1y return+19.3%S&P 500 +20.9%
3y return+46.2%S&P 500 +68.5%
5y return+38.3%S&P 500 +74.5%
10y return+93.5%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: $194 against $357 in the S&P 500.2
Evergreen Capital 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 |
|---|---|---|---|
| IEMGIshares Inc | $234.4M | 4.1% | +7.1% |
| GSGoldman Sachs Group Inc | $151.9M | 2.7% | +355.9% |
| AAPLApple Inc | $126.4M | 2.2% | |
| COFCapital One Finl Corp | $105.4M | 1.9% | +741.8% |
| MSFTMicrosoft Corp | $100.7M | 1.8% | +18.3% |
| TMUST-mobile Us Inc | $99.3M | 1.7% | +9450.0% |
| OVVOvintiv Inc | $95.2M | 1.7% | +146.8% |
| GOOGLAlphabet Inc | $94.7M | 1.7% | +1.1% |
| PCARPaccar Inc | $94.7M | 1.7% | |
| NVDANvidia Corporation | $90.8M | 1.6% | +1.5% |
| IEIIshares Tr | $85.8M | 1.5% | −2.2% |
| ECHOEchostar Corp | $84.4M | 1.5% | +187.7% |
| GOOGAlphabet Inc | $79.8M | 1.4% | |
| AMZNAmazon Com Inc | $77.6M | 1.4% | +5.4% |
| VNQVanguard Index Fds | $75.4M | 1.3% | +2.9% |
| SHYIshares Tr | $59.8M | 1.0% | −11.6% |
| PAVEGlobal X Fds | $54.2M | 1.0% | +4.7% |
| MTBASimplify Exchange Traded Fun | $51.8M | 0.9% | |
| SGOVIshares Tr | $51.1M | 0.9% | −18.2% |
| VTVVanguard Index Fds | $45.9M | 0.8% | +6.6% |
| JAAAJanus Detroit Str Tr | $44.8M | 0.8% | −3.1% |
| IEFIshares Tr | $44.5M | 0.8% | +662.3% |
| ITUBItau Unibanco Hldg S A | $43.6M | 0.8% | +32881.4% |
| APAApa Corporation | $41.8M | 0.7% | +300.5% |
| JDJd.com Inc | $37.7M | 0.7% | +20017.0% |
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% | $90.8M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $31.0M |
| DELLDell Technologies Inc | June 30, 2020 | +685.4% | $34.4M |
| GSGoldman Sachs Group Inc | June 30, 2020 | +411.8% | $151.9M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $94.7M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $79.8M |
| ECHOEchostar Corp | September 30, 2024 | +308.9% | $84.4M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $32.0M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $126.4M |
| SPHQInvesco Exchange Traded Fd T | June 30, 2020 | +154.4% | $31.8M |
Sold off last quarter
- Kennedy-wilson Holdings IncCUSIP 489398107 was $12.6M
- CTRACoterra Energy Inc was $6.8M
- Honeywell Intl IncCUSIP 438516106 was $3.0M
- AOSSmith A O Corp was $2.0M
- FCNFti Consulting Inc was $1.5M
- TRUTransunion was $849K
- YELPYelp Inc was $817K
- Masimo CorpCUSIP 574795100 was $738K
- EXPOExponent Inc was $686K
- ITGartner Inc was $570K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.8% | +14.8% |
| March 31, 2026 | +0.1% | −4.6% |
| December 31, 2025 | +3.0% | +2.4% |
| September 30, 2025 | +6.3% | +7.8% |
| June 30, 2025 | +5.3% | +10.5% |
| March 31, 2025 | −2.0% | −4.6% |
| December 31, 2024 | −0.4% | +2.1% |
| September 30, 2024 | +4.5% | +5.4% |
| June 30, 2024 | +0.9% | +4.0% |
| March 31, 2024 | +7.4% | +10.0% |
| December 31, 2023 | +8.3% | +11.2% |
| September 30, 2023 | −2.7% | −3.6% |
| June 30, 2023 | +4.3% | +8.3% |
| March 31, 2023 | +3.3% | +7.0% |
| December 31, 2022 | +6.9% | +7.1% |
| September 30, 2022 | −5.1% | −5.3% |
| June 30, 2022 | −14.8% | −16.5% |
| March 31, 2022 | −1.7% | −4.9% |
| December 31, 2021 | +5.2% | +10.7% |
| September 30, 2021 | −1.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Evergreen Capital Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1260824&type=13F-HR&dateb=&owner=include&count=40CIK 1260824
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1260824/000117266126002761/Filed July 23, 2026 · accession 0001172661-26-002761