Notify me when EVERGREEN CAPITAL MANAGEMENT LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 1,399 | $4,471,642,629 | +$618,942,022 | -$476,552,072 | +$142,389,950 | MSFT, AAPL, IEMG, IEI, PCAR | 13F-HR | 27 Jan 2026, 16:58 |
| Q3 2025 | 1,302 | $4,204,700,370 | +$796,825,131 | -$125,358,651 | +$671,466,480 | GS, MSFT, AAPL, IEI, COF | 13F-HR | 28 Oct 2025, 17:04 |
| Q2 2025 | 1,126 | $3,322,653,289 | +$356,648,480 | -$169,764,581 | +$186,883,899 | MSFT, IEI, PCAR, AAPL, NVDA | 13F-HR | 14 Aug 2025, 09:40 |
| Q1 2025 | 1,085 | $2,978,501,409 | +$278,482,883 | -$320,425,729 | -$41,942,846 | MSFT, AAPL, PCAR, IEI, MTBA | 13F-HR | 15 May 2025, 09:58 |
| Q4 2024 | 1,065 | $3,072,245,711 | +$323,705,878 | -$143,946,529 | +$179,759,349 | MSFT, AAPL, PCAR, IEI, AMZN | 13F-HR | 13 Feb 2025, 16:21 |
| Q3 2024 | 1,003 | $2,914,494,583 | +$259,966,790 | -$219,182,402 | +$40,784,388 | MSFT, AAPL, PCAR, IEI, AMZN | 13F-HR | 14 Nov 2024, 11:39 |
| Q2 2024 | 949 | $2,762,664,518 | +$350,084,630 | -$130,919,272 | +$219,165,358 | MSFT, AAPL, PCAR, IEI, SPTS | 13F-HR | 14 Aug 2024, 08:07 |
| Q1 2024 | 872 | $2,565,572,006 | +$183,010,455 | -$235,031,378 | -$52,020,923 | MSFT, PCAR, AAPL, SPTS, IEI | 13F-HR | 15 May 2024, 09:16 |
| Q4 2023 | 843 | $2,447,379,541 | +$210,717,537 | -$230,553,584 | -$19,836,047 | MSFT, PCAR, SPTS, AAPL, IEI | 13F-HR | 14 Feb 2024, 07:48 |
| Q3 2023 | 792 | $2,281,536,153 | +$151,161,852 | -$201,729,897 | -$50,568,045 | MSFT, SPTS, PCAR, AAPL, IEI | 13F-HR | 14 Nov 2023, 09:21 |
| Q2 2023 | 800 | $2,395,531,176 | +$214,651,596 | -$138,019,825 | +$76,631,771 | MSFT, SPTS, AAPL, PCAR, SHY | 13F-HR | 14 Aug 2023, 10:57 |
| Q1 2023 | 723 | $2,225,572,841 | +$169,817,396 | -$138,078,156 | +$31,739,240 | MSFT, SPTS, ANGL, VMBS, SHY | 13F-HR | 15 May 2023, 09:03 |
| Q4 2022 | 673 | $2,126,924,909 | +$341,326,321 | -$258,097,051 | +$83,229,270 | SPTS, VMBS, MSFT, ANGL, SHY | 13F-HR | 14 Feb 2023, 09:32 |
| Q3 2022 | 623 | $1,912,570,000 | +$224,206,634 | -$107,124,108 | +$117,082,526 | SHY, ANGL, MSFT, AAPL, AGOV | 13F-HR | 14 Nov 2022, 09:57 |
| Q2 2022 | 568 | $1,922,267,000 | +$297,769,251 | -$463,852,525 | -$166,083,274 | SHY, MSFT, ANGL, AAPL, AGOV | 13F-HR | 15 Aug 2022, 12:15 |
