Evergreen Capital Management LLC
Annual return
—
SPY
—
Alpha
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Invested
$4.6B
Holdings
1,496
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$IEMG
ISHARES INC
Q1 2026: Exited (was 4.5k shares)
4.0%
02
$AAPL
APPLE INC
Q1 2026: Sold 5.7% (14.85M → 14.00M shares)
2.4%
03
$PCAR
PACCAR INC
Q1 2026: Increased +417.7% (692.3k → 3.58M shares)
2.0%
04
$IEI
ISHARES TR
Q1 2026: Increased +142.8% (49.0k → 118.9k shares)
1.9%
05
$MSFT
MICROSOFT CORP
Q1 2026: Sold 34.7% (12.78M → 8.35M shares)
1.8%
06
$NVDA
NVIDIA CORPORATION
Q4 2025: Increased +19783.2% (354.8k → 70.54M shares)
1.7%
07
$GOOGL
ALPHABET INC
Q1 2026: Increased +144.4% (8.05M → 19.68M shares)
1.6%
08
$SHY
ISHARES TR
Q1 2026: Increased +453.5% (7.5k → 41.6k shares)
1.5%
09
$VNQ
VANGUARD INDEX FDS
Q1 2026: Increased +3267.0% (2.8k → 93.6k shares)
1.5%
10
$GOOG
ALPHABET INC
Q1 2026: Sold 37.7% (7.51M → 4.68M shares)
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 08:35 UTC.