Institutional Fund
Evercore Wealth Management, LLC
New York, NYCIK 14826895 filings on record
Portfolio Value
$6.36B
Q1 2026
Holdings
418
Reported positions
New Buys
19
Opened this quarter
QoQ Change
-6.8%
from $6.82B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc6.0%
- Nvidia Corporation6.0%
- Microsoft Corp4.6%
- Alphabet Inc4.0%
- Amazon Com Inc3.7%
- Alphabet Inc3.2%
- Other72.5%
Portfolio Holdings
418 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 1.50M | $381.79M | 6.0% | −72.2K | Reduced |
| 2 | Nvidia Corporation | 2.18M | $380.70M | 6.0% | −82.0K | Reduced |
| 3 | Microsoft Corp | 784.2K | $290.29M | 4.6% | −27.3K | Reduced |
| 4 | Alphabet Inc | 887.4K | $254.57M | 4.0% | −65.6K | Reduced |
| 5 | Amazon Com Inc | 1.12M | $233.72M | 3.7% | −22.6K | Reduced |
| 6 | Alphabet Inc | 714.0K | $205.32M | 3.2% | −37.4K | Reduced |
| 7 | Mastercard Incorporated | 392.1K | $195.90M | 3.1% | −7.1K | Reduced |
| 8 | Morgan Stanley | 1.18M | $193.76M | 3.0% | −39.2K | Reduced |
| 9 | Comfort Sys USA Inc | 134.3K | $185.21M | 2.9% | −20.9K | Reduced |
| 10 | Autozone Inc | 51.4K | $173.70M | 2.7% | −536 | Reduced |
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