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
SHOP
Shopify Inc.

Technology
1.39K
+ 11.48%
$76.89 - $115.35 $107K - $161K
13.5K $1.56M
AVAV
Aero Vironment Inc

Industrials
385
+ 22.25%
$111.65 - $284.95 $43K - $110K
2.12K $602K
BKE
Buckle Inc

Consumer Cyclical
8.67K
New
$33.77 - $45.57 $293K - $395K
8.67K $393K
NGVC
Natural Grocers By Vitamin Cottage, Inc.

Consumer Defensive
10K
New
$37.13 - $59.74 $371K - $597K
10K $392K
GS
Goldman Sachs Group Inc

Financial Services
172
+ 10.28%
$462.22 - $707.75 $79.5K - $122K
1.85K $1.31M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
7.47K
New
$45.11 - $52.34 $337K - $391K
7.47K $390K
MNST
Monster Beverage Corp

Consumer Defensive
5.66K
+ 70.1%
$55.01 - $64.24 $311K - $364K
13.7K $860K
APH
Amphenol Corp

Technology
1.26K
+ 15.95%
$59.09 - $98.75 $74.6K - $125K
9.18K $906K
FLEX
Flex Ltd.

Technology
632
+ 3.01%
$26.68 - $50.09 $16.9K - $31.7K
21.6K $1.08M
TROW
Price T Rowe Group Inc

Financial Services
3.94K
New
$80.27 - $98.06 $316K - $386K
3.94K $380K
CME
Cme Group Inc.

Financial Services
988
+ 9.58%
$252.37 - $290.71 $249K - $287K
11.3K $3.11M
LFVN
Lifevantage Corp

Consumer Defensive
29K
New
$11.18 - $16.05 $324K - $465K
29K $379K
RY
Royal Bank Of Canada

Financial Services
1.41K
+ 13.74%
$108.36 - $131.55 $152K - $185K
11.6K $1.53M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.5K
+ 30.4%
$60.61 - $87.72 $152K - $219K
10.7K $909K
MTN
Vail Resorts Inc

Consumer Cyclical
2.38K
New
$131.42 - $164.64 $313K - $392K
2.38K $373K
ECL
Ecolab Inc.

Basic Materials
1.27K
+ 68.58%
$225.65 - $270.95 $286K - $343K
3.11K $838K
IEF
Ishares Barclays

ETFs
3.63K
+ 6.92%
$93.15 - $96.56 $338K - $350K
56.1K $5.37M
SNFCA
Security National Financial Corp

Financial Services
37.4K
New
$8.96 - $11.35 $335K - $425K
37.4K $368K
IWR
Ishares Russell Mid Cap ETF

ETFs
1.5K
+ 4.56%
$74.88 - $91.97 $112K - $138K
34.4K $3.16M
KB
Kb Financial Group Inc.

Financial Services
4.39K
New
$46.88 - $82.59 $206K - $363K
4.39K $362K
MSTR
Microstrategy Inc

Technology
323
+ 16.43%
$237.95 - $421.61 $76.9K - $136K
2.29K $925K
ARES
Ares Management Corp

Financial Services
2.07K
New
$118.04 - $175.83 $244K - $364K
2.07K $358K
BTI
British American Tobacco P.L.C.

Consumer Defensive
5.56K
+ 35.38%
$39.43 - $49.34 $219K - $274K
21.3K $1.01M
GILD
Gilead Sciences, Inc.

Healthcare
3.39K
+ 16.41%
$96.91 - $113.0 $329K - $383K
24.1K $2.67M
INSW
International Seaways, Inc.

Energy
9.56K
New
$28.76 - $40.96 $275K - $391K
9.56K $348K
SCHA
Schwab Strategic Tr Us Small C

ETFs
169
+ 0.09%
$20.42 - $25.3 $3.45K - $4.28K
184K $4.65M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
7.17K
New
$37.77 - $48.45 $271K - $347K
7.17K $347K
NYT
New York Times CO

Communication Services
5.54K
+ 101.63%
$45.37 - $57.12 $251K - $317K
11K $615K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
4.76K
New
$50.86 - $73.83 $242K - $351K
4.76K $343K
INGR
Ingredion Inc

Consumer Defensive
2.52K
New
$123.22 - $140.95 $311K - $355K
2.52K $341K
JBHT
Hunt J B Transport Services Inc

Industrials
2.37K
New
$124.73 - $152.78 $296K - $362K
2.37K $340K
USB
Us Bancorp \De\

Financial Services
6.26K
+ 34.57%
$36.4 - $45.76 $228K - $287K
24.4K $1.1M
CEG
Constellation Energy Corp

Utilities
455
+ 28.89%
$170.96 - $322.76 $77.8K - $147K
2.03K $655K
UMC
United Microelectronics Corp

Technology
44.2K
New
$6.12 - $8.32 $270K - $368K
44.2K $338K
CRWD
Crowd Strike Holdings, Inc.

Technology
196
+ 13.06%
$321.63 - $509.31 $63K - $99.8K
1.7K $864K
MP
Mp Materials Corp.

Basic Materials
5.19K
+ 28.34%
$18.77 - $37.74 $97.3K - $196K
23.5K $781K
NRG
Nrg Energy, Inc.

Utilities
2.08K
New
$83.61 - $162.67 $173K - $338K
2.08K $333K
PBYI
Puma Biotechnology, Inc.

Healthcare
96K
New
$2.74 - $3.72 $263K - $357K
96K $329K
ADP
Automatic Data Processing Inc

Industrials
1K
+ 17.96%
$276.76 - $326.81 $278K - $328K
6.6K $2.03M
DGRO
Ishares Core Dividend Growth E

ETFs
4.33K
+ 20.26%
$55.22 - $63.94 $239K - $277K
25.7K $1.64M
BK
Bank Of New York Mellon Corp

Financial Services
1.69K
+ 7.36%
$73.31 - $91.62 $124K - $154K
24.6K $2.24M
TW
Tradeweb Markets Inc.

Financial Services
2.17K
+ 134.8%
$125.37 - $149.02 $272K - $324K
3.79K $554K
WF
Woori Financial Group Inc.

Financial Services
6.3K
New
$30.46 - $49.73 $192K - $313K
6.3K $313K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
999
New
$177.93 - $313.14 $178K - $313K
999 $312K
EWS
Ishares Inc Msci Singapore ETF

ETFs
6.13K
+ 8.88%
$20.22 - $26.35 $124K - $161K
75.1K $1.95M
VICI
Vici Properties Inc.

Real Estate
9.75K
+ 2.65%
$29.41 - $32.97 $287K - $322K
378K $12.3M
WIT
Wipro LTD

Technology
103K
+ 325.18%
$2.7 - $3.09 $278K - $318K
134K $406K
STX
Seagate Technology Holdings PLC

Technology
328
+ 7.42%
$66.54 - $144.33 $21.8K - $47.3K
4.75K $685K
ASX
Ase Technology Holding Co., Ltd.

Technology
29.9K
New
$7.42 - $10.65 $222K - $319K
29.9K $309K
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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