Evergreen Capital Management LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.07 Billion distributed in 1667 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $111M, Ishares Barclays 3 7 Yr Treas with a value of $76M, Paccar Inc with a value of $73.8M, Apple Inc. with a value of $71.2M, and Nvidia Corp with a value of $54.9M.
Examining the 13F form we can see an increase of $313M in the current position value, from $2.75B to 3.07B.
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
$3.07 Billion
ETFs: $1.14 Billion
Technology: $518 Million
Financial Services: $314 Million
Energy: $212 Million
Industrials: $199 Million
Communication Services: $162 Million
Consumer Cyclical: $160 Million
Healthcare: $144 Million
Other: $220 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
