Evergreen Capital Management LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 23, 2026), Evergreen Capital Management LLC reported 1,522 stock positions worth $5.7 billion. Its top holding was iShares Core MSCI Emerging (IEMG) at 4.1% of the portfolio, followed by Goldman Sachs (GS, 2.7%) and Apple (AAPL, 2.2%). Compared with Q1 2026, it opened 172 new positions, sold out of 150, added to 615 and reduced 616. The biggest buy was Goldman Sachs (GS, shares +356%) and the biggest sale iShares 0-3 Month Treasury B (SGOV, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- Bellevue, WA
- CIK
- 0001260824
- Portfolio Value
- $5.7B (Q2 2026)
- SEC Filing
- 0001172661-26-002761 ↗ filed Jul 23, 2026
Holdings Value
Holdings 1,522 stocks · $5.7B
| IEMG iShares Core MSCI Emerging | 4.12% | 2,829,956 | $234.4M | Add +7.1% |
| GS Goldman Sachs Group Inc. | 2.67% | 150,189 | $151.9M | Add +355.9% |
| AAPL Apple Inc. | 2.22% | 436,726 | $126.4M | Add +0.0% |
| COF Capital One Financial Corp. | 1.85% | 525,329 | $105.4M | Add +741.8% |
| MSFT Microsoft Corp. | 1.77% | 269,967 | $100.7M | Add +18.3% |
| TMUS T-Mobile US Inc. | 1.74% | 591,907 | $99.3M | Add +9450.0% |
| OVV Ovintiv Inc. | 1.67% | 1,807,357 | $95.2M | Add +146.8% |
| GOOGL Alphabet Inc. Class A | 1.66% | 265,066 | $94.7M | Add +1.1% |
| PCAR Paccar Inc. | 1.66% | 788,435 | $94.7M | Reduce -0.7% |
| NVDA Nvidia Corp. | 1.59% | 453,680 | $90.8M | Add +1.5% |
| IEI iShares 3-7 Year Treasury Bo | 1.51% | 730,746 | $85.8M | Reduce -2.2% |
| ECHO Echostar Corp. Class A | 1.48% | 831,632 | $84.4M | Add +187.7% |
| GOOG Alphabet Inc. Class C | 1.40% | 225,963 | $79.8M | Add +0.1% |
| AMZN Amazon.com Inc. | 1.36% | 325,697 | $77.6M | Add +5.4% |
| VNQ Vanguard Real Estate ETF | 1.32% | 781,642 | $75.4M | Add +2.9% |
| SHY iShares 1-3 Year Treasury Bo | 1.05% | 727,713 | $59.8M | Reduce -11.6% |
| PAVE Global X US Infrastructure | 0.95% | 918,222 | $54.2M | Add +4.7% |
| MTBA Simplify MBS ETF | 0.91% | 1,054,709 | $51.8M | Reduce -0.7% |
| SGOV iShares 0-3 Month Treasury B | 0.90% | 507,483 | $51.1M | Reduce -18.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.81% | 210,730 | $45.9M | Add +6.6% |
| JAAA Janus Henderson Aaa Clo ETF | 0.79% | 884,464 | $44.8M | Reduce -3.1% |
| IEF iShares 7-10 Year Treasury B | 0.78% | 470,944 | $44.5M | Add +662.3% |
| ITUB Itau Unibanco H-Spon PRF ADR | 0.77% | 5,338,043 | $43.6M | Add +32881.4% |
| APA Apa Corp. | 0.73% | 1,283,057 | $41.8M | Add +300.5% |
| JD Jd.com Inc.-ADR | 0.66% | 1,480,613 | $37.7M | Add +20017.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.66% | 745,522 | $37.7M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.65% | 49,444 | $37.0M | Add +15.0% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.61% | 664,837 | $34.8M | Add +0.6% |
