CIK 1260824
EVERGREEN CAPITAL MANAGEMENT LLC
Institutional 13F holdings & portfolio
Holdings
1,399
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 1,399
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CB | CHUBB LIMITED | 20K | $1M+ | SH |
| AGNC | AGNC INVT CORP | 580K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 112K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 18K | $1M+ | SH |
| RODM | LATTICE STRATEGIES TR | 164K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 8 | $1M+ | SH |
| LLY | ELI LILLY & CO | 6K | $1M+ | SH |
| IBHF | ISHARES TR | 261K | $1M+ | SH |
| OS | ONESTREAM INC | 325K | $1M+ | SH |
| PCG | PG&E CORP | 369K | $1M+ | SH |
| SAP | SAP SE | 24K | $1M+ | SH |
| RH | RH | 33K | $1M+ | SH |
| PCY | INVESCO EXCH TRADED FD TR II | 274K | $1M+ | SH |
| IEF | ISHARES TR | 59K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 37K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 70K | $1M+ | SH |
| VLUE | ISHARES TR | 40K | $1M+ | SH |
| XLRE | SELECT SECTOR SPDR TR | 131K | $1M+ | SH |
| CSX | CSX CORP | 144K | $1M+ | SH |
| CHYM | CHIME FINL INC | 207K | $1M+ | SH |
| UL | UNILEVER PLC | 80K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 25K | $1M+ | SH |
| GLD | SPDR GOLD TR | 13K | $1M+ | SH |
| SPMD | SPDR SERIES TRUST | 85K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 173K | $1M+ | SH |
| ARCC | ARES CAPITAL CORP | 243K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 17K | $1M+ | SH |
| OTIS | OTIS WORLDWIDE CORP | 56K | $1M+ | SH |
| IBB | ISHARES TR | 28K | $1M+ | SH |
| EWJ | ISHARES INC | 59K | $1M+ | SH |
| ASML | ASML HOLDING N V | 4K | $1M+ | SH |
| PALL | ABRDN PALLADIUM ETF TRUST | 32K | $1M+ | SH |
| INQQ | EXCHANGE TRADED CONCEPTS TRU | 313K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 18K | $1M+ | SH |
| HESM | HESS MIDSTREAM LP | 132K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC | 843 | $1M+ | SH |
| VIOO | VANGUARD ADMIRAL FDS INC | 40K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 20K | $1M+ | SH |
| TIP | ISHARES TR | 39K | $1M+ | SH |
| REGN | REGENERON PHARMACEUTICALS | 5K | $1M+ | SH |
| ABBV | ABBVIE INC | 18K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 13K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 175K | $1M+ | SH |
| GBIL | GOLDMAN SACHS ETF TR | 42K | $1M+ | SH |
| ARGX | ARGENX SE | 5K | $1M+ | SH |
| GDX | VANECK ETF TRUST | 48K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 65K | $1M+ | SH |
| VIOV | VANGUARD ADMIRAL FDS INC | 41K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 33K | $1M+ | SH |
| LNG | CHENIERE ENERGY INC | 20K | $1M+ | SH |