Evergreen Capital Management LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.75 Billion distributed in 1497 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $99.4M, Apple Inc. with a value of $83.5M, Paccar Inc with a value of $67M, Ishares Barclays 3 7 Yr Treas with a value of $58.2M, and Amazon Com Inc with a value of $45M.
Examining the 13F form we can see an increase of $152M in the current position value, from $2.6B 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: $963 Million
Technology: $457 Million
Financial Services: $272 Million
Energy: $221 Million
Industrials: $184 Million
Consumer Cyclical: $165 Million
Healthcare: $159 Million
Communication Services: $124 Million
Other: $207 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