| DELL Dell Technologies -C | 0.60% | 79,648 | $34.4M | Reduce -53.5% |
| FDX FedEx Corp. | 0.60% | 108,955 | $34.2M | Add +29.6% |
| MU Micron Technology Inc. | 0.59% | 29,017 | $33.5M | Reduce -41.9% |
| MRK Merck & Co. Inc. | 0.59% | 258,518 | $33.4M | Reduce -1.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.59% | 345,593 | $33.4M | Add +6.1% |
| DMBS Doubleline Mortgage ETF | 0.58% | 678,657 | $33.3M | Reduce -1.1% |
| JPM JPMorgan Chase & Co. | 0.56% | 97,875 | $32.0M | Reduce -9.7% |
| SPHQ Invesco S&P 500 Quality ETF | 0.56% | 353,193 | $31.8M | Add +2.0% |
| IXC iShares Global Energy ETF | 0.55% | 639,408 | $31.4M | Reduce 0.0% |
| AVGO Broadcom Inc. | 0.54% | 81,952 | $31.0M | Add +13.5% |
| CSCO Cisco Systems Inc. | 0.53% | 255,498 | $30.0M | Reduce -16.3% |
| EPD Enterprise Products Partners | 0.51% | 796,751 | $29.3M | Reduce -9.1% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.51% | 616,925 | $28.9M | Add +471.2% |
| REZ Ishars Res and Multi Reales | 0.50% | 299,314 | $28.3M | Add +12.2% |
| EMLC Vaneck JPM Em Local Curr BND | 0.49% | 1,096,521 | $28.0M | Add +0.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.48% | 319,999 | $27.6M | Reduce -7.0% |
| DFAE Dimensional Emerging Core Eq | 0.46% | 656,713 | $26.4M | Add +14.6% |
| VOO Vanguard S&P 500 ETF | 0.45% | 37,355 | $25.7M | Add +3.5% |
| MLPA Global X MLP ETF | 0.45% | 478,511 | $25.4M | Add +0.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.44% | 52,814 | $25.3M | Add +1.7% |
| IJR iShares Core S&P Small-Cap E | 0.43% | 166,353 | $24.7M | Add +0.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.43% | 33,157 | $24.4M | Add +0.2% |
| META Meta Platforms Inc. Class A | 0.43% | 43,197 | $24.3M | Add +14.7% |
| IGF iShares Global Infrastructur | 0.42% | 362,646 | $24.2M | Add +9.4% |
| ANGL Vaneck Fallen Angel High YLD | 0.41% | 798,375 | $23.3M | Add +0.5% |
| PYLD PIMCO Multisector Bond Actv | 0.40% | 865,182 | $22.9M | Add +4.3% |
| BAC Bank of America Corp. | 0.40% | 397,722 | $22.7M | Add +11.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.40% | 45,087 | $22.6M | Reduce -15.8% |
| C Citigroup Inc. | 0.38% | 156,204 | $21.9M | Reduce -0.5% |
| VDE Vanguard Energy ETF | 0.38% | 145,342 | $21.8M | Reduce -0.3% |
| EDD Morgan Stanley Emrg MRK Dom | 0.38% | 3,508,478 | $21.5M | Add +1.4% |
| UBER Uber Technologies Inc. | 0.37% | 293,545 | $21.2M | Reduce -7.7% |
| AMT American Tower Corp. | 0.37% | 126,392 | $20.8M | Add +73.5% |
| VGT Vanguard Info Tech ETF | 0.36% | 170,231 | $20.3M | No change |
| PANW Palo Alto Networks Inc. | 0.35% | 59,279 | $20.2M | Add +9.6% |
| SPTS SS SPDR P St Term TSY ETF | 0.35% | 696,181 | $20.2M | Reduce -4.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.35% | 239,373 | $20.0M | Add +6.1% |
