Evergreen Capital Management LLC Purchases in Q2 2025

Evergreen Capital Management LLC

  • $3.07 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ANSS
Ansys Inc

Technology
13
+ 0.99%
$284.19 - $351.22 $3.69K - $4.57K
1.33K $466K
PLMR
Palomar Holdings, Inc.

Financial Services
73
+ 3.28%
$129.99 - $175.67 $9.49K - $12.8K
2.3K $354K
RIO
Rio Tinto PLC

Basic Materials
1.26K
+ 9.06%
$52.32 - $62.75 $66.1K - $79.3K
15.2K $886K
DFIV
Dimensional ETF Tr

ETFs
200
+ 1.7%
$34.67 - $43.21 $6.93K - $8.64K
11.9K $511K
DTM
Dt Midstream, Inc.

Energy
48
+ 1.49%
$87.23 - $109.91 $4.19K - $5.28K
3.26K $358K
VRSN
Verisign Inc

Technology
28
+ 2.52%
$234.49 - $288.8 $6.57K - $8.09K
1.14K $328K
DRI
Darden Restaurants Inc

Consumer Cyclical
82
+ 2.81%
$186.58 - $225.78 $15.3K - $18.5K
3K $654K
SB
Safe Bulkers, Inc.

Industrials
12.8K
New
$3.05 - $3.88 $39K - $49.6K
12.8K $46K
TDG
Trans Digm Group Inc

Industrials
1
+ 0.31%
$1231.75 - $1520.64 $1.23K - $1.52K
326 $495K
ENVA
Enova International, Inc.

Financial Services
119
+ 5.55%
$85.91 - $111.52 $10.2K - $13.3K
2.27K $252K
MDLZ
Mondelez International, Inc.

Consumer Defensive
745
+ 5.19%
$63.54 - $68.5 $47.3K - $51K
15.1K $1.02M
ALC
Alcon Inc

Healthcare
788
+ 19.14%
$82.88 - $98.3 $65.3K - $77.5K
4.91K $433K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
51
+ 4.49%
$160.22 - $209.35 $8.17K - $10.7K
1.19K $248K
NEE
Nextera Energy Inc

Utilities
1.01K
+ 5.3%
$64.11 - $75.0 $64.9K - $75.9K
20.1K $1.39M
DD
Du Pont De Nemours, Inc.

Basic Materials
1.06K
+ 21.02%
$55.13 - $75.25 $58.5K - $79.8K
6.11K $418K
ICE
Intercontinental Exchange, Inc.

Financial Services
14
+ 0.4%
$151.62 - $183.47 $2.12K - $2.57K
3.55K $650K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
64
+ 2.47%
$144.63 - $179.53 $9.26K - $11.5K
2.65K $436K
MFC
Manulife Financial Corp

Financial Services
614
+ 2.48%
$26.93 - $32.44 $16.5K - $19.9K
25.4K $812K
VFH
Vanguard Financial ETF

ETFs
5
+ 0.1%
$104.87 - $127.3 $524 - $637
5.1K $648K
GWW
W.W. Grainger, Inc.

Industrials
21
+ 6.29%
$919.93 - $1101.66 $19.3K - $23.1K
355 $369K
SHW
Sherwin Williams CO

Basic Materials
131
+ 14.19%
$313.51 - $363.51 $41.1K - $47.6K
1.05K $361K
BANF
Bancfirst Corp

Financial Services
80
+ 3.77%
$100.43 - $129.96 $8.03K - $10.4K
2.2K $272K
CVS
Cvs Health Corp

Healthcare
203
+ 1.02%
$60.04 - $70.18 $12.2K - $14.2K
20.1K $1.39M
STE
Steris PLC

Healthcare
106
+ 11.79%
$208.55 - $252.55 $22.1K - $26.8K
1.01K $241K
KR
Kroger CO

Consumer Defensive
132
+ 1.88%
$64.62 - $74.0 $8.53K - $9.77K
7.15K $513K
FITB
Fifth Third Bancorp

Financial Services
130
+ 0.77%
$33.32 - $41.51 $4.33K - $5.4K
17.1K $703K
SSRM
Ssr Mining Inc.

Basic Materials
107
+ 0.82%
$9.09 - $13.07 $973 - $1.4K
13.1K $167K
WTFC
Wintrust Financial Corp

Financial Services
111
+ 5.73%
$95.17 - $124.21 $10.6K - $13.8K
2.05K $254K
IR
Ingersoll Rand Inc.

Industrials
312
+ 9.27%
$66.75 - $84.94 $20.8K - $26.5K
3.68K $306K
INDI
Indie Semiconductor, Inc.

Technology
10.3K
New
$1.6 - $3.84 $16.4K - $39.4K
10.3K $36K
WELL
Welltower Inc.

Real Estate
222
+ 6.16%
$136.49 - $155.22 $30.3K - $34.5K
3.82K $587K
CHK
Chesapeake Energy Corp

Energy
408
+ 7.84%
N/A
5.61K $481K
CHTR
Charter Communications, Inc.

Communication Services
30
+ 5.37%
$321.68 - $427.25 $9.65K - $12.8K
589 $240K
MDT
Medtronic PLC

Healthcare
818
+ 5.75%
$80.68 - $88.86 $66K - $72.7K
15K $1.31M
HIW
Highwoods Properties, Inc.

Real Estate
202
+ 1.15%
$25.31 - $31.85 $5.11K - $6.43K
17.7K $550K
FHN
First Horizon Corp

Financial Services
411
+ 3.09%
$16.21 - $21.2 $6.66K - $8.71K
13.7K $290K
EVRG
Evergy, Inc.

Utilities
460
+ 5.34%
$64.06 - $69.64 $29.5K - $32K
9.07K $625K
CMCSA
Comcast Corp

Communication Services
3.17K
+ 4.66%
$32.84 - $36.72 $104K - $116K
71.1K $2.54M
CBRE
Cbre Group, Inc.

Real Estate
75
+ 3.55%
$113.94 - $140.12 $8.55K - $10.5K
2.19K $306K
RJF
Raymond James Financial Inc

Financial Services
51
+ 3.27%
$123.65 - $153.88 $6.31K - $7.85K
1.61K $246K
EXC
Exelon Corp

Utilities
1.08K
+ 16.96%
$42.2 - $47.37 $45.6K - $51.2K
7.45K $323K
ROP
Roper Technologies Inc

Industrials
81
+ 11.51%
$519.19 - $590.78 $42.1K - $47.9K
785 $444K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
1.25K
+ 11.6%
$20.12 - $21.0 $25.2K - $26.3K
12K $251K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
200
+ 1.37%
$121.58 - $136.74 $24.3K - $27.3K
14.8K $2.01M
TV
Grupo Televisa, S.A.B.

Communication Services
13K
New
$1.6 - $2.48 $20.8K - $32.3K
13K $28K
WRB
Berkley W R Corp

Financial Services
280
+ 9.5%
$64.28 - $75.17 $18K - $21K
3.23K $237K
HPP
Hudson Pacific Properties, Inc.

Real Estate
10.1K
New
$1.86 - $3.08 $18.9K - $31.2K
10.1K $27K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
1.02K
+ 13.55%
$28.45 - $33.08 $29K - $33.7K
8.53K $272K
FSV
First Service Corp

Real Estate
77
+ 5.56%
$158.93 - $179.74 $12.2K - $13.8K
1.46K $255K
Activity Summary
Buys All Purchases 694 New Holdings 179 Increased Positions 515 Sells All Sells 374 Reductions 374 Sold out 0 Options Calls 3 Puts 3
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