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EVERGREEN CAPITAL MANAGEMENT LLC - Portfolio Stock Holdings

EVERGREEN CAPITAL MANAGEMENT LLC disclosed 1664 stock positions in a recent SEC 13F filing. $5,689,707,730 of stock holdings were filed, with the largest holdings including IEMG, GS, and AAPL. This filing represented positions held on June 30, 2026, and was filed on July 23, 2026.

We estimate the fund has a total AUM of $7,185,104,271 and has 37 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

1664

Est. Stock Holding Value:

$5,689,707,730

Top Stock Holdings By Sector

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Portfolio Stock Holdings - EVERGREEN CAPITAL MANAGEMENT LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - EVERGREEN CAPITAL MANAGEMENT LLC

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Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.