Arkolith/Funds/Evergreen Capital Management LLC

Evergreen Capital Management LLC

CIK 1260824
Holdings as of Mar 31, 2026·disclosed May 14, 2026·~44-day 13F lag·13F-HR
Active Filer

Evergreen Capital Management LLC holds a diversified book of 1498 stocks worth $4.6B as of Q1 2026 (disclosed May 14, 2026, a ~45-day 13F lag). This quarter they opened AstraZeneca PLC and trimmed Apple Inc. Their largest long position is Ishares Core Msci Emerging at 4% of the equity book. They also disclosed $222K in put options (a bearish bet) and $8.0M in call options (bullish), shown separately below and excluded from the equity book.

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Use Arkolith to show EVERGREEN CAPITAL MANAGEMENT LLC's latest
holdings, largest changes, and filing provenance.
Opened
220
new positions
Added to
742
existing
Trimmed
412
reduced
Sold out
114
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
12%
Top 10 holdings
20%
Top 20 holdings
30%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

60% mapped to company sectors

ETF / fund or unclassified
40%
Information Technology
17%
Financials
9%
Industrials
7%
Consumer Discretionary
7%
Health Care
4%
Energy
4%
Utilities
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,498 positions
#SecurityValueShares% PortLast moveHistory
1Ishares Inc
CORE MSCI EMKT
$184.3M2.64M
4.0%
+64%
Added · +1.0M sh
2Apple Inc
COM
$110.8M436.7K
2.4%
−2.4%
Reduced · −11K sh
3Paccar Inc
COM
$91.7M793.6K
2.0%
~0%
Reduced · −15 sh
4Ishares TR
3 7 YR TREAS BD
$88.6M747.3K
1.9%
−0.2%
Reduced · −2K sh
5Microsoft Corp
COM
$84.5M228.2K
1.8%
−13%
Reduced · −34K sh
6Nvidia Corporation
COM
$78.0M447.1K
1.7%
+6.0%
Added · +25K sh
7Alphabet Inc
CAP STK CL A
$75.4M262.1K
1.6%
−1.8%
Reduced · −5K sh
8Ishares TR
1 3 YR TREAS BD
$68.0M823.3K
1.5%
+12%
Added · +87K sh
9Vanguard Index FDS
REAL ESTATE ETF
$67.4M759.7K
1.5%
+7.2%
Added · +51K sh
10Alphabet Inc
CAP STK CL C
$64.7M225.7K
1.4%
−11%
Reduced · −27K sh
11Amazon Com Inc
COM
$64.4M309.0K
1.4%
+3.8%
Added · +11K sh
12Ishares TR
0-3 MNTH TREASRY
$62.4M620.3K
1.4%
+19%
Added · +101K sh
13Simplify Exchange Traded Fun
MBS ETF
$52.5M1.06M
1.1%
−0.6%
Reduced · −6K sh
14Janus Detroit STR TR
HENDRSON AAA CL
$46.2M913.1K
1.0%
−0.9%
Reduced · −8K sh
15Global X FDS
US INFR DEV ETF
$44.6M876.8K
1.0%
+70%
Added · +360K sh
16Ovintiv Inc
COM
$43.5M732.3K
0.9%
~0%
Reduced · −35 sh
17Vanguard Index FDS
VALUE ETF
$38.8M197.6K
0.8%
+5.1%
Added · +10K sh
18Vanguard Mun BD FDS
TAX EXEMPT BD
$37.2M745.5K
0.8%
~0%
Reduced · −96 sh
19Ishares TR
GLOBAL ENERG ETF
$36.8M639.4K
0.8%
+2.4%
Added · +15K sh
20BlackRock ETF Trust II
ISHARES FLEXIBLE
$34.3M660.6K
0.7%
+0.5%
Added · +3K sh
21Doubleline ETF Trust
MORTGAGE ETF
$33.9M686.4K
0.7%
+1.2%
Added · +8K sh
22Echostar Corp
CL A
$33.8M289.0K
0.7%
−0.1%
Reduced · −308 sh
23Enterprise Prods Partners L
COM
$33.2M876.3K
0.7%
−2.0%
Reduced · −18K sh
24JPMorgan Chase & Co
COM
$31.9M108.4K
0.7%
+15%
Added · +14K sh
25Merck & Co Inc
COM
$31.8M262.3K
0.7%
+2.4%
Added · +6K sh
26Fedex Corp
COM
$30.1M84.1K
0.7%
−24%
Reduced · −27K sh
27Ishares TR
CORE MSCI EAFE
$29.5M325.6K
0.6%
+7.8%
Added · +23K sh
28Dell Technologies Inc
CL C
$28.1M171.3K
0.6%
+11%
Added · +17K sh
29State STR SPDR S&P 500 ETF T
TR UNIT
$28.0M43.0K
0.6%
+1.1%
Added · +474 sh
30Goldman Sachs Group Inc
COM
$27.9M32.9K
0.6%
−59%
Reduced · −48K sh
31Vaneck ETF Trust
JP MRGAN EM LOC
$27.3M1.09M
0.6%
+0.7%
Added · +8K sh
32Invesco Exchange Traded FD T
S&P500 QUALITY
$26.0M346.2K
0.6%
+1.7%
Added · +6K sh
33Berkshire Hathaway Inc Del
CL B NEW
$25.7M53.5K
0.6%
+18%
Added · +8K sh
34Global X FDS
GLBL X MLP ETF
$25.6M475.4K
0.6%
−2.9%
Reduced · −14K sh
35Vanguard World FD
ENERGY ETF
$25.2M145.8K
0.5%
+2.1%
Added · +3K sh
36Vanguard Index FDS
GROWTH ETF
$25.1M57.4K
0.5%
+1.0%
Added · +557 sh
37Cisco Sys Inc
COM
$23.7M305.4K
0.5%
−13%
Reduced · −45K sh
38Uber Technologies Inc
COM
$22.9M318.0K
0.5%
+35%
Added · +83K sh
39Vaneck ETF Trust
FALLEN ANGEL HG
$22.8M794.3K
0.5%
+1.6%
Added · +12K sh
40Broadcom Inc
COM
$22.4M72.2K
0.5%
−16%
Reduced · −14K sh
41Ishares TR
GLB INFRASTR ETF
$22.2M331.5K
0.5%
+60%
Added · +124K sh
42Ishares TR
RESIDENTIAL MULT
$22.2M266.8K
0.5%
+16%
Added · +37K sh
43Pimco ETF TR
MULTISECTOR BD
$21.7M829.6K
0.5%
+37%
Added · +224K sh
44Vanguard Index FDS
S&P 500 ETF SHS
$21.6M36.1K
0.5%
+1.1%
Added · +399 sh
45Meta Platforms Inc
CL A
$21.6M37.7K
0.5%
−20%
Reduced · −10K sh
46SPDR Series Trust
STATE STREET SPD
$21.3M731.6K
0.5%
−3.8%
Reduced · −29K sh
47Ishares TR
CORE S&P SCP ETF
$20.5M165.3K
0.4%
−3.0%
Reduced · −5K sh
48Costco Wholesale Corporation
COM
$20.5M20.5K
0.4%
−4.7%
Reduced · −1K sh
49Dimensional ETF Trust
EMGR CRE EQT MNG
$19.4M573.0K
0.4%
+7.4%
Added · +40K sh
50Invesco QQQ TR
UNIT SER 1
$19.1M33.1K
0.4%
−2.9%
Reduced · −977 sh
Showing 50 of 1,498 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$222K
Call notional (bullish)$8.0M
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishELI LILLY & COLLY$6.5M7K
CALL · bullishMICROSOFT CORPMSFT$555K2K
CALL · bullishALPHABET INC-CL CGOOG$287K1K
CALL · bullishMETA PLATFORMS INC-CLASS AMETA$286K500
CALL · bullishINTUITIVE SURGICAL INCISRG$230K500
PUT · bearishMICROSOFT CORPMSFT$222K600
CALL · bullishORACLE CORPORCL$74K500
CALL · bullishNOVO-NORDISK A/S-SPONS ADRNVO$4K100

