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
COF
Capital One Financial Corp

Financial Services
2.33K
+ 51.28%
$150.57 - $212.76 $351K - $496K
6.87K $1.46M
ISRG
Intuitive Surgical Inc

Healthcare
750
+ 17.49%
$451.58 - $565.94 $339K - $424K
5.04K $2.74M
BA
Boeing CO

Industrials
1.67K
+ 25.14%
$136.59 - $217.51 $229K - $364K
8.33K $1.74M
SEIC
Sei Investments CO

Financial Services
6.76K
New
$66.45 - $89.86 $449K - $607K
6.76K $607K
DHX
Dhi Group, Inc.

Industrials
203K
New
$1.21 - $2.97 $246K - $603K
203K $602K
VTI
Vanguard Total Stock Market Et

ETFs
233
+ 1.28%
$243.75 - $303.93 $56.8K - $70.8K
18.4K $5.59M
AZN
Astrazeneca PLC

Healthcare
9.76K
+ 41.18%
$64.87 - $75.0 $633K - $732K
33.5K $2.34M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
25.6K
+ 12.39%
$22.57 - $23.23 $577K - $594K
232K $5.39M
TJX
Tjx Companies Inc

Consumer Cyclical
4.67K
+ 41.56%
$119.13 - $135.03 $556K - $630K
15.9K $1.96M
OMF
One Main Holdings, Inc.

Financial Services
10.3K
New
$40.42 - $57.0 $418K - $590K
10.3K $589K
SPOT
Spotify Technology S.A.

Communication Services
432
+ 36.99%
$503.3 - $775.9 $217K - $335K
1.6K $1.23M
FIX
Comfort Systems Usa Inc

Industrials
177
+ 8.16%
$296.51 - $536.21 $52.5K - $94.9K
2.35K $1.26M
EWD
Ishares Inc Msci Sweden ETF

ETFs
6.86K
+ 10.46%
$37.07 - $46.35 $254K - $318K
72.4K $3.31M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
7.02K
New
$77.74 - $78.78 $546K - $553K
7.02K $552K
AXP
American Express CO

Financial Services
244
+ 2.57%
$231.39 - $318.98 $56.5K - $77.8K
9.74K $3.11M
PALL
Abrdn Palladium ETF Trust

ETFs
1.17K
+ 2.8%
$82.97 - $103.91 $97.4K - $122K
43.1K $4.33M
GE
General Electric CO

Industrials
305
+ 4.01%
$166.81 - $257.39 $50.9K - $78.5K
7.91K $2.04M
EWG
Ishares Msci Germany ETF

ETFs
12K
New
$33.22 - $42.57 $400K - $513K
12K $509K
BWA
Borgwarner Inc

Consumer Cyclical
15.1K
New
$24.84 - $33.92 $376K - $513K
15.1K $506K
BHP
Bhp Group LTD

Basic Materials
10.5K
+ 79.61%
$40.22 - $50.88 $424K - $536K
23.8K $1.14M
MA
Mastercard Inc

Financial Services
690
+ 8.78%
$479.92 - $590.74 $331K - $408K
8.55K $4.81M
AMD
Advanced Micro Devices Inc

Technology
711
+ 7.05%
$78.21 - $143.81 $55.6K - $102K
10.8K $1.53M
COIN
Coinbase Global, Inc.

Technology
1.42K
New
$151.47 - $375.07 $215K - $532K
1.42K $496K
TTE
Total Energies Se

Energy
7.22K
+ 3.99%
N/A
188K $12.9M
SAN
Banco Santander, S.A.

Financial Services
36.3K
+ 30.24%
$5.72 - $8.32 $208K - $302K
156K $1.3M
SPGI
S&P Global Inc.

Financial Services
811
+ 27.64%
$438.31 - $527.29 $355K - $428K
3.75K $1.97M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.46K
+ 7.85%
$77.94 - $79.5 $425K - $434K
74.9K $5.96M
DOX
Amdocs LTD

Technology
5.15K
New
$80.46 - $94.08 $415K - $485K
5.15K $470K
CHRD
Oasis Petroleum Inc.

Energy
4.86K
New
$82.03 - $113.54 $399K - $552K
4.86K $470K
DBL
Double Line Opportunistic Credit Fund

Financial Services
37.7K
+ 8.15%
$15.1 - $15.75 $569K - $593K
500K $7.69M
V
Visa Inc.

Financial Services
1.01K
+ 4.48%
$308.27 - $373.31 $311K - $377K
23.5K $8.36M
FAST
Fastenal CO

Industrials
19.3K
+ 193.44%
$40.65 - $83.16 $783K - $1.6M
29.2K $1.23M
LCII
Lci Industries

Consumer Cyclical
4.98K
New
$75.07 - $92.4 $374K - $460K
4.98K $454K
T
At&T Inc.

Communication Services
12.7K
+ 11.38%
$26.33 - $28.94 $336K - $369K
125K $3.61M
RDY
Dr Reddys Laboratories LTD

Healthcare
29.4K
New
$12.36 - $16.17 $363K - $475K
29.4K $441K
PPG
Ppg Industries Inc

Basic Materials
2.62K
+ 8.01%
$91.66 - $115.04 $240K - $301K
35.3K $4.01M
DINO
Hf Sinclair Corp

Energy
10.7K
New
$25.91 - $41.85 $277K - $448K
10.7K $439K
PM
Philip Morris International Inc.

Consumer Defensive
526
+ 3.59%
$149.23 - $184.95 $78.5K - $97.3K
15.2K $2.76M
STM
St Microelectronics N.V.

Technology
14.3K
New
$17.78 - $30.41 $254K - $435K
14.3K $435K
REZ
Ishares Tr Residential And Mul

ETFs
12.7K
+ 8.47%
$76.14 - $86.35 $965K - $1.09M
162K $13.4M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.45K
+ 13.95%
$104.34 - $138.68 $152K - $201K
11.9K $1.64M
SONY
Sony Group Corp

Technology
14.9K
+ 31.13%
$21.24 - $26.88 $317K - $402K
63K $1.64M
NOW
Service Now, Inc.

Technology
78
+ 5.35%
$721.65 - $1040.18 $56.3K - $81.1K
1.54K $1.58M
EWH
Ishares Msci Hong Kong ETF

ETFs
7.16K
+ 6.09%
$15.2 - $20.06 $109K - $144K
125K $2.48M
EWA
Ishares Msci Australia ETF

ETFs
7.98K
+ 11.44%
$20.82 - $26.71 $166K - $213K
77.7K $2.04M
UL
Unilever PLC

Consumer Defensive
6.19K
+ 35.01%
$57.9 - $65.43 $358K - $405K
23.9K $1.46M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.01K
+ 1.61%
$114.78 - $133.31 $116K - $135K
63.9K $8.51M
NICE
Nice Ltd.

Technology
729
+ 3.82%
$141.3 - $178.32 $103K - $130K
19.8K $3.35M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
28.8K
+ 33.12%
$10.79 - $14.14 $311K - $408K
116K $1.59M
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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