Evergreen Capital Management 13F Holdings & Latest Moves

13F filer · Latest filing Oct 23, 2026

Latest 13F moves (filed Oct 23, 2026): 17 added, 19 reduced, 4 sold out. Largest change by value: added $IEMG ($232.24M held).

New positions
0
Added / reduced
17 / 19
Sold out
4

Top buys and sells in the latest 13F

Biggest new and added positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$IEMG Added +31.59K (+1.12%) 2.86M $232.24M —
$NVDA Added +257.96K (+56.86%) 711.64K $162.70M —
$IEF Added +256.01K (+54.36%) 726.96K $64.92M —
$SGOV Added +58.28K (+11.48%) 565.76K $56.96M —
$VOO Added +3.37K (+9.01%) 40.72K $28.54M —

Biggest reduced and exited positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$COF Reduced -15.88K (-3.02%) 509.45K $98.36M —
$GOOGL Reduced -16.59K (-6.26%) 248.47K $85.49M —
$GOOG Reduced -10.73K (-4.75%) 215.23K $73.34M —
$JAAA Reduced -159.60K (-18.04%) 724.87K $36.73M —
$DELL Reduced -14.34K (-18%) 65.31K $35.13M —

Added positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$IEMG Added +31.59K (+1.12%) 2.86M $232.24M —
$NVDA Added +257.96K (+56.86%) 711.64K $162.70M —
$IEF Added +256.01K (+54.36%) 726.96K $64.92M —
$SGOV Added +58.28K (+11.48%) 565.76K $56.96M —
$VOO Added +3.37K (+9.01%) 40.72K $28.54M —
$BRK.B Added +4.16K (+9.23%) 49.25K $24.52M —
$VGSH Added +329K (+3807.89%) 337.64K $19.43M —
$ORCL Added +30.47K (+32.06%) 125.48K $17.23M —
$LLY Added +1.88K (+15.45%) 14.03K $16.23M —
$EWZ Added +79.43K (+23.09%) 423.39K $15.77M —
$HONA Added +60.70K (+1097.96%) 66.22K $10.26M —
$GNRC Added +29.80K (+238.07%) 42.31K $8.76M —
$BIPC Added +169.32K (+335.31%) 219.82K $7.83M —
$APP Added +16.26K (+213.24%) 23.89K $6.94M —
$EXPE Added +24.92K (+2412.29%) 25.95K $6.83M —
$CRWD Added +11.03K (+331.41%) 14.35K $3.80M —
$BWXT Added +22.98K (+1123.86%) 25.03K $3.43M —

Reduced positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$COF Reduced -15.88K (-3.02%) 509.45K $98.36M —
$GOOGL Reduced -16.59K (-6.26%) 248.47K $85.49M —
$GOOG Reduced -10.73K (-4.75%) 215.23K $73.34M —
$JAAA Reduced -159.60K (-18.04%) 724.87K $36.73M —
$DELL Reduced -14.34K (-18%) 65.31K $35.13M —
$MRK Reduced -69.73K (-26.97%) 188.79K $27.59M —
$PANW Reduced -7.90K (-13.32%) 51.38K $20.41M —
$BAC Reduced -52.16K (-13.11%) 345.56K $18.81M —
$TSLA Reduced -9.65K (-22.04%) 34.14K $12.11M —
$GD Reduced -6.03K (-14.34%) 35.98K $11.94M —
$CRM Reduced -18.14K (-26.03%) 51.57K $11.86M —
$MTB Reduced -18.21K (-26.03%) 51.73K $11.26M —
$REGN Reduced -3.55K (-19.97%) 14.21K $10.78M —
$USMV Reduced -23.02K (-20.84%) 87.47K $8.52M —
$INTU Reduced -21.74K (-44.93%) 26.65K $7.35M —
$HOOD Reduced -45.95K (-54.12%) 38.95K $4.38M —
$OTIS Reduced -52.68K (-76.05%) 16.59K $1.07M —
$EBAY Reduced -38.90K (-85.23%) 6.74K $714.88K —
$LULU Reduced -35.11K (-88.52%) 4.56K $438.24K —

Sold out positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$RTX Sold out -21.31K — — —
$PCG Sold out -402.06K — — —
$QQQ Sold out -33.16K — — —
$FTNT Sold out -15.87K — — —

All tracked 13F moves by Evergreen Capital Management

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$COF Reduced -15.88K (-3.02%) 509.45K $98.36M —
$GOOGL Reduced -16.59K (-6.26%) 248.47K $85.49M —
$GOOG Reduced -10.73K (-4.75%) 215.23K $73.34M —
$TSLA Reduced -9.65K (-22.04%) 34.14K $12.11M —
$CRM Reduced -18.14K (-26.03%) 51.57K $11.86M —
$RTX Sold out -21.31K — — —
$HOOD Reduced -45.95K (-54.12%) 38.95K $4.38M —
$REGN Reduced -3.55K (-19.97%) 14.21K $10.78M —
$PCG Sold out -402.06K — — —
$PANW Reduced -7.90K (-13.32%) 51.38K $20.41M —
$OTIS Reduced -52.68K (-76.05%) 16.59K $1.07M —
$MRK Reduced -69.73K (-26.97%) 188.79K $27.59M —
$MTB Reduced -18.21K (-26.03%) 51.73K $11.26M —
$LULU Reduced -35.11K (-88.52%) 4.56K $438.24K —
$JAAA Reduced -159.60K (-18.04%) 724.87K $36.73M —
$USMV Reduced -23.02K (-20.84%) 87.47K $8.52M —
$QQQ Sold out -33.16K — — —
$INTU Reduced -21.74K (-44.93%) 26.65K $7.35M —
$GD Reduced -6.03K (-14.34%) 35.98K $11.94M —
$FTNT Sold out -15.87K — — —
$EBAY Reduced -38.90K (-85.23%) 6.74K $714.88K —
$DELL Reduced -14.34K (-18%) 65.31K $35.13M —
$BAC Reduced -52.16K (-13.11%) 345.56K $18.81M —
$VGSH Added +329K (+3807.89%) 337.64K $19.43M —
$VOO Added +3.37K (+9.01%) 40.72K $28.54M —
$ORCL Added +30.47K (+32.06%) 125.48K $17.23M —
$NVDA Added +257.96K (+56.86%) 711.64K $162.70M —
$EWZ Added +79.43K (+23.09%) 423.39K $15.77M —
$IEMG Added +31.59K (+1.12%) 2.86M $232.24M —
$IEF Added +256.01K (+54.36%) 726.96K $64.92M —
$SGOV Added +58.28K (+11.48%) 565.76K $56.96M —
$HONA Added +60.70K (+1097.96%) 66.22K $10.26M —
$GNRC Added +29.80K (+238.07%) 42.31K $8.76M —
$EXPE Added +24.92K (+2412.29%) 25.95K $6.83M —
$LLY Added +1.88K (+15.45%) 14.03K $16.23M —
$CRWD Added +11.03K (+331.41%) 14.35K $3.80M —
$BWXT Added +22.98K (+1123.86%) 25.03K $3.43M —
$BIPC Added +169.32K (+335.31%) 219.82K $7.83M —
$BRK.B Added +4.16K (+9.23%) 49.25K $24.52M —
$APP Added +16.26K (+213.24%) 23.89K $6.94M —

13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.

Stocks Evergreen Capital Management holds or traded

Frequently asked questions

What did Evergreen Capital Management buy and sell in its latest 13F?

It opened or added to $IEMG, $NVDA, $IEF, $SGOV and $VOO; it cut or exited $COF, $GOOGL, $GOOG, $JAAA and $DELL.

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.

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