Evergreen Capital Management LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.75 Billion distributed in 1613 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $85.1M, Apple Inc. with a value of $77.7M, Paccar Inc with a value of $65.6M, Ishares Barclays 3 7 Yr Treas with a value of $63.2M, and Janus Detroit Str Tr Janus Hen with a value of $49.6M.
Examining the 13F form we can see an decrease of $116M in the current position value, from $2.87B to 2.75B.
Evergreen Capital Management LLC is based out at Bellevue, WA
Below you can find more details about Evergreen Capital Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.75 Billion
ETFs: $988 Million
Technology: $418 Million
Financial Services: $295 Million
Energy: $218 Million
Industrials: $177 Million
Consumer Cyclical: $151 Million
Healthcare: $151 Million
Communication Services: $129 Million
Other: $224 Million
Stock Holdings Table Market Cap. of $200 Billions or more