| IFRA iShares US Infrastructure | 0.34% | 310,377 | $19.6M | Add +1.2% |
| COST Costco Wholesale Corp. | 0.33% | 20,283 | $19.0M | Reduce -1.2% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.33% | 142,946 | $18.6M | Add +20.0% |
| IWS iShares Russell Mid-Cap Valu | 0.32% | 112,413 | $18.5M | Add +7.6% |
| TSLA Tesla Inc. | 0.32% | 43,794 | $18.4M | Add +8.9% |
| VHT Vanguard Health Care ETF | 0.31% | 58,281 | $17.4M | Add +3.3% |
| JNJ Johnson & Johnson | 0.30% | 66,225 | $16.8M | Reduce -0.7% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.29% | 69,931 | $16.6M | Reduce -0.7% |
| VCIT Vanguard Int-Term Corporate | 0.29% | 201,144 | $16.6M | Add +0.4% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.29% | 8,310 | $16.5M | Reduce -9.6% |
| ET Energy Transfer LP | 0.28% | 845,478 | $16.2M | Reduce -2.0% |
| VIG Vanguard Dividend Apprec ETF | 0.28% | 68,080 | $16.1M | Reduce -0.2% |
| J Jacobs Solutions Inc. | 0.28% | 125,771 | $15.8M | Add +21.4% |
| AMAT Applied Materials Inc. | 0.27% | 21,409 | $15.5M | Reduce -2.1% |
| XHLF Bondbloxx BBG 6 MTH US Treas | 0.27% | 301,901 | $15.2M | Reduce -11.2% |
| TEI Templeton Emrg MKTS Inc. | 0.26% | 2,235,663 | $15.1M | Add +1.6% |
| GD General Dynamics Corp. | 0.26% | 42,003 | $14.9M | Reduce -2.5% |
| OKE Oneok Inc. | 0.26% | 170,927 | $14.9M | Reduce -16.2% |
| REM iShares Mortgage Real Estate | 0.26% | 672,345 | $14.8M | Add +0.8% |
| FANG Diamondback Energy Inc. | 0.26% | 83,834 | $14.7M | Add +0.0% |
| PAGP Plains GP Holdings LP | 0.26% | 605,118 | $14.7M | Reduce -12.6% |
| LLY Eli Lilly & Co. | 0.26% | 12,152 | $14.6M | Reduce -24.1% |
| CEF Sprott Physical Gold and Sil | 0.25% | 359,926 | $14.5M | Reduce 0.0% |
| QCOM Qualcomm Inc. | 0.25% | 77,863 | $14.4M | Reduce -28.4% |
| ORCL Oracle Corp. | 0.24% | 95,018 | $13.9M | Reduce -15.1% |
| FAX Abrdn Asia-Pacific Income | 0.24% | 946,524 | $13.9M | Add +3.3% |
| SNDK Sandisk Corp. | 0.24% | 6,025 | $13.7M | Reduce -14.6% |
| CQQQ Invesco China Technology ETF | 0.24% | 239,052 | $13.6M | Reduce -0.5% |
| RWR SS SPDR Dow Jones REIT ETF | 0.24% | 118,883 | $13.4M | Add +10.7% |
| RITM Rithm Capital Corp. | 0.23% | 1,425,198 | $13.4M | Add +66.0% |
| UBS UBS Group AG-Reg | 0.23% | 269,605 | $13.4M | Add +886.7% |
| SHEL Shell PLC-ADR | 0.23% | 171,516 | $13.3M | Add +4.6% |
| ABBV Abbvie Inc. | 0.23% | 51,916 | $13.1M | Reduce -8.5% |
| CRH CRH PLC | 0.23% | 120,520 | $12.9M | Add +18.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.23% | 132,528 | $12.9M | Add +3.6% |
Options reported separately and not counted above: CHYM puts ($2.8M), AAPL puts ($752K), GOOGL puts ($572K), NVDA puts ($520K), AVGO puts ($378K), GOOG puts ($353K), META calls ($282K), LLY puts ($240K), AVGO calls ($227K), MSFT puts ($224K), NVDA calls ($200K), MSFT calls ($187K), and 1 more.
