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
QUAL
Ishares Msci Usa Quality Facto

ETFs
640
+ 7.94%
$152.42 - $182.82 $97.5K - $117K
8.7K $1.59M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5.02K
New
$35.35 - $42.68 $177K - $214K
5.02K $213K
IDXX
Idexx Laboratories Inc

Healthcare
397
New
$361.04 - $536.34 $143K - $213K
397 $212K
MRCY
Mercury Systems Inc

Industrials
3.94K
New
$41.52 - $53.87 $164K - $212K
3.94K $212K
FCPT
Four Corners Property Trust, Inc.

Real Estate
7.85K
New
$26.06 - $28.7 $205K - $225K
7.85K $211K
PUK
Prudential PLC

Financial Services
6.09K
+ 36.15%
$18.03 - $25.49 $110K - $155K
22.9K $573K
URBN
Urban Outfitters Inc

Consumer Cyclical
280
+ 2.96%
$43.24 - $75.26 $12.1K - $21.1K
9.74K $706K
BWXT
Bwx Technologies, Inc.

Industrials
1.46K
New
$89.24 - $144.06 $130K - $210K
1.46K $210K
LDOS
Leidos Holdings, Inc.

Technology
1.33K
New
$132.9 - $160.3 $176K - $213K
1.33K $209K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
15.4K
+ 22.75%
$12.23 - $15.46 $189K - $239K
83.3K $1.26M
TECK
Teck Resources LTD

Basic Materials
5.15K
New
$29.05 - $41.48 $150K - $214K
5.15K $208K
CMF
Ishares California Muni Bond E

ETFs
4.05K
+ 11.87%
$54.52 - $56.7 $221K - $230K
38.2K $2.13M
HWKN
Hawkins Inc

Basic Materials
1.46K
New
$103.32 - $143.95 $151K - $210K
1.46K $207K
SMTC
Semtech Corp

Technology
4.56K
New
$24.34 - $45.62 $111K - $208K
4.56K $205K
EWBC
East West Bancorp Inc

Financial Services
2.03K
New
$71.03 - $101.75 $144K - $207K
2.03K $205K
FXF
Invesco Currency Shares Swiss Franc Trust

ETFs
1.83K
New
$100.45 - $111.8 $184K - $205K
1.83K $205K
RGLD
Royal Gold Inc

Basic Materials
1.16K
New
$155.48 - $186.71 $180K - $216K
1.16K $205K
MAIN
Main Street Capital Corp

Financial Services
3.45K
New
$49.15 - $59.32 $170K - $205K
3.45K $204K
AAT
American Assets Trust, Inc.

Real Estate
10.4K
New
$17.29 - $20.65 $179K - $214K
10.4K $204K
LGND
Ligand Pharmaceuticals Inc

Healthcare
1.8K
New
$96.67 - $118.22 $174K - $213K
1.8K $204K
SCHG
Schwab Strategic Tr Us Large C

ETFs
4.51K
+ 26.61%
$22.27 - $29.21 $100K - $132K
21.5K $627K
MYRG
Myr Group Inc.

Industrials
1.12K
New
$101.85 - $182.61 $114K - $204K
1.12K $203K
CRUS
Cirrus Logic, Inc.

Technology
1.95K
New
$77.43 - $107.58 $151K - $209K
1.95K $202K
LFUS
Littelfuse Inc

Technology
895
New
$149.72 - $227.31 $134K - $203K
895 $202K
MPWR
Monolithic Power Systems Inc

Technology
51
+ 4.68%
$455.19 - $737.73 $23.2K - $37.6K
1.14K $833K
ALLY
Ally Financial Inc.

Financial Services
5.21K
New
$30.09 - $38.95 $157K - $203K
5.21K $202K
CCL
Carnival Corp

Consumer Cyclical
7.17K
New
$16.43 - $28.12 $118K - $202K
7.17K $201K
FUTU
Futu Holdings LTD

Financial Services
1.63K
New
$74.81 - $124.33 $122K - $203K
1.63K $201K
SNOW
Snowflake Inc.

Technology
901
New
$130.53 - $223.77 $118K - $202K
901 $201K
CXW
Core Civic, Inc.

Real Estate
9.57K
New
$19.06 - $23.06 $182K - $221K
9.57K $201K
MCK
Mckesson Corp

Healthcare
1
+ 0.03%
$652.83 - $732.78 $653 - $733
3.34K $2.45M
GMAB
Genmab A/S

Healthcare
9.7K
New
$17.98 - $23.09 $174K - $224K
9.7K $200K
PHI
Pldt Inc.

Communication Services
9.23K
New
$20.74 - $23.86 $191K - $220K
9.23K $200K
MSM
Msc Industrial Direct CO Inc

Industrials
1.97K
+ 46.74%
$70.15 - $85.48 $138K - $169K
6.19K $526K
SNPS
Synopsys Inc

Technology
155
+ 10.92%
$380.9 - $517.66 $59K - $80.2K
1.58K $807K
OB
Outbrain Inc.

Communication Services
79.5K
New
$2.37 - $3.9 $188K - $310K
79.5K $197K
KMI
Kinder Morgan, Inc.

Energy
4.68K
+ 6.87%
$25.21 - $29.4 $118K - $138K
72.8K $2.14M
SHAK
Shake Shack Inc.

Consumer Cyclical
290
+ 9.75%
$75.85 - $140.6 $22K - $40.8K
3.27K $459K
HSY
Hershey CO

Consumer Defensive
1.2K
+ 84.72%
$151.29 - $173.13 $181K - $207K
2.61K $433K
RELX
Relx PLC

Communication Services
2.49K
+ 17.26%
$45.31 - $55.66 $113K - $139K
16.9K $919K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
501
+ 19.66%
$89.13 - $167.48 $44.7K - $83.9K
3.05K $463K
CDNS
Cadence Design Systems Inc

Technology
167
+ 6.52%
$231.64 - $323.08 $38.7K - $54K
2.73K $840K
HNNA
Hennessy Advisors Inc

Financial Services
15.1K
New
$8.87 - $12.6 $134K - $190K
15.1K $189K
SNA
Snap On Inc

Industrials
745
+ 43.11%
$292.36 - $342.2 $218K - $255K
2.47K $769K
CRNT
Ceragon Networks LTD

Technology
76K
New
$2.01 - $2.5 $153K - $190K
76K $186K
JHG
Janus Henderson Group PLC

Financial Services
3.55K
+ 20.1%
$29.47 - $38.84 $105K - $138K
21.2K $823K
CRM
Salesforce, Inc.

Technology
113
+ 0.32%
$236.26 - $291.15 $26.7K - $32.9K
35.8K $9.76M
COOP
Mr. Cooper Group Inc.

Financial Services
141
+ 2.56%
$107.26 - $155.96 $15.1K - $22K
5.65K $842K
CM
Canadian Imperial Bank Of Commerce

Financial Services
560
+ 5.66%
$54.6 - $70.83 $30.6K - $39.7K
10.4K $739K
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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