§ 13F · FUND PROFILE
EVERGREEN CAPITAL MANAGEMENT LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $4208.8T (13F)Positions · 1889Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$121.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IEMG | ISHARES INC | 1.61M | $108.1T | 2.4% | +812% |
| 2 | IEI | ISHARES TR | 749K | $89.4T | 2.0% | −3% |
| 3 | PCAR | PACCAR INC | 785K | $87.1T | 1.9% | — |
| 4 | MSFT | MICROSOFT CORP | 173K | $83.5T | 1.9% | +2% |
| 5 | AAPL | APPLE INC | 263K | $71.5T | 1.6% | +8% |
| 6 | GS | GOLDMAN SACHS GROUP INC | 79K | $69.3T | 1.5% | −63% |
| 7 | VNQ | VANGUARD INDEX FDS | 709K | $62.7T | 1.4% | +90% |
| 8 | GOOG | ALPHABET INC | 199K | $62.3T | 1.4% | −1% |
| 9 | SHY | ISHARES TR | 736K | $61.0T | 1.4% | −1% |
| 10 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | 1.07M | $53.9T | 1.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EVERGREEN SIGNAL
AC read
EVERGREEN CAPITAL MANAGEMENT LLC is a Other fund managing $4208835.8 trillion in assets. The fund runs a massive portfolio of 1,889 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed