Institutional Fund
Evergreen Capital Management LLC
Bellevue, WACIK 12608245 filings on record
Portfolio Value
$4.61B
Q1 2026
Holdings
1,498
Reported positions
New Buys
220
Opened this quarter
QoQ Change
+3.0%
from $4.47B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Inc4.0%
- Apple Inc2.4%
- Paccar Inc2.0%
- Ishares Tr1.9%
- Microsoft Corp1.8%
- Nvidia Corporation1.7%
- Other86.2%
Portfolio Holdings
1,498 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Inc | 2.64M | $184.34M | 4.0% | +1.03M | Added |
| 2 | Apple Inc | 436.7K | $110.83M | 2.4% | −10.9K | Reduced |
| 3 | Paccar Inc | 793.6K | $91.66M | 2.0% | −15 | Reduced |
| 4 | Ishares Tr | 747.3K | $88.63M | 1.9% | −1.6K | Reduced |
| 5 | Microsoft Corp | 228.2K | $84.48M | 1.8% | −34.2K | Reduced |
| 6 | Nvidia Corporation | 447.1K | $77.98M | 1.7% | +25.1K | Added |
| 7 | Alphabet Inc | 262.1K | $75.37M | 1.6% | −4.8K | Reduced |
| 8 | Ishares Tr | 823.3K | $67.98M | 1.5% | +86.9K | Added |
| 9 | Vanguard Index Fds | 759.7K | $67.38M | 1.5% | +50.9K | Added |
| 10 | Alphabet Inc | 225.7K | $64.73M | 1.4% | −27.0K | Reduced |
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