| Q1 2022 | 654 | $2,454,057,000 | +$253,156,335 | -$253,236,644 | -$80,309 | MSFT, AAPL, ANGL, GOOG, PRU | 13F-HR | 16 May 2022, 09:06 |
| Q4 2021 | 634 | $2,498,296,000 | +$279,756,216 | -$109,986,979 | +$169,769,237 | MSFT, AAPL, ANGL, PFF, GOOG | 13F-HR | 11 Mar 2022, 10:14 |
| Q3 2021 | 582 | $2,213,968,000 | +$270,744,971 | -$105,957,328 | +$164,787,643 | MSFT, ANGL, PFF, VMBS, AAPL | 13F-HR | 15 Nov 2021, 16:43 |
| Q2 2021 | 531 | $2,090,905,000 | +$156,090,825 | -$139,498,124 | +$16,592,701 | MSFT, VMBS, ANGL, PFF, AAPL | 13F-HR | 16 Aug 2021, 12:27 |
| Q1 2021 | 508 | $1,949,841,000 | +$304,255,854 | -$161,554,759 | +$142,701,095 | VMBS, MSFT, ANGL, PFF, AAPL | 13F-HR | 17 May 2021, 09:42 |
| Q4 2020 | 448 | $1,710,092,000 | +$232,413,498 | -$128,869,093 | +$103,544,405 | VMBS, MSFT, ANGL, PFF, AAPL | 13F-HR | 16 Feb 2021, 16:41 |
| Q3 2020 | 424 | $1,447,572,000 | +$234,138,135 | -$141,731,306 | +$92,406,829 | VMBS, MSFT, ANGL, PFF, AAPL | 13F-HR | 16 Nov 2020, 12:33 |
| Q2 2020 | 393 | $1,320,130,000 | +$248,803,302 | -$200,823,981 | +$47,979,321 | MSFT, ANGL, PFF, AAPL, LQD | 13F-HR | 14 Aug 2020, 11:01 |
| Q1 2020 | 366 | $1,071,107,000 | +$360,878,497 | -$236,668,102 | +$124,210,395 | PFF, MSFT, LQD, AAPL, GBIL | 13F-HR | 15 May 2020, 11:24 |
| Q4 2019 | 467 | $1,200,502,000 | +$213,950,497 | -$133,514,285 | +$80,436,212 | MSFT, MLPA, GBIL, MBB, AAPL | 13F-HR | 14 Feb 2020, 15:21 |
| Q3 2019 | 418 | $1,072,282,000 | +$105,755,252 | -$73,510,512 | +$32,244,740 | GBIL, MSFT, MINT, AMJ, EPD | 13F-HR | 14 Nov 2019, 12:30 |
| Q2 2019 | 439 | $1,048,944,000 | +$159,765,007 | -$114,642,800 | +$45,122,207 | GBIL, MSFT, MINT, AMJ, EPD | 13F-HR | 14 Aug 2019, 10:05 |
| Q1 2019 | 407 | $996,503,000 | +$49,176,560 | -$99,715,964 | -$50,539,404 | GBIL, MINT, AMJ, MSFT, EPD | 13F-HR | 10 May 2019, 17:07 |
| Q4 2018 | 380 | $954,443,000 | +$139,171,649 | -$198,851,355 | -$59,679,706 | GBIL, MINT, AMJ, MSFT, EPD | 13F-HR | 14 Feb 2019, 16:25 |
| Q3 2018 | 395 | $1,129,858,000 | +$190,832,292 | -$157,152,016 | +$33,680,276 | MINT, GBIL, MSFT, AMJ, TLT | 13F-HR | 13 Nov 2018, 08:45 |
| Q2 2018 | 369 | $1,065,303,000 | +$132,801,192 | -$138,709,447 | -$5,908,255 | SHY, MINT, AMJ, MSFT, EPD | 13F-HR | 13 Aug 2018, 15:15 |
| Q1 2018 | 363 | $1,041,266,000 | +$167,513,802 | -$75,747,712 | +$91,766,090 | SHY, MINT, AMJ, EPD, MSFT | 13F-HR | 10 May 2018, 17:10 |
