1y return+15.2%S&P 500 +20.9%
3y return+50.5%S&P 500 +68.5%
5y return+55.4%S&P 500 +74.5%
10y return+262.2%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $362 against $357 in the S&P 500.2
Evercore Wealth Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $430.5M | 6.1% | −1.4% |
| AAPLApple Inc | $426.8M | 6.0% | −2.0% |
| MSFTMicrosoft Corp | $292.3M | 4.1% | |
| GOOGAlphabet Inc | $288.1M | 4.1% | −8.1% |
| AMZNAmazon Com Inc | $265.5M | 3.8% | |
| GOOGLAlphabet Inc | $242.3M | 3.4% | −5.0% |
| MSMorgan Stanley | $227.5M | 3.2% | −7.6% |
| FIXComfort Sys Usa Inc | $222.8M | 3.2% | −16.3% |
| MAMastercard Incorporated | $200.1M | 2.8% | |
| WMBWilliams Cos Inc | $174.5M | 2.5% | |
| JPMJpmorgan Chase & Co | $170.1M | 2.4% | −2.4% |
| AZOAutozone Inc | $164.9M | 2.3% | |
| BXBlackstone Inc | $158.8M | 2.2% | |
| Viking Holdings LtdCUSIP G93A5A101 | $153.3M | 2.2% | −12.4% |
| HDHome Depot Inc | $151.4M | 2.1% | |
| Chubb LimitedCUSIP H1467J104 | $141.8M | 2.0% | −1.1% |
| TMOThermo Fisher Scientific Inc | $132.9M | 1.9% | |
| CBRECbre Group Inc | $132.4M | 1.9% | |
| BRK/BBerkshire Hathaway Inc Del | $125.8M | 1.8% | −2.4% |
| GNRCGenerac Hldgs Inc | $108.5M | 1.5% | −4.1% |
| Sharkninja IncCUSIP G8068L108 | $107.7M | 1.5% | +5.5% |
| BLKBlackrock Inc | $101.7M | 1.4% | |
| VOOVanguard Index Fds | $100.4M | 1.4% | +16.5% |
| DLNWisdomtree Tr | $99.7M | 1.4% | −1.0% |
| APHAmphenol Corp | $98.2M | 1.4% | +897.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $430.5M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $93.1M |
| APHAmphenol Corp | June 30, 2020 | +636.1% | $98.2M |
| FIXComfort Sys Usa Inc | March 31, 2025 | +514.9% | $222.8M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $242.3M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $288.1M |
| MSMorgan Stanley | June 30, 2020 | +332.8% | $227.5M |
| WMBWilliams Cos Inc | December 31, 2020 | +270.8% | $174.5M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $170.1M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $426.8M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $3.7M
- White Mtns Ins Group LtdCUSIP G9618E107 was $439K
- XOPSpdr Series Trust was $288K
- Hologic IncCUSIP 436440101 was $262K
- Dupont De Nemours IncCUSIP 26614N102 was $255K
- FXIIshares Tr was $251K
- KRKroger Co was $236K
- BAMBrookfield Asset Managmt Ltd was $228K
- Pentair PLCCUSIP G7S00T104 was $224K
- FDXFedex Corp was $219K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.7% | +14.8% |
| March 31, 2026 | −4.9% | −4.6% |
| December 31, 2025 | +0.9% | +2.4% |
| September 30, 2025 | +8.4% | +7.8% |
| June 30, 2025 | +6.2% | +10.5% |
| March 31, 2025 | −3.9% | −4.6% |
| December 31, 2024 | −0.2% | +2.1% |
| September 30, 2024 | +7.6% | +5.4% |
| June 30, 2024 | +0.6% | +4.0% |
| March 31, 2024 | +8.4% | +10.0% |
| December 31, 2023 | +11.7% | +11.2% |
| September 30, 2023 | −2.2% | −3.6% |
| June 30, 2023 | +8.2% | +8.3% |
| March 31, 2023 | +6.1% | +7.0% |
| December 31, 2022 | +7.6% | +7.1% |
| September 30, 2022 | −6.3% | −5.3% |
| June 30, 2022 | −15.0% | −16.5% |
| March 31, 2022 | −7.6% | −4.9% |
| December 31, 2021 | +12.4% | +10.7% |
| September 30, 2021 | +1.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Evercore Wealth Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1482689&type=13F-HR&dateb=&owner=include&count=40CIK 1482689
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1482689/000117266126003500/Filed August 14, 2026 · accession 0001172661-26-003500