery Industrials | $78.0M | 1.86% | +$1.7M Bought | 0.15% 793.7K shares | |
Semiconductors Technology | $71.1M | 1.69% | +$6.3M Bought | 0.00% 381.2K shares | |
Internet Content & Information Communication Services | $62.2M | 1.48% | -$1.4M Sold | 0.00% 255.4K shares | |
ETF ETF | $61.6M | 1.46% | +$32.5M Bought | — 742.1K shares | |
Oil & Gas Exploration & Production Energy | $60.9M | 1.45% | +$60.9M Bought | 0.59% 1.5M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in EVERGREEN CAPITAL MANAGEMENT LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for EVERGREEN CAPITAL MANAGEMENT LLC
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