Universe · entity
EVERGREEN CAPITAL MANAGEMENT LLC
Institutional manager (13F) · CIK 1260824
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.1B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES INC | $184M | 2,642,855 |
| 2 | APPLE INC | $111M | 436,694 |
| 3 | PACCAR INC | $92M | 793,601 |
| 4 | ISHARES TR | $89M | 747,310 |
| 5 | MICROSOFT CORP | $84M | 228,225 |
| 6 | NVIDIA CORPORATION | $78M | 447,079 |
| 7 | ALPHABET INC | $75M | 262,097 |
| 8 | ISHARES TR | $68M | 823,328 |
| 9 | VANGUARD INDEX FDS | $67M | 759,691 |
| 10 | ALPHABET INC | $65M | 225,659 |
| 11 | AMAZON COM INC | $64M | 308,979 |
| 12 | ISHARES TR | $62M | 620,251 |
| 13 | SIMPLIFY EXCHANGE TRADED FUN | $53M | 1,061,848 |
| 14 | JANUS DETROIT STR TR | $46M | 913,080 |
| 15 | GLOBAL X FDS | $45M | 876,826 |
| 16 | OVINTIV INC | $43M | 732,328 |
| 17 | VANGUARD INDEX FDS | $39M | 197,610 |
| 18 | VANGUARD MUN BD FDS | $37M | 745,522 |
| 19 | ISHARES TR | $37M | 639,418 |
| 20 | BLACKROCK ETF TRUST II | $34M | 660,637 |
| 21 | DOUBLELINE ETF TRUST | $34M | 686,434 |
| 22 | ECHOSTAR CORP | $34M | 289,021 |
| 23 | ENTERPRISE PRODS PARTNERS L | $33M | 876,343 |
| 24 | JPMORGAN CHASE & CO | $32M | 108,359 |
| 25 | MERCK & CO INC | $32M | 262,297 |
| 26 | FEDEX CORP | $30M | 84,057 |
| 27 | ISHARES TR | $29M | 325,625 |
| 28 | DELL TECHNOLOGIES INC | $28M | 171,288 |
| 29 | STATE STR SPDR S&P 500 ETF T | $28M | 42,996 |
| 30 | GOLDMAN SACHS GROUP INC | $28M | 32,945 |
| 31 | VANECK ETF TRUST | $27M | 1,086,213 |
| 32 | INVESCO EXCHANGE TRADED FD T | $26M | 346,195 |
| 33 | BERKSHIRE HATHAWAY INC DEL | $26M | 53,550 |
| 34 | GLOBAL X FDS | $26M | 475,437 |
| 35 | VANGUARD WORLD FD | $25M | 145,844 |
| 36 | VANGUARD INDEX FDS | $25M | 57,374 |
| 37 | CISCO SYS INC | $24M | 305,390 |
| 38 | UBER TECHNOLOGIES INC | $23M | 318,036 |
| 39 | VANECK ETF TRUST | $23M | 794,294 |
| 40 | BROADCOM INC | $22M | 72,225 |
| 41 | ISHARES TR | $22M | 331,471 |
| 42 | ISHARES TR | $22M | 266,843 |
| 43 | PIMCO ETF TR | $22M | 829,645 |
| 44 | VANGUARD INDEX FDS | $22M | 36,084 |
| 45 | META PLATFORMS INC | $22M | 37,668 |
| 46 | SPDR SERIES TRUST | $21M | 731,553 |
| 47 | ISHARES TR | $21M | 165,270 |
| 48 | COSTCO WHOLESALE CORPORATION | $20M | 20,532 |
| 49 | DIMENSIONAL ETF TRUST | $19M | 572,970 |
| 50 | INVESCO QQQ TR | $19M | 33,105 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.