Evergreen Advisors, LLC

Evergreen Advisors, LLC reported 31 holdings worth US$469M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 4, 2026

Evergreen Advisors, LLC reported 31 holdings worth US$469M as of Jun 30, 2026. Largest: Apple Inc, Broadcom Inc. and Nvidia Corporation. Filed Aug 4, 2026 (Form 13F).

Holdings
31
Value as reported
US$469M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc4,241US$1.23M0.26%
Broadcom Inc.2,009US$759K0.16%
Nvidia Corporation3,369US$674K0.14%
Smartfinancial, Inc.11,862US$557K0.12%
Tesla, Inc.1,150US$484K0.10%
Alphabet Inc (google) Class C1,028US$367K0.08%
Intel Corporation2,313US$323K0.07%
Lowe's Companies, Inc.1,410US$311K0.07%
Taiwan Semiconductor Manufacturing Co., Ltd.518US$247K0.05%
Caterpillar, Inc.210US$224K0.05%
Home Depot, Inc. (the)621US$219K0.05%
Microsoft Corp.571US$213K0.05%
Vodafone Group Public Limited Company0US$00.00%
At&t Inc.0US$00.00%
Citigroup, Inc.0US$00.00%
Coca-cola Company (the)0US$00.00%
Pepsico, Inc.0US$00.00%
Verizon Communications Inc.0US$00.00%
Charles Schwab Corporation (the)0US$00.00%
Bank Of America Corporation0US$00.00%
Starbucks Corporation0US$00.00%
Automatic Data Processing, Inc.0US$00.00%
Aflac Incorporated0US$00.00%
Walmart Inc.0US$00.00%
Applied Materials, Inc.0US$00.00%
Elevance Health, Inc.0US$00.00%
Westinghouse Air Brake Technologies Corporation0US$00.00%
Capital One Financial Corporation0US$00.00%
Costco Wholesale Corporation0US$00.00%
Eli Lilly And Company0US$00.00%
Merck & Company, Inc.0US$00.00%
Procter & Gamble Company (the)0US$00.00%
Ge Aerospace0US$00.00%
Goldman Sachs Group, Inc. (the)0US$00.00%
Ing Groep N.v.0US$00.00%
Mcdonald's Corporation0US$00.00%
Jp Morgan Chase & Co.0US$00.00%
Tjx Companies, Inc. (the)0US$00.00%
Booking Holdings Inc. Common Stock0US$00.00%
Corning Incorporated0US$00.00%
Progressive Corporation (the)0US$00.00%
Fiserv, Inc.0US$00.00%
Ford Mtr Co Del0US$00.00%
Unitedhealth Group Incorporated0US$00.00%
Southwest Airlines Company0US$00.00%
Rtx Corporation0US$00.00%
Norfolk Southern Corporation0US$00.00%
Duke Energy Corporation (holding Company)0US$00.00%
Conocophillips0US$00.00%
Csx Corporation0US$00.00%
Allstate Corporation (the)0US$00.00%
Halliburton Company0US$00.00%
American Express Company0US$00.00%
Cracker Barrel Old Country Store, Inc.0US$00.00%
Regions Financial Corporation0US$00.00%
Southern Company (the)0US$00.00%
Pnc Financial Services Group, Inc. (the)0US$00.00%
Arrow Electronics, Inc.0US$00.00%
Mohawk Industries, Inc.0US$00.00%
Dollar General Corporation0US$00.00%
American Electric Power Company, Inc.0US$00.00%
Arthur J. Gallagher & Co.0US$00.00%
Unum Group0US$00.00%
Tyson Foods, Inc.0US$00.00%
Intuitive Surgical, Inc.0US$00.00%
Fastenal Company0US$00.00%
Chipotle Mexican Grill, Inc.0US$00.00%
United Community Banks, Inc.0US$00.00%
Corcept Therapeutics Incorporated0US$00.00%
Pinnacle Financial Partners, Inc.0US$00.00%
Riot Platforms, Inc.0US$00.00%
Ipg Photonics Corporation0US$00.00%
Visa Inc.0US$00.00%
Philip Morris International Inc0US$00.00%
First0US$00.00%
Warner Bros. Discovery, Inc. - Series A0US$00.00%
Chord Energy Corporation0US$00.00%
General Motors Company0US$00.00%
Booz Allen Hamilton Holding Corporation0US$00.00%
Capri Holdings Limited0US$00.00%
Phillips 660US$00.00%
Meta Platforms, Inc.0US$00.00%
Mara Holdings, Inc.0US$00.00%
Charter Communications, Inc.0US$00.00%
Ramaco Resources, Inc.0US$00.00%
Bit Digital, Inc.0US$00.00%
Chewy, Inc.0US$00.00%
Bill Holdings, Inc.0US$00.00%
Carrier Global Corporation0US$00.00%
Otis Worldwide Corporation0US$00.00%
Palantir Technologies Inc.0US$00.00%
Viatris Inc.0US$00.00%
Joby Aviation, Inc.0US$00.00%
Redwire Corporation0US$00.00%
Krispy Kreme, Inc.0US$00.00%
Ge Healthcare Technologies Inc.0US$00.00%
Ge Vernova Inc.0US$00.00%
Amazon.com, Inc.0US$00.00%
Berkshire Hathaway Inc.0US$00.00%
Emerson Electric Company0US$00.00%

Every holding of Evergreen Advisors, LLC

Source

View original at SEC

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