Portfolio Sells Q1 2026 → Q2 2026
| SGOV iShares 0-3 Month Treasury B | Reduce -18.2% | 0.90% | −0.46 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -11.6% | 1.05% | −0.43 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -2.2% | 1.51% | −0.42 |
| PCAR Paccar Inc. | Reduce -0.7% | 1.66% | −0.33 |
| KW Kennedy-Wilson Holdings Inc. | Sold out | 0.00% | −0.27 |
| IXC iShares Global Energy ETF | Reduce 0.0% | 0.55% | −0.25 |
| MTBA Simplify MBS ETF | Reduce -0.7% | 0.91% | −0.23 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -3.1% | 0.79% | −0.22 |
| EPD Enterprise Products Partners | Reduce -9.1% | 0.51% | −0.21 |
| VDE Vanguard Energy ETF | Reduce -0.3% | 0.38% | −0.16 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -15.8% | 0.40% | −0.16 |
| DMBS Doubleline Mortgage ETF | Reduce -1.1% | 0.58% | −0.15 |
| CTRA Coterra Energy Inc. | Sold out | 0.00% | −0.15 |
| OKE Oneok Inc. | Reduce -16.2% | 0.26% | −0.14 |
| JPM JPMorgan Chase & Co. | Reduce -9.7% | 0.56% | −0.13 |
| NKE Nike Inc. Class B | Reduce -76.5% | 0.02% | −0.13 |
| UBER Uber Technologies Inc. | Reduce -7.7% | 0.37% | −0.12 |
| CEF Sprott Physical Gold and Sil | Reduce 0.0% | 0.25% | −0.12 |
| HRI Herc Holdings Inc. | Reduce -51.1% | 0.15% | −0.12 |
| ORCL Oracle Corp. | Reduce -15.1% | 0.24% | −0.11 |
| COST Costco Wholesale Corp. | Reduce -1.2% | 0.33% | −0.11 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -4.8% | 0.35% | −0.11 |
| AES AES Corp. | Reduce -85.9% | 0.01% | −0.11 |
| PAGP Plains GP Holdings LP | Reduce -12.6% | 0.26% | −0.11 |
| XHLF Bondbloxx BBG 6 MTH US Treas | Reduce -11.2% | 0.27% | −0.10 |
| MRK Merck & Co. Inc. | Reduce -1.4% | 0.59% | −0.10 |
| RH RH | Reduce -91.2% | 0.01% | −0.10 |
| NFLX Netflix Inc. | Reduce -18.8% | 0.09% | −0.10 |
| PFE Pfizer Inc. | Reduce -1.3% | 0.21% | −0.10 |
| XOM Exxon Mobil Corp. | Reduce -3.3% | 0.17% | −0.10 |
| BWZ State Street SPDR Bloomberg | Reduce -62.5% | 0.04% | −0.09 |
| TTE Totalenergies SE | Reduce -2.4% | 0.19% | −0.09 |
| V Visa Inc. Class A | Reduce -33.0% | 0.14% | −0.09 |
| PSLV Sprott Physical Silver Trust | Reduce -2.7% | 0.13% | −0.08 |
| PLTR Palantir Technologies Inc. Class A | Reduce -26.6% | 0.07% | −0.08 |
| CVX Chevron Corp. | Reduce -0.7% | 0.14% | −0.08 |
| ET Energy Transfer LP | Reduce -2.0% | 0.28% | −0.08 |
| PEP Pepsico Inc. | Reduce -8.8% | 0.14% | −0.08 |
| HD Home Depot Inc. | Reduce -35.5% | 0.08% | −0.07 |
| RWT Redwood Trust Inc. | Reduce -0.1% | 0.14% | −0.06 |
| LLY Eli Lilly & Co. | Reduce -24.1% | 0.26% | −0.06 |
| CHE Chemed Corp. | Reduce -89.4% | 0.01% | −0.06 |
| TM Toyota Motor Corp. -Spon ADR | Reduce -54.6% | 0.03% | −0.06 |