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 14, 20262,179$4.6B13F-HR
Q4 2025Dec 31, 2025Jan 27, 20262,040$4.5B13F-HR
Q3 2025Sep 30, 2025Oct 28, 20251,889$4.2B13F-HR
Q2 2025Jun 30, 2025Aug 14, 20251,667$3.3B13F-HR
Q1 2025Mar 31, 2025May 15, 20251,613$3.0B13F-HR
Q4 2024Dec 31, 2024Feb 13, 20251,580$3.1B13F-HR
Q3 2024Sep 30, 2024Nov 14, 20241,497$3.0B13F-HR
Q2 2024Jun 30, 2024Aug 14, 20241,421$2.8B13F-HR
Q1 2024Mar 31, 2024May 15, 20241,309$2.6B13F-HR
Q4 2023Dec 31, 2023Feb 14, 20241,270$2.4B13F-HR
Q3 2023Sep 30, 2023Nov 14, 20231,209$2.3B13F-HR
Q2 2023Jun 30, 2023Aug 14, 20231,219$2.4B13F-HR
Q1 2023Mar 31, 2023May 15, 20231,119$2.2B13F-HR
Q4 2022Dec 31, 2022Feb 14, 20231,043$2.1B13F-HR
Q3 2022Sep 30, 2022Nov 14, 2022972$1.9B13F-HR
Q2 2022Jun 30, 2022Aug 15, 2022875$1.9B13F-HR
Q1 2022Mar 31, 2022May 16, 2022658$2.5B13F-HR
Q4 2021Dec 31, 2021Mar 11, 2022635$2.5B13F-HR
Q3 2021Sep 30, 2021Nov 15, 2021582$2.2B13F-HR
Q2 2021Jun 30, 2021Aug 16, 2021531$2.1B13F-HR
Q1 2021Mar 31, 2021May 17, 2021510$2.0B13F-HR
Q4 2020Dec 31, 2020Feb 16, 2021450$1.7B13F-HR
Q3 2020Sep 30, 2020Nov 16, 2020425$1.4B13F-HR
Q2 2020Jun 30, 2020Aug 14, 2020397$1.3B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.