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
HGBL
Heritage Global Inc.

Financial Services
11.9K
New
$1.98 - $2.26 $23.5K - $26.8K
11.9K $26K
CTSH
Cognizant Technology Solutions Corp

Technology
215
+ 3.28%
$66.47 - $81.81 $14.3K - $17.6K
6.77K $527K
PLXS
Plexus Corp

Technology
76
+ 3.88%
$110.95 - $136.15 $8.43K - $10.3K
2.03K $275K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2
+ 0.02%
$24.38 - $30.18 $48.8 - $60.4
9.25K $278K
PATK
Patrick Industries Inc

Consumer Cyclical
35
+ 1.39%
$74.33 - $93.03 $2.6K - $3.26K
2.56K $236K
GPS
Gap Inc

Consumer Cyclical
1.16K
+ 7.26%
N/A
17.2K $346K
EW
Edwards Lifesciences Corp

Healthcare
5
+ 0.13%
$67.07 - $78.22 $335 - $391
3.77K $294K
EQIX
Equinix Inc

Real Estate
37
+ 8.41%
$740.07 - $914.43 $27.4K - $33.8K
477 $379K
FNDA
Schwab Fundamental U S Small C

ETFs
3
+ 0.02%
$23.85 - $28.69 $71.6 - $86.1
15.9K $454K
ESS
Essex Property Trust, Inc.

Real Estate
73
+ 10.11%
N/A
795 $216K
BR
Broadridge Financial Solutions, Inc.

Technology
74
+ 7.21%
$217.22 - $246.25 $16.1K - $18.2K
1.1K $267K
WDAY
Workday, Inc.

Technology
12
+ 0.52%
$210.47 - $274.71 $2.53K - $3.3K
2.33K $558K
MET
Metlife Inc

Financial Services
214
+ 2.04%
$68.42 - $82.49 $14.6K - $17.7K
10.7K $862K
LSTR
Landstar System Inc

Industrials
254
+ 17.1%
$131.55 - $151.93 $33.4K - $38.6K
1.74K $241K
KOS
Kosmos Energy Ltd.

Energy
10.8K
New
$1.52 - $2.28 $16.4K - $24.5K
10.8K $18K
SBAC
Sba Communications Corp

Real Estate
15
+ 1.45%
$208.57 - $243.4 $3.13K - $3.65K
1.05K $245K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
48
+ 1.47%
$105.8 - $131.55 $5.08K - $6.31K
3.32K $426K
MFG
Mizuho Financial Group Inc

Financial Services
2.19K
+ 2.1%
$4.25 - $5.66 $9.31K - $12.4K
107K $592K
CUZ
Cousins Properties Inc

Real Estate
352
+ 3.29%
$25.15 - $30.53 $8.85K - $10.7K
11.1K $332K
PHM
Pultegroup Inc

Consumer Cyclical
78
+ 2.79%
$92.02 - $106.54 $7.18K - $8.31K
2.88K $303K
AIT
Applied Industrial Technologies Inc

Industrials
8
+ 0.38%
$206.03 - $243.28 $1.65K - $1.95K
2.09K $485K
HCI
Hci Group, Inc.

Financial Services
61
+ 3.09%
$137.07 - $171.28 $8.36K - $10.4K
2.04K $310K
MSI
Motorola Solutions, Inc.

Technology
60
+ 9.46%
$394.72 - $440.39 $23.7K - $26.4K
694 $291K
DUK
Duke Energy Corp

Utilities
237
+ 6.57%
$112.46 - $124.05 $26.7K - $29.4K
3.84K $453K
SYY
Sysco Corp

Consumer Defensive
83
+ 0.93%
$68.0 - $75.91 $5.64K - $6.3K
9.05K $685K
IDA
Idacorp Inc

Utilities
119
+ 4.91%
$111.01 - $119.72 $13.2K - $14.2K
2.54K $293K
ERIC
Ericsson Lm Telephone CO

Technology
148
+ 0.99%
$6.77 - $8.86 $1K - $1.31K
15.1K $128K
PSA
Public Storage

Real Estate
60
+ 4.99%
$266.31 - $309.77 $16K - $18.6K
1.26K $370K
GFF
Griffon Corp

Industrials
101
+ 2.57%
$64.73 - $74.97 $6.54K - $7.57K
4.04K $292K
RSG
Republic Services, Inc.

Industrials
1
+ 0.05%
$227.2 - $258.07 $227 - $258
2.12K $523K
VNO
Vornado Realty Trust

Real Estate
86
+ 1.53%
$31.74 - $41.27 $2.73K - $3.55K
5.69K $217K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
179
+ 0.69%
$10.59 - $11.48 $1.9K - $2.05K
26.1K $299K
AGI
Alamos Gold Inc

Basic Materials
1.25K
+ 0.9%
$23.81 - $30.33 $29.8K - $37.9K
140K $3.71M
ED
Consolidated Edison Inc

Utilities
364
+ 13.51%
$98.05 - $113.3 $35.7K - $41.2K
3.06K $306K
ABC
Amerisourcebergen Corp

Healthcare
45
+ 3.79%
N/A
1.23K $228K
UNP
Union Pacific Corp

Industrials
268
+ 3.07%
$208.27 - $238.46 $55.8K - $63.9K
9K $2.07M
CINF
Cincinnati Financial Corp

Financial Services
41
+ 2.79%
$126.6 - $151.6 $5.19K - $6.22K
1.51K $225K
HE
Hawaiian Electric Industries Inc

Utilities
1.28K
+ 7.97%
$9.36 - $10.96 $12K - $14K
17.4K $184K
D
Dominion Energy, Inc

Utilities
81
+ 1.41%
$49.66 - $58.0 $4.02K - $4.7K
5.82K $328K
OTIS
Otis Worldwide Corp

Industrials
159
+ 6.34%
$90.88 - $104.3 $14.4K - $16.6K
2.67K $264K
PFF
Ishares Trust Ishares Pfd And

ETFs
176
+ 1.13%
$29.0 - $30.68 $5.1K - $5.4K
15.8K $484K
GOOD
Gladstone Commercial Corp

Real Estate
1.1K
+ 6.92%
$13.16 - $15.07 $14.4K - $16.5K
16.9K $242K
XLV
Select Sector Spdr Fund Health

ETFs
188
+ 10.55%
$128.77 - $144.3 $24.2K - $27.1K
1.97K $265K
PNM
Pnm Resources Inc

Utilities
87
+ 2.27%
N/A
3.93K $163K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
33
+ 0.87%
$91.43 - $91.74 $3.02K - $3.03K
3.81K $349K
FMC
Fmc Corp

Basic Materials
142
+ 3.02%
$33.98 - $44.06 $4.83K - $6.26K
4.84K $201K
PR
Permian Resources Corporation

Energy
446
+ 3.54%
$10.36 - $14.93 $4.62K - $6.66K
13K $177K
CNA
Cna Financial Corp

Financial Services
485
+ 10.42%
$45.03 - $50.88 $21.8K - $24.7K
5.14K $239K
CL
Colgate Palmolive CO

Consumer Defensive
171
+ 3.89%
$87.57 - $96.0 $15K - $16.4K
4.57K $415K
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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