Evergreen Capital Management LLC Incresed Positions in Q1 2025

Evergreen Capital Management LLC

  • $2.75 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SXC
Sun Coke Energy, Inc.

Basic Materials
268
+ 2.16%
$8.95 - $10.57 $2.4K - $2.83K
12.7K $116K
WTFC
Wintrust Financial Corp

Financial Services
44
+ 2.32%
$107.76 - $136.92 $4.74K - $6.02K
1.94K $217K
MLI
Mueller Industries Inc

Industrials
202
+ 1.74%
$76.14 - $82.67 $15.4K - $16.7K
11.8K $898K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
6.71K
+ 6.66%
$96.85 - $111.39 $650K - $748K
107K $10.6M
MATX
Matson, Inc.

Industrials
74
+ 1.42%
$127.06 - $149.06 $9.4K - $11K
5.29K $677K
EMR
Emerson Electric CO

Industrials
509
+ 9.01%
$108.64 - $131.17 $55.3K - $66.8K
6.16K $675K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
2
+ 0.15%
$221.78 - $273.45 $444 - $547
1.34K $305K
GVA
Granite Construction Inc

Industrials
82
+ 3.14%
$70.98 - $94.81 $5.82K - $7.77K
2.69K $203K
HUBG
Hub Group, Inc.

Industrials
333
+ 5.89%
$36.53 - $46.48 $12.2K - $15.5K
5.99K $222K
VST
Vistra Corp.

Utilities
174
+ 7.07%
$108.49 - $191.89 $18.9K - $33.4K
2.63K $309K
RHI
Robert Half International Inc.

Industrials
1.31K
+ 20.53%
$51.96 - $71.3 $68.3K - $93.7K
7.72K $420K
SPXC
Spx Corp

Industrials
244
+ 6.51%
$128.78 - $154.37 $31.4K - $37.7K
3.99K $513K
HNI
Hni Corp

Industrials
325
+ 4.22%
$43.17 - $51.26 $14K - $16.7K
8.03K $356K
IRM
Iron Mountain Inc

Real Estate
283
+ 9.33%
$82.79 - $111.31 $23.4K - $31.5K
3.32K $285K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
404
+ 7.51%
$47.79 - $59.89 $19.3K - $24.2K
5.78K $290K
FNDA
Schwab Fundamental U S Small C

ETFs
2
+ 0.01%
$26.87 - $30.99 $53.7 - $62
15.9K $434K
PKG
Packaging Corp Of America

Consumer Cyclical
149
+ 5.78%
$192.03 - $242.13 $28.6K - $36.1K
2.73K $540K
TWLO
Twilio Inc

Communication Services
67
+ 1.44%
$94.9 - $148.35 $6.36K - $9.94K
4.71K $460K
FITB
Fifth Third Bancorp

Financial Services
238
+ 1.42%
$37.48 - $44.96 $8.92K - $10.7K
17K $665K
PIPR
Piper Sandler Companies

Financial Services
113
+ 8.35%
$244.29 - $323.68 $27.6K - $36.6K
1.47K $363K
PNC
Pnc Financial Services Group, Inc.

Financial Services
43
+ 1.36%
$168.84 - $202.89 $7.26K - $8.72K
3.2K $562K
BMI
Badger Meter Inc

Technology
77
+ 2.77%
$189.49 - $221.51 $14.6K - $17.1K
2.86K $543K
HBI
Hanesbrands Inc.

Consumer Cyclical
7.07K
+ 18.96%
$5.76 - $8.6 $40.7K - $60.8K
44.3K $255K
STT
State Street Corp

Financial Services
598
+ 5.08%
$84.47 - $102.23 $50.5K - $61.1K
12.4K $1.11M
EQIX
Equinix Inc

Real Estate
8
+ 1.85%
$803.0 - $959.97 $6.42K - $7.68K
440 $358K
PLXS
Plexus Corp

Technology
16
+ 0.82%
$120.51 - $170.49 $1.93K - $2.73K
1.96K $250K
CALM
Cal Maine Foods Inc

Consumer Defensive
143
+ 2.48%
$80.87 - $115.8 $11.6K - $16.6K
5.9K $536K
SASR
Sandy Spring Bancorp Inc

Financial Services
163
+ 1.39%
$27.6 - $35.08 $4.5K - $5.72K
11.9K $332K
KRC
Kilroy Realty Corp

Real Estate
920
+ 7.55%
$32.02 - $40.63 $29.5K - $37.4K
13.1K $429K
AMP
Ameriprise Financial Inc

Financial Services
61
+ 3.18%
$472.29 - $575.13 $28.8K - $35.1K
1.98K $959K
SKYW
Skywest Inc

Industrials
82
+ 1.46%
$81.46 - $120.92 $6.68K - $9.92K
5.71K $499K
FIBK
First Interstate Bancsystem Inc

Financial Services
991
+ 4.03%
$27.77 - $33.5 $27.5K - $33.2K
25.6K $732K
CM
Canadian Imperial Bank Of Commerce

Financial Services
19
+ 0.19%
$55.05 - $64.52 $1.05K - $1.23K
9.89K $556K
PWR
Quanta Services, Inc.

Industrials
70
+ 4.96%
$236.71 - $358.03 $16.6K - $25.1K
1.48K $376K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
179
+ 1.21%
$10.98 - $17.34 $1.97K - $3.1K
15K $174K
IWS
Ishares Russell Midcap Value E

ETFs
1.84K
+ 2.05%
$122.59 - $135.24 $225K - $249K
91.7K $11.6M
USB
Us Bancorp \De\

Financial Services
601
+ 3.43%
$40.92 - $50.9 $24.6K - $30.6K
18.1K $764K
RDNT
Rad Net, Inc.

Healthcare
134
+ 3.08%
$45.92 - $72.75 $6.15K - $9.75K
4.48K $222K
TT
Trane Technologies PLC

Industrials
63
+ 1.93%
$332.0 - $400.86 $20.9K - $25.3K
3.33K $1.12M
ACA
Arcosa, Inc.

Industrials
34
+ 0.75%
$77.12 - $103.53 $2.62K - $3.52K
4.58K $352K
CIEN
Ciena Corp

Technology
65
+ 1.73%
$60.43 - $98.18 $3.93K - $6.38K
3.83K $231K
MAR
Marriott International Inc

Consumer Cyclical
7
+ 0.3%
$237.01 - $304.45 $1.66K - $2.13K
2.33K $554K
ISRG
Intuitive Surgical Inc

Healthcare
20
+ 0.47%
$476.63 - $610.45 $9.53K - $12.2K
4.29K $2.12M
CDNS
Cadence Design Systems Inc

Technology
28
+ 1.11%
$233.96 - $324.52 $6.55K - $9.09K
2.56K $651K
DLR
Digital Realty Trust, Inc.

Real Estate
1
+ 0.03%
$142.1 - $183.56 $142 - $184
3.23K $462K
CAT
Caterpillar Inc

Industrials
103
+ 2.31%
$326.75 - $407.63 $33.7K - $42K
4.57K $1.51M
BCC
Boise Cascade CO

Basic Materials
259
+ 3.61%
$96.38 - $129.12 $25K - $33.4K
7.43K $728K
ONTO
Onto Innovation Inc.

Technology
41
+ 1.37%
$121.34 - $224.5 $4.97K - $9.2K
3.02K $366K
TM
Toyota Motor Corp

Consumer Cyclical
8
+ 0.09%
$176.53 - $195.35 $1.41K - $1.56K
8.87K $1.57M
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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