Universe · entity
Evercore Wealth Management, LLC
Institutional manager (13F) · CIK 1482689
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $5.5B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $382M | 1,504,338 |
| 2 | NVIDIA CORPORATION | $381M | 2,182,929 |
| 3 | MICROSOFT CORP | $290M | 784,201 |
| 4 | ALPHABET INC | $255M | 887,425 |
| 5 | AMAZON COM INC | $234M | 1,122,187 |
| 6 | ALPHABET INC | $205M | 714,008 |
| 7 | MASTERCARD INCORPORATED | $196M | 392,062 |
| 8 | MORGAN STANLEY | $194M | 1,177,393 |
| 9 | COMFORT SYS USA INC | $185M | 134,308 |
| 10 | AUTOZONE INC | $174M | 51,425 |
| 11 | WILLIAMS COS INC | $173M | 2,370,634 |
| 12 | JPMORGAN CHASE & CO | $157M | 532,133 |
| 13 | BLACKSTONE INC | $155M | 1,345,665 |
| 14 | HOME DEPOT INC | $142M | 432,199 |
| 15 | CHUBB LTD SWITZ | $137M | 420,570 |
| 16 | CBRE GROUP INC | $134M | 987,081 |
| 17 | THERMO FISHER SCIENTIFIC INC | $131M | 266,753 |
| 18 | BERKSHIRE HATHAWAY INC DEL | $123M | 257,658 |
| 19 | VIKING HOLDINGS LTD | $123M | 1,672,216 |
| 20 | BLACKROCK INC | $102M | 106,170 |
| 21 | COSTCO WHOLESALE CORPORATION | $100M | 100,119 |
| 22 | WISDOMTREE TR | $93M | 1,046,430 |
| 23 | UBER TECHNOLOGIES INC | $83M | 1,156,032 |
| 24 | EOG RES INC | $79M | 549,203 |
| 25 | GENERAC HLDGS INC | $75M | 386,149 |
| 26 | STATE STR SPDR S&P 500 ETF T | $75M | 115,674 |
| 27 | VANGUARD INDEX FDS | $75M | 125,464 |
| 28 | SPOTIFY TECHNOLOGY S A | $73M | 151,382 |
| 29 | SHARKNINJA INC | $71M | 670,411 |
| 30 | BUILDERS FIRSTSOURCE INC | $66M | 802,718 |
| 31 | PROGRESSIVE CORP | $63M | 317,370 |
| 32 | AMERICAN TOWER CORP | $60M | 346,150 |
| 33 | ARES CAPITAL CORP | $56M | 3,121,008 |
| 34 | ISHARES GOLD TR | $55M | 620,632 |
| 35 | CROCS INC | $53M | 638,147 |
| 36 | ISHARES TR | $52M | 79,941 |
| 37 | ADOBE INC | $49M | 202,873 |
| 38 | WISDOMTREE TR | $49M | 307,624 |
| 39 | MERCADOLIBRE INC | $46M | 26,601 |
| 40 | VANGUARD INTL EQUITY INDEX F | $45M | 601,164 |
| 41 | TJX COS INC NEW | $43M | 271,930 |
| 42 | JANUS DETROIT STR TR | $39M | 775,551 |
| 43 | WORLD GOLD TR | $37M | 394,869 |
| 44 | JOHNSON & JOHNSON | $33M | 133,122 |
| 45 | SPDR GOLD TR | $31M | 72,330 |
| 46 | SHERWIN WILLIAMS CO | $31M | 95,482 |
| 47 | CHEVRON CORPORATION | $30M | 144,505 |
| 48 | ISHARES TR | $25M | 59,742 |
| 49 | ELI LILLY & CO | $25M | 27,054 |
| 50 | UNITEDHEALTH GROUP INC | $23M | 84,660 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.