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
DUK
Duke Energy Corp

Utilities
299
+ 9.04%
$105.87 - $121.97 $31.7K - $36.5K
3.61K $439K
PLMR
Palomar Holdings, Inc.

Financial Services
122
+ 5.8%
$101.51 - $137.08 $12.4K - $16.7K
2.23K $305K
RMD
Resmed Inc

Healthcare
393
+ 31.85%
$219.7 - $257.65 $86.3K - $101K
1.63K $364K
CAH
Cardinal Health Inc

Healthcare
15
+ 0.37%
$118.02 - $137.77 $1.77K - $2.07K
4.04K $556K
IDCC
Inter Digital, Inc.

Communication Services
246
+ 10.84%
$171.68 - $225.72 $42.2K - $55.5K
2.52K $519K
WPC
W. P. Carey Inc.

Real Estate
345
+ 5.14%
$53.5 - $65.05 $18.5K - $22.4K
7.06K $445K
LECO
Lincoln Electric Holdings Inc

Industrials
404
+ 33.72%
$180.51 - $216.81 $72.9K - $87.6K
1.6K $303K
AGO
Assured Guaranty LTD

Financial Services
1.01K
+ 19.4%
$82.9 - $95.47 $83.7K - $96.4K
6.22K $547K
STAG
Stag Industrial, Inc.

Real Estate
1.44K
+ 12.15%
$32.39 - $37.07 $46.5K - $53.2K
13.3K $478K
PCTY
Paylocity Holding Corp

Technology
498
+ 39.24%
$183.21 - $217.86 $91.2K - $108K
1.77K $331K
HIW
Highwoods Properties, Inc.

Real Estate
3.06K
+ 21.15%
$27.69 - $30.78 $84.6K - $94.1K
17.5K $518K
UBS
Ubs Group Ag

Financial Services
2.24K
+ 8.0%
$30.28 - $35.78 $67.7K - $80K
30.2K $924K
UL
Unilever PLC

Consumer Defensive
455
+ 2.64%
$54.72 - $60.29 $24.9K - $27.4K
17.7K $1.05M
SE
Sea LTD

Consumer Cyclical
171
+ 7.78%
$104.87 - $146.31 $17.9K - $25K
2.37K $309K
VMI
Valmont Industries Inc

Industrials
319
+ 47.19%
$285.37 - $376.98 $91K - $120K
995 $283K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
2.4K
+ 23.05%
$17.15 - $21.07 $41.2K - $50.6K
12.8K $256K
RELX
Relx PLC

Communication Services
69
+ 0.48%
$45.34 - $51.91 $3.13K - $3.58K
14.4K $727K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
61
+ 2.41%
$132.75 - $177.12 $8.1K - $10.8K
2.59K $395K
DRI
Darden Restaurants Inc

Consumer Cyclical
66
+ 2.31%
$180.02 - $208.56 $11.9K - $13.8K
2.92K $607K
ACIW
Aci Worldwide, Inc.

Technology
1.07K
+ 19.36%
$50.38 - $57.35 $54K - $61.4K
6.6K $361K
TDG
Trans Digm Group Inc

Industrials
29
+ 9.8%
$1251.32 - $1394.11 $36.3K - $40.4K
325 $449K
CFG
Citizens Financial Group Inc

Financial Services
2.21K
+ 34.08%
$39.73 - $48.36 $87.8K - $107K
8.69K $356K
ITW
Illinois Tool Works Inc

Industrials
388
+ 9.19%
$244.9 - $274.48 $95K - $106K
4.61K $1.14M
REG
Regency Centers Corp

Real Estate
980
+ 18.33%
$68.83 - $77.74 $67.5K - $76.2K
6.33K $466K
HCA
Hca Healthcare, Inc.

Healthcare
71
+ 6.81%
$296.7 - $345.55 $21.1K - $24.5K
1.11K $384K
SF
Stifel Financial Corp

Financial Services
1.03K
+ 46.75%
$91.62 - $117.6 $94.2K - $121K
3.23K $304K
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
GPS
Gap Inc

Consumer Cyclical
3.26K
+ 25.49%
N/A
16K $323K
HCI
Hci Group, Inc.

Financial Services
5
+ 0.25%
$110.25 - $150.47 $551 - $752
1.98K $295K
CPK
Chesapeake Utilities Corp

Utilities
407
+ 23.55%
$116.55 - $130.37 $47.4K - $53.1K
2.14K $274K
MFG
Mizuho Financial Group Inc

Financial Services
5
+ 0.0%
$4.83 - $6.04 $24.2 - $30.2
104K $575K
THC
Tenet Healthcare Corp

Healthcare
380
+ 22.89%
$119.51 - $144.98 $45.4K - $55.1K
2.04K $274K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
100
+ 0.69%
$128.74 - $138.67 $12.9K - $13.9K
14.6K $1.99M
TRP
Tc Energy Corp

Energy
710
+ 1.58%
$44.29 - $49.27 $31.4K - $35K
45.7K $2.16M
AME
Ametek Inc

Industrials
428
+ 35.08%
$170.39 - $190.43 $72.9K - $81.5K
1.65K $283K
ALKS
Alkermes Plc.

Healthcare
589
+ 5.79%
$28.08 - $36.0 $16.5K - $21.2K
10.8K $355K
PEN
Penumbra Inc

Healthcare
123
+ 13.06%
$237.28 - $303.76 $29.2K - $37.4K
1.07K $284K
DTE
Dte Energy CO

Utilities
177
+ 8.53%
$117.6 - $138.27 $20.8K - $24.5K
2.25K $311K
ALC
Alcon Inc

Healthcare
228
+ 5.86%
$82.73 - $96.8 $18.9K - $22.1K
4.12K $390K
CVCO
Cavco Industries Inc.

Consumer Cyclical
40
+ 7.5%
$431.31 - $539.1 $17.3K - $21.6K
573 $297K
D
Dominion Energy, Inc

Utilities
880
+ 18.12%
$52.85 - $57.43 $46.5K - $50.5K
5.74K $321K
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
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
QRVO
Qorvo, Inc.

Technology
683
+ 17.88%
$69.12 - $90.57 $47.2K - $61.9K
4.5K $325K
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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