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
XYL
Xylem Inc.

Industrials
913
+ 16.35%
$114.02 - $132.04 $104K - $121K
6.5K $776K
ZI
Zoom Info Technologies Inc.

Technology
12.9K
New
$9.43 - $12.01 $122K - $155K
12.9K $129K
MCHP
Microchip Technology Inc

Technology
3.32K
+ 91.12%
$48.41 - $64.3 $161K - $213K
6.96K $336K
ZTS
Zoetis Inc.

Healthcare
749
+ 31.78%
$156.48 - $175.67 $117K - $132K
3.11K $511K
KMB
Kimberly Clark Corp

Consumer Defensive
523
+ 11.26%
$124.46 - $147.4 $65.1K - $77.1K
5.17K $734K
ROP
Roper Technologies Inc

Industrials
143
+ 25.49%
$502.71 - $593.81 $71.9K - $84.9K
704 $415K
EVRG
Evergy, Inc.

Utilities
973
+ 12.74%
$59.9 - $69.52 $58.3K - $67.6K
8.61K $593K
JCI
Johnson Controls International PLC

Industrials
1.42K
+ 20.5%
$76.12 - $90.6 $108K - $129K
8.36K $670K
AZO
Autozone Inc

Consumer Cyclical
13
+ 10.74%
$3193.96 - $3828.11 $41.5K - $49.8K
134 $510K
ORI
Old Republic International Corp

Financial Services
1.24K
+ 5.04%
$33.46 - $39.22 $41.4K - $48.6K
25.8K $1.01M
EFA
Ishares Tr Msci Eafe ETF

ETFs
255
+ 1.55%
$74.85 - $84.89 $19.1K - $21.6K
16.7K $1.36M
MAA
Mid America Apartment Communities Inc.

Real Estate
592
+ 39.52%
$146.9 - $170.92 $87K - $101K
2.09K $350K
VIAV
Viavi Solutions Inc.

Technology
10.7K
New
$9.71 - $12.8 $104K - $137K
10.7K $119K
FR
First Industrial Realty Trust Inc

Real Estate
1.83K
+ 36.65%
$48.46 - $57.99 $88.8K - $106K
6.83K $368K
COTY
Coty Inc.

Consumer Defensive
21.4K
New
$5.43 - $7.61 $116K - $163K
21.4K $117K
LRN
Stride, Inc.

Consumer Defensive
471
+ 18.76%
$106.34 - $142.28 $50.1K - $67K
2.98K $377K
ERIC
Ericsson Lm Telephone CO

Technology
15K
New
$7.47 - $8.9 $112K - $133K
15K $116K
WELL
Welltower Inc.

Real Estate
140
+ 4.05%
$124.05 - $156.86 $17.4K - $22K
3.6K $551K
SNA
Snap On Inc

Industrials
350
+ 25.4%
$324.09 - $358.62 $113K - $126K
1.73K $582K
RACE
Ferrari N.V.

Consumer Cyclical
256
+ 15.55%
$413.73 - $508.15 $106K - $130K
1.9K $813K
ICL
Icl Group Ltd.

Basic Materials
17.9K
+ 109.54%
$4.96 - $6.45 $88.7K - $115K
34.2K $194K
NMR
Nomura Holdings Inc

Financial Services
16.4K
+ 53.53%
$5.56 - $6.98 $91.5K - $115K
47.2K $290K
MNST
Monster Beverage Corp

Consumer Defensive
1.24K
+ 18.09%
$46.16 - $58.58 $57.1K - $72.5K
8.08K $472K
K
Kellogg CO

Consumer Defensive
1.28K
+ 28.87%
$81.06 - $82.9 $104K - $106K
5.71K $470K
KFY
Korn Ferry

Industrials
1.62K
+ 48.12%
$62.52 - $71.6 $102K - $116K
5K $339K
LEN
Lennar Corp

Consumer Cyclical
1.46K
+ 57.01%
$113.93 - $141.54 $167K - $207K
4.03K $462K
CNHI
Cnh Industrial N.V.

Industrials
10.6K
New
N/A
10.6K $110K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.66K
+ 5.91%
$42.5 - $46.71 $70.6K - $77.5K
29.7K $1.35M
CLF
Cleveland Cliffs Inc.

Basic Materials
13.2K
New
$8.22 - $12.02 $108K - $158K
13.2K $108K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
1.25K
+ 32.98%
$61.25 - $72.83 $76.4K - $90.8K
5.03K $355K
EWA
Ishares Msci Australia ETF

ETFs
5.69K
+ 8.88%
$23.02 - $25.66 $131K - $146K
69.7K $1.63M
TALO
Talos Energy Inc.

Energy
10.8K
New
$8.21 - $11.01 $89K - $119K
10.8K $105K
CTRE
Care Trust Reit, Inc.

Real Estate
3.06K
+ 27.52%
$24.93 - $29.13 $76.2K - $89.1K
14.2K $404K
CTVA
Corteva, Inc.

Basic Materials
864
+ 10.65%
$55.94 - $66.15 $48.3K - $57.2K
8.97K $564K
ICE
Intercontinental Exchange, Inc.

Financial Services
125
+ 3.67%
$142.8 - $176.36 $17.9K - $22K
3.53K $609K
FTNT
Fortinet, Inc.

Technology
943
+ 15.11%
$92.49 - $114.57 $87.2K - $108K
7.18K $691K
LHX
L3 Harris Technologies, Inc.

Industrials
490
+ 36.24%
$194.65 - $222.86 $95.4K - $109K
1.84K $385K
SIGA
Siga Technologies Inc

Healthcare
18.5K
New
$5.39 - $6.47 $99.7K - $120K
18.5K $101K
LAND
Gladstone Land Corp

Real Estate
9.97K
+ 86.35%
$10.4 - $11.84 $104K - $118K
21.5K $226K
DE
Deere & CO

Industrials
76
+ 5.45%
$408.57 - $509.27 $31.1K - $38.7K
1.47K $689K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.15K
+ 35.93%
$119.38 - $161.42 $137K - $185K
4.34K $518K
MPWR
Monolithic Power Systems Inc

Technology
188
+ 20.87%
$565.7 - $720.25 $106K - $135K
1.09K $631K
RSG
Republic Services, Inc.

Industrials
55
+ 2.66%
$200.09 - $242.16 $11K - $13.3K
2.12K $513K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
159
+ 8.65%
$208.48 - $244.03 $33.1K - $38.8K
2K $487K
SO
Southern CO

Utilities
371
+ 5.7%
$80.96 - $92.96 $30K - $34.5K
6.88K $632K
WSO
Watsco Inc

Industrials
114
+ 10.05%
$463.86 - $530.75 $52.9K - $60.5K
1.25K $634K
AER
Aer Cap Holdings N.V.

Industrials
798
+ 35.56%
$94.11 - $105.78 $75.1K - $84.4K
3.04K $310K
ALL
Allstate Corp

Financial Services
179
+ 4.37%
$180.99 - $210.18 $32.4K - $37.6K
4.28K $885K
AAXJ
Ishares Msci All Country Asia

ETFs
218
+ 0.51%
$69.59 - $77.09 $15.2K - $16.8K
43.3K $3.21M
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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