| MCHI iShares MSCI China ETF | Reduce -19.7% | 0.09% | −0.06 |
| WMT Walmart Inc. | Reduce -0.9% | 0.16% | −0.06 |
| LULU Lululemon Athletica Inc. | Reduce -5.9% | 0.08% | −0.06 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -7.0% | 0.48% | −0.06 |
| GD General Dynamics Corp. | Reduce -2.5% | 0.26% | −0.06 |
| JNJ Johnson & Johnson | Reduce -0.7% | 0.30% | −0.06 |
| VICI Vici Properties Inc. | Reduce -1.4% | 0.20% | −0.06 |
Portfolio Buys Q1 2026 → Q2 2026
| GS Goldman Sachs Group Inc. | Add +355.9% | 2.67% | +2.06 |
| TMUS T-Mobile US Inc. | Add +9450.0% | 1.74% | +1.71 |
| COF Capital One Financial Corp. | Add +741.8% | 1.85% | +1.60 |
| ITUB Itau Unibanco H-Spon PRF ADR | Add +32881.4% | 0.77% | +0.76 |
| ECHO Echostar Corp. Class A | Add +187.7% | 1.48% | +0.75 |
| OVV Ovintiv Inc. | Add +146.8% | 1.67% | +0.73 |
| JD Jd.com Inc.-ADR | Add +20017.0% | 0.66% | +0.66 |
| IEF iShares 7-10 Year Treasury B | Add +662.3% | 0.78% | +0.65 |
| APA Apa Corp. | Add +300.5% | 0.73% | +0.44 |
| SLB SLB Ltd. | Add +471.2% | 0.51% | +0.39 |
| UBS UBS Group AG-Reg | Add +886.7% | 0.23% | +0.21 |
| ARES Ares Management Corp. Class A | New | 0.20% | +0.20 |
| PANW Palo Alto Networks Inc. | Add +9.6% | 0.35% | +0.17 |
| CLB Core Laboratories Inc. | New | 0.14% | +0.14 |
| AMD Advanced Micro Devices | Add +9.0% | 0.21% | +0.13 |
| IEMG iShares Core MSCI Emerging | Add +7.1% | 4.12% | +0.11 |
| HCI Hci Group Inc. | Add +1787.5% | 0.12% | +0.11 |
| MELI MercadoLibre Inc. | New | 0.10% | +0.10 |
| ALSN Allison Transmission Holding | Add +2197.6% | 0.10% | +0.09 |
| AMT American Tower Corp. | Add +73.5% | 0.37% | +0.09 |
| DVN Devon Energy Corp. | Add +1070.1% | 0.10% | +0.09 |
| INTC Intel Corp. | Add +15.8% | 0.11% | +0.07 |
| FSCO FS Credit Opportunities Corp. | Add +96.0% | 0.19% | +0.07 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.7% | 0.44% | +0.06 |
| AVGO Broadcom Inc. | Add +13.5% | 0.54% | +0.06 |
| RITM Rithm Capital Corp. | Add +66.0% | 0.23% | +0.06 |
| LRCX Lam Research Corp. | Add +0.3% | 0.13% | +0.05 |
| STX Seagate Technology Holdings | Add +8.0% | 0.10% | +0.05 |
| FLEX Flex Ltd. | Add +0.3% | 0.09% | +0.04 |
| DFAE Dimensional Emerging Core Eq | Add +14.6% | 0.46% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +15.0% | 0.65% | +0.04 |
| AXP American Express Co. | Add +65.1% | 0.11% | +0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +96.1% | 0.07% | +0.04 |
| UNH Unitedhealth Group Inc. | Add +4.7% | 0.15% | +0.04 |
| BIPC Brookfield Infrastructure-A | New | 0.03% | +0.03 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | Add +20.0% | 0.33% | +0.03 |
| EWU iShares MSCI United Kingdom | Add +99.1% | 0.08% | +0.03 |
