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Wyatt Hay

Evergreen Capital Management Llc

Assets Managed
$4.615B
Holdings
1498
Last Quarter
2026 - Q1
Filed Date
12d ago
Growth Rate
3.09%(2Q avg: 4.74%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Evergreen Capital Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1498 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 4.615B in assets, with a quarterly growth rate of 3.09% and a 2-quarter average growth rate of 4.74%. The portfolio is managed by Wyatt Hay, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 64.27%
4%
$184.339M
2.643M shares@ $69.76 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.94%
2.41%
$110.829M
436,694 shares@ $253.8 avg price
PCAR
Paccar Inc
Recent Activity
Decreased 0%
1.99%
$91.661M
793,601 shares@ $115.51 avg price
IEI
Ishares 3-7 Year Treasury Bo
Recent Activity
Decreased -0.21%
1.93%
$88.631M
747,310 shares@ $118.6 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -12.93%
1.85%
$85.259M
230,325 shares@ $370.17 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 5.96%
1.69%
$77.975M
447,079 shares@ $174.42 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -1.79%
1.64%
$75.369M
262,097 shares@ $287.57 avg price
SHY
Ishares 1-3 Year Treasury Bo
Recent Activity
Increased 11.81%
1.48%
$67.982M
823,328 shares@ $82.58 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Increased 7.19%
1.46%
$67.385M
759,691 shares@ $88.71 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -10.28%
1.41%
$65.019M↑ Call
226,659 shares@ $286.87 avg price

1-10 of 1498