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Home > Institutional Investor > Evergreen Capital Management Llc > Profile

Instuitional Investor - Evergreen Capital Management Llc

Fund Profile
Filing Period:
Fund Name: Evergreen Capital Management Llc
Portfolio Value $3,325,552,241
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 222,955 $110,899,951 3.33%
2.
Ishares Tr
 638,391 $76,026,002 2.29%
3.
Paccar Inc
 PCAR 776,753 $73,838,141 2.22%
4.
Apple Inc.
 AAPL 347,184 $71,231,816 2.14%
5.
Nvidia Corp
 NVDA 347,587 $54,918,712 1.65%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)