Arkolith/Funds/Evergreen Capital Management LLC

Evergreen Capital Management LLC

CIK 1260824
Holdings as of Jun 30, 2026·disclosed Jul 23, 2026·~23-day 13F lag·13F-HR
Active Filer

Evergreen Capital Management LLC holds a diversified book of 1522 stocks worth $5.7B as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter they opened Ares Management Corp - A and trimmed Paccar Inc. Their largest long position is Ishares Core Msci Emerging at 4% of the equity book. They also disclosed $5.8M in put options (a bearish bet) and $1.1M in call options (bullish), shown separately below and excluded from the equity book.

Opened
257
bought for the first time
Added to
625
already held, bought more
Trimmed
608
sold some, still holds it
Sold out
154
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
13%
Top 10 holdings
21%
Top 20 holdings
33%

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

Direct sector allocation

64% mapped to company sectors

ETF / fund or unclassified
36%
Information Technology
17%
Financials
13%
Consumer Discretionary
7%
Industrials
7%
Energy
5%
Communication Services
4%
Health Care
4%

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

Funds with the most overlap

Other tracked managers holding the same core names as Evergreen Capital Management LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$551.0B
UBS Group AG80 / 80$149.9B
WELLS FARGO & COMPANY/MN80 / 80$148.9B
ROYAL BANK OF CANADA80 / 80$144.4B
LPL Financial LLC80 / 80$82.4B
ENVESTNET ASSET MANAGEMENT INC80 / 80$73.7B
HighTower Advisors, LLC80 / 80$28.2B
OSAIC HOLDINGS, INC.80 / 80$16.9B

Ranked by how many of Evergreen Capital Management LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

