Evergreen Capital Management LLC Purchases in Q1 2025

Evergreen Capital Management LLC

  • $2.75 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FITB
Fifth Third Bancorp

Financial Services
238
+ 1.42%
$37.48 - $44.96 $8.92K - $10.7K
17K $665K
PIPR
Piper Sandler Companies

Financial Services
113
+ 8.35%
$244.29 - $323.68 $27.6K - $36.6K
1.47K $363K
BMI
Badger Meter Inc

Technology
77
+ 2.77%
$189.49 - $221.51 $14.6K - $17.1K
2.86K $543K
PNC
Pnc Financial Services Group, Inc.

Financial Services
43
+ 1.36%
$168.84 - $202.89 $7.26K - $8.72K
3.2K $562K
STT
State Street Corp

Financial Services
598
+ 5.08%
$84.47 - $102.23 $50.5K - $61.1K
12.4K $1.11M
HBI
Hanesbrands Inc.

Consumer Cyclical
7.07K
+ 18.96%
$5.76 - $8.6 $40.7K - $60.8K
44.3K $255K
EQIX
Equinix Inc

Real Estate
8
+ 1.85%
$803.0 - $959.97 $6.42K - $7.68K
440 $358K
PLXS
Plexus Corp

Technology
16
+ 0.82%
$120.51 - $170.49 $1.93K - $2.73K
1.96K $250K
CALM
Cal Maine Foods Inc

Consumer Defensive
143
+ 2.48%
$80.87 - $115.8 $11.6K - $16.6K
5.9K $536K
SASR
Sandy Spring Bancorp Inc

Financial Services
163
+ 1.39%
$27.6 - $35.08 $4.5K - $5.72K
11.9K $332K
AMP
Ameriprise Financial Inc

Financial Services
61
+ 3.18%
$472.29 - $575.13 $28.8K - $35.1K
1.98K $959K
SKYW
Skywest Inc

Industrials
82
+ 1.46%
$81.46 - $120.92 $6.68K - $9.92K
5.71K $499K
FIBK
First Interstate Bancsystem Inc

Financial Services
991
+ 4.03%
$27.77 - $33.5 $27.5K - $33.2K
25.6K $732K
CM
Canadian Imperial Bank Of Commerce

Financial Services
19
+ 0.19%
$55.05 - $64.52 $1.05K - $1.23K
9.89K $556K
PWR
Quanta Services, Inc.

Industrials
70
+ 4.96%
$236.71 - $358.03 $16.6K - $25.1K
1.48K $376K
IWS
Ishares Russell Midcap Value E

ETFs
1.84K
+ 2.05%
$122.59 - $135.24 $225K - $249K
91.7K $11.6M
AEO
American Eagle Outfitters Inc

Consumer Cyclical
179
+ 1.21%
$10.98 - $17.34 $1.97K - $3.1K
15K $174K
USB
Us Bancorp \De\

Financial Services
601
+ 3.43%
$40.92 - $50.9 $24.6K - $30.6K
18.1K $764K
RDNT
Rad Net, Inc.

Healthcare
134
+ 3.08%
$45.92 - $72.75 $6.15K - $9.75K
4.48K $222K
TT
Trane Technologies PLC

Industrials
63
+ 1.93%
$332.0 - $400.86 $20.9K - $25.3K
3.33K $1.12M
CIEN
Ciena Corp

Technology
65
+ 1.73%
$60.43 - $98.18 $3.93K - $6.38K
3.83K $231K
ACA
Arcosa, Inc.

Industrials
34
+ 0.75%
$77.12 - $103.53 $2.62K - $3.52K
4.58K $352K
MAR
Marriott International Inc

Consumer Cyclical
7
+ 0.3%
$237.01 - $304.45 $1.66K - $2.13K
2.33K $554K
ISRG
Intuitive Surgical Inc

Healthcare
20
+ 0.47%
$476.63 - $610.45 $9.53K - $12.2K
4.29K $2.12M
CDNS
Cadence Design Systems Inc

Technology
28
+ 1.11%
$233.96 - $324.52 $6.55K - $9.09K
2.56K $651K
DLR
Digital Realty Trust, Inc.

