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
PRI
Primerica, Inc.

Financial Services
167
+ 22.03%
$271.41 - $296.43 $45.3K - $49.5K
925 $263K
AON
Aon PLC

Financial Services
51
+ 5.5%
$348.44 - $409.32 $17.8K - $20.9K
979 $390K
FTS
Fortis Inc.

Utilities
708
+ 11.5%
$40.49 - $45.58 $28.7K - $32.3K
6.86K $312K
VRSK
Verisk Analytics, Inc.

Industrials
120
+ 12.42%
$268.63 - $301.33 $32.2K - $36.2K
1.09K $323K
EIX
Edison International

Utilities
2.68K
+ 55.56%
$50.06 - $80.01 $134K - $214K
7.5K $441K
USFD
Us Foods Holding Corp.

Consumer Defensive
1K
+ 23.26%
$63.38 - $72.02 $63.6K - $72.2K
5.32K $347K
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
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
SHW
Sherwin Williams CO

Basic Materials
128
+ 16.1%
$330.16 - $365.55 $42.3K - $46.8K
923 $322K
NTRS
Northern Trust Corp

Financial Services
717
+ 14.06%
$96.09 - $113.81 $68.9K - $81.6K
5.82K $573K
MMSI
Merit Medical Systems Inc

Healthcare
108
+ 2.4%
$95.64 - $110.29 $10.3K - $11.9K
4.62K $487K
WCC
Wesco International Inc

Industrials
619
+ 35.07%
$155.3 - $199.95 $96.1K - $124K
2.38K $370K
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
PBH
Prestige Consumer Healthcare Inc.

Healthcare
255
+ 7.69%
$73.82 - $89.02 $18.8K - $22.7K
3.57K $306K
TPR
Tapestry, Inc.

Consumer Cyclical
209
+ 3.17%
$65.63 - $89.21 $13.7K - $18.6K
6.81K $479K
HP
Helmerich & Payne, Inc.

Energy
6.71K
+ 31.03%
$24.69 - $36.7 $166K - $246K
28.3K $739K
EQX
Equinox Gold Corp.

Basic Materials
847
+ 3.82%
$5.09 - $7.16 $4.31K - $6.06K
23K $158K
ADC
Agree Realty Corp

Real Estate
232
+ 5.51%
$68.36 - $77.19 $15.9K - $17.9K
4.44K $342K
THG
Hanover Insurance Group, Inc.

Financial Services
67
+ 3.84%
$147.13 - $174.61 $9.86K - $11.7K
1.81K $315K
BRX
Brixmor Property Group Inc.

Real Estate
2K
+ 23.21%
N/A
10.6K $241K
RRC
Range Resources Corp

Energy
351
+ 4.77%
$35.22 - $41.29 $12.4K - $14.5K
7.72K $308K
CHK
Chesapeake Energy Corp

Energy
512
+ 10.91%
N/A
5.2K $446K
IDA
Idacorp Inc

Utilities
251
+ 11.56%
$105.58 - $119.04 $26.5K - $29.9K
2.42K $281K
AWI
Armstrong World Industries Inc

Industrials
312
+ 12.59%
$136.0 - $154.19 $42.4K - $48.1K
2.79K $393K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
181
+ 7.02%
$89.88 - $110.11 $16.3K - $19.9K
2.76K $277K
JWN
Nordstrom Inc

Consumer Cyclical
1.21K
+ 2.81%
$24.01 - $24.46 $29.1K - $29.6K
44.4K $1.08M
LAMR
Lamar Advertising CO

Real Estate
643
+ 17.08%
$110.65 - $132.9 $71.1K - $85.5K
4.41K $501K
WDAY
Workday, Inc.

Technology
381
+ 19.72%
$233.53 - $277.82 $89K - $106K
2.31K $540K
SSRM
Ssr Mining Inc.

Basic Materials
295
+ 2.32%
$7.06 - $11.21 $2.08K - $3.31K
13K $130K
EW
Edwards Lifesciences Corp

Healthcare
629
+ 20.08%
$67.95 - $76.19 $42.7K - $47.9K
3.76K $272K
DELL
Dell Technologies Inc.

Technology
27.9K
+ 26.85%
$90.34 - $124.66 $2.52M - $3.48M
132K $12M
VLUE
Ishares Msci Usa Value Factor

ETFs
1
+ 0.0%
$104.89 - $113.56 $105 - $114
38.6K $4.12M
ETR
Entergy Corp

Utilities
84
+ 2.52%
$75.26 - $87.89 $6.32K - $7.38K
3.42K $292K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
747
+ 18.19%
$58.09 - $67.05 $43.4K - $50.1K
4.85K $291K
PB
Prosperity Bancshares Inc

Financial Services
725
+ 19.8%
$69.3 - $80.69 $50.2K - $58.5K
4.39K $313K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
312
+ 8.3%
$78.97 - $85.82 $24.6K - $26.8K
4.07K $337K
CEG
Constellation Energy Corp

Utilities
328
+ 26.3%
$201.63 - $347.44 $66.1K - $114K
1.58K $317K
TYL
Tyler Technologies Inc

Technology
60
+ 13.82%
$553.41 - $646.74 $33.2K - $38.8K
494 $287K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
47.3K
+ 65.03%
$2.52 - $4.08 $119K - $193K
120K $313K
JLL
Jones Lang Lasalle Inc

Real Estate
170
+ 13.21%
$238.0 - $284.76 $40.5K - $48.4K
1.46K $361K
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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