EVERGREEN CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SIRI | 30K | $686.75K |
 | AMT | 29K | $5.66M |
 | LFVN | 29K | $282.17K |
 | GBDC | 29K | $396.15K |
 | UMC | 29K | $217.17K |
 | E | 28K | $1.01M |
 | ACN | 28K | $6.97M |
 | ASX | 28K | $312.24K |
 | JHG | 28K | $1.25M |
 | NVS | 28K | $3.60M |
 | BTI | 28K | $1.48M |
 | GSK | 28K | $1.20M |
 | APLE | 27K | $328.94K |
 | HOPE | 27K | $286.50K |
 | PR | 27K | $340.35K |
 | ORI | 27K | $1.13M |
 | BX | 26K | $4.52M |
 | IQ | 26K | $66.93K |
 | PSO | 26K | $368.44K |
 | UWMC | 26K | $160.30K |
Sirius XM Holdings Inc.
SIRI
Shares Held
30K
Value
$686.75K
American Tower Corporation
AMT
Shares Held
29K
Value
$5.66M
LifeVantage Corporation
LFVN
Shares Held
29K
Value
$282.17K
Golub Capital BDC, Inc.
GBDC
Shares Held
29K
Value
$396.15K
United Microelectronics Corporation
UMC
Shares Held
29K
Value
$217.17K
Eni S.p.A.
E
Shares Held
28K
Value
$1.01M
Accenture plc
ACN
Shares Held
28K
Value
$6.97M
ASE Technology Holding Co., Ltd.
ASX
Shares Held
28K
Value
$312.24K
Janus Henderson Group plc
JHG
Shares Held
28K
Value
$1.25M
Novartis AG
NVS
Shares Held
28K
Value
$3.60M
British American Tobacco p.l.c.
BTI
Shares Held
28K
Value
$1.48M
GSK plc
GSK
Shares Held
28K
Value
$1.20M
Apple Hospitality REIT, Inc.
APLE
Shares Held
27K
Value
$328.94K
Hope Bancorp, Inc.
HOPE
Shares Held
27K
Value
$286.50K
Permian Resources Corporation
PR
Shares Held
27K
Value
$340.35K
Old Republic International Corporation
ORI
Shares Held
27K
Value
$1.13M
Blackstone Inc.
BX
Shares Held
26K
Value
$4.52M
iQIYI, Inc.
IQ
Shares Held
26K
Value
$66.93K
Pearson plc
PSO
Shares Held
26K
Value
$368.44K
UWM Holdings Corporation
UWMC
Shares Held
26K
Value
$160.30K