| ADP Automatic Data Processing | Add +153.3% | 0.05% | +0.03 |
| HOOD Robinhood Markets Inc. Class A | Add +4.8% | 0.15% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +1.1% | 1.66% | +0.03 |
| LOW Lowe's Cos Inc. | Add +53.4% | 0.20% | +0.03 |
| COLO Global X MSCI Colombia ETF | New | 0.02% | +0.02 |
| ARGT Global X MSCI Argentina ETF | New | 0.02% | +0.02 |
| MS Morgan Stanley | Add +38.5% | 0.08% | +0.02 |
| SARO Standardaero Inc. | New | 0.02% | +0.02 |
| FLO Flowers Foods Inc. | Add +431.3% | 0.03% | +0.02 |
| BAC Bank of America Corp. | Add +11.3% | 0.40% | +0.02 |
| DEO Diageo PLC-Sponsored ADR | Add +186.4% | 0.03% | +0.02 |
| ARGX Argenx SE - ADR | Add +166.1% | 0.03% | +0.02 |
| DHR Danaher Corp. | Add +135.7% | 0.04% | +0.02 |
Options Activity Q1 2026 → Q2 2026
| LLY Eli Lilly & Co. | call | Sold out | 7,100 | $6.5Mbefore exit |
| CHYM Chime Financial Inc. Class A | put | New | 135,000 | $2.8M |
| AAPL Apple Inc. | put | New | 2,600 | $752K |
| GOOGL Alphabet Inc. Class A | put | New | 1,600 | $572K |
| MSFT Microsoft Corp. | call | Sold out | 1,500 | $555Kbefore exit |
| NVDA Nvidia Corp. | put | New | 2,600 | $520K |
| AVGO Broadcom Inc. | put | New | 1,000 | $378K |
| GOOG Alphabet Inc. Class C | put | New | 1,000 | $353K |
| GOOG Alphabet Inc. Class C | call | Sold out | 1,000 | $287Kbefore exit |
| META Meta Platforms Inc. Class A | call | Sold out | 500 | $286Kbefore exit |
| META Meta Platforms Inc. Class A | call | New | 500 | $282K |
| LLY Eli Lilly & Co. | put | New | 200 | $240K |
| ISRG Intuitive Surgical Inc. | call | Sold out | 500 | $230Kbefore exit |
| AVGO Broadcom Inc. | call | New | 600 | $227K |
| MSFT Microsoft Corp. | put | New | 600 | $224K |
| MSFT Microsoft Corp. | put | Sold out | 600 | $222Kbefore exit |
| NVDA Nvidia Corp. | call | New | 1,000 | $200K |
| MSFT Microsoft Corp. | call | New | 500 | $187K |
| GOOG Alphabet Inc. Class C | call | New | 500 | $177K |
| ORCL Oracle Corp. | call | Sold out | 500 | $74Kbefore exit |
| NVO Novo-Nordisk A/S-Spons ADR | call | Sold out | 100 | $4Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,522 | $5.7B | IEMG, GS, AAPL, COF, MSFT |
| Q1 2026 | 1,498 | $4.6B | IEMG, AAPL, PCAR, IEI, MSFT |
| Q4 2025 | 1,399 | $4.5B | MSFT, AAPL, IEMG, IEI, PCAR |
| Q3 2025 | 1,302 | $4.2B | GS, MSFT, AAPL, IEI, COF |
| Q2 2025 | 1,126 | $3.3B | MSFT, IEI, PCAR, AAPL, NVDA |
| Q1 2025 | 1,085 | $3.0B | MSFT, AAPL, PCAR, IEI, MTBA |
| Q4 2024 | 1,064 | $3.1B | MSFT, AAPL, PCAR, IEI, AMZN |
| Q3 2024 | 1,002 | $3.0B | MSFT, AAPL, PCAR, DIV, IEI |
| Q2 2024 | 948 | $2.8B | MSFT, AAPL, PCAR, IEI, SPTS |
| Q1 2024 | 872 | $2.6B | MSFT, PCAR, AAPL, NORW, SPTS |