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

1,522 positions
#SecurityValueShares% PortLast moveHistory
1Ishares Inc
CORE MSCI EMKT
$234.4M2.83M
4.1%
+7.1%
Added · +187K sh
2Goldman Sachs Group Inc
COM
$151.9M150.2K
2.7%
+356%
Added · +117K sh
3Apple Inc
COM
$126.4M436.7K
2.2%
~0%
Added · +32 sh
4Capital One Finl Corp
COM
$105.4M525.3K
1.9%
+742%
Added · +463K sh
5Microsoft Corp
COM
$100.7M270.0K
1.8%
+18%
Added · +42K sh
6T-Mobile US Inc
COM
$99.3M591.9K
1.7%
95×
Added · +586K sh
7Ovintiv Inc
COM
$95.2M1.81M
1.7%
+147%
Added · +1.1M sh
8Alphabet Inc
CAP STK CL A
$94.7M265.1K
1.7%
+1.1%
Added · +3K sh
9Paccar Inc
COM
$94.7M788.4K
1.7%
−0.7%
Reduced · −5K sh
10Nvidia Corporation
COM
$90.8M453.7K
1.6%
+1.5%
Added · +7K sh
11Ishares TR
3 7 YR TREAS BD
$85.8M730.7K
1.5%
−2.2%
Reduced · −17K sh
12Echostar Corp
CL A
$84.4M831.6K
1.5%
+188%
Added · +543K sh
13Alphabet Inc
CAP STK CL C
$79.8M226.0K
1.4%
+0.1%
Added · +304 sh
14Amazon Com Inc
COM
$77.6M325.7K
1.4%
+5.4%
Added · +17K sh
15Vanguard Index FDS
REAL ESTATE ETF
$75.4M781.6K
1.3%
+2.9%
Added · +22K sh
16Ishares TR
1 3 YR TREAS BD
$59.8M727.7K
1.0%
−12%
Reduced · −96K sh
17Global X FDS
US INFR DEV ETF
$54.2M918.2K
1.0%
+4.7%
Added · +41K sh
18Simplify Exchange Traded Fun
MBS ETF
$51.8M1.05M
0.9%
−0.7%
Reduced · −7K sh
19Ishares TR
0-3 MTH TREASURY
$51.1M507.5K
0.9%
−18%
Reduced · −113K sh
20Vanguard Index FDS
VALUE ETF
$45.9M210.7K
0.8%
+6.6%
Added · +13K sh
21Janus Detroit STR TR
HENDRSON AAA CL
$44.8M884.5K
0.8%
−3.1%
Reduced · −29K sh
22Ishares TR
7-10 YR TRSY BD
$44.5M470.9K
0.8%
+662%
Added · +409K sh
23Itau Unibanco Hldg S A
SPON ADR REP PFD
$43.6M5.34M
0.8%
330×
Added · +5.3M sh
24Apa Corporation
COM
$41.8M1.28M
0.7%
+300%
Added · +963K sh
25Jd.com Inc
SPON ADS CL A
$37.7M1.48M
0.7%
201×
Added · +1.5M sh
26Vanguard Mun BD FDS
TAX EXEMPT BD
$37.7M745.5K
0.7%
Held
27State STR SPDR S&P 500 ETF T
TR UNIT
$37.0M49.4K
0.6%
+15%
Added · +6K sh
28BlackRock ETF Trust II
ISHA FLEX IN ETF
$34.8M664.8K
0.6%
+0.6%
Added · +4K sh
29Dell Technologies Inc
CL C
$34.4M79.6K
0.6%
−54%
Reduced · −92K sh
30Fedex Corp
COM
$34.2M109.0K
0.6%
+30%
Added · +25K sh
31Micron Technology Inc
COM
$33.5M29.0K
0.6%
−42%
Reduced · −21K sh
32Merck & Co Inc
COM
$33.4M258.5K
0.6%
−1.4%
Reduced · −4K sh
33Ishares TR
CORE MSCI EAFE
$33.4M345.6K
0.6%
+6.1%
Added · +20K sh
34Doubleline ETF Trust
MORTGAGE ETF
$33.3M678.7K
0.6%
−1.1%
Reduced · −8K sh
35JPMorgan Chase & Co
COM
$32.0M97.9K
0.6%
−9.7%
Reduced · −10K sh
36Invesco Exchange Traded FD T
S&P500 QUALITY
$31.8M353.2K
0.6%
+2.0%
Added · +7K sh
37Ishares TR
GLOBAL ENERG ETF
$31.4M639.4K
0.6%
~0%
Reduced · −10 sh
38Broadcom Inc
COM
$31.0M82.0K
0.5%
+13%
Added · +10K sh
39Cisco Sys Inc
COM
$30.0M255.5K
0.5%
−16%
Reduced · −50K sh
40Enterprise Prods Partners L
COM
$29.3M796.8K
0.5%
−9.1%
Reduced · −80K sh
41SLB Limited
COM STK
$28.9M616.9K
0.5%
+471%
Added · +509K sh
42Ishares TR
RESIDENTIAL MULT
$28.3M299.3K
0.5%
+12%
Added · +32K sh
43Vaneck ETF Trust
JP MRGAN EM LOC
$28.0M1.10M
0.5%
+0.9%
Added · +10K sh
44Vanguard Index FDS
GROWTH ETF
$27.6M320.0K
0.5%
+458%
Added · +263K sh
45Dimensional ETF Trust
EMGR CRE EQT MNG
$26.4M656.7K
0.5%
+15%
Added · +84K sh
46Vanguard Index FDS
S&P 500 ETF SHS
$25.7M37.4K
0.5%
+3.5%
Added · +1K sh
47Global X FDS
GLBL X MLP ETF
$25.4M478.5K
0.4%
+0.6%
Added · +3K sh
48Taiwan Semiconductor Manufac
SPONSORED ADS
$25.3M52.8K
0.4%
+1.7%
Added · +874 sh
49Ishares TR
CORE S&P SCP ETF
$24.7M166.4K
0.4%
+0.7%
Added · +1K sh
50Invesco QQQ TR
UNIT SER 1
$24.4M33.2K
0.4%
+0.1%
Added · +52 sh
Showing 50 of 1,522 positions
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Largest options & derivatives disclosed

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

Put notional (bearish)$5.8M
Call notional (bullish)$1.1M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishCHIME FINANCIAL INC-CL ACHYM$2.8M135K
PUT · bearishAPPLE INCAAPL$752K3K
PUT · bearishALPHABET INC-CL AGOOGL$572K2K
PUT · bearishNVIDIA CORPNVDA$520K3K
PUT · bearishBROADCOM INCAVGO$378K1K
PUT · bearishALPHABET INC-CL CGOOG$353K1K
CALL · bullishMETA PLATFORMS INC-CLASS AMETA$282K500
PUT · bearishELI LILLY & COLLY$240K200
CALL · bullishBROADCOM INCAVGO$227K600
PUT · bearishMICROSOFT CORPMSFT$224K600
CALL · bullishNVIDIA CORPNVDA$200K1K
CALL · bullishMICROSOFT CORPMSFT$187K500
CALL · bullishALPHABET INC-CL CGOOG$177K500

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
Q2 2026Jun 30, 2026Jul 23, 20262,269$5.7B13F-HR
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

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.