Real Estate
1
+ 0.03%
$142.1 - $183.56 $142 - $184
3.23K $462K
CAT
Caterpillar Inc

Industrials
103
+ 2.31%
$326.75 - $407.63 $33.7K - $42K
4.57K $1.51M
BCC
Boise Cascade CO

Basic Materials
259
+ 3.61%
$96.38 - $129.12 $25K - $33.4K
7.43K $728K
ONTO
Onto Innovation Inc.

Technology
41
+ 1.37%
$121.34 - $224.5 $4.97K - $9.2K
3.02K $366K
TM
Toyota Motor Corp

Consumer Cyclical
8
+ 0.09%
$176.53 - $195.35 $1.41K - $1.56K
8.87K $1.57M
DSI
Ishares Msci Kld 400 Social Et

ETFs
1
+ 0.0%
$101.98 - $115.66 $102 - $116
22.2K $2.27M
ACN
Accenture PLC

Technology
251
+ 3.62%
$300.91 - $398.25 $75.5K - $100K
7.18K $2.24M
FIX
Comfort Systems Usa Inc

Industrials
40
+ 1.88%
$313.26 - $550.27 $12.5K - $22K
2.17K $699K
AXP
American Express CO

Financial Services
192
+ 2.06%
$255.39 - $325.87 $49K - $62.6K
9.5K $2.56M
ZM
Zoom Video Communications, Inc.

Technology
429
+ 1.06%
$72.23 - $88.64 $31K - $38K
40.9K $3.02M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
16
+ 0.41%
$634.14 - $744.83 $10.1K - $11.9K
3.88K $2.46M
IFRA
Ishares Tr

ETFs
739
+ 0.25%
$44.8 - $49.25 $33.1K - $36.4K
297K $13.4M
ETN
Eaton Corp PLC

Industrials
307
+ 4.21%
$271.83 - $371.23 $83.5K - $114K
7.61K $2.07M
SPY
Spdr S&P 500 ETF Trust

ETFs
608
+ 2.04%
$551.42 - $612.93 $335K - $373K
30.4K $17M
GNRC
Generac Holdings Inc.

Industrials
668
+ 3.21%
$126.65 - $164.06 $84.6K - $110K
21.5K $2.72M
IWM
Ishares Russell 2000 ETF

ETFs
725
+ 2.18%
$198.1 - $229.79 $144K - $167K
33.9K $6.77M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.39K
+ 5.02%
$102.49 - $119.96 $553K - $647K
113K $11.8M
BX
Blackstone Inc.

Financial Services
1.04K
+ 3.76%
$136.53 - $186.74 $143K - $195K
28.8K $4.03M
FDX
Fedex Corp

Industrials
681
+ 1.77%
$230.33 - $281.53 $157K - $192K
39.1K $9.54M
PYPL
Pay Pal Holdings, Inc.

Financial Services
19.6K
+ 12.71%
$65.15 - $91.81 $1.28M - $1.8M
174K $11.4M
CRM
Salesforce, Inc.

Technology
486
+ 1.38%
$268.36 - $359.95 $130K - $175K
35.7K $9.57M
DAL
Delta Air Lines, Inc.

Industrials
25.9K
+ 13.09%
$43.6 - $69.06 $1.13M - $1.79M
224K $9.77M
AMZN
Amazon Com Inc

Consumer Cyclical
4.5K
+ 1.86%
$190.26 - $242.06 $856K - $1.09M
247K $47M
GOOGL
Alphabet Inc.

Communication Services
2.21K
+ 1.08%
$154.33 - $206.19 $341K - $455K
207K $32M
Activity Summary
Buys All Purchases 650 New Holdings 131 Increased Positions 519 Sells All Sells 355 Reductions 355 Sold out 0 Options Calls 3 Puts 3
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