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
TD
Toronto Dominion Bank

Financial Services
211
+ 2.43%
$53.12 - $61.15 $11.2K - $12.9K
8.89K $532K
MTD
Mettler Toledo International Inc

Healthcare
67
+ 27.92%
$1177.09 - $1390.0 $78.9K - $93.1K
307 $362K
DD
Du Pont De Nemours, Inc.

Basic Materials
983
+ 24.19%
$72.7 - $84.32 $71.5K - $82.9K
5.05K $376K
TRV
Travelers Companies, Inc.

Financial Services
92
+ 5.16%
$232.43 - $265.13 $21.4K - $24.4K
1.88K $496K
HCI
Hci Group, Inc.

Financial Services
5
+ 0.25%
$110.25 - $150.47 $551 - $752
1.98K $295K
GPS
Gap Inc

Consumer Cyclical
3.26K
+ 25.49%
N/A
16K $323K
MFG
Mizuho Financial Group Inc

Financial Services
5
+ 0.0%
$4.83 - $6.04 $24.2 - $30.2
104K $575K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
100
+ 0.69%
$128.74 - $138.67 $12.9K - $13.9K
14.6K $1.99M
CPK
Chesapeake Utilities Corp

Utilities
407
+ 23.55%
$116.55 - $130.37 $47.4K - $53.1K
2.14K $274K
THC
Tenet Healthcare Corp

Healthcare
380
+ 22.89%
$119.51 - $144.98 $45.4K - $55.1K
2.04K $274K
TRP
Tc Energy Corp

Energy
710
+ 1.58%
$44.29 - $49.27 $31.4K - $35K
45.7K $2.16M
ALKS
Alkermes Plc.

Healthcare
589
+ 5.79%
$28.08 - $36.0 $16.5K - $21.2K
10.8K $355K
DTE
Dte Energy CO

Utilities
177
+ 8.53%
$117.6 - $138.27 $20.8K - $24.5K
2.25K $311K
PEN
Penumbra Inc

Healthcare
123
+ 13.06%
$237.28 - $303.76 $29.2K - $37.4K
1.07K $284K
D
Dominion Energy, Inc

Utilities
880
+ 18.12%
$52.85 - $57.43 $46.5K - $50.5K
5.74K $321K
ALC
Alcon Inc

Healthcare
228
+ 5.86%
$82.73 - $96.8 $18.9K - $22.1K
4.12K $390K
IWF
Ishares Russell 1000 Gr ETF

ETFs
673
+ 14.87%
$360.07 - $417.26 $242K - $281K
5.2K $1.88M
BCPC
Balchem Corp

Basic Materials
327
+ 17.26%
$154.22 - $176.16 $50.4K - $57.6K
2.22K $368K
CVCO
Cavco Industries Inc.

Consumer Cyclical
40
+ 7.5%
$431.31 - $539.1 $17.3K - $21.6K
573 $297K
TDS
Telephone & Data Systems Inc

Communication Services
222
+ 2.02%
$32.18 - $40.31 $7.14K - $8.95K
11.2K $435K
TRGP
Targa Resources Corp.

Energy
45
+ 1.98%
$178.44 - $217.22 $8.03K - $9.77K
2.32K $464K
RIG
Transocean Ltd.

Energy
18.5K
New
$2.67 - $4.28 $49.4K - $79.2K
18.5K $58K
PRI
Primerica, Inc.

Financial Services
167
+ 22.03%
$271.41 - $296.43 $45.3K - $49.5K
925 $263K
QRVO
Qorvo, Inc.

Technology
683
+ 17.88%
$69.12 - $90.57 $47.2K - $61.9K
4.5K $325K
VRSK
Verisk Analytics, Inc.

Industrials
120
+ 12.42%
$268.63 - $301.33 $32.2K - $36.2K
1.09K $323K
FTS
Fortis Inc.

Utilities
708
+ 11.5%
$40.49 - $45.58 $28.7K - $32.3K
6.86K $312K
USFD
Us Foods Holding Corp.

Consumer Defensive
1K
+ 23.26%
$63.38 - $72.02 $63.6K - $72.2K
5.32K $347K
EIX
Edison International

Utilities
2.68K
+ 55.56%
$50.06 - $80.01 $134K - $214K
7.5K $441K
AON
Aon PLC

Financial Services
51
+ 5.5%
$348.44 - $409.32 $17.8K - $20.9K
979 $390K
MPC
Marathon Petroleum Corp

Energy
248
+ 7.96%
$134.72 - $159.03 $33.4K - $39.4K
3.37K $490K
AJG
Arthur J. Gallagher & Co.

Financial Services
32
+ 4.35%
$275.89 - $345.24 $8.83K - $11K
767 $264K
AROC
Archrock, Inc.

Energy
1.57K
+ 16.26%
$22.72 - $30.34 $35.8K - $47.8K
11.3K $295K
WTM
White Mountains Insurance Group LTD

Financial Services
29
+ 28.16%
$1818.58 - $1983.07 $52.7K - $57.5K
132 $254K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
655
+ 4.66%
$26.47 - $29.92 $17.3K - $19.6K
14.7K $429K
DFIV
Dimensional ETF Tr

ETFs
200
+ 1.73%
$35.33 - $40.77 $7.07K - $8.15K
11.7K $462K
SHW
Sherwin Williams CO

Basic Materials
128
+ 16.1%
$330.16 - $365.55 $42.3K - $46.8K
923 $322K
FFIN
First Financial Bankshares Inc

Financial Services
1.48K
+ 25.55%
$34.78 - $38.52 $51.6K - $57.2K
7.29K $261K
SNEX
Stone X Group Inc.

Financial Services
1.47K
+ 52.7%
$76.12 - $126.89 $112K - $187K
4.27K $325K
WCC
Wesco International Inc

Industrials
619
+ 35.07%
$155.3 - $199.95 $96.1K - $124K
2.38K $370K
MMSI
Merit Medical Systems Inc

Healthcare
108
+ 2.4%
$95.64 - $110.29 $10.3K - $11.9K
4.62K $487K
NTRS
Northern Trust Corp

Financial Services
717
+ 14.06%
$96.09 - $113.81 $68.9K - $81.6K
5.82K $573K
STEP
Step Stone Group Inc.

Financial Services
1.47K
+ 31.49%
$47.81 - $64.82 $70.3K - $95.4K
6.14K $320K
XEL
Xcel Energy Inc

Utilities
486
+ 11.26%
$63.37 - $72.1 $30.8K - $35K
4.8K $340K
FHB
First Hawaiian, Inc.

Financial Services
4.29K
+ 11.52%
$24.13 - $28.18 $104K - $121K
41.6K $1.02M
FAF
First American Financial Corp

Financial Services
589
+ 18.06%
$57.7 - $66.47 $34K - $39.2K
3.85K $252K
BCS
Barclays PLC

Financial Services
21
+ 0.09%
$12.69 - $16.25 $266 - $341
23.7K $364K
TPR
Tapestry, Inc.

Consumer Cyclical
209
+ 3.17%
$65.63 - $89.21 $13.7K - $18.6K
6.81K $479K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
255
+ 7.69%
$73.82 - $89.02 $18.8K - $22.7K
3.57K $306K
HP
Helmerich & Payne, Inc.

Energy
6.71K
+ 31.03%
$24.69 - $36.7 $166K - $246K
28.3K $739K
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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