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
MG
Mistras Group, Inc.

Industrials
17K
New
$7.26 - $10.49 $123K - $178K
17K $136K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
3.2K
+ 6.48%
$11.9 - $15.57 $38.1K - $49.9K
52.6K $808K
RACE
Ferrari N.V.

Consumer Cyclical
26
+ 1.37%
$397.86 - $499.02 $10.3K - $13K
1.93K $946K
AXON
Axon Enterprise, Inc.

Industrials
15
+ 3.77%
$497.13 - $827.94 $7.46K - $12.4K
413 $341K
HWM
Howmet Aerospace Inc.

Industrials
123
+ 6.38%
$112.33 - $186.13 $13.8K - $22.9K
2.05K $381K
KRNY
Kearny Financial Corp.

Financial Services
19.5K
+ 188.49%
$5.66 - $6.55 $110K - $128K
29.9K $192K
MTZ
Mastec Inc

Industrials
52
+ 2.41%
$106.07 - $171.99 $5.52K - $8.94K
2.21K $376K
CAH
Cardinal Health Inc

Healthcare
14
+ 0.35%
$125.0 - $168.0 $1.75K - $2.35K
4.05K $680K
UPLD
Upland Software, Inc.

Technology
62.4K
New
$1.73 - $2.97 $108K - $185K
62.4K $121K
SNN
Smith & Nephew PLC

Healthcare
3.28K
+ 37.83%
$24.97 - $30.63 $81.8K - $100K
11.9K $365K
SXT
Sensient Technologies Corp

Basic Materials
146
+ 3.35%
$68.75 - $98.6 $10K - $14.4K
4.5K $443K
DLTR
Dollar Tree, Inc.

Consumer Defensive
406
+ 12.46%
$67.22 - $100.51 $27.3K - $40.8K
3.66K $362K
SCHX
Schwab Strategic Tr Us Large C

ETFs
6
+ 0.01%
$19.6 - $24.44 $118 - $147
49.4K $1.21M
RUN
Sunrun Inc.

Technology
14.3K
New
$5.67 - $12.85 $81K - $184K
14.3K $116K
BMBL
Bumble Inc.

Technology
17.6K
New
$3.65 - $6.59 $64.2K - $116K
17.6K $115K
HLN
Haleon PLC

Healthcare
10.6K
+ 20.39%
$9.27 - $11.41 $98.2K - $121K
62.5K $648K
FULC
Fulcrum Therapeutics, Inc.

Healthcare
16.5K
New
$2.51 - $7.38 $41.4K - $122K
16.5K $113K
GLW
Corning Inc

Technology
775
+ 7.66%
$39.07 - $52.59 $30.3K - $40.8K
10.9K $573K
TTEK
Tetra Tech Inc

Industrials
851
+ 7.31%
$28.01 - $36.25 $23.8K - $30.8K
12.5K $449K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
200
+ 0.57%
$29.12 - $35.84 $5.82K - $7.17K
35.5K $1.27M
DLR
Digital Realty Trust, Inc.

Real Estate
42
+ 1.3%
$136.11 - $177.69 $5.72K - $7.46K
3.27K $569K
HCA
Hca Healthcare, Inc.

Healthcare
170
+ 15.26%
$317.61 - $387.52 $54K - $65.9K
1.28K $491K
NVMI
Nova Ltd.

Technology
3
+ 0.26%
$162.03 - $275.2 $486 - $826
1.17K $321K
AHH
Armada Hoffler Properties, Inc.

Real Estate
15.4K
New
$6.37 - $7.42 $98.1K - $114K
15.4K $105K
EMB
Ishares Tr

ETFs
651
+ 2.94%
$86.54 - $92.62 $56.3K - $60.3K
22.8K $2.11M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
247
+ 8.95%
$97.32 - $136.25 $24K - $33.7K
3.01K $382K
NDAQ
Nasdaq, Inc.

Financial Services
564
+ 14.09%
$66.4 - $89.42 $37.4K - $50.4K
4.57K $408K
FOXA
Fox Corp

Communication Services
1.89K
+ 32.89%
$47.21 - $57.04 $89.3K - $108K
7.64K $428K
SSL
Sasol LTD

Basic Materials
23.2K
New
$2.93 - $5.45 $67.9K - $126K
23.2K $102K
NSC
Norfolk Southern Corp

Industrials
269
+ 15.44%
$206.34 - $257.46 $55.5K - $69.3K
2.01K $514K
SKYW
Skywest Inc

Industrials
113
+ 1.98%
$79.41 - $103.84 $8.97K - $11.7K
5.83K $600K
NU
Nu Holdings Ltd.

Financial Services
1.76K
+ 7.98%
$9.6 - $13.72 $16.8K - $24.1K
23.7K $325K
ETSY
Etsy Inc

Consumer Cyclical
1.69K
+ 35.4%
$40.8 - $63.88 $68.9K - $108K
6.46K $324K
NWSA
News Corp

Communication Services
2.61K
+ 34.22%
$23.97 - $29.72 $62.6K - $77.6K
10.2K $304K
AEM
Agnico Eagle Mines LTD

Basic Materials
77
+ 0.94%
$99.48 - $124.46 $7.66K - $9.58K
8.23K $979K
DUOL
Duolingo, Inc.

Technology
39
+ 5.01%
$292.88 - $540.68 $11.4K - $21.1K
818 $335K
MBB
Ishares Tr

ETFs
986
+ 17.7%
$91.41 - $94.22 $90.1K - $92.9K
6.56K $615K
KSS
Kohls Corp

Consumer Cyclical
10.9K
New
$6.13 - $9.4 $66.7K - $102K
10.9K $92K
DG
Dollar General Corp

Consumer Defensive
262
+ 11.22%
$86.02 - $114.95 $22.5K - $30.1K
2.6K $297K
PHG
Koninklijke Philips Nv

Healthcare
4.33K
+ 52.56%
$21.67 - $25.64 $93.7K - $111K
12.6K $301K
COOK
Traeger, Inc.

Consumer Cyclical
54.1K
New
$1.3 - $2.03 $70.3K - $110K
54.1K $92K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
7
+ 0.05%
$65.84 - $80.81 $461 - $566
14K $1.13M
BCS
Barclays PLC

Financial Services
781
+ 3.29%
$12.69 - $18.61 $9.91K - $14.5K
24.5K $455K
BYD
Boyd Gaming Corp

Consumer Cyclical
634
+ 19.44%
$60.8 - $79.02 $38.5K - $50.1K
3.9K $304K
CELH
Celsius Holdings, Inc.

Consumer Defensive
551
+ 9.22%
$33.89 - $46.39 $18.7K - $25.6K
6.53K $302K
PIPR
Piper Sandler Companies

Financial Services
163
+ 11.11%
$210.78 - $281.82 $34.4K - $45.9K
1.63K $453K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
282
+ 1.86%
$19.5 - $30.4 $5.5K - $8.57K
15.4K $451K
IBKR
Interactive Brokers Group, Inc.

Financial Services
4.84K
+ 294.88%
$50.53 - $212.53 $245K - $1.03M
6.48K $359K
URI
United Rentals, Inc.

Industrials
17
+ 2.92%
$551.94 - $753.4 $9.38K - $12.8K
599 $451K
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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