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Wyatt Hay

Evergreen Capital Management Llc

Assets Managed
$5.703B
Holdings
1522
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
23.57%(2Q avg: 13.33%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Evergreen Capital Management Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 1522 positions.

Assets under management

The assets under management (AUM) of Evergreen Capital Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 5.703B in assets, with a quarterly growth rate of 23.57% and a 2-quarter average growth rate of 13.33%. The portfolio is managed by Wyatt Hay, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 7.08%
4.12%
$234.434M
2.83M shares@ $82.84 avg price
GS
Goldman Sachs Group Inc
Recent Activity
Increased 355.88%
2.67%
$151.897M
150,189 shares@ $1011.38 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.61%
2.23%
$127.123M
439,326 shares@ $289.37 avg price
COF
Capital One Financial Corp
Recent Activity
Increased 741.81%
1.85%
$105.392M
525,329 shares@ $200.63 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 17.69%
1.78%
$101.113M
271,067 shares@ $373.03 avg price
TMUS
T-mobile Us Inc
Recent Activity
Increased 9449.97%
1.75%
$99.281M
591,907 shares@ $167.74 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 1.75%
1.68%
$95.299M↓ Put
266,666 shares@ $357.38 avg price
OVV
Ovintiv Inc
Recent Activity
Increased 146.8%
1.67%
$95.157M
1.807M shares@ $52.66 avg price
PCAR
Paccar Inc
Recent Activity
Decreased -0.65%
1.67%
$94.707M
788,435 shares@ $120.13 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 2.29%
1.61%
$91.497M
457,280 shares@ $200.1 avg price

1-10 of 1522