Evergreen Private Wealth LLC
Evergreen Private Wealth LLC reported 89 holdings worth US$270M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 23, 2026
Evergreen Private Wealth LLC reported 89 holdings worth US$270M as of Jun 30, 2026. Largest: Applied Materials, Inc., Alphabet Inc (google) Class C and Berkshire Hathaway Inc. Filed Jul 23, 2026 (Form 13F).
- Holdings
- 89
- Value as reported
- US$270M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Applied Materials, Inc. | 34,994 | US$25.7M | 9.5% |
| Alphabet Inc (google) Class C | 31,355 | US$11.4M | 4.2% |
| Berkshire Hathaway Inc. | 17,170 | US$8.59M | 3.2% |
| Ross Stores, Inc. | 37,575 | US$8.1M | 3.0% |
| Jp Morgan Chase & Co. | 23,343 | US$7.64M | 2.8% |
| Arista Networks, Inc. | 44,215 | US$7.61M | 2.8% |
| Amazon.com, Inc. | 30,096 | US$7.17M | 2.7% |
| Apple Inc | 24,424 | US$7.07M | 2.6% |
| Thermo Fisher Scientific Inc | 13,754 | US$6.9M | 2.6% |
| Fortinet, Inc. | 43,571 | US$6.69M | 2.5% |
| Microsoft Corp. | 16,913 | US$6.31M | 2.3% |
| Huntington Bancshares Incorporated | 354K | US$6.28M | 2.3% |
| Waste Management, Inc. | 26,279 | US$5.86M | 2.2% |
| Netflix, Inc. | 72,244 | US$5.16M | 1.9% |
| Verisk Analytics, Inc. | 27,943 | US$5.02M | 1.9% |
| Adobe Inc. | 24,197 | US$4.96M | 1.8% |
| Ulta Beauty, Inc. | 10,987 | US$4.96M | 1.8% |
| Target Corporation | 35,319 | US$4.61M | 1.7% |
| Parker-hannifin Corporation | 4,481 | US$4.38M | 1.6% |
| Hca Healthcare, Inc. | 11,021 | US$4.3M | 1.6% |
| Prologis, Inc. | 30,534 | US$4.14M | 1.5% |
| Eog Resources, Inc. | 30,022 | US$3.89M | 1.4% |
| Zoetis Inc. | 50,983 | US$3.66M | 1.4% |
| At&t Inc. | 151K | US$3.13M | 1.2% |
| Intuit Inc. | 9,861 | US$2.57M | 0.95% |
| Hf Sinclair Corporation | 33,682 | US$2.35M | 0.87% |
| Kinder Morgan, Inc. | 67,554 | US$2.16M | 0.80% |
| Advanced Micro Devices Inc | 917 | US$533K | 0.20% |
| Palo Alto Networks, Inc. | 1,443 | US$492K | 0.18% |
| Corning Incorporated | 1,438 | US$367K | 0.14% |
| Nvidia Corporation | 1,770 | US$354K | 0.13% |
| Amgen Inc. | 785 | US$284K | 0.11% |
| Rtx Corporation | 1,471 | US$279K | 0.10% |
| Abbvie Inc. | 1,055 | US$265K | 0.10% |
| International Business Machines Corporation | 872 | US$245K | 0.09% |
| Oneok, Inc. | 2,302 | US$200K | 0.07% |
| Merck & Company, Inc. | 1,503 | US$193K | 0.07% |
| Visa Inc. | 520 | US$179K | 0.07% |
| Salesforce, Inc. | 1,127 | US$176K | 0.07% |
| Nextera Energy, Inc. | 1,991 | US$175K | 0.06% |
| Verisign, Inc. | 663 | US$167K | 0.06% |
| Church & Dwight Company, Inc. | 1,559 | US$151K | 0.06% |
| Ppg Industries, Inc. | 1,128 | US$137K | 0.05% |
| Paychex, Inc. | 1,377 | US$135K | 0.05% |
| Cintas Corporation | 780 | US$133K | 0.05% |
| Copart, Inc. | 4,439 | US$125K | 0.05% |
| Caterpillar, Inc. | 104 | US$111K | 0.04% |
| Assured Guaranty Ltd. | 1,372 | US$110K | 0.04% |
| Exxon Mobil Corporation | 770 | US$105K | 0.04% |
| Gartner, Inc. | 779 | US$101K | 0.04% |
Source
View original at SEC
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