| Q4 2017 | 233 | $988,519,000 | +$221,340,291 | -$98,518,365 | +$122,821,926 | SHY, MINT, AMJ, EPD, SABA | 13F-HR | 14 Feb 2018, 13:17 |
| Q3 2017 | 180 | $855,073,000 | +$346,447,481 | -$115,142,353 | +$231,305,128 | SHY, AMJ, SABA, EPD, VUG | 13F-HR | 09 Nov 2017, 16:06 |
| Q2 2017 | 145 | $620,176,000 | +$173,137,625 | -$29,251,939 | +$143,885,686 | MINT, AMJ, VUG, EPD, LQD | 13F-HR | 08 Aug 2017, 13:14 |
| Q1 2017 | 106 | $480,191,000 | +$41,679,190 | -$93,797,383 | -$52,118,193 | MINT, VUG, TLT, AMJ, EPD | 13F-HR | 09 May 2017, 21:18 |
| Q4 2016 | 125 | $517,667,000 | +$76,538,573 | -$60,063,391 | +$16,475,182 | MINT, VUG, AMJ, EPD, LQD | 13F-HR | 08 Feb 2017, 08:00 |
| Q3 2016 | 120 | $507,862,000 | +$70,412,866 | -$30,220,856 | +$40,192,010 | TLT, VUG, MINT, AMJ, EPD | 13F-HR | 20 Oct 2016, 16:11 |
| Q2 2016 | 105 | $460,269,000 | +$44,035,258 | -$48,620,774 | -$4,585,516 | TLT, VUG, EPD, AMJ, RWM | 13F-HR | 27 Jul 2016, 12:12 |
| Q1 2016 | 96 | $436,218,000 | +$45,138,957 | -$30,179,081 | +$14,959,876 | TLT, VUG, AMJ, RWM, EPD | 13F-HR | 02 May 2016, 12:43 |
| Q4 2015 | 90 | $417,555,000 | +$74,938,275 | -$42,126,807 | +$32,811,468 | TLT, VUG, EPD, LQD, AMJ | 13F-HR | 01 Feb 2016, 16:56 |
| Q3 2015 | 90 | $385,300,000 | +$77,391,479 | -$64,803,326 | +$12,588,153 | TLT, VUG, LQD, EPD, RWM | 13F-HR | 10 Nov 2015, 11:40 |
| Q2 2015 | 97 | $407,528,000 | +$33,999,380 | -$71,525,850 | -$37,526,470 | VUG, LQD, RWM, AAPL, VTV | 13F-HR | 28 Jul 2015, 16:55 |
| Q1 2015 | 111 | $453,780,000 | +$76,584,581 | -$129,817,959 | -$53,233,378 | VUG, LQD, RWM, EPD, TGP | 13F-HR | 30 Apr 2015, 06:31 |
| Q4 2014 | 99 | $484,670,000 | $0 | -$5,997,042 | -$5,997,042 | VUG, RWM, DSUM, LQD, PHYS | 13F-HR | 05 Feb 2015, 16:45 |
| Q3 2014 | 113 | $513,891,000 | +$44,896,767 | -$33,792,458 | +$11,104,309 | VUG, RWM, DSUM, LQD, PHYS | 13F-HR | 30 Oct 2014, 13:13 |
| Q2 2014 | 109 | $508,044,000 | +$49,354,416 | -$45,105,399 | +$4,249,017 | VUG, RWM, DSUM, LQD, PHB | 13F-HR | 01 Aug 2014, 09:02 |
| Q1 2014 | 103 | $497,225,000 | +$44,861,897 | -$108,524,004 | -$63,662,107 | VUG, RWM, DSUM, LQD, PHB | 13F-HR | 05 May 2014, 13:28 |
| Q4 2013 | 107 | $552,046,000 | $0 | $0 | $0 | VUG, RWM, WPZ, LQD, PHB | 13F-HR | 04 Feb 2014, 12:04 |